CDW Corporation

Informe acción NasdaqGS:CDW

Capitalización de mercado: US$13.0b

CDW Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de CDW de 9.6% y 2.9% por año respectivamente. Se prevé que el BPA crezca en un 10.1% al año. Se espera que la rentabilidad financiera sea de 45.4% en 3 años.

Información clave

9.6%

Tasa de crecimiento de los beneficios

10.12%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Electronic26.8%
Tasa de crecimiento de los ingresos2.9%
Rentabilidad financiera futura45.36%
Cobertura de analistas

Good

Última actualización08 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • May 07

CDW Corporation: A 20% Decline Could Be A Gift For Investors (Upgrade)

Summary CDW Corporation (CDW) shares have declined nearly 40% since last July, underperforming the S&P 500 by a wide margin. Q1 2026 saw revenue up 9% YoY to $5.68B, but gross margins contracted, particularly in the Government segment, pressuring the stock post-earnings. Management maintained cautious 2026 guidance due to supply chain variability and memory constraints, despite broad-based segment growth. My free cash flow model indicates CDW trades at a 38% discount to fair value, with a long-term expected rate of return near 16%. Read the full article on Seeking Alpha
Actualización de narrativa • May 05

CDW: Positive Catalyst Watch And Buybacks Will Support Future Upside Potential

Analysts have reduced their price targets on CDW by $10 and $4 to reflect updated views on growth and profitability, while still keeping the stock on a "positive catalyst watch" based on their current thesis. Analyst Commentary Recent research updates on CDW highlight that, even with lower price targets, some major firms still see the stock as having potential catalysts tied to its execution and growth profile.
Actualización de narrativa • Apr 20

CDW: Positive Catalyst Watch And Buybacks Will Support Future Earnings Power

The analyst price target for CDW has been trimmed, with recent cuts ranging from $4 to $20, as analysts cite more cautious views even while one firm has placed the stock on a "positive catalyst watch". Analyst Commentary Recent Street research on CDW reflects a mix of more conservative price targets and pockets of constructive sentiment, with one major firm placing the shares on a positive catalyst watch despite the broader round of cuts.
Actualización de narrativa • Apr 06

CDW: Cloud Services Expansion And Buybacks Will Support Future Earnings Power

CDW's analyst fair value estimate has been reset from $218.02 to $195.00 as analysts factor in lower published price targets from several major firms, alongside revisions to the discount rate, growth, margin, and future P/E assumptions. Analyst Commentary Recent Street research around CDW has centered on revised price targets and rating changes, which have been incorporated into the updated fair value estimate.
Actualización de narrativa • Mar 23

CDW: Software And Services Mix Will Sustain Earnings Power Despite Lower Street Expectations

Analysts have trimmed CDW's fair value estimate from $180.60 to $167.40. This change reflects recent reductions in Street price targets and updated expectations for revenue growth, profit margins, and future P/E multiples.
Actualización de narrativa • Mar 08

CDW: Recent Target Cuts Will Set Up A Future Contrarian Entry

The updated analyst price target for CDW reflects a modest reset in valuation assumptions, with a slightly lower forward P/E in light of recent target cuts from major banks that are focusing on more measured expectations for growth and profitability. Analyst Commentary Recent Street research for CDW has tilted more cautious, with several bearish analysts trimming their price targets and one major bank shifting to a more pessimistic stance.
Actualización de narrativa • Feb 21

CDW: Future Earnings Quality Concerns Will Present A Contrarian Opportunity

Our updated narrative on CDW reflects a reduced illustrative fair value estimate, moving from about $160 to roughly $142 per share, as analysts trim price targets and factor in higher discount rates and a lower assumed future P/E multiple, despite slightly stronger modeled revenue growth. Analyst Commentary Recent Street research on CDW has tilted cautious, with multiple price target cuts and at least one downgrade contributing to a more muted sentiment around the shares.
Actualización de narrativa • Feb 07

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.
Actualización de narrativa • Jan 23

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.
Actualización de narrativa • Jan 09

CDW: Software And Services Mix Will Support Earnings Quality Despite Near-Term Headwinds

