CDW（1CDW）株式概要CDWコーポレーションは、米国、英国、カナダで情報技術（IT）ソリューションを提供している。 詳細1CDW ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績2/6財務の健全性4/6配当金5/6報酬当社が推定した公正価値より26.9%で取引されている 収益は年間9.58%増加すると予測されています 1.89%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい負債は営業キャッシュフローで十分にカバーされていない すべてのリスクチェックを見る1CDW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€114.5519.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture027b2016201920222025202620282031Revenue US$26.5bEarnings US$1.2bAdvancedSet Fair ValueView all narrativesCDW Corporation 競合他社SeSaSymbol: BIT:SESMarket cap: €1.5bEsprinetSymbol: BIT:PRTMarket cap: €349.6mTD SYNNEXSymbol: NYSE:SNXMarket cap: US$21.8bArrow ElectronicsSymbol: NYSE:ARWMarket cap: US$11.2b価格と性能株価の高値、安値、推移の概要CDW過去の株価現在の株価US$114.5552週高値US$146.3052週安値US$83.88ベータ0.991ヶ月の変化26.35%3ヶ月変化15.47%1年変化-26.59%3年間の変化n/a5年間の変化n/aIPOからの変化-17.17%最新ニュースValuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €119, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Italy. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €152 per share.Recent Insider Transactions • May 31Independent Director recently bought €1.7m worth of stockOn the 27th of May, David Nelms bought around 18k shares on-market at roughly €95.80 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.Declared Dividend • May 13Dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 22nd May 2026 Payment date: 10th June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07CDW Corporation announces Quarterly dividend, payable on June 10, 2026CDW Corporation announced Quarterly dividend of USD 0.6300 per share payable on June 10, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.Buy Or Sell Opportunity • May 07Now 35% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €94.24. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 6.2% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Board Change • May 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Kelly Grier was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €119, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Italy. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €152 per share.Recent Insider Transactions • May 31Independent Director recently bought €1.7m worth of stockOn the 27th of May, David Nelms bought around 18k shares on-market at roughly €95.80 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.Declared Dividend • May 13Dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 22nd May 2026 Payment date: 10th June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07CDW Corporation announces Quarterly dividend, payable on June 10, 2026CDW Corporation announced Quarterly dividend of USD 0.6300 per share payable on June 10, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.Buy Or Sell Opportunity • May 07Now 35% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €94.24. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 6.2% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Board Change • May 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Kelly Grier was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 23Cdw Corporation Appoints Hang Tan as Chief Strategy and Transformation Officer, Effective April 27, 2026CDW Corporation announced that Hang Tan will join the company on April 27, 2026, as Chief Strategy and Transformation Officer, reporting to Chair and Chief Executive Officer, Christine A. Leahy. He will be responsible for enterprise strategy, transformation office, and corporate development. Tan brings more than 20 years of experience driving strategy, corporate development and business operations at leading enterprise technology organizations. Most recently, as Chief Operating Officer of Hybrid Cloud at Hewlett Packard Enterprise, he was instrumental in scaling the company’s hybrid cloud business. Previously, as HPE’s Chief Strategy Officer, he also led Corporate FP&A and Venture Investments, guiding the company’s pivot to an as-a-service model. Earlier in his career, Tan spent a decade at Bain & Company as a Partner, advising global technology companies on growth strategy and transformation, and he began his career in software development at Microsoft.お知らせ • Apr 22CDW Corporation to Report Q1, 2026 Results on May 06, 2026CDW Corporation announced that they will report Q1, 2026 results Pre-Market on May 06, 2026Board Change • Apr 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Kelly Grier was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 30CDW Corporation, Annual General Meeting, May 21, 2026CDW Corporation, Annual General Meeting, May 21, 2026.