Bull case
WCC would need investors to value it at roughly 39x earnings — about 17x more generous than today's 23x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Three scenarios for where WCC stock could go
WCC would need investors to value it at roughly 39x earnings — about 17x more generous than today's 23x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
At 30x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
If investor confidence fades or macro conditions deteriorate, a 4x multiple contraction could push WCC down roughly 17% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.

WESCO International is a leading industrial distributor that provides electrical, communications, and utility products along with supply chain solutions to business customers. It generates revenue through three main segments: Electrical & Electronic Solutions (~60% of sales), Communications & Security Solutions (~20%), and Utility and Broadband Solutions (~20%). The company's competitive advantage lies in its extensive North American distribution network, integrated supply chain capabilities, and deep technical expertise across multiple industrial verticals.
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $3.39/$3.31 | +2.4% | $5.9B/$5.9B | +0.3% |
| Q4 2025 | $3.92/$3.75 | +4.5% | $6.2B/$6.0B | +2.6% |
| Q1 2026 | $3.40/$3.82 | -11.0% | $6.1B/$6.0B | +0.6% |
| Q2 2026 | $3.37/$2.88 | +17.0% | $6.1B/$5.9B | +3.7% |
WCC beat EPS estimates in 3 of 4 tracked quarters. A strong delivery record supports forward estimate credibility.
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest annual revenue by segment or product family
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Latest annual revenue by reported region
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Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Fair value est. $344 — implies -5.9% from today's price.
| Metric | WCC | S&P 500 | Industrials | 5Y Avg WCC |
|---|---|---|---|---|
| Forward PE | 22.7x | 18.8x+21% | 21.2x | — |
| Trailing PE | 28.0x | 24.4x+15% | 25.6x | 14.1x+99% |
| PEG Ratio | 0.52x | 1.66x-69% | 1.65x-68% | — |
| EV/EBITDA | 16.9x | 15.2x+11% | 13.9x+22% | 10.3x+65% |
| Price/FCF | 706.7x | 20.7x+3315% | 20.0x+3425% | 15.9x+4347% |
| Price/Sales | 0.8x | 3.1x-75% | 1.6x-52% | 0.4x+87% |
| Dividend Yield | 0.49% | 1.91% | 1.21% | 0.84% |
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolWCC returns 3.9% of market cap to shareholders annually.
Revenue, margins, and cash generation
ROIC, leverage, and debt serviceability
~31.9 years to full repayment at current FCF run-rate
How capital is returned to owners
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageKey factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated June 18, 2026
The average price target is $259.6 with a high of $304, indicating significant disagreement among analysts about WCC's valuation.
WESCO International disclosed 32 risk factors in its most recent earnings report, with the majority concentrated in the Finance & Corporate category.
6 analysts have shared evaluations expressing a mix of bullish and bearish perspectives, reflecting uncertainty about WCC's performance.
SEC filings highlight potential risks in segment performance, debt maturity, and other operational factors that could impact financial stability.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated June 18, 2026
WESCO's bullish thesis highlights its exposure to secular trends in electric vehicles (EVs) and solar installations, positioning it for future growth.
The company benefits from trends in digital infrastructure, including data centers and AI, driving demand for its services.
WESCO is well-positioned to capitalize on infrastructure modernization efforts, which are expected to boost its revenue and market share.
The trend of manufacturing reshoring presents a significant opportunity for WESCO, as it supports industrial and supply chain solutions.
WESCO's inclusion on the Fortune 500 list underscores its stability and dominance in the industry, reinforcing investor confidence.
Despite concerns over revenue growth and margins, WESCO's consistent dividend payments highlight its financial resilience.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
WCC WCC WESCO International, Inc. | $17.8B | 22.7x | +7.1% | 2.8% | Buy | +4.9% |
GWW GWW W.W. Grainger, Inc. | $64.5B | 29.9x | +6.0% | 9.7% | Hold | -6.6% |
MSM MSM MSC Industrial Direct Co., Inc. | $6.6B | 27.2x | +3.5% | 5.4% | Hold | -6.3% |
FAS FAST Fastenal Company | $52.7B | 36.9x | +9.1% | 15.3% | Hold | +0.5% |
DXP DXPE DXP Enterprises, Inc. | $2.7B | 28.3x | +7.8% | 4.3% | Hold | -11.3% |
AIT AIT Applied Industrial Technologies, Inc. | $12.5B | 31.6x | +4.3% | 8.3% | Buy | -0.4% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
WCC returns capital mainly through $615M/year in buybacks (3.5% buyback yield), with a modest 0.49% dividend — combining for 3.9% total shareholder yield.
Yield, cadence, and growth quality
How much per-share support comes from repurchases
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $1.00 | — | — | — |
| 2025 | $1.81 | +10.0% | 5.1% | 5.8% |
| 2024 | $1.65 | +10.0% | 4.6% | 5.5% |
| 2023 | $1.50 | — | 0.8% | 1.7% |
Common questions answered from live analyst data and company financials.
WESCO International, Inc. (WCC) is rated Buy by Wall Street analysts as of 2026. Of 33 analysts covering the stock, 22 rate it Buy or Strong Buy, 11 rate it Hold, and 0 rate it Sell or Strong Sell. The consensus 12-month price target is $383, implying +4.9% from the current price of $365. The bear case scenario is $302 and the bull case is $631.
The Wall Street consensus price target for WCC is $383 based on 33 analyst estimates. The high-end target is $440 (+20.4% from today), and the low-end target is $316 (-13.5%). The base case model target is $479.
WCC trades at 22.7x times forward earnings. The stock's valuation is broadly in line with the broader market. Based on current multiples versus the peer group, the relative model signals fair versus peers. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
The primary risks for WCC in 2026 are: (1) Analyst Price Target Variance — The average price target is $259. (2) Financial Risks — WESCO International disclosed 32 risk factors in its most recent earnings report, with the majority concentrated in the Finance & Corporate category. (3) Mixed Analyst Sentiment — 6 analysts have shared evaluations expressing a mix of bullish and bearish perspectives, reflecting uncertainty about WCC's performance. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
Analyst consensus estimates WCC will report consensus revenue of $26.0B (+7.1% year-over-year) and EPS of $15.94 (+16.8% year-over-year) for the upcoming fiscal year. The following year, analysts project $27.5B in revenue.
WESCO International, Inc. is expected to report its next earnings on approximately 2026-07-30. Consensus expects EPS of $3.95 and revenue of $6.4B. Over recent quarters, WCC has beaten EPS estimates 42% of the time.
WESCO International, Inc. (WCC) generated $216M in free cash flow over the trailing twelve months — a free cash flow margin of 0.9%. WCC returns capital to shareholders through dividends (0.5% yield) and share repurchases ($615M TTM).