CDW Corporation (CDW)
NASDAQ:CDW
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CDW Stock Chart & Stats
$133.96
-$1.91(-1.06%)
At close: 4:00 PM EST
$133.96
-$1.91(-1.06%)
Day’s Range― - ―
52-Week Range$97.12 - $183.91
Previous CloseN/A
Volume401.53K
Average Volume (3M)2.36M
Market Cap
$16.35B
Enterprise Value$21.75B
Total Cash (Recent Filing)$578.60M
Total Debt (Recent Filing)$6.15B
Price to Earnings (P/E)15.5
Beta1.05
Next Earnings
Aug 05, 2026EPS Estimate
2.8Next Dividend Ex-DateN/A
Dividend Yield1.81%
Share Statistics
EPS (TTM)8.25
Shares Outstanding127,753,450
10 Day Avg. Volume2,037,934
30 Day Avg. Volume2,358,063
Financial Highlights & Ratios
PEG Ratio19.29
Price to Book (P/B)6.86
Price to Sales (P/S)0.80
P/FCF Ratio16.44
Enterprise Value/Market Cap1.33
Enterprise Value/Revenue0.95
Enterprise Value/Gross Profit4.40
Enterprise Value/Ebitda11.74
Forecast
1Y Price Target
$143.29Price Target Upside6.96% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)10.71
Revenue Forecast (FY)$23.49B
Bulls Say, Bears Say
Bulls Say
Diversified Business ModelCDW's multi-channel reseller plus services model spans hardware, software, subscriptions and managed/professional services across multiple end markets and geographies. This diversification supports recurring revenue, cross-sell opportunities and resilience versus single-market cyclicality, sustaining revenue stability over months.
Strong Cash ConversionHigh FCF conversion and meaningful absolute free cash flow provide durable capacity to fund dividends, repurchases, debt reduction and strategic investments. Reliable cash generation underpins capital allocation flexibility and lowers execution risk for multi-month initiatives like modernization or targeted M&A.
AI-driven Productivity & ServicesManagement's AI modernization and documented large AI engagements create a structural opportunity to cut costs and expand higher-margin, services-led revenue. Realizing $100M–$200M run-rate improves operating leverage, supports reinvestment for growth, and can sustainably lift margins over the coming 2–3 years.
Bears Say
Elevated LeverageMaterial leverage increases sensitivity to earnings volatility and refinancing cycles and reduces financial flexibility. Even with a net-debt target and recent improvement, elevated debt levels constrain capital options and heighten risk if cash flow momentum weakens over the next several quarters.
Margin Compression / Mix RiskA shift toward lower-margin hardware and weaker services attach has reduced gross margin and operating margin. Persistent mix shifts or slow recovery in higher-margin services would pressure profitability and returns, limiting sustained margin expansion even as top-line growth resumes.
Execution & Supply Timing RiskElevated backlog, shipment delays and increased inventory (sequental inventory build noted) raise the risk that sales volume, gross profit recognition and working capital trends lag expectations. Execution timing can compress margins and delay cash conversion over multiple quarters.
CDW News
CDW FAQ
What was CDW Corporation’s price range in the past 12 months?
CDW Corporation lowest stock price was $97.12 and its highest was $183.91 in the past 12 months.
What is CDW Corporation’s market cap?
CDW Corporation’s market cap is $16.35B.
When is CDW Corporation’s upcoming earnings report date?
CDW Corporation’s upcoming earnings report date is Aug 05, 2026 which is in 40 days.
How were CDW Corporation’s earnings last quarter?
CDW Corporation released its earnings results on May 06, 2026. The company reported $2.28 earnings per share for the quarter, beating the consensus estimate of $2.278 by $0.002.
Is CDW Corporation overvalued?
According to Wall Street analysts CDW Corporation’s price is currently Undervalued.
Does CDW Corporation pay dividends?
CDW Corporation pays a Quarterly dividend of $0.63 which represents an annual dividend yield of 1.81%. See more information on CDW Corporation dividends here
What is CDW Corporation’s EPS estimate?
CDW Corporation’s EPS estimate is 2.8.
How many shares outstanding does CDW Corporation have?
CDW Corporation has 127,753,450 shares outstanding.
What happened to CDW Corporation’s price movement after its last earnings report?
CDW Corporation reported an EPS of $2.28 in its last earnings report, beating expectations of $2.278. Following the earnings report the stock price went down -20.322%.
Which hedge fund is a major shareholder of CDW Corporation?
Currently, no hedge funds are holding shares in CDW
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
CDW Stock Smart Score
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
$143.29 (6.96% Upside)
$143.29 (6.96% Upside)
Blogger Sentiment
Neutral
CDW Sentiment 50%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 2.7M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $2.5M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 4.5%
Last 30 Days ▲ 8.8%
Last 30 Days ▲ 8.8%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-26.19%
12-Months-Change
Fundamentals
Return on Equity
42.37%
Trailing 12-Months
Asset Growth
9.55%
Trailing 12-Months
Company Description
CDW Corporation
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.
CDW Company Deck
CDW Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational and financial start to 2026 with double-digit growth in key hardware and software categories, record Q1 gross profit, expanding EPS, strong free cash flow and accelerated AI-driven initiatives (including a $100M–$200M run-rate productivity opportunity). Offsetting this optimism were margin compression driven by mix and timing, higher SG&A in Q1, flat services revenue, supply-related shipment delays and elevated inventory/backlog that create execution and timing risk into Q2 and the back half. Management maintained a prudent outlook for the year (low-to-mid single-digit gross profit growth, EPS growing at the high end of mid-single digits) and emphasized discipline, liquidity and strategic investments in AI and process modernization.View all CDW earnings summariesCDW Net sales Breakdown
71.67% Hardware
18.74% Software
9.08% Services
0.51% Other
CDW Stock 12 Month Forecast
Average Price Target
$143.29
▲(6.96% Upside)
Technical Analysis
Ownership Overview
0.49% Insiders
34.85% Mutual Funds
22.18% Other Institutional Investors
13.61% Public Companies and
Individual Investors