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €103, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.Declared Dividend • Feb 09Dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 24th February 2026 Payment date: 26th February 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$8.12 (vs US$8.06 in FY 2024)Full year 2025 results: EPS: US$8.12. Revenue: US$22.4b (up 6.8% from FY 2024). Net income: US$1.07b (down 1.0% from FY 2024). Profit margin: 4.8% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in Italy.お知らせ • Feb 04CDW Declares Quarterly Cash Dividend, Payable on March 10, 2026CDW Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.630 per common share will be paid on March 10, 2026 to all stockholders of record as of the close of business on February 25, 2026.Buy Or Sell Opportunity • Feb 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €104. The fair value is estimated to be €131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Kelly Grier was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 21CDW Corporation to Report Q4, 2025 Results on Feb 04, 2026CDW Corporation announced that they will report Q4, 2025 results on Feb 04, 2026お知らせ • Dec 04Mission & CDW Announce Multi-Product Solutions in AWS Marketplace as Launch PartnersMission announced the availability of 6 integrated multi-product solutions in AWS Marketplace. As a launch partner for this new AWS Marketplace capability, Mission and CDW enable customers to streamline procurement of comprehensive cloud security, governance, and operations solutions through a unified approach that combines Mission's AWS Premier Tier Partner expertise with CDW's enterprise technology leadership. Mission and CDW are launching six multi-product solutions that combine best-in-class technologies with expert managed services: loud Gateway, Cloud Operate & Cloud Secure with CrowdStrike Falcon Platform. This comprehensive solution integrates foundational cloud governance with 24/7 managed security. It combines Mission Cloud Gateway for Cloud Management Platform tooling via Mission Control, Mission Cloud Operate for best-in-class monitoring and observability with New Relic, expert FinOps powered by Vega Cloud SaaS platform, CrowdStrike Falcon for security, and Mission Cloud Secure for 24/7 compliance management. Organizations gain complete visibility, expert management across three platforms, and unified governance for their AWS environment. This solution unifies cloud governance and operations by combining Mission Cloud Gateway service for Cloud Management Platform tooling via Mission Control with Mission Cloud Operate for best-in-class monitoring and observability using New Relic. Expert 24/7/365 operational support includes proactive monitoring, incident correlation, and Mission Control as the unified homebase. Organizations achieve operational excellence while maintaining governance and cost optimization across their AWS environment. This solution unifies security and operations by combining Mission Cloud Operate for best-in-class monitoring and observability with New Relic, CrowdStrike Falcon for advanced threat detection, and Mission Cloud Secure for comprehensive compliance management. Organizations gain 24/7/365 proactive monitoring, expert remediation, and unified governance across their AWS environment. Mission Cloud Secure integrates CrowdStrike's market-leading endpoint protection with Mission's security expertise to deliver continuous compliance auditing against frameworks like PCI, HIPAA, and SOC 2. Expert Security Operations Center support provides real-time threat detection, incident response, and simplified audit processes. This foundational solution combines Mission Cloud Gateway for Cloud Management Platform tooling with Mission Cloud Secure's 24/7 managed security powered by CrowdStrike Falcon. Organizations gain expert FinOps reporting, reservation management, and comprehensive security governance within a single unified offering. This integrated solution brings together Nutanix Cloud Clusters for agile, cloud-native infrastructure across on-premises and public clouds with CrowdStrike Falcon Cloud Workload Protection for industry-leading real-time security and threat detection. CDW Amplified™ Infrastructure services accelerate deployment, optimize performance, and provide expert support throughout the cloud journey. Organizations can innovate rapidly, protect workloads proactively, and streamline IT operations with unmatched flexibility, security, and operational efficiency.お知らせ • Nov 04CDW Corporation Declares Quarterly Cash Dividend, Payable on December 10, 2025CDW Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.630 per common share to be paid on December 10, 2025 to all stockholders of record as of the close of business on November 25, 2025. This amount represents approximately a 1% increase over last year's dividend and is aligned with the target of 25% of the trailing-twelve-month Non-GAAP net income through September 30, 2025.