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    Is WESCO International (WCC) Cheap Following Its Arizona Solar And LEED Project?

    Simply Wall St·10/16/2026 17:27:24
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    WESCO International (WCC) has put sustainability in focus with a new LEED certification and rooftop solar project at its Avondale, Arizona facility, giving investors fresh context for assessing the stock today.

    Recent trading has cooled a little, with the share price down 1.37% over the last day and 2.60% over the week, yet WESCO International still carries a 30 day share price return of 3.65% and a strong year to date share price gain of 37.50%. This sits alongside a 1 year total shareholder return of 59.76%, which points to momentum that has been building rather than fading as investors weigh sustainability projects like Avondale against longer term performance that includes a 3 year total shareholder return of 172.25% and a 5 year total shareholder return of 181.45%.

    Scan 41 power grid technology and infrastructure stocks to find other businesses, beyond WESCO International, that could benefit as utilities and infrastructure players invest in cleaner, more resilient power systems.

    After a sharp run over the past year but a softer week, WESCO International now sits closer to the middle of its recent range. Is this a fair entry point, or a reason to wait for cheaper levels as valuation comes into focus?

    Most Popular Narrative: 13% Undervalued

    Against the last close of $346.66, the most followed narrative suggests WESCO International could justify a fair value of about $397.09, with that gap hinging on long running infrastructure and data center demand rather than short term trading swings.

    Power intensive AI and cloud data centers are a growing share of customer projects, and WESCO International now sells across the full data center life cycle through its Power to Compute model and recent Newark Engineering acquisition. This can influence revenue growth and support EBITDA margins through higher value solutions and services.

    See why 1 investors see WESCO International as 13% undervalued.

    That storyline uses a discount rate of 9.02% and assumes revenue of $30.2b and earnings of $1.2b by 2029. This would put WESCO International on a P/E of 20.7x compared with 24.2x today and below the current 25.1x for the US Trade Distributors group. If those assumptions hold, the implied fair value of $397.09 sits about 13% above the present share price while still baking in only mid teens annual earnings growth and profit margins near 4%.

    Result: Fair Value of $397.09 (UNDERVALUED)

    Still, the WESCO International story hinges on ongoing AI data center build outs and large grid projects, so slower deployments or delayed awards could quickly weaken that undervaluation case.

    Find out about the key risks to this WESCO International narrative.

    Next Steps

    Mixed signals around WESCO International do not have to leave you on the fence. Move quickly, check the data, and weigh both sides through the 3 key rewards and 2 important warning signs.

    Looking for more WESCO International style investment ideas?

    If you only stop at WESCO International, you risk missing other opportunities that match your goals, your risk tolerance, and your timeline for building wealth.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.