WallStSmart

Fastenal Company (FAST)vsWESCO International Inc (WCC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

WESCO International Inc generates 187% more annual revenue ($24.25B vs $8.44B). FAST leads profitability with a 15.4% profit margin vs 2.8%. WCC appears more attractively valued with a PEG of 2.40. FAST earns a higher WallStSmart Score of 62/100 (C+).

FAST

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 9.0Value: 5.3Quality: 7.8
Piotroski: 5/9

WCC

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 5.5Value: 6.7Quality: 6.8
Piotroski: 4/9Altman Z: 2.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FASTUndervalued (+56.3%)

Margin of Safety

+56.3%

Fair Value

$107.51

Current Price

$44.17

$63.34 discount

UndervaluedFair: $107.51Overvalued
WCCUndervalued (+75.2%)

Margin of Safety

+75.2%

Fair Value

$1219.71

Current Price

$355.31

$864.40 discount

UndervaluedFair: $1219.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FAST4 strengths · Avg: 9.0/10
Return on EquityProfitability
33.8%10/10

Every $100 of equity generates 34 in profit

Market CapQuality
$50.71B9/10

Large-cap with strong market position

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

WCC1 strengths · Avg: 8.0/10
EPS GrowthGrowth
48.1%8/10

Earnings expanding 48.1% YoY

Areas to Watch

FAST3 concerns · Avg: 3.3/10
P/E RatioValuation
39.1x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.7x4/10

Trading at 12.7x book value

PEG RatioValuation
3.222/10

Expensive relative to growth rate

WCC2 concerns · Avg: 3.5/10
PEG RatioValuation
2.404/10

Expensive relative to growth rate

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : FAST

The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.4% and operating margin at 20.3%. Revenue growth of 12.4% demonstrates continued momentum.

Bull Case : WCC

The strongest argument for WCC centers on EPS Growth. Revenue growth of 13.8% demonstrates continued momentum.

Bear Case : FAST

The primary concerns for FAST are P/E Ratio, Price/Book, PEG Ratio.

Bear Case : WCC

The primary concerns for WCC are PEG Ratio, Profit Margin. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

FAST profiles as a mature stock while WCC is a value play — different risk/reward profiles.

WCC carries more volatility with a beta of 1.54 — expect wider price swings.

WCC is growing revenue faster at 13.8% — sustainability is the question.

FAST generates stronger free cash flow (320M), providing more financial flexibility.

Bottom Line

FAST scores higher overall (62/100 vs 61/100), backed by strong 15.4% margins and 12.4% revenue growth. WCC offers better value entry with a 75.2% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Fastenal Company

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.

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WESCO International Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.

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