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Technology - Information Technology Services - NASDAQ - US
$ 177.63
-1.74 %
$ 23.7 B
Market Cap
22.34
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one CDW stock under the base case scenario is HIDDEN Compared to the current market price of 178 USD, CDW Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart CDW

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FINANCIALS
21.4 B REVENUE
-9.99%
1.68 B OPERATING INCOME
-3.13%
1.1 B NET INCOME
-0.92%
1.6 B OPERATING CASH FLOW
19.67%
-230 M INVESTING CASH FLOW
-39.57%
-1.1 B FINANCING CASH FLOW
0.31%
5.52 B REVENUE
1.72%
482 M OPERATING INCOME
10.97%
316 M NET INCOME
12.56%
342 M OPERATING CASH FLOW
128.22%
-245 M INVESTING CASH FLOW
-692.56%
179 M FINANCING CASH FLOW
169.61%
Balance Sheet Decomposition CDW Corporation
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Current Assets 6.7 B
Cash & Short-Term Investments 589 M
Receivables 4.68 B
Other Current Assets 1.44 B
Non-Current Assets 6.58 B
Long-Term Investments 0
PP&E 324 M
Other Non-Current Assets 6.26 B
Current Liabilities 5.44 B
Accounts Payable 2.88 B
Short-Term Debt 647 M
Other Current Liabilities 1.91 B
Non-Current Liabilities 5.8 B
Long-Term Debt 5.2 B
Other Non-Current Liabilities 604 M
EFFICIENCY
Earnings Waterfall CDW Corporation
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Revenue 21.4 B
Cost Of Revenue 16.6 B
Gross Profit 4.81 B
Operating Expenses 3.13 B
Operating Income 1.68 B
Other Expenses 577 M
Net Income 1.1 B
RATIOS
22.49% GROSS MARGIN
22.49%
7.86% OPERATING MARGIN
7.86%
5.17% NET MARGIN
5.17%
54.07% ROE
54.07%
8.31% ROA
8.31%
16.65% ROIC
16.65%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis CDW Corporation
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Net Income 1.1 B
Depreciation & Amortization 271 M
Capital Expenditures -148 M
Stock-Based Compensation 93.7 M
Change in Working Capital 119 M
Others 134 M
Free Cash Flow 1.45 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets CDW Corporation
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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 18.22%
CDW Average Price Target Wall Street Target
240 USD 35.03%
CDW Highest Price Target Wall Street Target
270 USD 52.00%
4. DIVIDEND ANALYSIS
0.27% DIVIDEND YIELD
0.625 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership CDW Corporation
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
10.4 M USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
27.9 M USD 2
Bought
0 USD 0
0-3 MONTHS
487 K USD 2
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
3 months ago
Aug 01, 2024
Bought 259 K USD
LEAHY CHRISTINE A
See Remarks
+ 1200
216.15 USD
3 months ago
Aug 01, 2024
Bought 227 K USD
MIRALLES ALBERT JOSEPH JR
See Remarks
+ 1050
216.618 USD
4 months ago
Jul 16, 2024
Sell 4.1 M USD
Chawla Sona
See Remarks
- 17037
240.39 USD
4 months ago
Jul 16, 2024
Sell 338 K USD
Chawla Sona
See Remarks
- 1400
241.14 USD
5 months ago
Jun 18, 2024
Sell 5.96 M USD
Chawla Sona
See Remarks
- 25914
230.17 USD
11 months ago
Dec 14, 2023