お知らせ • Oct 28CDW Corporation Announces Executive ChangesCDW Corporation announced that Sona Chawla, chief growth, innovation officer and Executive Vice President, will retire from the company, effective December 31, 2025. Ms. Chawla will be available on a consulting basis until April 9, 2026 to assist with the transition of her responsibilities. Mukesh Kumar, chief services and solutions officer, will take on an expanded role, bringing CDW’s technology, services and solutions engine and product and partner management organization together into one customer-focused team. These leadership transitions are designed to amplify CDW’s go-to-market strategy, enhancing operational agility, deepening customer and partner engagement, and driving long-term shareholder value. Since joining CDW in 2020, Chawla’s leadership has accelerated the company’s digital transformation and future-forward strategy, driving significant progress in CDW’s digital journey, including the launch of Rubi, CDW’s digital platform and mobile app. As part of this transition, CDW will integrate its growth and innovation function largely with the services and solutions function, led by Mukesh Kumar, to deliver a more connected and differentiated customer and partner experience. Since joining CDW earlier this year, Kumar has accelerated CDW’s AI offerings and internal capabilities, while crystallizing CDW’s long-term advisory and platform roadmap.お知らせ • Oct 21CDW Corporation to Report Q3, 2025 Results on Nov 04, 2025CDW Corporation announced that they will report Q3, 2025 results on Nov 04, 2025Buy Or Sell Opportunity • Oct 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €136. The fair value is estimated to be €171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.Buy Or Sell Opportunity • Sep 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to €138. The fair value is estimated to be €173, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.2% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.Buy Or Sell Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €140. The fair value is estimated to be €178, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.7% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$2.06 (vs US$2.10 in 2Q 2024)Second quarter 2025 results: EPS: US$2.06 (down from US$2.10 in 2Q 2024). Revenue: US$5.98b (up 10% from 2Q 2024). Net income: US$271.2m (down 3.5% from 2Q 2024). Profit margin: 4.5% (down from 5.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in Italy.お知らせ • Aug 06CDW Corporation Declares Quarterly Cash Dividend, Payable on September 10, 2025CDW Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.625 per common share to be paid on September 10, 2025 to all stockholders of record as of the close of business on August 25, 2025.お知らせ • Aug 01CDW Appoints Mukesh Kumar as Chief Services and Solutions Officer, Effective August 4, 2025CDW announced that Mukesh Kumar will join the company as Chief Services and Solutions Officer on August 4, 2025, reporting to Chair and Chief Executive Officer, Christine A. Leahy. Kumar will lead CDW’s services and solutions business, comprised of Integrated Technology Solutions and Digital Velocity practices. Kumar joins CDW from Slalom Consulting, where he most recently served as president of the multibillion-dollar technology business. Kumar brings to CDW deep technical depth across a broad spectrum of emerging technologies and long-standing experience driving transformative change. At Slalom, Kumar scaled their technology-based services teams across the Americas and led Slalom’s technology partner ecosystem of 800+ partnerships, including AWS, Salesforce, Microsoft, and Google. Kumar brings nearly 30 years of technology and consulting leadership and is highly regarded in the technology community for his creative and forward-thinking solutioning and ability to incubate, grow, and scale businesses.お知らせ • Jul 23CDW Corporation to Report Q2, 2025 Results on Aug 06, 2025CDW Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025お知らせ • May 07CDW Corporation Declares Quarterly Cash Dividend, Payable on June 10, 2025CDW Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.625 per common share to be paid on June 10, 2025 to all stockholders of record as of the close of business on May 26, 2025. Future dividends will be subject to approval by CDW's Board of Directors.株主還元1CDWIT ElectronicIT 市場7D-4.3%-2.3%0.2%1Y-26.6%27.1%20.1%株主還元を見る業界別リターン: 1CDW過去 1 年間で27.1 % の収益を上げたItalian Electronic業界を下回りました。リターン対市場: 1CDWは、過去 1 年間で20.1 % のリターンを上げたItalian市場を下回りました。価格変動Is 1CDW's price volatile compared to industry and market?1CDW volatility1CDW Average Weekly Movement9.2%Electronic Industry Average Movement5.5%Market Average Movement5.0%10% most volatile stocks in IT Market8.6%10% least volatile stocks in IT Market3.1%安定した株価: 1CDWの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1CDWの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト198414,800Chris Leahywww.cdw.comCDWコーポレーションは、米国、英国、カナダで情報技術（IT）ソリューションを提供している。