CluenexWESCO International WCC
WESCO International scores weak on business quality (4.0 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What WESCO International does
Wesco International distributes electrical, industrial, and communications maintenance products. Commercial and industrial contractors pay them to bundle and deliver complex supply chains.
- What it does best
Wesco excels at scale distribution, generating $25.0B in revenue. Its gross margin of 21.4% lags peers like Fastenal at 44.7%, showing it trades on volume rather than pricing power.
- The main risk
Net debt stands at $5.2B against $155M in free cash flow, leaving little cushion if industrial demand slips.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits at a thin 5.4% and FCF margin at 0.6%, landing in the bottom quartile of the sector. Scale does not drive meaningful profit expansion here.
Its moat relies on scale and broad distribution networks, placing gross margins in the bottom quartile at 15% sector rank. Rivals can replicate offerings given low switching costs.
Revenue grew 7.8% to reach $25.0B, placing it in the 65th percentile of its sector. This rate is rebounding from flat prior years but still sits below historical peaks.
Debt-to-equity sits at 1.1x with $5.2B in net debt, leaving leverage elevated. Free cash flow dropped from $1.0B in 2024 to $155M, highlighting cash conversion weakness.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 insider bought $351K on the open market. 2 sold $1.3M outside pre-planned sales.
Our sealed record on WCC
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
WESCO International scores weak on the Cluenex quality check (4.0 of 10), measured against its own industry. Profitability is weak, moat fair, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 insider bought $351K on the open market. 2 sold $1.3M outside pre-planned sales.
Oct 29, 2026.
See WCC today
- Today's verdict on WCC, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “WESCO International (WCC)”, https://cluenex.com/stocks/wcc/, data as of Oct 10, 2026.