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CDW

CDW Corporation

CDW

NASDAQ·Technology·Information Technology Services·Mkt cap $19.5B

$152.38

-1.00%

P/E

18.29

Mkt Cap

$19.5B

52-Wk Range

$97.12–$171.55

52-Week Range

$97.12 - $171.55

P/E

18.29

Fwd P/E

13.94

Beta

0.94

Div Yield

1.65%

Avg Vol

2.1M

Shares Out

129.0M

Mkt Cap

$19.5B

Price action

Price chart

Down 9.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive vendor partnerships
  • Comprehensive technology portfolio
  • Advanced technical expertise
  • Scalable service delivery model

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Increasing digital transformation trends

Value

Undervalued - trading well below sector peers

Momentum

Strong

+13.0% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

1.65% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 3, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $2.91 vs $2.80 consensus (+3.9% surprise). Revenue of $6.6B vs $6.2B expected (+5.9%). Beat on both top and bottom lines.

EPS beat +3.9%
Rev beat +5.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+3.9%

Revenue trend · last 8Q

+3%

+7%

+10%

+4%

+6%

+9%

+10%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$5.5B

$5.2B

$5.2B

$6.0B

$5.7B

$5.5B

$5.7B

$6.6B

Margins · last 8Q

Gross

20.1%

Operating

6.5%

Profit

4.2%

Wall Street consensus

6 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

67%

Hold

2

33%

Sell

0%

Median Price Target

Latest: Morgan Stanley · Aug 6, 2026

vs Industry

How CDW stacks vs Information Technology Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.