3つのセグメントで事業を展開：コーポレート、スモールビジネス、パブリック。ハイブリッド・インフラ、デジタル・エクスペリエンス、セキュリティなど、オンプレミスとクラウドを含む統合ITソリューションを提供している。また、ノートブック／モバイル・デバイス、タブレット、ネットワーク・コミュニケーション、コラボレーション・ハードウェア、データ・ストレージ、サーバー、デスクトップ・コンピューターなどのハードウェア製品と、クラウド・ソリューション、ソフトウェア・アシュアランス、アプリケーション・スイート、セキュリティ、仮想化、コラボレーション・アプリケーション、生産性アプリケーション、オペレーティング・システム、ネットワーク管理などのソフトウェア製品を提供している。さらに、アドバイザリー、設計、ソフトウェア開発、導入、マネージド・サービス、保証も提供している。企業、政府機関、教育機関、医療機関を顧客としている。同社は以前CDW Computer Centers, Inc.として知られていたが、2003年6月にCDW Corporationに社名を変更した。CDWコーポレーションは1984年に設立され、イリノイ州バーノン・ヒルズに本社を置いている。もっと見るCDW Corporation 基礎のまとめCDW の収益と売上を時価総額と比較するとどうか。1CDW 基礎統計学時価総額€14.92b収益（TTM）€933.09m売上高(TTM)€19.84b15.8xPER（株価収益率0.7xP/Sレシオ1CDW は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1CDW 損益計算書（TTM）収益US$22.90b売上原価US$17.96b売上総利益US$4.94bその他の費用US$3.86b収益US$1.08b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）8.43グロス・マージン21.57%純利益率4.70%有利子負債／自己資本比率234.7%1CDW の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.9%現在の配当利回り30%配当性向1CDW 配当は確実ですか？1CDW 配当履歴とベンチマークを見る1CDW 、いつまでに購入すれば配当金を受け取れますか？CDW 配当日配当落ち日May 22 2026配当支払日Jun 10 2026配当落ちまでの日数19 days配当支払日までの日数0 days1CDW 配当は確実ですか？1CDW 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 08:52終値2026/06/09 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CDW Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関Jayson NolandBairdGuy HardwickBarclaysBenjamin ReitzesBarclays19 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €119, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Italy. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €152 per share.
Recent Insider Transactions • May 31Independent Director recently bought €1.7m worth of stockOn the 27th of May, David Nelms bought around 18k shares on-market at roughly €95.80 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.
Declared Dividend • May 13Dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 22nd May 2026 Payment date: 10th June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07CDW Corporation announces Quarterly dividend, payable on June 10, 2026CDW Corporation announced Quarterly dividend of USD 0.6300 per share payable on June 10, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
Buy Or Sell Opportunity • May 07Now 35% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €94.24. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 6.2% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Board Change • May 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Kelly Grier was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €119, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in Italy. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €152 per share.
Recent Insider Transactions • May 31Independent Director recently bought €1.7m worth of stockOn the 27th of May, David Nelms bought around 18k shares on-market at roughly €95.80 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.
Declared Dividend • May 13Dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 22nd May 2026 Payment date: 10th June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07CDW Corporation announces Quarterly dividend, payable on June 10, 2026CDW Corporation announced Quarterly dividend of USD 0.6300 per share payable on June 10, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
Buy Or Sell Opportunity • May 07Now 35% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €94.24. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 6.2% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Board Change • May 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Kelly Grier was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 23Cdw Corporation Appoints Hang Tan as Chief Strategy and Transformation Officer, Effective April 27, 2026CDW Corporation announced that Hang Tan will join the company on April 27, 2026, as Chief Strategy and Transformation Officer, reporting to Chair and Chief Executive Officer, Christine A. Leahy. He will be responsible for enterprise strategy, transformation office, and corporate development. Tan brings more than 20 years of experience driving strategy, corporate development and business operations at leading enterprise technology organizations. Most recently, as Chief Operating Officer of Hybrid Cloud at Hewlett Packard Enterprise, he was instrumental in scaling the company’s hybrid cloud business. Previously, as HPE’s Chief Strategy Officer, he also led Corporate FP&A and Venture Investments, guiding the company’s pivot to an as-a-service model. Earlier in his career, Tan spent a decade at Bain & Company as a Partner, advising global technology companies on growth strategy and transformation, and he began his career in software development at Microsoft.
