Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CDW
STRONG BUYAPPROVECDW Corporation · Technology · United States · $17.1B · Avg Vol: $272M/d
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.
COMPANY DESCRIPTION
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% | 8.32 | 8.87 | 9.69 | 9.1% |
| 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 | — | — | — | — | — |
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) | $17.1B | 80 | STRONG BUY |
| BR | Broadridge Financial Solutions, Inc. | $17.2B | 81 | STRONG BUY |
| JKHY | Jack Henry & Associates, Inc. | $10.7B | 80 | STRONG BUY |
| LDOS | Leidos Holdings, Inc. | $14.1B | 73 | BUY |
| CACI | CACI International Inc | $10.8B | 78 | BUY |
| CTSH | Cognizant Technology Solutions Corporation | $21.5B | 93 | STRONG BUY |
| IT | Gartner, Inc. | $9.4B | 91 | STRONG BUY |
| FIS | Fidelity National Information Services, Inc. | $21.5B | 61 | HOLD |
| EPAM | EPAM Systems, Inc. | $4.7B | 78 | BUY |
| FIV.DE | FISERV INC. R | $26.1B | 58 | HOLD |
Peer medians: ROE 7.8% · P/E 38.7x · Gross margin 54.2%