CDW
Strong BuyFull HouseAPPROVECDW Corporation · Technology · United States · $18.3B · Avg Vol: $230M/d
Full House: Strong business, sensible price, market agrees. The rare full house.
CDW Corporation clears the calibrated bar. All three legs are above the floor (Q58 V63 M56) and there are two corroborating filings: insider buying of 0.02% of shares outstanding and an active buyback. Nothing adverse is on file: no negative earnings revision and no net selling. Value at V63 is the strongest part of the case.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT CDW CORPORATION
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CDW Corporation is a leading multi-brand provider of technology products and services to business, government, education, and healthcare customers. Its competitive moat is an extensive catalog from thousands of vendors, coupled with deep technical expertise and professional services, simplifying IT procurement. CDW is a major value-added reseller and IT solutions provider, known for its comprehensive offerings and robust customer relationships across diverse sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 23.7B | 21.4B | 21.0B | 22.4B | -1.9% | 23.5B | 24.2B | 25.1B | 5.9% |
| EPS | 8.24 | 8.20 | 8.06 | 8.13 | -0.4% | 8.33 | 8.89 | 9.78 | 9.7% |
| Shares | 135.5M | 134.1M | 132.6M | 129.4M | -4.5% | 125.0M | — | — | — |
| Debt | 6.1B | 5.8B | 6.0B | 5.8B | -1.7% | 6.4B | — | — | — |
| Equity | 1.6B | 2.0B | 2.4B | 2.6B | 17.6% | — | — | — | — |
| Op CF | 1.3B | 1.6B | 1.3B | 1.2B | -3.4% | 981.8M | — | — | — |
| Inv CF | -164.5M | -229.6M | -659.2M | 70.2M | — | — | — | — | — |
| Fin CF | -1.1B | -1.1B | -686.9M | -1.2B | — | — | — | — | — |
Swung more than 56% of stocks we rank over the past year (46% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of CDW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CDW | CDW Corporation(you) | $18.3B | 82 | Strong Buy |
| BR | Broadridge Financial Solutions, Inc. | $18.6B | 78 | Buy |
| IT | Gartner, Inc. | $11.3B | 86 | Strong Buy |
| LDOS | Leidos Holdings, Inc. | $15.6B | 71 | Buy |
| JKHY | Jack Henry & Associates, Inc. | $10.4B | 86 | Strong Buy |
| CACI | CACI International Inc | $13.6B | 73 | Buy |
| CTSH | Cognizant Technology Solutions Corporation | $26.6B | 93 | Strong Buy |
| FIS | Fidelity National Information Services, Inc. | $17.9B | 61 | Hold |
| INGM | Ingram Micro Holding Corporation | $6.3B | 86 | Strong Buy |
| EPAM | EPAM Systems, Inc. | $5.7B | 79 | Buy |
Peer medians: ROE 4.6% · P/E 34.4x · Gross margin 51.8%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.