Sell 5.08 M USD
CORLEY CHRISTINA M
See Remarks
- 23009
220.62 USD
11 months ago
Dec 14, 2023
Sell 2.11 M USD
CORLEY CHRISTINA M
See Remarks
- 9520
221.49 USD
11 months ago
Dec 13, 2023
Sell 154 K USD
CORLEY CHRISTINA M
See Remarks
- 700
220.01 USD
11 months ago
Dec 14, 2023
Sell 344 K USD
CORLEY CHRISTINA M
See Remarks
- 1550
222.24 USD
11 months ago
Nov 22, 2023
Sell 4.23 M USD
CORLEY CHRISTINA M
See Remarks
- 19507
216.61 USD
11 months ago
Nov 22, 2023
Sell 3.4 M USD
CORLEY CHRISTINA M
See Remarks
- 15656
217.25 USD
11 months ago
Nov 22, 2023
Sell 2.87 M USD
CORLEY CHRISTINA M
See Remarks
- 13157
218.13 USD
1 year ago
Nov 15, 2023
Sell 814 K USD
LEAHY CHRISTINE A
See Remarks
- 3737
217.87 USD
1 year ago
Nov 15, 2023
Sell 7.87 M USD
LEAHY CHRISTINE A
See Remarks
- 35943
218.83 USD
1 year ago
Nov 15, 2023
Sell 1.03 M USD
LEAHY CHRISTINE A
See Remarks
- 4703
219.45 USD
1 year ago
May 04, 2023
Bought 499 K USD
LEAHY CHRISTINE A
See Remarks
+ 3050
163.62 USD
1 year ago
Feb 09, 2023
Sell 956 K USD
ZARCONE DONNA F
Director
- 4703
203.23 USD
2 years ago
May 06, 2022
Bought 251 K USD
MIRALLES ALBERT JOSEPH JR
See Remarks
+ 1475
169.9 USD
2 years ago
May 06, 2022
Bought 491 K USD
LEAHY CHRISTINE A
See Remarks
+ 2900
169.362 USD
2 years ago
Feb 11, 2022
Bought 300 K USD
MIRALLES ALBERT JOSEPH JR
See Remarks
+ 1650
181.96 USD
2 years ago
Feb 11, 2022
Bought 500 K USD
LEAHY CHRISTINE A
See Remarks
+ 2762
180.96 USD
2 years ago
Dec 20, 2021
Sell 635 K USD
CORLEY CHRISTINA M
See Remarks
- 3400
186.89 USD
3 years ago
Nov 18, 2021
Sell 664 K USD
CORLEY CHRISTINA M
See Remarks
- 3400
195.27 USD
3 years ago
Oct 18, 2021
Sell 609 K USD
CORLEY CHRISTINA M
See Remarks
- 3400
179 USD
3 years ago
Sep 20, 2021
Sell 638 K USD
CORLEY CHRISTINA M
See Remarks
- 3400
187.6 USD
3 years ago
Aug 18, 2021
Sell 668 K USD
CORLEY CHRISTINA M
See Remarks
- 3400
196.39 USD
3 years ago
Aug 16, 2021
Sell 495 K USD
KULEVICH FREDERICK J.
See Remarks
- 2500
198.1 USD
3 years ago
Aug 16, 2021
Sell 1.19 M USD
KEBO COLLIN B.
See Remarks
- 6000
198.1 USD
3 years ago
Aug 17, 2021
Sell 467 K USD
FINNEGAN PAUL J
Director
- 2366
197.29 USD
3 years ago
Aug 09, 2021
Sell 8.04 M USD
LEAHY CHRISTINE A
See Remarks
- 42620
188.63 USD
3 years ago
Aug 09, 2021
Sell 8.13 M USD
LEAHY CHRISTINE A
See Remarks
- 42926
189.32 USD
3 years ago
Jul 19, 2021
Sell 585 K USD
CORLEY CHRISTINA M
See Remarks
- 3400
172.17 USD
3 years ago
Jun 18, 2021
Sell 574 K USD
CORLEY CHRISTINA M
See Remarks
- 3400
168.69 USD
3 years ago
Jun 02, 2021
Sell 1.16 M USD
ZARCONE DONNA F
Director
- 7006
165.396 USD
3 years ago
May 19, 2021
Sell 658 K USD
CORLEY CHRISTINA M
See Remarks
- 3989
164.92 USD
3 years ago
May 17, 2021
Sell 420 K USD
KULEVICH FREDERICK J.
See Remarks
- 2500
167.89 USD
3 years ago
May 17, 2021
Sell 1.01 M USD
KEBO COLLIN B.
See Remarks
- 6000
167.89 USD
3 years ago
Apr 16, 2021
Sell 646 K USD
CORLEY CHRISTINA M
See Remarks
- 3500
184.58 USD
3 years ago
Mar 16, 2021
Sell 567 K USD
CORLEY CHRISTINA M
See Remarks
- 3500
162.13 USD
3 years ago
Feb 16, 2021
Sell 387 K USD
KULEVICH FREDERICK J.
