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Added to YB: 2024-06-05

Pitch date: 2024-06-05

CLMB [bullish]

Climb Global Solutions, Inc.

+49.56%

current return

Author Info

No bio for this author

Company Info

Climb Global Solutions Inc. operates as a value-added information technology (IT) distribution and solutions company in the United States, Canada, Europe, the United Kingdom, and internationally.

Market Cap

$249.0M

Pitch Price

$13.89

Price Target

77.00 (+271%)

Dividend

1.21%

EV/EBITDA

10.69

P/E

21.72

EV/Sales

0.58

Sector

Electronic Equipment, Instruments and Components

Category

growth

Show full summary:
Long: Climb Global Solutions (NASDAQ: CLMB)

CLMB: Specialty IT distributor, 92% software sales. 20% CAGR since 2020, 20% ROIC, negative working capital. Focuses on high-growth vendors (10-15% growth), expanding EU presence. $2.6B adj. gross billings by 2026. M&A potential. Risks: vendor concentration. PT $92-$113 (22-32.5% CAGR) at 10-12x EV/EBITDA.

Read full article (8 min)