RDW
Redwire Corporation
RDW has a slight edge over WCC overall, supported by stronger valuation and stronger fundamentals.
WCC
WESCO International, Inc.
WCC has lower modeled downside risk, despite its lower overall score.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
WCC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Under pressure |
WCC's revenue and profitability are currently healthy, and its cash flow is stable, but its balance sheet is under pressure.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
WCC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $156 | -52% |
| Fair | 14x | $228 | -30% |
| Forward | 15x | $327 | — |
| Current | 20x | $327 | — |
| Expensive | 25x | $408 | +25% |
Historical ranges are pointers, not guarantees.
WCC's PE is in its expensive range at 20x. If earnings grow as analysts expect, today's price would be 15x next year's earnings, in its fair range.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
WCC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for WCC, with profitability improving.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
WCC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $21.11 | +31% |
| Q3 2026 | $16.10 | +26% |
| Q2 2026 | $14.46 | +13% |
| Q1 2026 | $14.06 | +6.5% |
| Q4 2025 | $13.05 | 0% |
| Q3 2025 | $12.73 | +1.9% |
| Q2 2025 | $12.75 | -1% |
| Q1 2025 | $13.20 | +9.9% |
| Q4 2024 | $13.05 | -3.6% |
WCC has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
WCC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $7.2B | +17% |
| Q2 2026 | $6.7B | +13% |
| Q1 2026 | $6.1B | +14% |
| Q4 2025 | $6.1B | +10% |
| Q3 2025 | $6.2B | +13% |
| Q2 2025 | $5.9B | +7.7% |
| Q1 2025 | $5.3B | -0.1% |
| Q4 2024 | $5.5B | +0.5% |
WCC's revenue has grown year over year for six quarters in a row: $7.2B last quarter, up 17% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.2% | +0.7 points |
| Q2 2026 | 5.7% | +0.3 points |
| Q1 2026 | 4.8% | +0.3 points |
| Q4 2025 | 5.3% | -0.1 points |
| Q3 2025 | 5.6% | -0.5 points |
| Q2 2025 | 5.5% | -0.4 points |
| Q1 2025 | 4.5% | -0.4 points |
| Q4 2024 | 5.5% | -0.3 points |
WCC has the edge over RDW on profitability, with a higher operating margin.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
WCC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $164.8M | +$260.7M |
| Q2 2026 | $25.5M | -70% |
| Q1 2026 | $198M | +2505% |
| Q4 2025 | $27.5M | -89% |
| Q3 2025 | -$95.9M | -135% |
| Q2 2025 | $86M | +$330.6M |
| Q1 2025 | $7.6M | -99% |
| Q4 2024 | $252.3M | +521% |
WCC has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
WCC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -100K shares |
| 1 year | -0.4% | -200K shares |
| 3 years | -5.6% | -2.9M shares |
| 5 years | -5.3% | -2.8M shares |
| Available history | +13% | +5.8M shares |
WCC has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $35.1M |
| Q2 2026 | $14.9M |
| Q1 2026 | $25M |
| Q4 2025 | — |
| Q3 2025 | $25M |
| Q2 2025 | $25M |
| Q1 2025 | $25M |
| Q4 2024 | $50M |
WCC spent $75M buying back its own shares over the past year, down 40% from the year before.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
WCC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.1x | Elevated |
| Q2 2026 | 3.3x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 3.6x | Elevated |
| Q3 2025 | 3.7x | Elevated |
| Q2 2025 | 3.6x | Elevated |
| Q1 2025 | 3.2x | Elevated |
| Q4 2024 | 3.1x | Elevated |
WCC's net debt is about 3.1 years of its operating earnings (EBITDA), down from 3.7 years a year ago.
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
WCC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.5 | Neutral |
| Stochastic | 30.4 | Neutral |
WCC's weekly RSI is 49 (neutral) and its Stochastic is 30 (neutral).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
WCC PE vs Industrials Sector
| Metric | WCC | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 24x | 16% below |
| PE % | 70 | 58 | 12 pts above |
WCC is trading at 20x earnings, a 16% discount to the Industrials sector's median of 24x.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
WCC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $342.1 | 4.3% below |
| 20 week MA | $342.3 | 4.4% below |
| 50 week MA | $318.6 | 2.7% above |
| 100 week MA | $256.3 | 28% above |
| 200 week MA | $209.3 | 56% above |
WCC has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW's yearly returns have swung widely, from +501% in 2024 to −74% in 2022. It's up 12% so far in 2026.
WCC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $59.3 | $76.7 | +29% |
| 2021 | $76.7 | $127.2 | +66% |
| 2022 | $127.2 | $123.2 | -3.1% |
| 2023 | $123.2 | $173.9 | +41% |
| 2024 | $173.9 | $178.6 | +2.7% |
| 2025 | $178.6 | $254.0 | +42% |
| 2026 YTD | $254.0 | $327.2 | +29% |
WCC has the edge over RDW on returns for 2026, with the stronger performance.