Upside case
Bull case
$818+125.5%
WCC would need investors to value it at roughly 52x earnings — about 29x more generous than today's 23x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewBuyUpdated May 1, 2026
WESCO International, Inc. (WCC) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
33
analysts
22 bullish · 0 bearish · 33 covering WCC
Strong Buy
1
Buy
21
Hold
11
Sell
0
Strong Sell
0
Consensus Target
$360
-0.8% vs today
Scenario Range
$233 – $818
Model bear to bull value window
Coverage
33
Published analyst ratings
Valuation Context
23.2x
Forward P/E · Market cap $17.7B
WCC price targets
Three scenarios for where WCC stock could go
Current
~$363
Confidence
55 / 100
Updated
May 1, 2026
Where we are now
Current · $363
Bear
$233
Base
$494
Bull
$818
Market caseClosest to today
Base case
$494+36.2%
At 32x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$233-35.7%
If investor confidence fades or macro conditions deteriorate, a 8x multiple contraction could push WCC down roughly 36% 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, Inc.
WCC · NYSEIndustrialsIndustrial - DistributionDecember year-end
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.
Market Cap
$17.7B
Revenue TTM
$24.2B
Net Income TTM
$676M
Net Margin
2.8%
WCC Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
42%Exceptional
12 quarters tracked
Revenue Beat Rate
58%Exceptional
vs consensus estimates
Avg EPS Surprise
-2.5%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 3 of 4Q3 2025
EPS
$3.39/$3.31
Revenue
$5.9B/$5.9B
Q4 2025
EPS
$3.92/$3.75
Revenue
$6.2B/$6.0B
Q1 2026
EPS
$3.40/$3.82
Revenue
$6.1B/$6.0B
Q2 2026
EPS
$3.37/$2.88
Revenue
$6.1B/$5.9B
| 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% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$25.8B
+6.6% YoY
FY2
$27.7B
+7.3% YoY
EPS Outlook
FY1
$15.69
+15.0% YoY
FY2
$17.78
+13.3% YoY
Trailing FCF (TTM)$216M
FCF Margin: 0.9%
Next Earnings
May 7, 2026
Expected EPS
$2.84
Expected Revenue
$5.9B
WCC beat EPS estimates in 3 of 4 tracked quarters. A strong delivery record supports forward estimate credibility.
WCC Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $23.5B
Product Mix
Latest annual revenue by segment or product family
CSS
38.7%
+20.8% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
UNITED STATES
84.5%
+7.4% YoY
Tap, hover, or focus a slice to inspect segment detail.
CSS is the largest disclosed segment at 38.7% of FY 2025 revenue, up 20.8% YoY.
UNITED STATES is the largest reported region at 84.5%, up 7.4% YoY.
WCC Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Fairly Valued
Fair value est. $360 — implies +1.4% from today's price.
Upside to Fair Value
1.4%
potential upside
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
WCC
27.8x
vs
S&P 500
25.2x
+10% premium
vs Industrials Trailing P/E
WCC
27.8x
vs
Industrials
25.9x
+7% premium
vs WCC 5Y Avg P/E
Today
27.8x
vs
5Y Average
14.1x
+97% premium
Forward PE
23.2x
S&P 500
19.1x
+22%
Industrials
20.8x
+11%
5Y Avg
—
—
Trailing PE
27.8x
S&P 500
25.2x
+10%
Industrials
25.9x
+7%
5Y Avg
14.1x
+97%
PEG Ratio
0.52x
S&P 500
1.75x
-70%
Industrials
1.59x
-68%
5Y Avg
—
—
EV/EBITDA
16.8x
S&P 500
15.3x
+10%
Industrials
13.9x
+21%
5Y Avg
10.3x
+64%
Price/FCF
701.9x
S&P 500
21.3x
+3191%
Industrials
20.6x
+3302%
5Y Avg
15.9x
+4317%
Price/Sales
0.8x
S&P 500
3.1x
-76%
Industrials
1.6x
-53%
5Y Avg
0.4x
+86%
Dividend Yield
0.49%
S&P 500
1.88%
-74%
Industrials
1.24%
-60%
5Y Avg
0.84%
-41%
| Metric | WCC | S&P 500 | Industrials | 5Y Avg WCC |
|---|---|---|---|---|
| Forward PE | 23.2x | 19.1x+22% | 20.8x+11% | — |
| Trailing PE | 27.8x | 25.2x+10% | 25.9x | 14.1x+97% |
| PEG Ratio | 0.52x | 1.75x-70% | 1.59x-68% | — |
| EV/EBITDA | 16.8x | 15.3x+10% | 13.9x+21% | 10.3x+64% |
| Price/FCF | 701.9x | 21.3x+3191% | 20.6x+3302% | 15.9x+4317% |
| Price/Sales | 0.8x | 3.1x-76% | 1.6x-53% | 0.4x+86% |
| Dividend Yield | 0.49% | 1.88% | 1.24% | 0.84% |
WCC trades above S&P 500 benchmarks on 4 of 6 measured multiples — is elevated on some multiples, but competitive on others — a mixed valuation picture.
