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CDW

S&P 500
Neutral · 51/100

CDW Corporation

Information Technology
Technology Distributors

$123.57

3.7%

Updated Today 7:15 PM ET

Price — Past Year

▼ Down 24.5% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$16.40B

P/E

15.55x

Forward P/E (est.)

15.28x

ROE

42.4%

Revenue Growth

7.4%

EPS Growth

1.8%

Profit Margin

4.7%

FCF Yield

7.7%

Debt / Equity

2.16x

ROIC

18.0%

Interest Coverage

6.62x

Current Ratio

1.16x

Dividend Yield

1.9%

Implied Growth (rev. DCF)

2.2%

Rating Score

51/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what CDW's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. CDW trades near $123.57, below its 50-day average ($124.83) and 200-day average ($136.64). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 60 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. CDW's is $6.24 (~5.0% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month CDW found buyers near $103.12 (support) and sellers near $141.46 (resistance); its 52-week range is $97.12–$183.91. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.8× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

CDW Corporation (CDW) is a large-cap company in the Technology Distributors industry, part of the Information Technology sector of the S&P 500, with a market value around $16.40B.

In its latest reported year it generated about $22.42B in revenue and $1.07B in net profit.

Our model rates CDW Neutral (51/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

1.9%

Revenue moved from $20.82B in 2021 to $22.42B in 2025, a 1.9% compound annual growth rate. The most recent year grew a steady 7.4% year over year. Slower, mature growth is common for established businesses.

Profitability
Research

Gross Margin

21.7%

Operating Margin

7.4%

Net Margin

4.8%

ROE

42.4%

CDW Corporation keeps about 4.7% of each sales dollar as net profit, with a 21.7% gross margin and 7.4% operating margin. Return on equity is 42.4% and return on invested capital about 18.0%. Thin margins leave less cushion if costs rise.

Debt Analysis
Research

Total Debt

$5.64B

Net Debt

$5.06B

Net Debt / EBITDA

3.06x

Debt / Equity

2.16x

Leverage: debt-to-equity is 2.2x, and operating profit covers interest about 6.6x, with a current ratio of 1.2x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $5.64B of total debt against $578.60M of cash.

Cash Flow Analysis
Research

Operating CF

$1.21B

Free Cash Flow

$1.09B

FCF Margin

4.9%

In the latest year CDW Corporation produced about $1.21B of operating cash flow and $1.09B of free cash flow after capital spending. That is a free-cash-flow yield of about 7.7% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research

P/E

15.55x

P/S

0.76x

P/B

6.71x

EV / EBITDA

10.6x

CDW trades at 15.5x trailing earnings (about 15.3x on estimated forward earnings), 0.8x sales, and 6.7x book value. Reverse-engineering today's price implies the market expects roughly 2.2% long-term free-cash-flow growth. That is a fairly typical valuation for a profitable company.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
15.5xCheap
Forward P/E
15.3xCheap
P/S ratio
0.8xCheap
Revenue growth
7.4%Strong
EPS growth
1.8%Weak
Gross margin
21.7%Weak
Net margin
4.7%Weak
ROE
42.4%Strong

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How CDW stacks up against its Information Technology peers — valuation, profitability, and growth versus the sector median.

In the Information Technology sector (72 S&P 500 companies), CDW ranks #51 of 72 by our overall rating. It trades at a discount versus the sector on earnings (15.5x P/E vs. 35.6x median) with a higher return on equity (42.4% vs. 25.6%) and slower revenue growth (7.4% vs. 17.4%).

P/E vs sector

15.5x

median 35.6x

ROE vs sector

42.4%

median 25.6%

Growth vs sector

7.4%

median 17.4%

Sector rank

#51

of 72 by rating

CompanyP/ERev Gr.Rating
CDWThis stock15.5x7.4%Neutral· 51
AKAM41.8x6.2%Weak· 39
GEN15x27.1%Strong· 79
SMCI15.9x56.2%Favorable· 64
PTC10.5x27.8%Strong· 89
CTSH9.3x6.6%Neutral· 56
HPQ8.4x5.7%Neutral· 53
FFIV30.7x9.7%Favorable· 62
Information Technology median35.6x17.4%61/100

Valuation vs. quality map

sector medianAKAMGENSMCIPTCCTSHHPQFFIVCDWP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Information Technology companies by sub-industry and size. Sector median is across all 72 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$123.09$196.95

vs. $123.57 today · expected CAGR -0%10%

Metric20262027202820292030
Revenue$23.99B$25.67B$27.47B$29.39B$31.45B
Net income$1.20B$1.28B$1.37B$1.47B$1.57B
EPS$9.39$10.05$10.75$11.50$12.31
Share price (low)$93.91$100.48$107.51$115.04$123.09
Share price (high)$150.25$160.77$172.02$184.06$196.95
CAGR (low–high)-24% / 22%-10% / 14%-5% / 12%-2% / 10%-0% / 10%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for CDW:

  • Strong return on equity (42.4%) shows capital is put to work well.
  • Healthy free-cash-flow yield (~7.7%) funds buybacks and dividends.
Bear Case

The case against CDW:

  • Thin net margins (4.7%) leave little room for error.
  • Elevated leverage (debt/equity 2.2x) adds financial risk.
Key Risks
Research

Balance-sheet risk — debt/equity of 2.2x magnifies the impact of higher rates or weaker earnings.

Margin risk — thin profitability (4.7%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: CDW Corporation is a large-cap information technology business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at 15.5x earnings, which our model scores Neutral (51/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.