WCC
WESCO INTERNATIONAL INC
Next earnings Jul 29, 2026 · consensus $4.01 EPS, $6.50B rev
Last earnings +14.4% on 2026-04-30
$307.89
▼ -10.36%$307.89▲ +67.43%
over 1Y
L $183.89H $373.98
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-10.4%
1W-13.9%
1M-17.0%
3M+11.1%
YTD+22.5%
1Y+67.4%
Hold
Conviction
Horizon
Medium (3–12mo)
12-mo target
$•••
Street · 14 analysts
Buy
Electrical distributor growing on data-center/electrification demand, but falling earnings, a cash-flow air pocket and 28x P/E balance it out.
Revenue (FY2025) $23.5B · FY2025
The read
Middling fundamentals and a rich price (~66% above fair value) leave little margin of safety — a wait-and-see.
WESCO is a leading electrical, communications and utility products distributor levered to powerful demand themes — data centers, grid electrification and reshoring. The top line reflects that: revenue grew 7.8% to $23.5B in FY2025, a record, extending growth from $18.2B in FY2021. The business is a low-margin, high-volume distributor (5.2% operating margin, 2.7% net), so scale and a 12.7% ROE are the relevant quality markers, and operating income held roughly flat (+0.8%) at $1.23B.
The blemishes are real, however. Net income fell 10.8% to $640M and has now declined for three straight years (from $861M in FY2022), as gross-margin and interest-cost pressures offset volume growth. More notably, operating cash flow collapsed 88.6% to just $125M — a working-capital air pocket as inventory and receivables built to support the revenue surge. That cash strain came alongside rising leverage: long-term debt grew 14.1% to $5.76B and liabilities/equity climbed to 2.28x. The company pulled back buybacks 82.4% to $75M (preserving cash) while nudging the dividend up 8.5%.
Is WCC a buy? The one-page verdict, explained →
The options angle
model · matches our verdictCovered call~60d expiry
- Long 100 shares @ ~307.89
- Short call 325 @ ~19.47 est
debit $28,842max +$3,658max −$28,841BE 288.42
HOLD means own it, don't chase it — harvesting premium against the position matches the verdict.
Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $18.2B | $21.4B | $22.4B | $21.8B | $23.5B |
| Gross profit | — | — | — | — | — |
| Operating income | $802M | $1.44B | $1.41B | $1.22B | $1.23B |
| Net income | $465M | $861M | $766M | $718M | $640M |
| Diluted EPS | $7.84 | $15.33 | $13.54 | $13.05 | $13.05 |
| Net margin | 2.6% | 4.0% | 3.4% | 3.3% | 2.7% |
10-year statements — income, cash flow, balance sheet & CSV export →
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$20.2B
EV / EBITDA14.1
EV / Sales0.9
EV / FCF800.5
P / FCF595.1
PEG (trailing)—
Earnings yield4.3%
FCF yield0.2%
Quality & risk
ROIC (est.)9.0%
Free cash flow$25.2M
Total debt$5.78B
Net cash-$5.18B
Altman Z-Score3.30 safe
Piotroski F-Score4/8
Capital returns
Buyback yield0.5%
Dividend yield (est.)0.6%
Shareholder yield1.1%
Shares Δ YoY-0.3%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗4Period ending 2026-06-302026-07-02open ↗
Frequently asked
- Is WESCO INTERNATIONAL INC (WCC) a buy?
- WCC currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Electrical distributor growing on data-center/electrification demand, but falling earnings, a cash-flow air pocket and 28x P/E balance it out.
- What is WCC's fair value?
- A Modified-Graham model based on WCC's SEC fundamentals estimates a fair value of about $105.38. It is an estimate from reported earnings, not a price target.
- Is WCC overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, WCC currently appears overvalued relative to its SEC-grounded earnings power.
- What is WESCO INTERNATIONAL INC's quality score?
- WCC scores 62.69654804663393/100 (grade C+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000929008, latest 10-Q filed 2026-04-30) · EODHD · Proprietary analysis · as of 6/21/2026, 9:01:01 PM.
About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 5:01 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.