お知らせ • Apr 22CDW Corporation to Report Q1, 2026 Results on May 06, 2026CDW Corporation announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
Board Change • Apr 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Kelly Grier was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 30CDW Corporation, Annual General Meeting, May 21, 2026CDW Corporation, Annual General Meeting, May 21, 2026.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €103, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.
Declared Dividend • Feb 09Dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 24th February 2026 Payment date: 26th February 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$8.12 (vs US$8.06 in FY 2024)Full year 2025 results: EPS: US$8.12. Revenue: US$22.4b (up 6.8% from FY 2024). Net income: US$1.07b (down 1.0% from FY 2024). Profit margin: 4.8% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in Italy.
お知らせ • Feb 04CDW Declares Quarterly Cash Dividend, Payable on March 10, 2026CDW Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.630 per common share will be paid on March 10, 2026 to all stockholders of record as of the close of business on February 25, 2026.
Buy Or Sell Opportunity • Feb 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €104. The fair value is estimated to be €131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Kelly Grier was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 21CDW Corporation to Report Q4, 2025 Results on Feb 04, 2026CDW Corporation announced that they will report Q4, 2025 results on Feb 04, 2026
お知らせ • Dec 04Mission & CDW Announce Multi-Product Solutions in AWS Marketplace as Launch PartnersMission announced the availability of 6 integrated multi-product solutions in AWS Marketplace. As a launch partner for this new AWS Marketplace capability, Mission and CDW enable customers to streamline procurement of comprehensive cloud security, governance, and operations solutions through a unified approach that combines Mission's AWS Premier Tier Partner expertise with CDW's enterprise technology leadership. Mission and CDW are launching six multi-product solutions that combine best-in-class technologies with expert managed services: loud Gateway, Cloud Operate & Cloud Secure with CrowdStrike Falcon Platform. This comprehensive solution integrates foundational cloud governance with 24/7 managed security. It combines Mission Cloud Gateway for Cloud Management Platform tooling via Mission Control, Mission Cloud Operate for best-in-class monitoring and observability with New Relic, expert FinOps powered by Vega Cloud SaaS platform, CrowdStrike Falcon for security, and Mission Cloud Secure for 24/7 compliance management. Organizations gain complete visibility, expert management across three platforms, and unified governance for their AWS environment. This solution unifies cloud governance and operations by combining Mission Cloud Gateway service for Cloud Management Platform tooling via Mission Control with Mission Cloud Operate for best-in-class monitoring and observability using New Relic. Expert 24/7/365 operational support includes proactive monitoring, incident correlation, and Mission Control as the unified homebase. Organizations achieve operational excellence while maintaining governance and cost optimization across their AWS environment. This solution unifies security and operations by combining Mission Cloud Operate for best-in-class monitoring and observability with New Relic, CrowdStrike Falcon for advanced threat detection, and Mission Cloud Secure for comprehensive compliance management. Organizations gain 24/7/365 proactive monitoring, expert remediation, and unified governance across their AWS environment. Mission Cloud Secure integrates CrowdStrike's market-leading endpoint protection with Mission's security expertise to deliver continuous compliance auditing against frameworks like PCI, HIPAA, and SOC 2. Expert Security Operations Center support provides real-time threat detection, incident response, and simplified audit processes. This foundational solution combines Mission Cloud Gateway for Cloud Management Platform tooling with Mission Cloud Secure's 24/7 managed security powered by CrowdStrike Falcon. Organizations gain expert FinOps reporting, reservation management, and comprehensive security governance within a single unified offering. This integrated solution brings together Nutanix Cloud Clusters for agile, cloud-native infrastructure across on-premises and public clouds with CrowdStrike Falcon Cloud Workload Protection for industry-leading real-time security and threat detection. CDW Amplified™ Infrastructure services accelerate deployment, optimize performance, and provide expert support throughout the cloud journey. Organizations can innovate rapidly, protect workloads proactively, and streamline IT operations with unmatched flexibility, security, and operational efficiency.
