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Upturn AI SWOT - About
CLMB 
Climb Global Solutions (CLMB)
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Upturn Advisory Summary
09/17/2025: CLMB (3-star) is a STRONG-BUY. BUY since 27 days. Simulated Profits (10.03%). Updated daily EoD!
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 $133
1 Year Target Price $133
| 0 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 68.38% | Avg. Invested days 41 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 613.35M USD | Price to earnings Ratio 27.56 | 1Y Target Price 133 |
Price to earnings Ratio 27.56 | 1Y Target Price 133 | ||
Volume (30-day avg) 1 | Beta 1 | 52 Weeks Range 88.63 - 144.33 | Updated Date 09/17/2025 |
52 Weeks Range 88.63 - 144.33 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 0.51% | Basic EPS (TTM) 4.82 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.82% | Operating Margin (TTM) 5% |
Management Effectiveness
Return on Assets (TTM) 6.02% | Return on Equity (TTM) 23.89% |
Valuation
Trailing PE 27.56 | Forward PE 21.98 | Enterprise Value 587079645 | Price to Sales(TTM) 1.06 |
Enterprise Value 587079645 | Price to Sales(TTM) 1.06 | ||
Enterprise Value to Revenue 1.01 | Enterprise Value to EBITDA 14.09 | Shares Outstanding 4617210 | Shares Floating 3967615 |
Shares Outstanding 4617210 | Shares Floating 3967615 | ||
Percent Insiders 16 | Percent Institutions 65.95 |
Upturn AI SWOT
Climb Global Solutions
Company Overview
History and Background
Climb Global Solutions, Inc. (CLIM) was founded in 1996 (as Wayside Technology Group). It initially focused on reselling hardware and software. Through strategic acquisitions and organic growth, it transitioned into a specialty technology distributor. It rebranded to Climb Global Solutions in 2021 to reflect its expanded global presence and solution-focused approach.
Core Business Areas
- North America: Distribution of technology solutions focused on software, cloud, and security. This is primarily through resellers to end users.
- Europe: Distribution of technology solutions, similar to North America, with a focus on expanding its reach within the European market.
Leadership and Structure
The leadership team consists of CEO Dale Foster, CFO Drew Clark, and other senior executives. The organizational structure is designed around geographic regions (North America and Europe) and functional areas (sales, marketing, operations).
Top Products and Market Share
Key Offerings
- Software: Climb distributes a wide range of software solutions including security, data management, and development tools. The market is highly fragmented with many vendors. Competitors include Ingram Micro, TD Synnex, and Arrow Electronics. This is a large part of Climb's revenue.
- Cloud Solutions: Distribution of cloud infrastructure, platform, and software solutions. The market is rapidly growing and competitive. Competitors include Ingram Micro, TD Synnex, and AWS Marketplace. Cloud solutions are becoming increasingly important to Climb's revenue stream.
- Security Solutions: Focused on providing various cybersecurity solutions, offering a wide array of protection and compliance services. Competitors include Arrow Electronics and Exclusive Networks. This is another key growth area for Climb.
Market Dynamics
Industry Overview
The technology distribution industry is evolving rapidly, driven by cloud adoption, cybersecurity threats, and the increasing complexity of IT infrastructure. The industry is becoming more globalized and requires distributors to offer value-added services such as technical support and training.
Positioning
Climb Global Solutions positions itself as a specialty distributor focused on providing value-added services and expertise to its channel partners. They have focused on higher-growth categories. Their competitive advantage lies in their ability to identify and support emerging technology vendors.
Total Addressable Market (TAM)
The global technology distribution market is estimated to be in the hundreds of billions of dollars. Climb Global Solutions is positioned to capture a larger share of this market through its specialized focus and expansion efforts. While precise TAM figures are difficult to pin down, their focus on high-growth areas suggests a substantial opportunity for expansion.
Upturn SWOT Analysis
Strengths
- Specialized focus on software, cloud, and security
- Strong relationships with emerging technology vendors
- Expanding global presence
- Experienced management team
Weaknesses
- Smaller size compared to larger distributors
- Reliance on key vendors
- Potential for margin pressure due to industry competition
- Revenue concentration amongst top suppliers.
Opportunities
- Growing demand for cloud and cybersecurity solutions
- Expanding into new geographic markets
- Acquiring complementary businesses
- Increasing value-added services
Threats
- Increased competition from larger distributors
- Economic downturn impacting IT spending
- Changes in vendor distribution strategies
- Cybersecurity threats affecting Climb's own operations or partners.
Competitors and Market Share
Key Competitors
- Ingram Micro
- TD Synnex (SNX)
- Arrow Electronics (ARW)
Competitive Landscape
Climb Global Solutions operates in a highly competitive market. While smaller than some of the larger distributors, Climb differentiates itself through its specialized focus and value-added services. This allows them to compete effectively in niche markets.
Major Acquisitions
Grey Matter Ltd
- Year: 2021
- Acquisition Price (USD millions): 23.4
- Strategic Rationale: Expanded Climb's reach in the UK software market and provided access to new vendors and customers.
Growth Trajectory and Initiatives
Historical Growth: Climb Global Solutions has demonstrated strong historical growth through organic expansion and acquisitions.
Future Projections: Analyst estimates project continued revenue and earnings growth in the coming years, driven by favorable industry trends and Climb's strategic initiatives.
Recent Initiatives: Recent initiatives include expanding into new geographic markets in Europe, enhancing its cloud services offerings, and making strategic acquisitions.
Summary
Climb Global Solutions is a specialized technology distributor with a focus on high-growth areas like software, cloud, and security. The company has demonstrated strong historical growth and is positioned to benefit from favorable industry trends. While smaller than some of its competitors, Climb differentiates itself through its expertise and value-added services. Key risks include increasing competition and reliance on key vendors and suppliers. Future projections show steady growth and the company will need to manage costs to maintain the trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (e.g., 10-K, 10-Q)
- Company Website and Investor Relations
- Third-Party Market Research Reports
- Analyst Reports (where available)
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market share data is approximate and may vary depending on the source. Financial figures are illustrative only. Actual results may differ materially. Consult with a qualified financial advisor before making any investment decisions.
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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