Added to YB: 2024-10-24
Pitch date: 2024-09-30
WCC [bullish]
WESCO International, Inc.
+80.43%
current return
Author Info
No bio for this author
Company Info
WESCO International, Inc. provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally.
Market Cap
$14.9B
Pitch Price
$166.30
Price Target
N/A
Dividend
0.65%
EV/EBITDA
12.02
P/E
23.53
EV/Sales
0.90
Sector
Trading Companies and Distributors
Category
growth
Third Avenue Real Estate Value Fund Added On Position: WESCO International, Inc.
WCC: Leading distributor in electrical, communications & utility sectors. Strong position post-Anixter acquisition. High-scoring on key distribution factors. 7% op margins with 10% target by 2030. Refinancing could boost FCF 10%. Upside from segment growth, margin expansion & potential M&A. Limited downside due to steady financials & modest valuation.
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