View ValuationCDW 将来の成長Future 基準チェック /26CDW利益と収益がそれぞれ年間9.6%と3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に45.9% 10.1%なると予測されています。主要情報9.6%収益成長率10.12%EPS成長率Electronic 収益成長18.7%収益成長率3.0%将来の株主資本利益率45.89%アナリストカバレッジGood最終更新日04 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示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.業績と収益の成長予測BIT:1CDW - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202824,7771,412N/AN/A412/31/202724,1921,2671,3481,4691012/31/202623,3421,1461,1431,26193/31/202622,9051,0771,0761,193N/A12/31/202522,4241,0671,0881,205N/A9/30/202522,0991,0511,0091,117N/A6/30/202521,8781,0771,0191,131N/A3/31/202521,3251,0871,0051,125N/A12/31/202420,9991,0781,1551,277N/A9/30/202420,8311,1101,3411,469N/A6/30/202420,9431,1091,4581,595N/A3/31/202421,1461,0901,5271,673N/A12/31/202321,3761,1041,4511,599N/A9/30/202321,7961,0951,1591,304N/A6/30/202322,3831,0781,0331,168N/A3/31/202322,9031,0941,2021,321N/A12/31/202223,7491,1151,2081,336N/A9/30/202223,8471,0431,1111,242N/A6/30/202222,9321,0111,0761,201N/A3/31/202221,9321,006700821N/A12/31/202120,821989685785N/A9/30/202120,2401,0121,1221,213N/A6/30/202119,6979381,0471,143N/A3/31/202118,9168531,2831,436N/A12/31/202018,4687891,1561,314N/A9/30/202018,0487367881,083N/A6/30/202018,2007448361,129N/A3/31/202018,464752756998N/A12/31/201918,032737N/A1,027N/A9/30/201917,570711N/A986N/A6/30/201917,036693N/A988N/A3/31/201916,592669N/A936N/A12/31/201816,241643N/A906N/A9/30/201815,918679N/A941N/A6/30/201815,478624N/A734N/A3/31/201815,183592N/A630N/A12/31/201714,833523N/A778N/A9/30/201714,573432N/A544N/A6/30/201714,348428N/A667N/A3/31/201714,121405N/A546N/A12/31/201613,673425N/A604N/A9/30/201613,908411N/A482N/A6/30/201613,701436N/A492N/A3/31/201613,350426N/A528N/A12/31/201512,989403N/A278N/A9/30/201512,620366N/A379N/A6/30/201512,385270N/A358N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1CDWの予測収益成長率 (年間9.6% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1CDWの収益 ( 9.6% ) Italian市場 ( 11.2% ) よりも低い成長が予測されています。高成長収益: 1CDWの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1CDWの収益 ( 3% ) Italian市場 ( 6% ) よりも低い成長が予測されています。高い収益成長: 1CDWの収益 ( 3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1CDWの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 45.9 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance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2026/06/17 14:20終値2026/06/17 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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.
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.