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Upturn AI Summary - About
CDW Corp(CDW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CDW
10/23/2026: CDW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CDW Corp is a significant technology solutions provider that acts as a bridge between major tech vendors and business, government, and education customers. The company distinguishes itself through its integrated services, long-term consultative relationships, and extensive supply chain capabilities. Its primary growth opportunity lies in assisting organizations with complex digital transformations, including cybersecurity and AI infrastructure. Investors should monitor risks such as shifts toward direct-sales models by vendors, hardware budget cycles, and the pressure on operating margins. CDW may suit investors seeking a stable, service-oriented company with a consistent track record of capital returns, rather than high-growth speculative tech plays.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | CDW offers steady expansion but is more of a mature, moderate-growth provider than a high-growth tech disruptor. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find value during periods of high enterprise spending and strong earnings momentum. |
| Value investor | Mixed fit | The stock is often fairly valued based on its consistent cash flow, but lacks the deep discount of traditional value plays. |
| Dividend investor | Strong fit | The company has a reliable dividend history and a disciplined approach to capital allocation that appeals to income-focused investors. |
| Low-risk investor | Strong fit | CDW's diversified customer base and essential role in corporate IT infrastructure provide a level of stability that suits lower-risk profiles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be sensitive to overall market sentiment and changes in IT spending cycles. |
| Valuation risk | Medium | Shares are typically priced for steady growth, meaning failure to meet quarterly guidance can impact the valuation multiple. |
| Competition risk (Cloud-native / direct sales) | Medium / high | Direct sales models from hyperscalers and hardware vendors pose an ongoing threat to traditional channel margins. |
| Business quality | Strong | CDW has a proven business model with strong customer retention and a key role in the tech supply chain. |
| Dividend income | Low | The company pays a reliable dividend, though it is not primarily a high-yield utility-like income stock. |
| Execution risk | Medium | Maintaining operational efficiency while integrating complex acquisitions is critical for long-term margin preservation. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -19.7% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.64B USD | Price to earnings Ratio 19.8 | 1Y Target Price 159.11 |
Price to earnings Ratio 19.8 | 1Y Target Price 159.11 | ||
Volume (30-day avg) 1.5M shares | Beta 0.94 | 52 Weeks Range 96.09 - 166.15 | Updated Date 10/24/2026 |
52 Weeks Range 96.09 - 166.15 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 1.53% | Basic EPS (TTM) 8.34 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Hardware | Laptops, servers, networking gear, and peripherals. | The foundation of revenue, but lower-margin and cyclical. |
| Services and Solutions | Consulting, managed security, cloud integration, and professional services. | Higher-margin business that drives long-term customer loyalty. |
| Software | Licensing, subscriptions, and SaaS management. | Provides recurring revenue that stabilizes the business model. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 19.8 | Forward PE 15.15 | Enterprise Value 24.35B | Price to Sales(TTM) 0.88 |
Enterprise Value 24.35B | Price to Sales(TTM) 0.88 | ||
Enterprise Value to Revenue 1.04 | Enterprise Value to EBITDA 12.32 | Shares Outstanding 125.02M | Shares Floating 124.55M |
Shares Outstanding 125.02M | Shares Floating 124.55M | ||
Percent Insiders 0.46 | Percent Institutions 113.28 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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