Analysts have trimmed their CDW price targets to about $170 from $200, citing softer than expected recent revenue, slightly lower implied Q4 revenue guidance, and an uncertain spending backdrop, partly offset by the potential long term benefit of a greater mix of higher margin software and services. Analyst Commentary Analysts are processing the lower price targets through the lens of near term execution risks versus longer term mix and margin potential.
Artículo de análisis • Jan 01

A Look At The Fair Value Of CDW Corporation (NASDAQ:CDW)

Key Insights CDW's estimated fair value is US$160 based on 2 Stage Free Cash Flow to Equity With US$136 share price...
Actualización de narrativa • Dec 24

CDW: Long-Term Software And Services Shift Will Support Stronger Future Margins

Analysts have nudged their price target on CDW slightly lower to about $181 from $182, citing near term revenue headwinds and an uncertain IT spending backdrop that temper, but do not erase, the long term benefit of the company’s gradual mix shift toward higher margin software and services. Analyst Commentary Research updates around the latest quarter point to a market that remains constructive on CDW’s long term positioning, yet increasingly cautious on the timing of growth and margin realization.
Actualización de narrativa • Dec 10

CDW: Long-Term Software And Services Mix Will Drive Stronger Margins

Analysts have reduced their price target on CDW by $30 to $170, reflecting near term caution around softer revenue trends and macro uncertainty, even as they acknowledge the company’s longer term shift in its business mix toward higher margin software and services. Analyst Commentary Analysts are parsing CDW’s latest results and guidance through the lens of a challenging macro backdrop, with differing views on how quickly the business can re-accelerate and justify a higher valuation.
Actualización de narrativa • Nov 26

CDW: Long-Term Margins Will Improve Despite Short-Term Spending Headwinds

Analysts have lowered their price target for CDW from $200 to $170, citing near-term headwinds from a softer spending environment and short-term impacts from the U.S. government shutdown. They also acknowledge CDW's potential long-term margin improvements through a shift toward higher-margin software and services.
Actualización de narrativa • Nov 12

CDW: Profit Margins Will Strengthen as Shift to Services Continues

Analysts have lowered their price target for CDW from $203.40 to $182.00 per share. This change reflects softer near-term revenue outlooks and macroeconomic headwinds, despite expectations for improving profit margins and a shift toward higher margin businesses.
Artículo de análisis • Nov 07

CDW's (NASDAQ:CDW) Shareholders Will Receive A Bigger Dividend Than Last Year

CDW Corporation ( NASDAQ:CDW ) has announced that it will be increasing its dividend from last year's comparable...
Actualización de narrativa • Oct 29

Healthcare and Commercial Gains Will Drive Earnings Momentum Amid Education Weakness

Analysts have reduced their price target for CDW from $205 to $176, citing a balance of strength in the company’s Healthcare and Commercial segments, while ongoing weakness in Education continues to be a concern. Analyst Commentary Following the latest quarterly results, analysts have updated their perspectives on CDW's performance and outlook.
Actualización de narrativa • Sep 05

AI, Cloud And Cybersecurity Will Expand IT Horizons

Analysts maintained a cautious outlook on CDW due to ongoing weakness in the Education segment and unclear demand recovery timelines—despite strengths in Healthcare and Commercial divisions—resulting in an unchanged consensus price target of $206.80. Analyst Commentary Mixed performance across business segments, with Healthcare and Commercial divisions showing strength while Education faces ongoing weakness.
Artículo de análisis • Aug 28

CDW (NASDAQ:CDW) Has Some Way To Go To Become A Multi-Bagger

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Artículo de análisis • Jul 16

Is There Now An Opportunity In CDW Corporation (NASDAQ:CDW)?

CDW Corporation ( NASDAQ:CDW ) saw a significant share price rise of 20% in the past couple of months on the NASDAQGS...
Artículo de análisis • Jun 30

CDW Corporation's (NASDAQ:CDW) Share Price Not Quite Adding Up

CDW Corporation's ( NASDAQ:CDW ) price-to-earnings (or "P/E") ratio of 21.5x might make it look like a sell right now...
Artículo de análisis • Jun 14

