Cloud Services And Cybersecurity Will Empower Digital Transformation

AnalystHighTarget

Not Invested

Community Contributor

Published

16 Apr 25

Updated

23 Jan 26

Views

n/a

AnalystHighTarget's Fair Value

n/a

-36.7%

0.6%

-36.7%

0.6%

You can edit this narrative until Jan 24 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$220.8642.9% undervalued

AnalystHighTarget Fair Value

Narrative

Updates4

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.

Shared on 07 May 25

Fair value Decreased 1.72%

Shared on 30 Apr 25

AnalystHighTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 1.37%

AnalystHighTarget made no meaningful changes to valuation assumptions.

AnalystHighTarget Fair Value

US$220.86

42.9% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

3.23%

Electronic Equipment and Components revenue growth rate

0.51%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

9.41%

Calculation

US$1.52b

Earnings '29

23.50x

PE Ratio '29

US$35.62b

Market Cap '29

US$35.62b

Market Cap '29

123.53m

No. shares '29

US$288.32

Share Price '29

US$288.32 Share Price '29

Discounted to 2026 @ 9.45% p.a.

US$219.90

Fair Value '26