CLIMB GLOBAL SOLUTIONS, INC.
CLMB · Industrials · $118.6M mkt cap · FY2025 filings · Narrow moat
Wonderful & reasonably priced
The four filters
Pricing power23
Median gross margin 16.4% over 10y, stable.
Returns on capital100
Median ROIC 26.3%, above the 9% hurdle in 100% of years.
Balance-sheet safety100
Net cash position — no leverage risk.
Capital discipline78
Owner earnings +15.3%/yr, share count growing (dilution).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $12.5M
- Est. intrinsic value / share
- $48.79
- Recent price
- $25.72
- Discount to value
- 47% below value
Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.