CDW (NASDAQ:CDW) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Apr 22

CDW Corporation: A Turnaround Could Be Taking Shape

Summary CDW Corporation faced eight quarters of revenue decline due to inflation and tech complexity but posted positive growth in Q4 2024, driven by cloud and healthcare solutions. Despite a 40% share price drop since April 2024, CDW's diverse portfolio and high ROE remain strong, outperforming sector averages. The company's 2025 revenue growth is expected to outpace the U.S. IT market by 200-300 basis points, although tariffs on Chinese imports pose a significant risk. Investors should await the May earnings call for clarity on tariff impacts before making long-term investment decisions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 09

CDW Corp: Rating Upgrade As Growth Has Seen Positive Inflection

Summary CDW Corp.'s 4Q24 results show a return to y/y revenue growth, driven by a 4% increase in hardware sales, marking a key growth inflection point. The recovery in enterprise hardware demand, along with strong growth in cloud and security services, should drive significant revenue and earnings growth for CDW. CDW's operating leverage is set to improve, with revenue growth carrying high incremental margins due to mostly fixed costs and a lower cost structure. Read the full article on Seeking Alpha
Seeking Alpha • Nov 05

CDW Corp.: Rating Downgrade On Uncertain Timing Of Growth Recovery

Summary 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. Read the full article on Seeking Alpha
Seeking Alpha • Oct 28

CDW Corp: An Underappreciated Technology Reseller

Summary CDW Corp. is a leading IT solutions provider with a market cap of ~$30B, offering hardware, software, and services to over 250,000 customers. CDW's unique position as a neutral third-party solutions provider creates win-win relationships with both customers and vendors, driving significant value. The company has demonstrated superior financial performance, with revenue growth outpacing the overall IT market and high incremental returns on capital. Despite recent growth challenges, CDW and peer NSIT are poised for long-term success, potentially doubling investments over the next five years. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:CDW - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202824,7771,412N/AN/A4
12/31/202724,1501,2671,2841,40510
12/31/202623,4751,1461,1221,2408
3/31/202622,9051,0771,0761,193N/A
12/31/202522,4241,0671,0881,205N/A
9/30/202522,0991,0511,0091,117N/A
6/30/202521,8781,0771,0191,131N/A
3/31/202521,3251,0871,0051,125N/A
12/31/202420,9991,0781,1551,277N/A
9/30/202420,8311,1101,3411,469N/A
6/30/202420,9431,1091,4581,595N/A
3/31/202421,1461,0901,5271,673N/A
12/31/202321,3761,1041,4511,599N/A
9/30/202321,7961,0951,1591,304N/A
6/30/202322,3831,0781,0331,168N/A
3/31/202322,9031,0941,2021,321N/A
12/31/202223,7491,1151,2081,336N/A
9/30/202223,8471,0431,1111,242N/A
6/30/202222,9321,0111,0761,201N/A
3/31/202221,9321,006700821N/A
12/31/202120,821989685785N/A
9/30/202120,2401,0121,1221,213N/A
6/30/202119,6979381,0471,143N/A
3/31/202118,9168531,2831,436N/A
12/31/202018,4687891,1561,314N/A
9/30/202018,0487367881,083N/A
6/30/202018,2007448361,129N/A
3/31/202018,464752756998N/A
12/31/201918,032737N/A1,027N/A
9/30/201917,570711N/A986N/A
6/30/201917,036693N/A988N/A
3/31/201916,592669N/A936N/A
12/31/201816,241643N/A906N/A
9/30/201815,918679N/A941N/A
6/30/201815,478624N/A734N/A
3/31/201815,183592N/A630N/A
12/31/201714,833523N/A778N/A
9/30/201714,573432N/A544N/A
6/30/201714,348428N/A667N/A
3/31/201714,121405N/A546N/A
12/31/201613,673425N/A604N/A
9/30/201613,908411N/A482N/A
6/30/201613,701436N/A492N/A
3/31/201613,350426N/A528N/A
12/31/201512,989403N/A278N/A
9/30/201512,620366N/A379N/A
6/30/201512,385270N/A358N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.6% al año) de CDW es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (9.6% al año) de CDW crezcan menos que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de CDW crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (2.9% al año) de CDW crezcan más despacio que el mercado de US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.9% al año) de CDW crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de CDW sea muy elevada dentro de 3 años (45.4%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/18 04:32
Precio de las acciones al final del día2026/05/18 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

CDW Corporation está cubierta por 21 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jayson NolandBaird
Dong WangBarclays
Benjamin ReitzesBarclays