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 Financial Health
Verdict
Adequate
WCC returns 4.0% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$24.2B
Revenue Growth
TTM vs prior year
+11.2%
Gross Margin
Gross profit as a share of revenue
20.3%
Operating Margin
Operating income divided by revenue
5.4%
Net Margin
Net income divided by revenue
2.8%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$13.65
Free Cash Flow (TTM)
Cash generation after capex
$216M
FCF Margin
FCF as share of revenue — the primary cash quality signal
0.9%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
8.5%
ROA
Return on assets, trailing twelve months
4.1%
Cash & Equivalents
Liquid assets on the balance sheet
$605M
Net Debt
Total debt minus cash
$6.9B
Debt Serviceability
Net debt as a multiple of annual free cash flow
31.9× FCF
~31.9 years to full repayment at current FCF run-rate
ROE
Return on equity, trailing twelve months
13.7%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
4.0%
Dividend
0.5%
Buyback
3.5%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$615M
Dividend / Share
Annualized trailing dividend per share
$1.79
Payout Ratio
Share of earnings distributed as dividends
13.8%
Shares Outstanding
Declining as buybacks retire shares
49M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageWCC Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated April 29, 2026
High Risk
Debt Levels
WESCO International has a significant amount of debt totaling $6.73 billion, while its cash reserves are only $604.80 million. This results in a net cash position of -$6.13 billion, which poses a substantial risk to financial stability and operational flexibility.
High Risk
Gross Margin Declines
The company is experiencing a decline in gross margins due to fluctuating volumes and customer destocking. This situation can lead to operational inefficiencies and potential inventory write-downs, significantly impacting financial recovery.
Medium
Acquisition Integration Risks
WESCO has a history of acquisitions, and the effective closing and integration of these targets pose a risk to performance and growth. Any failure in this area could hinder the company's ability to realize synergies and achieve projected financial benefits.
Medium
Market Pressure
The Enterprise Network Infrastructure market is facing downward pressure, with significant year-over-year declines. This sluggish trend in renovation and construction could adversely affect WESCO's revenue and market position.
Medium
Profit Margin Vulnerability
WESCO's profit margin is relatively slim at approximately 2.72%, leaving little room for error if costs rise or demand softens. This narrow margin increases the risk of financial distress during economic downturns.
Lower
Overvaluation Concerns
Some analyses suggest that WCC stock may be overvalued based on certain valuation models, with intrinsic value estimates being lower than the current market price. This could lead to a correction in stock price if market sentiment shifts.
Lower
Insider Selling Activity
Recent months have seen more insider selling than buying of WCC stock, which may indicate a lack of confidence among executives regarding the company's future performance. This trend could raise concerns among investors about the company's prospects.
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.
Why WCC Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated April 29, 2026
Revenue and Earnings Growth
WCC's revenues are projected to grow significantly, with earnings per share (EPS) expected to increase at a rate that outperforms the US Industrial Distribution industry average. This positive financial outlook is a key driver for the stock's bullish case.
Strategic Wins and Market Position
WESCO International is focusing on improving margins in critical segments like UBS and CSS, leading to substantial growth in its vertical market mix. The company is well-positioned to benefit from secular tailwinds such as electrification and re-shoring, further enhancing its long-term financial performance.
Strong Cash Flow
WCC generated over $1.4 billion in free cash flow in the twelve months ending March 31, 2024, showcasing its ability to effectively convert net income into cash. The company has raised its full-year free cash flow outlook, providing flexibility for share repurchases, debt reduction, or acquisitions.
