Cloud Services And Cybersecurity Will Empower Digital Transformation

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AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

16 Apr 25

Updated

07 Feb 26

Views

43

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-25.0%

7D

0.8%

Loading

1Y

-25.0%

7D

0.8%

You can edit this narrative until Feb 8 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$218.0244.4% undervalued

AnalystHighTarget Fair Value

Shared on 07 Feb 26

Fair value Decreased 1.29%

CDW: Cloud Services Expansion Will Support Earnings Power After Recent Reset

Analysts trimmed their price targets on CDW by a few dollars to around US$218. This reflects slightly softer assumptions for revenue growth and profit margins, partly offset by a higher expected future P/E multiple.

8 views

Shared on 23 Jan 26

Fair value Decreased 5.67%

CDW: Software And Services Mix Will Support Earnings Power After Reset

Narrative Update Analysts have trimmed their price targets on CDW, with our updated fair value estimate moving from about $234 to about $221. This reflects softer expected revenue growth, a higher discount rate, and revised P/E assumptions following recent target cuts and a downgrade.

9 views

Shared on 07 May 25

Fair value Decreased 1.72%

1 view

Shared on 30 Apr 25

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 23 Apr 25

Fair value Increased 1.37%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$218.02

44.4% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

3.43%

Historical revenue growth rate

1.62%

Electronic Equipment and Components revenue growth rate

0.78%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.34%

Calculation

US$1.36b

Earnings '29

x

25.52x

PE Ratio '29

=

US$34.68b

Market Cap '29

US$34.68b

Market Cap '29

/

122.80m

No. shares '29

=

US$282.40

Share Price '29

US$282.40 Share Price '29

Discounted to 2026 @ 9.25% p.a.

=

US$216.59

Fair Value '26