See Remarks
- 2500
154.78 USD
3 years ago
Feb 16, 2021
Sell 929 K USD
KEBO COLLIN B.
See Remarks
- 6000
154.78 USD
3 years ago
Feb 16, 2021
Sell 542 K USD
CORLEY CHRISTINA M
See Remarks
- 3500
154.78 USD
3 years ago
Jan 19, 2021
Sell 467 K USD
CORLEY CHRISTINA M
See Remarks
- 3500
133.45 USD
3 years ago
Dec 15, 2020
Sell 794 K USD
KEBO COLLIN B.
See Remarks
- 6000
132.27 USD
3 years ago
Dec 16, 2020
Sell 464 K USD
CORLEY CHRISTINA M
See Remarks
- 3500
132.71 USD
4 years ago
May 13, 2020
Sell 707 K USD
TROKA MATTHEW A.
See Remarks
- 7001
100.99 USD
4 years ago
May 11, 2020
Sell 535 K USD
ECKROTE DOUGLAS E
See Remarks
- 5000
106.97 USD
4 years ago
May 11, 2020
Sell 53.5 K USD
BILLHORN JILL M.
See Remarks
- 500
106.97 USD
4 years ago
Feb 18, 2020
Sell 179 K USD
KIRBY ROBERT F.
See Remarks
- 1300
137.47 USD
4 years ago
Feb 13, 2020
Sell 947 K USD
TROKA MATTHEW A.
See Remarks
- 7001
135.3 USD
4 years ago
Feb 14, 2020
Sell 831 K USD
CHONG MARK
See Remarks
- 6000
138.51 USD
4 years ago
Feb 12, 2020
Sell 490 K USD
KEBO COLLIN B.
See Remarks
- 3600
136 USD
4 years ago
Feb 12, 2020
Sell 680 K USD
ECKROTE DOUGLAS E
See Remarks
- 5000
136 USD
4 years ago
Feb 12, 2020
Sell 68 K USD
BILLHORN JILL M.
See Remarks
- 500
136 USD
4 years ago
Jan 15, 2020
Sell 187 K USD
KIRBY ROBERT F.
See Remarks
- 1300
143.89 USD
4 years ago
Dec 17, 2019
Sell 4.91 M USD
Richards Thomas E
See Remarks
- 35280
139.31 USD
4 years ago
Dec 17, 2019
Sell 1.93 M USD
Richards Thomas E
See Remarks
- 13820
139.66 USD
4 years ago
Dec 17, 2019
Sell 127 K USD
Richards Thomas E
See Remarks
- 900
140.73 USD
4 years ago
Dec 16, 2019
Sell 181 K USD
KIRBY ROBERT F.
See Remarks
- 1300
139.07 USD
4 years ago
Dec 16, 2019
Sell 181 K USD
KIRBY ROBERT F.
See Remarks
- 1300
139.07 USD
5 years ago
Nov 15, 2019
Sell 174 K USD
KIRBY ROBERT F.
See Remarks
- 1300
134.19 USD
5 years ago
Nov 15, 2019
Sell 174 K USD
KIRBY ROBERT F.
