Professional
Added to YB: 2024-10-16
Pitch date: 2024-10-12
WCC [bullish]
WESCO International, Inc.
-1.79%
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
$8.6B
Pitch Price
$175.60
Price Target
N/A
Dividend
0.94%
Sector
Trading Companies and Distributors
Category
value
Blue Tower Asset Management Portfolio Holding: WESCO International, Inc.
WCC: Industrial distributor w/ pricing power, low capex. Secular tailwinds: EV, solar, data centers. Mgmt targets 5-8% sales growth, 10% EBITDA margin. $1B buyback, 4% retired in H1 2024. 17.5% fwd return: 9.5% FCF yield, 4% organic growth, 4% margin expansion. Risks: rate sensitivity, acquisition integration.
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