Professional
Added to YB: 2025-07-22
Pitch date: 2025-05-11
WCC [bullish]
WESCO International, Inc.
+62.92%
current return
Author Info
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
$13.7B
Pitch Price
$171.33
Price Target
273.27 (-2%)
Dividend
0.71%
EV/EBITDA
11.34
P/E
21.64
EV/Sales
0.85
Sector
Trading Companies and Distributors
Category
growth
5x5x5 Russo Student Investment Fund: WESCO International, Inc. (NYSE: WCC)
WCC: Electrical distributor at nexus of electrification, data centers, AI & manufacturing reshoring trends. 11x P/E, 8x EV/EBITDA. Shifting to higher-margin services, completing $380M ERP investment. 4.9% rev CAGR, 15% EPS CAGR. FCF ~$800M/yr funding deleveraging & buybacks. 73% upside (16.2% IRR) by 2028.
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