See Remarks
- 1300
134.19 USD
5 years ago
Nov 12, 2019
Sell 2.96 M USD
Richards Thomas E
See Remarks
- 22330
132.72 USD
5 years ago
Nov 12, 2019
Sell 2.96 M USD
Richards Thomas E
See Remarks
- 22330
132.72 USD
7. News
CDW Corp.: Rating Downgrade On Uncertain Timing Of Growth Recovery CDW's 3Q24 results were disappointing, with revenue declining and guidance lowered. The company's heavy exposure to hardware, which is facing weaker demand, is a headwind. As the market focuses on near-term growth, CDW's valuation could face significant downside pressure. seekingalpha.com - 1 week ago
CDW Corporation (CDW) Q32024 Earnings Call Transcript CDW Corporation (NASDAQ:CDW ) Q3 2024 Earnings Conference Call October 30, 2024 8:30 AM ET Company Participants Steve O'Brien - Vice President-Investor Relations Chris Leahy - Chair and Chief Executive Officer Al Miralles - Senior Vice President and Chief Financial Officer Conference Call Participants Adam Tindle - Raymond James David Vogt - UBS Erik Woodring - Morgan Stanley Amit Daryanani - Evercore Matt Sheerin - Stifel Keith Housum - Northcoast Research Samik Chatterjee - JPMorgan Operator Good morning all, and thank you for joining us for the CDW Third Quarter 2024 Earnings Call. My name is Carly, and I'll be coordinating your call today. seekingalpha.com - 2 weeks ago
CDW's Q3 Earnings & Revenues Miss Estimates, Fall Y/Y, Stock Down CDW's Q3 2024 performance is affected by continued weakness across the Corporate and Public businesses, offset by a slight gain in the Small Business unit. zacks.com - 2 weeks ago
CDW (CDW) Reports Q3 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for CDW (CDW) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 weeks ago
CDW (CDW) Misses Q3 Earnings and Revenue Estimates CDW (CDW) came out with quarterly earnings of $2.63 per share, missing the Zacks Consensus Estimate of $2.84 per share. This compares to earnings of $2.72 per share a year ago. zacks.com - 2 weeks ago
CDW misses quarterly revenue estimates on slow hardware solutions demand IT solutions provider CDW missed third-quarter revenue estimates on Wednesday due to reduced demand for its hardware solutions, as clients curtailed spending amid inflationary pressures, sending its shares down 7.2% in premarket trading. reuters.com - 2 weeks ago
CDW Increases Quarterly Cash Dividend 1% to $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 declared a quarterly cash dividend of $0.625 per common share to be paid on December 10, 2024 to all stockholders of record as of the close of business on November 25, 2024. This amount represents approx. businesswire.com - 2 weeks ago
CDW Reports Third Quarter 2024 Earnings VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq:CDW): (Dollars in millions, except per share amounts and percentage) Three Months Ended September 30, Nine Months Ended September 30,   2024     2023   % Chg.   2024     2023   % Chg. Net Sales $ 5,516.6   $ 5,628.3   (2.0 ) $ 15,812.7   $ 16,357.5   (3.3 ) Gross Profit $ 1,200.7   $ 1,227.7   (2.2 ) $ 3,447.1   $ 3,498.6   (1.5 ) Gross Profit Margin   21.8 %   21.8 %     21.8 %   21.4 %   Operating Income $ 481.6   $ 478.4   0.7   $. businesswire.com - 2 weeks ago
Curious about CDW (CDW) Q3 Performance? Explore Wall Street Estimates for Key Metrics Get a deeper insight into the potential performance of CDW (CDW) for the quarter ended September 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 weeks ago
CDW to Report Q3 Earnings: Here's What Investors Should Know CDW's third-quarter performance is likely to have been cushioned by demand for cloud and security solutions amid macroeconomic volatility. zacks.com - 3 weeks ago
CDW Announces Succession Plan for Chief Commercial and Operating Officer VERNON HILLS, Ill.--(BUSINESS WIRE)--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 changes to its executive leadership team as part of its ongoing commitment to thoughtful succession planning and future growth. Chief Commercial and Operating Officer Chris Corley will step down from her current responsibilities in advance of her future retirem. businesswire.com - 3 weeks ago
CDW to Announce Third Quarter 2024 Results on October 30 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 it will host a webcast conference call to discuss its third quarter 2024 results on Wednesday, October 30, 2024, at 7:30 a.m. CT/8:30 a.m. ET. A live webcast (audio with slides) of the conference call will be accessible at investo. businesswire.com - 4 weeks ago
8. Profile Summary

CDW Corporation CDW

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COUNTRY US
INDUSTRY Information Technology Services
MARKET CAP $ 23.7 B
Dividend Yield 0.27%
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 Mr. Michael S. Drory Senior Vice President of Strategy & Corporate Development Mr. Albert Joseph Miralles Jr. Senior Vice President & Chief Financial Officer Ms. Christina M. Corley Chief Commercial & Operating Officer 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