CDW Corporation (CDW)

Information Technology · $20.5B market cap · SEC CIK 0001402057

Next reports on Feb 2, 2027, before the open, with analysts expecting $2.88 in earnings per share.

52-week range $97.12 to $172.47. 2% below its 52-week high and 74% above its low.

The case for CDW

• Earns 43% back on shareholder equity.
• Revenue growing 10.9% year over year.
• Pays a modest 1.1% dividend.
• Within 2% of its 52-week high: the trend is up.
• Price/sales of 0.8× is lower than 96% of Information Technology companies.

The case against

• Growth is weak (32/100): revenue +10.9%, EPS +8.4%, +4.0% a year over five years.
• Net margin of 4% is thinner than 89% of Information Technology companies.
• Long-term debt of $4.6B against $619M of cash.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Information Technology companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Each factor except momentum is half fixed thresholds, half rank among the 73 Information Technology companies.

The financials

The financials, five years deep

Pulled from CDW Corporation's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What CDW Corporation says it does

Our Company CDW Corporation (together with its subsidiaries, the “Company,” “CDW”, “we”, “us”, or “our”), a Fortune 500 company and member of the S&P 500 Index, is a leading multi-brand provider of information technology (“IT”) solutions to business, government, education, and healthcare customers in the United States (“US”), the United Kingdom (“UK”), and Canada. Our broad array of offerings ranges from discrete hardware and software products to integrated IT solutions and services that include on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. We are vendor, technology, and consumption model unbiased, offering a broad selection of products and multi-branded IT solutions. Our solutions are delivered in physical, virtual, and cloud-based environments through approximately 10,500 customer-facing coworkers, including sellers, highly-skilled specialists, and engineers. We are a leading sales…

Risk factors CDW lists in its 10-K

• Our business depends on our vendor partner and wholesale distributor relationships and the terms of the agreements governing those relationships
• Our sales are dependent on continued innovations in technology by our vendor partners and the competitiveness of their offerings, and our ability to partner with new and emerging technology providers
• Issues relating to the use or capabilities of AI, including social, ethical, and safety issues, in hardware, software, and services offerings may result in reputational harm, liability, or increased costs
• Substantial competition could reduce our market share and significantly harm our financial performance
• The success of our business depends on the continuing development, maintenance, and operation of our information technology systems
• Breaches of data security and the failure to protect our information technology systems from cybersecurity threats could adversely impact our business
• If we or our third-party service providers fail to provide high-quality services to our customers, our reputation, brand, business, results of operations, or cash flows could be adversely affected
• We have outsourced certain business processes to third-party outsource partners and any service failures or disruptions related to these outsourcing arrangements could adversely affect our business
• A natural disaster or other adverse occurrence at one of our primary facilities or a third-party provider location could damage our business
• Increases in the cost of commercial delivery services or disruptions of those services could materially adversely impact our business
• We are exposed to accounts receivable and inventory risks
• We could be exposed to additional costs and risks if we continue to make strategic investments or acquisitions or enter into joint ventures or alliances
• Global and regional economic and political conditions may have an adverse impact on our business
• Decreases or delays in spending on technology products and services by our customers due to, among other things, customer spending decisions and government spending and funding policies may have an adverse impact on our business
• The interruption of the flow of products from suppliers could disrupt our supply chain
• We are exposed to risks from legal proceedings and audits, including intellectual property infringement claims, which may result in substantial costs and expenses or interruption of our normal business operations
• Our level of indebtedness and obligations pursuant to the agreements and instruments reflecting our indebtedness could adversely affect our business, results of operations, and cash flows
• Our common stock price may be volatile and may decline regardless of our operating performance, and holders of our common stock could lose a significant portion of their investment

Filings

Other Information Technology companies