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Upturn AI SWOT - About
Climb Global Solutions (CLMB)
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Upturn Advisory Summary
04/01/2025: CLMB (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 146.26% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 508.37M USD | Price to earnings Ratio 27.24 | 1Y Target Price 136 |
Price to earnings Ratio 27.24 | 1Y Target Price 136 | ||
Volume (30-day avg) 38663 | Beta 1.17 | 52 Weeks Range 49.45 - 144.77 | Updated Date 04/2/2025 |
52 Weeks Range 49.45 - 144.77 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.61% | Basic EPS (TTM) 4.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4% | Operating Margin (TTM) 7.94% |
Management Effectiveness
Return on Assets (TTM) 4.71% | Return on Equity (TTM) 22.51% |
Valuation
Trailing PE 27.24 | Forward PE 20.49 | Enterprise Value 481680881 | Price to Sales(TTM) 1.09 |
Enterprise Value 481680881 | Price to Sales(TTM) 1.09 | ||
Enterprise Value to Revenue 1.03 | Enterprise Value to EBITDA 13.76 | Shares Outstanding 4597300 | Shares Floating 3884698 |
Shares Outstanding 4597300 | Shares Floating 3884698 | ||
Percent Insiders 15.65 | Percent Institutions 63.22 |
Analyst Ratings
Rating 4 | Target Price 136 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Climb Global Solutions
Company Overview
History and Background
Climb Global Solutions, Inc. (formerly Wayside Technology Group, Inc.), was founded in 1982. It began as a VAR (Value Added Reseller) and has evolved into a specialty IT distributor focused on providing software and hardware solutions globally. Significant milestones include strategic acquisitions and rebranding to Climb Global Solutions in 2021, reflecting its international expansion and broader service offerings.
Core Business Areas
- Software Distribution: Climb Global Solutions specializes in distributing software from established and emerging vendors to a network of resellers, system integrators, and other solution providers.
- Cloud Solutions: Offering cloud-based solutions, services, and platforms to meet the growing demand for scalable and flexible IT infrastructure.
- Professional Services: Providing technical and consulting services to support the implementation and management of IT solutions for their partners.
Leadership and Structure
The leadership team includes Dale Foster (CEO), Drew Hyams (CFO). The company operates with a functional organizational structure, dividing responsibilities across sales, marketing, finance, and operations departments.
Top Products and Market Share
Key Offerings
- Cybersecurity Software: Distributing cybersecurity software solutions from various vendors. Market share is difficult to determine precisely for specific products but is part of the broader cybersecurity market, which is highly competitive. Competitors include Ingram Micro, Arrow Electronics, and Tech Data.
- Data Management Software: Providing data management and analytics software. Market share varies based on the vendor partnerships. Competitors include Ingram Micro, Arrow Electronics, and Tech Data.
- Cloud Services: Offering a range of cloud services through vendor partnerships. Market share is dependent on the vendors offered in relation to AWS, Azure and GCP. Competitors include Ingram Micro, Arrow Electronics, and Tech Data.
Market Dynamics
Industry Overview
The IT distribution industry is experiencing growth driven by digital transformation, cloud adoption, and cybersecurity concerns. The market is competitive, with increasing consolidation and a shift towards value-added services.
Positioning
Climb Global Solutions is positioned as a specialty distributor focused on providing a curated portfolio of software and hardware solutions. Its competitive advantage lies in its focus on emerging vendors and providing specialized support to its reseller network.
Total Addressable Market (TAM)
The global IT distribution market is estimated to be in the hundreds of billions of dollars. Climb Global Solutions is positioned to capture a portion of this market by focusing on specialized software and hardware solutions.
Upturn SWOT Analysis
Strengths
- Specialized Focus
- Strong Vendor Relationships
- Global Reach
- Experienced Management Team
Weaknesses
- Reliance on Vendor Partnerships
- Smaller Scale Compared to Larger Distributors
- Susceptibility to Economic Downturns
- Limited Brand Recognition
Opportunities
- Expansion into New Geographies
- Increased Demand for Cybersecurity Solutions
- Growth in Cloud Computing
- Strategic Acquisitions
Threats
- Increased Competition
- Changing Technology Landscape
- Economic Recession
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- INGR
- AVT
- SNX
Competitive Landscape
Climb Global Solutions operates in a competitive market against larger distributors. It differentiates itself through its focus on specialized software and hardware solutions, catering to the needs of resellers and system integrators. Its smaller size allows for agility and personalized service, but it faces challenges in terms of scale and brand recognition compared to larger competitors.
Major Acquisitions
Grey Matter
- Year: 2022
- Acquisition Price (USD millions): 22.7
- Strategic Rationale: Expanded Climbu2019s presence and offerings in Europe. Strengthening the companyu2019s position in the IT distribution market, providing access to new customers and technology solutions.
Growth Trajectory and Initiatives
Historical Growth: Climb Global Solutions has experienced strong growth in recent years due to strategic acquisitions and organic growth in its core business segments.
Future Projections: Analysts project continued revenue growth in the coming years, driven by increasing demand for cloud-based solutions and cybersecurity software. The company's strategic focus on emerging vendors and specialized support should also contribute to future growth.
Recent Initiatives: Recent initiatives include expanding into new geographic markets, launching new cloud-based solutions, and strengthening relationships with key vendor partners.
Summary
Climb Global Solutions is a growing IT distributor with a specialized focus on software and hardware solutions. The company's strengths lie in its strong vendor relationships, global reach, and experienced management team. It should focus on mitigating threats such as increased competition and potential economic downturns while capitalizing on opportunities such as expanding into new geographies and catering to the growing demand for cybersecurity solutions.
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INGR
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SNX
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Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Website
- Third-Party Research Reports
- Analyst Estimates
- Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data and estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Climb Global Solutions
Exchange NASDAQ | Headquaters Eatontown, NJ, United States | ||
IPO Launch date 1995-07-18 | CEO & Director Mr. Dale Richard Foster | ||
Sector Technology | Industry Electronics & Computer Distribution | Full time employees 367 | |
Full time employees 367 | |||
Climb Global Solutions, Inc. operates as a value-added information technology (IT) distribution and solutions company in the United States, Canada, Europe, and the United Kingdom. It operates through two segments, Distribution and Solutions. The company distributes technical software to corporate and value-added resellers, consultants, and systems integrators under the name Climb Channel Solutions; and provides cloud solutions and resells software, hardware, and services under the name Grey Matter. It also resells computer software and hardware developed by others, as well as provides technical services to end user customers. In addition, the company offers a line of products from various software vendors; and tools for virtualization/cloud computing, security, networking, storage and infrastructure management, application lifecycle management, and other technically sophisticated domains, as well as computer hardware. It markets its products through its own web sites, local seminars, events, webinars, and social media, as well as direct email and printed materials. The company was formerly known as Wayside Technology Group, Inc. and changed its name to Climb Global Solutions, Inc. in October 2022. Climb Global Solutions, Inc. was incorporated in 1982 and is headquartered in Eatontown, New Jersey.
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