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CDW CORP/DE

CDWNASDAQ
πŸ† #498 by market capEarnings Nov 2 Β· PreUS Equity
$644.95β–² $26.83 (+4.16%)
Simulated price
1hβ€”
24hβ–² 4.2%
7dβ–² 360.1%
14dβ–² 336.3%
30dβ–² 346.7%
1yβ–² 293.3%
🏦Market Cap
$17.06B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
+7.4%
Slowing
πŸ“ŠGross Margin
21.4%
Moderate
πŸ’΅FCF Margin
4.6%
Moderate
βš–οΈP/S Ratio
0.7x
Cheap
Otter Score
64
Fair

Trading Snapshot

Day Range
$640.74 – $649.47
52-Week Range
$97.12 – $171.55
Volume
$6.65B
Avg Volume
$6.20B
Shares Outstanding
127.8M
Next Earnings
Oct 1, 2026

Fundamentals Snapshot

Annual Revenue
$22.42B
Last Q Revenue
$6.57B
P/E Ratio
15.7
P/S Ratio
0.7x
EPS (TTM)
$8.32
Dividend Yield
1.91%

Why Investors Own CDW

  • βœ“High-growth profile β€” revenue up +25.5% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 67% gross margin and 13% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$22.42Bβ–² +29.5% YoY
Gross Margin (TTM)
67.3%β–² +0.6% YoY
Operating Income (TTM)
$3.74Bβ–² +29.5% YoY
Free Cash Flow (TTM)
$3.00Bβ–² +29.5% YoY

About CDW CORP/DE

CDW Corporation specializes in delivering comprehensive information technology services and products across North America and the United Kingdom. It strategically targets three core client divisions: corporate enterprises, small to medium-sized businesses, and public sector organizations. Their portfolio encompasses both individual hardware and software offerings, alongside sophisticated integrated IT solution packages. These comprehensive solutions span on-premise, hybrid, and cloud environments, addressing critical areas such as data center infrastructure, network management, digital workspace enablement, and robust security. Key hardware categories include mobile computing devices (laptops, tablets), network infrastructure components, desktop workstations, display units, and enterprise data storage systems, while software offerings feature application suites, cybersecurity tools, virtualization platforms, operating systems, and network management utilities. Beyond products, CDW delivers a broad spectrum of services, including expert advisory and design, custom software development, system implementation, ongoing managed services, specialized professional support, configuration assistance, and telecommunications solutions, complemented by product warranties. They also focus on providing mission-critical software, system, and network solutions. Furthermore, installation, deployment, and repair services are facilitated for customers, often leveraging a network of third-party partners. Their diverse clientele includes governmental bodies, educational institutions, healthcare providers, and businesses of all scales – from small enterprises to major corporations. Established in 1984, the company maintains its primary corporate offices in Vernon Hills, Illinois.

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Otter Score Breakdown

β“˜
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
64/100

Analyst Price Target

β“˜
Average Target
$670.40
β–² +3.9% Upside
High Target$736.53
Low Target$564.86
Based on 25 analysts

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