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CDW Corp (CDW)



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Upturn Advisory Summary
08/28/2025: CDW (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $206.8
1 Year Target Price $206.8
5 | Strong Buy |
3 | Buy |
4 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.55% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.74B USD | Price to earnings Ratio 20.63 | 1Y Target Price 206.8 |
Price to earnings Ratio 20.63 | 1Y Target Price 206.8 | ||
Volume (30-day avg) 12 | Beta 0.94 | 52 Weeks Range 136.33 - 227.65 | Updated Date 08/28/2025 |
52 Weeks Range 136.33 - 227.65 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 1.51% | Basic EPS (TTM) 8.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When Before Market | Estimate 2.49 | Actual 2.6 |
Profitability
Profit Margin 4.92% | Operating Margin (TTM) 7.24% |
Management Effectiveness
Return on Assets (TTM) 7.36% | Return on Equity (TTM) 46.39% |
Valuation
Trailing PE 20.63 | Forward PE 17.27 | Enterprise Value 26943166896 | Price to Sales(TTM) 0.99 |
Enterprise Value 26943166896 | Price to Sales(TTM) 0.99 | ||
Enterprise Value to Revenue 1.23 | Enterprise Value to EBITDA 13.75 | Shares Outstanding 131061000 | Shares Floating 130577131 |
Shares Outstanding 131061000 | Shares Floating 130577131 | ||
Percent Insiders 0.38 | Percent Institutions 99.13 |
Upturn AI SWOT
CDW Corp

Company Overview
History and Background
CDW Corp. was founded in 1984 by Michael Krasny in his family's kitchen as a direct mail business. Originally focused on computer supplies, CDW expanded into hardware, software, and IT solutions. It went public in 1993 and has grown through acquisitions and organic growth to become a leading IT solutions provider.
Core Business Areas
- Corporate: Provides IT solutions to businesses, government, education, and healthcare customers. This includes hardware, software, and services.
- Small Business: Focuses on serving small and medium-sized businesses (SMBs) with their IT needs, offering a tailored selection of products and services.
- UK: Services for the United Kingdom for IT solutions and products.
- Canada: Services for Canada for IT solutions and products.
Leadership and Structure
CDW is led by CEO Christine Leahy. The company has a board of directors and a management team overseeing various departments such as sales, marketing, finance, and operations. It operates with a regional and segment-focused structure to serve its diverse customer base.
Top Products and Market Share
Key Offerings
- Hardware: Includes laptops, desktops, servers, networking equipment, and storage devices. Competitors include Dell, HP, and Lenovo. CDW resells hardware and does not manufacture it. Market share is dependent on specific hardware category.
- Software: Encompasses operating systems, security software, productivity suites, and virtualization solutions. Competitors include SHI International, Insight Enterprises and Zones, LLC. Market share is dependent on specific software category.
- Services: Provides IT consulting, managed services, cloud solutions, security services, and support. Competitors include Accenture, IBM, and other IT consulting firms. Services revenue is significant but market share data is not consistently reported.
- Cloud Solutions: Includes assisting businesses with cloud migration, cloud management, and cloud security. Competitors are Amazon AWS, Microsoft Azure, and Google Cloud Platform. This is a large market and CDW is a service provider, not a primary cloud vendor.
Market Dynamics
Industry Overview
The IT solutions industry is characterized by rapid technological advancements, increasing demand for digital transformation, and evolving cybersecurity threats. The market is competitive, with numerous players ranging from large multinational corporations to specialized niche providers.
Positioning
CDW positions itself as a trusted advisor and solutions provider, offering a broad portfolio of products and services to meet diverse customer needs. Its competitive advantages include its strong customer relationships, vendor partnerships, and technical expertise.
Total Addressable Market (TAM)
The global IT spending market is estimated to be several trillion dollars annually. CDW's TAM includes the portion of IT spending that goes through channel partners and covers hardware, software, and services. CDW is well positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive product portfolio
- Large customer base
- Established vendor relationships
- Experienced sales force
Weaknesses
- Reliance on vendor partners
- Exposure to economic cycles
- Competitive pricing pressure
- Need for continuous training on new technologies
Opportunities
- Growing demand for cloud services
- Increasing cybersecurity threats
- Digital transformation initiatives
- Expansion into new markets
- Acquisitions of complementary businesses
Threats
- Economic downturn
- Intense competition
- Rapid technological changes
- Cybersecurity breaches
- Changes in vendor programs
Competitors and Market Share
Key Competitors
- SHI
- Insight Enterprises
- Zones, LLC
- Dell Technologies (DELL)
Competitive Landscape
CDW's advantages include its broad product portfolio, strong customer relationships, and established vendor partnerships. Disadvantages can include pricing pressure from competitors and the need to continually invest in new technologies.
Major Acquisitions
Sirius Computer Solutions
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: Expanded CDW's services capabilities and customer base.
Growth Trajectory and Initiatives
Historical Growth: CDW has demonstrated consistent revenue growth through organic expansion and acquisitions. Its growth has been fueled by increasing IT spending and demand for digital transformation.
Future Projections: Analyst estimates project continued growth for CDW, driven by demand for cloud services, cybersecurity solutions, and digital transformation initiatives. Specific growth rates depend on market conditions and analyst expectations.
Recent Initiatives: CDW has been investing in cloud solutions, cybersecurity services, and data analytics to enhance its capabilities and address emerging customer needs.
Summary
CDW is a strong company within the IT solutions and services market. Its broad portfolio and customer base contribute to its stability. However, it should keep abreast of technological changes and competitive pressures. CDW should maintain its focus on strategic acquisitions to expand capabilities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- CDW Investor Relations
- Company Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change, so it is essential to conduct thorough research before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CDW Corp
Exchange NASDAQ | Headquaters Vernon Hills, IL, United States | ||
IPO Launch date 1993-05-27 | Chair of the Board, President & CEO Ms. Christine A. Leahy J.D. | ||
Sector Technology | Industry Information Technology Services | Full time employees 15100 | Website https://www.cdw.com |
Full time employees 15100 | Website https://www.cdw.com |
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Corporate, Small Business, and Public. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, collaboration hardware, data storage and servers, desktop computers, and other hardware; and software products, such as cloud solutions, software assurance, application suites, security, virtualization, collaboration and productivity applications, operating systems, and network management. In addition, the company offers advisory and design, software development, implementation, and managed services, as well as warranties. It serves business, government, education, and healthcare customers. The company was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003. CDW Corporation was founded in 1984 and is based in Vernon Hills, Illinois.

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