image
Technology - Information Technology Services - NASDAQ - US
$ 147.2
1.88 %
$ 19.5 B
Market Cap
18.47
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one CDW stock under the worst case scenario is HIDDEN Compared to the current market price of 147 USD, CDW Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one CDW stock under the base case scenario is HIDDEN Compared to the current market price of 147 USD, CDW Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one CDW stock under the best case scenario is HIDDEN Compared to the current market price of 147 USD, CDW Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart CDW

image
$230.0$230.0$220.0$220.0$210.0$210.0$200.0$200.0$190.0$190.0$180.0$180.0$170.0$170.0$160.0$160.0$150.0$150.0$140.0$140.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
21 B REVENUE
-1.77%
1.65 B OPERATING INCOME
-1.76%
1.08 B NET INCOME
-2.40%
1.28 B OPERATING CASH FLOW
-20.10%
-659 M INVESTING CASH FLOW
-187.11%
-687 M FINANCING CASH FLOW
37.48%
5.19 B REVENUE
-5.99%
409 M OPERATING INCOME
-15.16%
264 M NET INCOME
-16.50%
345 M OPERATING CASH FLOW
0.94%
-354 M INVESTING CASH FLOW
-44.43%
-416 M FINANCING CASH FLOW
-232.64%
Balance Sheet CDW Corporation
image
Current Assets 7.37 B
Cash & Short-Term Investments 718 M
Receivables 5.65 B
Other Current Assets 1.01 B
Non-Current Assets 7.31 B
Long-Term Investments 0
PP&E 312 M
Other Non-Current Assets 6.99 B
4.89 %38.46 %6.88 %47.64 %Total Assets$14.7b
Current Liabilities 5.47 B
Accounts Payable 3.38 B
Short-Term Debt 236 M
Other Current Liabilities 1.86 B
Non-Current Liabilities 6.85 B
Long-Term Debt 5.76 B
Other Non-Current Liabilities 1.1 B
27.43 %15.07 %46.70 %8.89 %Total Liabilities$12.3b
EFFICIENCY
Earnings Waterfall CDW Corporation
image
Revenue 21 B
Cost Of Revenue 16.4 B
Gross Profit 4.6 B
Operating Expenses 2.95 B
Operating Income 1.65 B
Other Expenses 574 M
Net Income 1.08 B
25b25b20b20b15b15b10b10b5b5b0021b(16b)5b(3b)2b(573m)1bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
21.92% GROSS MARGIN
21.92%
7.86% OPERATING MARGIN
7.86%
5.13% NET MARGIN
5.13%
45.81% ROE
45.81%
7.34% ROA
7.34%
13.13% ROIC
13.13%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis CDW Corporation
image
2b2b1b1b1b1b1b1b800m800m600m600m400m400m200m200m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 1.08 B
Depreciation & Amortization 275 M
Capital Expenditures -123 M
Stock-Based Compensation 0
Change in Working Capital -163 M
Others -123 M
Free Cash Flow 1.15 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets CDW Corporation
image
Wall Street analysts predict an average 1-year price target for CDW of $240 , with forecasts ranging from a low of $210 to a high of $270 .
CDW Lowest Price Target Wall Street Target
210 USD 42.66%
CDW Average Price Target Wall Street Target
240 USD 62.95%
CDW Highest Price Target Wall Street Target
270 USD 83.42%
Price
Max Price Target
Min Price Target
Average Price Target
280280260260240240220220200200180180160160140140May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.36% DIVIDEND YIELD
0.625 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
2.50002.50002.00002.00001.50001.50001.00001.00000.50000.50000.00000.00000.10750.160.210.2950.380.40.50.590.620.6250.10750.160.210.2950.380.40.50.590.620.10750.160.210.2950.380.40.50.590.620.10750.310.160.480.210.690.2950.930.381.270.41.540.51.700.592.090.622.390.6252.490.632015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
Download SVG
Download PNG
Download CSV
5. COMPETITION
slide 2 of 11
6. Ownership
Insider Ownership CDW Corporation
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
10.4 M USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
487 K USD 2
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
CDW Engineering and Ecovert Launch Climate-Enhanced Building Condition Assessments to Support Decarbonization and Climate Resilience in Canada Comprehensive, future-proof insights for real estate's new era—seamlessly integrating decarbonization, climate resilience, and ESG compliance into a single, streamlined assessment. Comprehensive, future-proof insights for real estate's new era—seamlessly integrating decarbonization, climate resilience, and ESG compliance into a single, streamlined assessment. globenewswire.com - 3 weeks ago
Why Is CDW (CDW) Down 16.3% Since Last Earnings Report? CDW (CDW) reported earnings 30 days ago. What's next for the stock? zacks.com - 1 month ago
CDW Corp: Rating Upgrade As Growth Has Seen Positive Inflection CDW Corp.'s 4Q24 results show a return to y/y revenue growth, driven by a 4% increase in hardware sales, marking a key growth inflection point. The recovery in enterprise hardware demand, along with strong growth in cloud and security services, should drive significant revenue and earnings growth for CDW. CDW's operating leverage is set to improve, with revenue growth carrying high incremental margins due to mostly fixed costs and a lower cost structure. seekingalpha.com - 2 months ago
CDW Corporation (CDW) Q4 2024 Earnings Call Transcript CDW Corporation (NASDAQ:CDW ) Q4 2024 Earnings Conference Call February 5, 2024 8:30 AM ET Company Participants Steve O'Brien - Vice President-Investor Relations Christine Leahy - Chair and Chief Executive Officer Albert Miralles - Senior Vice President and Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore ISI Samik Chatterjee - JPMorgan Chase & Co Ruplu Bhattacharya - Bank of America Keith Housum - Northcoast Research Erik Woodring - Morgan Stanley George Wang - Barclays Operator Good morning all, and thank you for joining us for the CDW Fourth Quarter 2024 Earnings Call. My name is Carly, and I'll be coordinating your call today. seekingalpha.com - 2 months ago
CDW Q4 Earnings Surpass Estimates on Solid Revenue Growth, Shares Up CDW's Q4 performance gains from a strong business pipeline across all its sales units and international domains amid a dynamic macroeconomic backdrop. zacks.com - 2 months ago
CDW vs. CYBR: Which Stock Is the Better Value Option? Investors looking for stocks in the Computers - IT Services sector might want to consider either CDW (CDW) or CyberArk (CYBR). But which of these two companies is the best option for those looking for undervalued stocks? zacks.com - 2 months ago
CDW (CDW) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates Although the revenue and EPS for CDW (CDW) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 2 months ago
CDW (CDW) Tops Q4 Earnings and Revenue Estimates CDW (CDW) came out with quarterly earnings of $2.48 per share, beating the Zacks Consensus Estimate of $2.33 per share. This compares to earnings of $2.57 per share a year ago. zacks.com - 2 months ago
CDW beats Q4 revenue estimates on strong IT solutions demand CDW on Wednesday beat Wall Street estimates for the fourth quarter, helped by growing demand for its IT solutions, as small- and medium-sized businesses continue to spend on the company's services. reuters.com - 2 months ago
CDW Authorizes $750 Million Share Repurchase Program Increase and Declares Quarterly Cash Dividend of $0.625 Per Share VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that its Board of Directors has authorized a $750 million increase to the Company's share repurchase program and declared a quarterly cash dividend. The cash dividend of $0.625 per common share will be paid on March 11, 2025 to all sto. businesswire.com - 2 months ago
CDW Reports Fourth Quarter and Full Year 2024 Earnings VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq:CDW): (Dollars in millions, except per share amounts) Three Months Ended December 31, Year Ended December 31,   2024     2023   % Chg.   2024     2023   % Chg. Net Sales $ 5,186.0   $ 5,018.5   3.3 % $ 20,998.7   $ 21,376.0   (1.8 )% Gross Profit $ 1,155.3   $ 1,153.8   0.1   $ 4,602.4   $ 4,652.4   (1.1 ) Gross Profit Margin   22.3 %   23.0 %     21.9 %   21.8 %   Operating Income $ 408.6   $ 435.0   (6.1 ) $ 1,651.3   $ 1,680.9   (1. businesswire.com - 2 months ago
Countdown to CDW (CDW) Q4 Earnings: Wall Street Forecasts for Key Metrics Get a deeper insight into the potential performance of CDW (CDW) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. zacks.com - 2 months ago
8. Profile Summary

