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Upturn AI SWOT - About
Climb Global Solutions (CLMB)
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Upturn Advisory Summary
07/02/2025: 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.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $136
1 Year Target Price $136
| 0 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 76.54% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 492.77M USD | Price to earnings Ratio 25.07 | 1Y Target Price 136 |
Price to earnings Ratio 25.07 | 1Y Target Price 136 | ||
Volume (30-day avg) 1 | Beta 0.96 | 52 Weeks Range 54.55 - 144.54 | Updated Date 07/2/2025 |
52 Weeks Range 54.55 - 144.54 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 0.64% | Basic EPS (TTM) 4.27 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.83% | Operating Margin (TTM) 3.55% |
Management Effectiveness
Return on Assets (TTM) 5.91% | Return on Equity (TTM) 22.75% |
Valuation
Trailing PE 25.07 | Forward PE 20.83 | Enterprise Value 463117899 | Price to Sales(TTM) 0.96 |
Enterprise Value 463117899 | Price to Sales(TTM) 0.96 | ||
Enterprise Value to Revenue 0.91 | Enterprise Value to EBITDA 12.42 | Shares Outstanding 4602360 | Shares Floating 3958657 |
Shares Outstanding 4602360 | Shares Floating 3958657 | ||
Percent Insiders 16.08 | Percent Institutions 64.12 |
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 has evolved from a reseller of technology products to a specialty distributor focusing on providing solutions to the IT channel. The company rebranded in 2021 to better reflect its global reach and evolving business model.
Core Business Areas
- Software Distribution: Distribution of software solutions from various vendors to resellers and service providers.
- Hardware Distribution: Distribution of hardware solutions from various vendors to resellers and service providers.
- Cloud Solutions: Providing cloud-based services and solutions to their partner network.
- Services: Offering various services such as training, marketing support, and technical support to partners.
Leadership and Structure
Dale Foster serves as the Chief Executive Officer. The company has a traditional corporate structure with departments covering sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Security Software: Distribution of security software solutions, including antivirus, firewall, and intrusion detection systems. Market share data is not publicly available on a per-product basis. Competitors include Ingram Micro (IM), Tech Data (SNX - now TD SYNNEX), and Arrow Electronics (ARW).
- Infrastructure Software: Distribution of infrastructure software, including database management systems, operating systems, and virtualization software. Market share data is not publicly available on a per-product basis. Competitors include Ingram Micro (IM), Tech Data (SNX - now TD SYNNEX), and Arrow Electronics (ARW).
- Cloud Services: Cloud based infrastructure. Market share data is not publicly available on a per-product basis. Competitors include Amazon Web Services (AMZN), Microsoft Azure (MSFT), and Google Cloud Platform (GOOGL).
Market Dynamics
Industry Overview
The IT distribution industry is highly competitive and constantly evolving, driven by technological advancements and changing customer needs. It's characterized by low margins and high volume.
Positioning
Climb Global Solutions positions itself as a specialty distributor with a focus on providing value-added services and solutions to its partners. They cater to niche markets that larger distributors may overlook.
Total Addressable Market (TAM)
The TAM for IT distribution is vast, estimated in the hundreds of billions of dollars globally. Climb Global Solutions addresses a specific segment of this market with its focus on specialty solutions.
Upturn SWOT Analysis
Strengths
- Strong relationships with key vendors
- Focus on niche markets
- Value-added services
- Experienced management team
Weaknesses
- Reliance on key vendors
- Low profit margins
- Limited brand recognition compared to larger distributors
- Vulnerable to economic downturns
Opportunities
- Expanding into new geographic markets
- Acquiring complementary businesses
- Capitalizing on the growing demand for cloud services
- Increasing penetration of existing markets
Threats
- Intense competition from larger distributors
- Changing technology landscape
- Economic downturn
- Vendor consolidation
Competitors and Market Share
Key Competitors
- IM
- TD SYNNEX
- ARW
Competitive Landscape
Climb Global Solutions operates in a competitive landscape dominated by larger players. Its competitive advantage lies in its focus on niche markets and value-added services.
Growth Trajectory and Initiatives
Historical Growth: Climb Global Solutions has demonstrated steady growth, both organically and through acquisitions.
Future Projections: Analyst estimates suggest continued growth for Climb Global Solutions, driven by increasing demand for IT solutions and the company's strategic initiatives.
Recent Initiatives: Recent initiatives include expanding into new markets and acquiring complementary businesses. Specific recent initiatives are not publicly available
Summary
Climb Global Solutions is a specialty distributor focused on niche IT markets, offering value-added services. Its strengths are strong vendor relationships and focus on high-growth areas. However, it faces competition from larger distributors and is susceptible to economic downturns. Strategic initiatives like market expansion and cloud services adoption are crucial for sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- Industry reports
- Analyst estimates
- SEC filings
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance can change rapidly.
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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