Data Center Growth
WESCO is projected to achieve $4.3 billion in data center sales by 2025, indicating significant year-over-year growth. This segment is expected to provide a more durable avenue for demand compared to shorter-cycle construction or industrial markets.
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.
WCC Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$362.88
52W Range Position
100%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$156.35
+132.1% from the low
52-Week High
$363.53
-0.2% from the high
1 Month
+30.01%
3 Month
+15.10%
YTD
+43.9%
1 Year
+128.4%
3Y CAGR
+40.8%
5Y CAGR
+28.7%
10Y CAGR
+20.2%
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.
WCC vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
23.2x
vs 29.5x median
-21% below peer median
Revenue Growth
+6.6%
vs +5.7% median
+16% above peer median
Net Margin
2.8%
vs 8.3% median
-67% below peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
WCC WCC WESCO International, Inc. | $17.7B | 23.2x | +6.6% | 2.8% | Buy | -0.8% |
GWW GWW W.W. Grainger, Inc. | $55.6B | 26.8x | +5.7% | 9.5% | Hold | -1.1% |
MSM MSM MSC Industrial Direct Co., Inc. | $5.9B | 24.1x | +1.2% | 5.4% | Hold | -6.9% |
FAS FAST Fastenal Company | $51.3B | 36.1x | +8.9% | 15.3% | Hold | +4.2% |
DXP DXPE DXP Enterprises, Inc. | $2.8B | 29.7x | +11.9% | 4.4% | Hold | -15.2% |
AIT AIT Applied Industrial Technologies, Inc. | $11.7B | 29.5x | +3.6% | 8.3% | Buy | +2.2% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
WCC Dividend and Capital Return
WCC returns capital mainly through $615M/year in buybacks (3.5% buyback yield), with a modest 0.49% dividend — combining for 4.0% total shareholder yield.
Dividend SustainableFCF Well Covered
Total Shareholder Yield
4.0%
Dividend + buyback return per year
Buyback Yield
3.5%
Dividend Yield
0.49%
Payout Ratio
13.8%
How WCC Splits Its Return
Div 0.49%
Buyback 3.5%
Dividend 0.49%Buybacks 3.5%
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$1.79
Growth Streak
Consecutive years of dividend increases
3Y
3Y Div CAGR
17.7%
5Y Div CAGR
22.5%
Ex-Dividend Date
—
Payment Cadence
Quarterly
4 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$615M
Estimated Shares Retired
2M
Approx. Share Reduction
3.5%
Shares Outstanding
Current diluted share count from the screening snapshot
49M
At 3.5%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $0.50 | — | — | — |
| 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% |
FAQ
7 questionsWCC Investor Questions
Common questions answered from live analyst data and company financials.
01Is WESCO International, Inc. (WCC) stock a buy or sell in 2026?
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 $360, implying -0.8% from the current price of $363. The bear case scenario is $233 and the bull case is $818.
02What is the WCC stock price target for 2026?
The Wall Street consensus price target for WCC is $360 based on 33 analyst estimates. The high-end target is $415 (+14.4% from today), and the low-end target is $307 (-15.4%). The base case model target is $494.
03Is WESCO International, Inc. (WCC) stock overvalued in 2026?
WCC trades at 23.2x 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 fairly valued. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for WESCO International, Inc. (WCC) stock in 2026?
The primary risks for WCC in 2026 are: (1) Debt Levels — WESCO International has a significant amount of debt totaling $6. (2) Gross Margin Declines — The company is experiencing a decline in gross margins due to fluctuating volumes and customer destocking. (3) Acquisition Integration Risks — WESCO has a history of acquisitions, and the effective closing and integration of these targets pose a risk to performance and growth. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is WESCO International, Inc.'s revenue and earnings forecast?
Analyst consensus estimates WCC will report consensus revenue of $25.8B (+6.6% year-over-year) and EPS of $15.69 (+15.0% year-over-year) for the upcoming fiscal year. The following year, analysts project $27.7B in revenue.
06When does WESCO International, Inc. (WCC) report its next earnings?
WESCO International, Inc. is expected to report its next earnings on approximately 2026-05-07. Consensus expects EPS of $2.84 and revenue of $5.9B. Over recent quarters, WCC has beaten EPS estimates 42% of the time.
07How much free cash flow does WESCO International, Inc. generate?
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).