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Climb Global Solutions(CLMB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CLMB
10/23/2026: CLMB (4-star) is a STRONG-BUY. BUY for 98 days. Simulated Profits (37.87%). Updated daily EoD!
Climb Global Solutions is a specialized IT distributor that serves as a bridge between technology vendors and channel partners. The company is known for its lean operating model and value-added services, which differentiate it from larger, commodity-focused distributors. Its primary growth opportunity lies in expanding its footprint in high-demand software segments and executing strategic, value-accretive acquisitions. However, the company faces risks from intense competition, vendor concentration, and a shift toward direct sales models. This stock may best suit value and dividend-oriented investors seeking exposure to the IT services sector while monitoring for sustainable vendor partnership health.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential rather than aggressive, high-velocity expansion. |
| Momentum investor | Weak fit | Climb usually trades based on value and steady execution rather than high-momentum market cycles. |
| Value investor | Strong fit | The stock often trades at reasonable valuation multiples relative to its earnings and dividend yield. |
| Dividend investor | Strong fit | Consistent dividend payouts make it an attractive consideration for income-focused portfolios. |
| Low-risk investor | Mixed fit | While established, it remains exposed to the cyclical and competitive nature of the IT distribution sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | As a small-cap stock, it can experience more price movement during broader market shifts. |
| Valuation risk | Low | The stock generally trades at valuation levels that reflect its stable, moderate-growth business model. |
| Competition risk (Distributor scale) | High | Large-scale competitors can exert significant pricing pressure that squeezes margins. |
| Business quality | Medium | It is a reliable, established operator but lacks the high-moat characteristics of software developers. |
| Dividend income | Low | The dividend is historically stable, posing lower risk to income investors. |
| Execution risk | Medium | Success depends on continuously attracting and maintaining a high-quality portfolio of software vendors. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 151.68% | Avg. Invested days 54 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 612.82M USD | Price to earnings Ratio 29.59 | 1Y Target Price 32.33 |
Price to earnings Ratio 29.59 | 1Y Target Price 32.33 | ||
Volume (30-day avg) 153.2K shares | Beta 1.07 | 52 Weeks Range 15.25 - 34.14 | Updated Date 10/23/2026 |
52 Weeks Range 15.25 - 34.14 | Updated Date 10/23/2026 | ||
Dividends yield (FY) 0.28% | Basic EPS (TTM) 1.11 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| IT Channel Distribution | Revenue generated from the sale of software and hardware to resellers, along with value-added services. | Climb makes money by acting as a middleman that adds expert services to the software it distributes. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When After Market | Estimate 0.39 | Actual - |
Profitability
Profit Margin 2.89% | Operating Margin (TTM) 4.25% |
Management Effectiveness
Return on Assets (TTM) 4.06% | Return on Equity (TTM) 17.84% |
Valuation
Trailing PE 29.59 | Forward PE 21.1 | Enterprise Value 520.80M | Price to Sales(TTM) 0.86 |
Enterprise Value 520.80M | Price to Sales(TTM) 0.86 | ||
Enterprise Value to Revenue 0.73 | Enterprise Value to EBITDA 13.91 | Shares Outstanding 18.66M | Shares Floating 15.47M |
Shares Outstanding 18.66M | Shares Floating 15.47M | ||
Percent Insiders 11.66 | Percent Institutions 82.48 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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