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CDW

NSQ:CDW · US12514G1085
Electronic Equipment, Instruments & ComponentsX-Large

360

52
EV / EBIT90
Price / Owner Earnings85
Owner Earnings Yield88
Dividend Yield99
Price/Sales82
EV / Gross Profit88
Price/Book30
Return on Capital80
Cash Return on Capital88
Return on Equity94
EBIT Margin39
Gross Profitability83
Cash Conversion38
Accruals83
Owner Earnings Margin46
Sales growth22
Profit Growth85
Long-Term EPS Growth28
Owner Earnings Growth34
Reinvestment21
Price momentum17
Debt load5
Refinancing77
Debt Payback19
Liquidity48
Analyst ratings40
Opinion Changes61
Price Target Upside63
Market mood61
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

CDW clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryElectronic Equipment, Instruments & Components
SizeX-Large
TypePublic Company
ExchangeNASDAQGS
Founded2002
Employees10,908
Websitecdw.com
ISINUS12514G1085
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)S&P 500 (USA)
Themes
Storage ManagementVirtual DesktopProcess AutomationCloud Data ServicesNetwork SecuritySoftware DevelopmentData IntegrationCloud InfrastructureData Center TechnologyCloud Management

Description

CDW Corporation is a primary multi-brand provider of information technology (‘IT’) solutions to business, government, education, and healthcare customers in the United States (‘U.S.’), the United Kingdom (‘U.K.’), and Canada. The company’s broad arr…

Analysis

Hidden champion

CDW Corporation is what we call a hidden champion: a strong business that the market is not pricing as one.

The price is attractive. You pay 13.1× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly 1% yearly growth; analysts expect 7%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is fragile. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
20
2023202420252026

All-time high

62

Jan 2023

All-time low

1

Jan 2025

Average rank

30

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
82
48
39
58
Price/Earnings
71
46
24
34
Price/Book
30
8
1
1
Dividend Yield
99
84
86
86
Value (overall)
91
47
18
14

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →