CDW
Technology · Information Technology Services
Performance
CDW (CDW) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
CDW (CDW) operates in the Information Technology Services space within the Technology sector. With a market cap of $16.6B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (11.2×) is lower than trailing P/E (15.8×) — analysts expect earnings to improve
- Revenue growth of 9% YoY shows solid business momentum
- ROE of 44.2% shows management efficiently converts equity into profit
- Thin profit margin of 4.7% — little buffer against cost increases
- High debt-to-equity of 240.52× increases financial risk, especially with elevated interest rates
Verdict
Buy / Hold
More positives than negatives. Fundamentals support holding while monitoring key risks.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
1.92%
5Y Avg Annual
$2.1460
Last Payment
$0.6300
Ex-Date
05/22/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/22/2026 | 06/10/2026 | $0.6300 | 1.94% |
02/25/2026 | 03/16/2026 | $0.6300 | 1.94% |
11/25/2025 | 12/14/2025 | $0.6300 | 1.94% |
08/25/2025 | 09/13/2025 | $0.6250 | 1.92% |
05/23/2025 | 06/11/2025 | $0.6250 | 1.92% |
02/25/2025 | 03/16/2025 | $0.6250 | 1.92% |
11/25/2024 | 12/14/2024 | $0.6250 | 1.92% |
08/26/2024 | 09/14/2024 | $0.6200 | 1.91% |
Magic Number
Shares needed to self-fund your next purchase
$130.01
Price
$0.6300
Last div. (quarterly)
207
shares
Own 207 CDW shares ($26,911.04) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$26,911.04
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Aug 5, 2026
50
days
EPS (TTM)
$8.21
P/E (TTM)
15.8
Fwd P/E
11.2
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $130.00
Graham Number
√(22.5 × EPS × Book Value)
$60.73
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$37.23
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
13Y hist.13+ years of dividend history
Dividend consistency (5Y+)
13 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
44.2%Return on equity — measures how efficiently capital is used
Positive profit margin
4.7%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+9.2%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+7.7%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
240.52×Low financial leverage reduces risk of distress
Current ratio above 1
1.17×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$257M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
1.92%Stock must distribute income to shareholders
Related Assets
Technology
About CDW
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, collaboration hardware, data storage and servers, desktop computers, and other hardware; and software products, such as cloud solutions, software assurance, application suites, security, virtualization, collaboration and productivity applications, operating systems, and network management. In addition, the company offers advisory and design, software development, implementation, and managed services, as well as warranties. It serves business, government, education, and healthcare customers. The company was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003. CDW Corporation was founded in 1984 and is based in Vernon Hills, Illinois.
Sector
Technology
Industry
Information Technology Services
Location
Vernon Hills, United States
Employees
14,800