お知らせ • Nov 04CDW Corporation Declares Quarterly Cash Dividend, Payable on December 10, 2025CDW Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.630 per common share to be paid on December 10, 2025 to all stockholders of record as of the close of business on November 25, 2025. This amount represents approximately a 1% increase over last year's dividend and is aligned with the target of 25% of the trailing-twelve-month Non-GAAP net income through September 30, 2025.
お知らせ • Oct 28CDW Corporation Announces Executive ChangesCDW Corporation announced that Sona Chawla, chief growth, innovation officer and Executive Vice President, will retire from the company, effective December 31, 2025. Ms. Chawla will be available on a consulting basis until April 9, 2026 to assist with the transition of her responsibilities. Mukesh Kumar, chief services and solutions officer, will take on an expanded role, bringing CDW’s technology, services and solutions engine and product and partner management organization together into one customer-focused team. These leadership transitions are designed to amplify CDW’s go-to-market strategy, enhancing operational agility, deepening customer and partner engagement, and driving long-term shareholder value. Since joining CDW in 2020, Chawla’s leadership has accelerated the company’s digital transformation and future-forward strategy, driving significant progress in CDW’s digital journey, including the launch of Rubi, CDW’s digital platform and mobile app. As part of this transition, CDW will integrate its growth and innovation function largely with the services and solutions function, led by Mukesh Kumar, to deliver a more connected and differentiated customer and partner experience. Since joining CDW earlier this year, Kumar has accelerated CDW’s AI offerings and internal capabilities, while crystallizing CDW’s long-term advisory and platform roadmap.
お知らせ • Oct 21CDW Corporation to Report Q3, 2025 Results on Nov 04, 2025CDW Corporation announced that they will report Q3, 2025 results on Nov 04, 2025
Buy Or Sell Opportunity • Oct 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €136. The fair value is estimated to be €171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
Buy Or Sell Opportunity • Sep 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to €138. The fair value is estimated to be €173, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.2% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
Buy Or Sell Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €140. The fair value is estimated to be €178, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.7% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$2.06 (vs US$2.10 in 2Q 2024)Second quarter 2025 results: EPS: US$2.06 (down from US$2.10 in 2Q 2024). Revenue: US$5.98b (up 10% from 2Q 2024). Net income: US$271.2m (down 3.5% from 2Q 2024). Profit margin: 4.5% (down from 5.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in Italy.
お知らせ • Aug 06CDW Corporation Declares Quarterly Cash Dividend, Payable on September 10, 2025CDW Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.625 per common share to be paid on September 10, 2025 to all stockholders of record as of the close of business on August 25, 2025.
お知らせ • Aug 01CDW Appoints Mukesh Kumar as Chief Services and Solutions Officer, Effective August 4, 2025CDW announced that Mukesh Kumar will join the company as Chief Services and Solutions Officer on August 4, 2025, reporting to Chair and Chief Executive Officer, Christine A. Leahy. Kumar will lead CDW’s services and solutions business, comprised of Integrated Technology Solutions and Digital Velocity practices. Kumar joins CDW from Slalom Consulting, where he most recently served as president of the multibillion-dollar technology business. Kumar brings to CDW deep technical depth across a broad spectrum of emerging technologies and long-standing experience driving transformative change. At Slalom, Kumar scaled their technology-based services teams across the Americas and led Slalom’s technology partner ecosystem of 800+ partnerships, including AWS, Salesforce, Microsoft, and Google. Kumar brings nearly 30 years of technology and consulting leadership and is highly regarded in the technology community for his creative and forward-thinking solutioning and ability to incubate, grow, and scale businesses.
お知らせ • Jul 23CDW Corporation to Report Q2, 2025 Results on Aug 06, 2025CDW Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025
お知らせ • May 07CDW Corporation Declares Quarterly Cash Dividend, Payable on June 10, 2025CDW Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.625 per common share to be paid on June 10, 2025 to all stockholders of record as of the close of business on May 26, 2025. Future dividends will be subject to approval by CDW's Board of Directors.
