Professional
Added to YB: 2024-04-11
Pitch date: 2024-04-05
CLMB [bullish]
Climb Global Solutions, Inc.
+22.53%
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
$16.96
Price Target
130.00 (+526%)
Dividend
1.21%
EV/EBITDA
10.69
P/E
21.72
EV/Sales
0.58
Sector
Electronic Equipment, Instruments and Components
Category
growth
Headwaters Capital New Portfolio Holding: Climb Global Solutions, Inc.
CLMB: Cybersecurity & data center software distributor poised for double-digit organic growth supplemented by M&A. Capital-light model yields 30% ROIC & strong FCF. Experienced CEO driving vendor optimization & M&A strategy. Trades at 8x EBITDA vs 10-12x fair value given growth & ROIC profile. $110-$130 price target for 26-34% CAGR upside.
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