CDW Corporation CDW

image
COUNTRY US
INDUSTRY Information Technology Services
MARKET CAP $ 19.5 B
Dividend Yield 0.36%
Description 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, hybrid, and cloud capabilities across data center and networking, digital workspace, and security. Its hardware products comprise notebooks/mobile devices, network communications, desktop computers, video monitors, enterprise and data storage, and others; and software products consists of application suites, security, virtualization, operating systems, and network management. The company also provides advisory and design, software development, implementation, managed, professional, configuration, and telecom services, as well as warranties; mission critical software, systems, and network solutions; and implementation and installation, and repair services to its customers through various third-party service providers. It serves government, education, and healthcare customers; and small, medium, and large business customers. The company was founded in 1984 and is headquartered in Vernon Hills, Illinois.
Contact 200 North Milwaukee Avenue, Vernon Hills, IL, 60061 https://www.cdw.com
IPO Date June 27, 2013
Employees 15100
Officers Ms. Christine A. Leahy J.D. Chair of the Board, President & Chief Executive Officer Mr. Albert Joseph Miralles Jr. Senior Vice President & Chief Financial Officer Ms. Christina M. Corley President of International & Vice Chair Mr. Frederick J. Kulevich Senior Vice President, General Counsel, Corporate Secretary & Interim Chief People Officer Ms. Sona Chawla Chief Growth & Innovation Officer Mr. Peter Richard Locy Vice President, Controller & Chief Accounting Officer Dr. Sanjay Sood Chief Technology Officer & Senior Vice President Mr. Steven J O'Brien Vice President of Investor Relations Sara Granack Vice President of Corporate Communications & Reputation Mr. Anand J. Rao Senior Vice President and Chief Marketing & Digital Officer