GENUINE PARTS CO vs WESCO International, Inc., two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GPC and WCC diverge most: on implied growth (priced in), GPC reads -2.4% and WCC reads +14.5%; on fcf yield, GPC reads 4.4% and WCC reads 0.9%. The rest of the comparable metrics sit closer together. On valuation, today's GPC price has a different growth bar priced in than WCC (-2.4% implied for GPC vs +14.5% for WCC); the higher figure is the steeper assumption to clear, not a better or worse stock. What GPC's price implies is a bet that sits within the historical range (whole-company basis). What WCC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | GPC | WCC |
|---|---|---|
| Price | $124.38 | $343.46 |
| Market cap | $17.2B | $17.0B |
| Sector | Distribution | Distribution |
| Stage | Mature | Growth |
| Implied growth (priced in) | -2.4% | +14.5% |
| P/E | 19.0 | 23.8 |
| P/B | 3.78 | 3.25 |
| P/S | 0.68 | 0.68 |
| EV/EBITDA | 38.7 | 14.8 |
| Revenue growth | +5.5% | +12.5% |
| Gross margin | 37.8% | — |
| Operating margin | — | 5.7% |
| Net margin | 3.6% | 2.8% |
| Return on equity | 20.0% | 13.6% |
| Return on assets | 4.3% | 4.0% |
| Return on invested capital | — | 9.3% |
| FCF yield | 4.4% | 0.9% |
| Dividend yield | 3.3% | — |
| Debt / equity | 1.04 | 1.14 |
| Current ratio | 1.16 | 2.09 |
| Altman Z (solvency) | 7.59 | 3.12 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.