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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
10/09/2026: CDW (2-star) is currently NOT-A-BUY. Pass it for now.
CDW Corp is a prominent multi-brand provider of IT solutions, specializing in hardware, software, and services for a diverse range of business, government, and healthcare clients. The company is known for its strong vendor relationships and technical expertise, which support a stable financial model focused on high-touch service delivery. Its primary growth opportunity lies in expanding high-margin managed services and cloud consulting as enterprise clients continue their digital transformations. Risks include potential hardware spending cyclicality and competition from direct-to-vendor sales models. Suited for investors seeking a cash-generative, mature business, CDW provides a balanced investment profile with a reliable dividend, though it remains sensitive to broader economic cycles in IT spending.
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 stable growth tied to IT spending but lacks the high-velocity expansion typical of pure-play technology innovators. |
| Momentum investor | Mixed fit | Momentum is highly dependent on broader IT spending cycles and market sentiment regarding enterprise hardware refresh rates. |
| Value investor | Strong fit | CDW is often viewed as a reliable, cash-generative business with consistent operational performance at reasonable valuation multiples. |
| Dividend investor | Strong fit | The company has a reliable history of regular dividend payments and consistent dividend growth over time. |
| Low-risk investor | Strong fit | The company's diversified customer base and essential role in corporate IT infrastructure provide a level of operational stability. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be sensitive to quarterly fluctuations in enterprise IT budget revisions. |
| Valuation risk | Medium | As a mature player, the stock is valued based on consistent cash flows rather than exponential growth premiums. |
| Competition risk (Direct-to-Vendor) | Medium / high | Large vendors like Cisco or Dell occasionally enhance direct-to-customer strategies, potentially bypassing resellers. |
| Business quality | Strong | CDW is a high-quality integrator with deep, sticky relationships across its massive customer base. |
| Dividend income | Low | The company offers reliable dividends, though it is not primarily positioned as a high-yield income play. |
| Execution risk | Low | Management has a long track record of successfully integrating acquisitions and maintaining operational discipline. |
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 -24.62% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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 17.77B USD | Price to earnings Ratio 16.8 | 1Y Target Price 158.67 |
Price to earnings Ratio 16.8 | 1Y Target Price 158.67 | ||
Volume (30-day avg) 1.5M shares | Beta 0.94 | 52 Weeks Range 96.09 - 158.05 | Updated Date 10/10/2026 |
52 Weeks Range 96.09 - 158.05 | Updated Date 10/10/2026 | ||
Dividends yield (FY) 1.80% | Basic EPS (TTM) 8.46 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Corporate | IT solutions for businesses of varying sizes. | The primary engine of growth through hardware, software, and services sales. |
| Public | IT solutions for government and healthcare. | A stable source of long-term contract revenue. |
| International | Operations in UK and Canada. | Provides geographic diversification beyond the US market. |
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 16.8 | Forward PE 15.15 | Enterprise Value 23.88B | Price to Sales(TTM) 0.76 |
Enterprise Value 23.88B | Price to Sales(TTM) 0.76 | ||
Enterprise Value to Revenue 1.02 | Enterprise Value to EBITDA 12.08 | Shares Outstanding 125.02M | Shares Floating 124.55M |
Shares Outstanding 125.02M | Shares Floating 124.55M | ||
Percent Insiders 0.46 | Percent Institutions 112.88 |
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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