View ValuationCDW 향후 성장Future 기준 점검 2/6CDW (는) 각각 연간 9.6% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 45.9% 로 예상됩니다.핵심 정보9.6%이익 성장률10.12%EPS 성장률Electronic 이익 성장26.9%매출 성장률3.0%향후 자기자본이익률45.89%애널리스트 커버리지Good마지막 업데이트04 Jun 2026최근 향후 성장 업데이트Price Target Changed • May 07Price target decreased by 7.9% to US$153Down from US$166, the current price target is an average from 10 analysts. New target price is 39% above last closing price of US$110. Stock is down 39% over the past year. The company is forecast to post earnings per share of US$9.02 for next year compared to US$8.12 last year.Price Target Changed • Nov 06Price target decreased by 11% to US$182Down from US$203, the current price target is an average from 10 analysts. New target price is 29% above last closing price of US$142. Stock is down 30% over the past year. The company is forecast to post earnings per share of US$7.98 for next year compared to US$8.06 last year.Price Target Changed • May 06Price target decreased by 7.7% to US$205Down from US$222, the current price target is an average from 11 analysts. New target price is 25% above last closing price of US$164. Stock is down 26% over the past year. The company is forecast to post earnings per share of US$8.33 for next year compared to US$8.06 last year.모든 업데이트 보기Recent updates속보 • Jun 04CDW Q1 Revenue Surpasses Expectations as AI Demand Rises but Margins TightenCDW reported Q1 2026 consolidated net sales of about US$5.68b, which was roughly 9.2% higher year over year and ahead of analyst expectations across commercial, government, healthcare, education and international segments. The quarter was driven by strong demand for AI infrastructure hardware and software, as well as broader infrastructure modernization initiatives. Non-GAAP EPS for Q1 2026 was US$2.28, roughly in line with or slightly below some estimates, and the company experienced margin pressure tied to a higher hardware mix, increased operating costs and supply chain challenges, which coincided with a share price decline of about 5% to 20% after the report; management also authorized a US$1b increase to its share repurchase program and outlined a “Geared for Growth” AI-first plan targeting US$100m to US$200m in annual run-rate cost savings by 2027 to 2028, while indicating expectations for low to mid-single-digit gross profit growth and non-GAAP EPS growth at the high end of that range for 2026, and aiming to outperform the broader U.S. IT market by 200 to 300 basis points. The mix of strong revenue, tighter margins and a larger emphasis on AI-related offerings highlights a trade-off between growth opportunities and profitability that you may want to watch closely. The expanded buyback and cost-saving targets point to management’s confidence, but execution on margin improvement and AI-driven demand remains a key risk factor.내러티브 업데이트 • Jun 03CDW: AI Backlog And Cost Savings Will Not Offset Margin RisksCDW's analyst price target has been updated to $123 from $142, as analysts factor in more conservative assumptions on growth and valuation, while still pointing to potential upside linked to AI, modernization demand, and a solid order backlog. Analyst Commentary Recent Street research on CDW reflects a mix of optimism about AI and modernization demand alongside a reset in expectations around growth and valuation.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$141, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Electronic industry in the US. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$180 per share.Recent Insider Transactions • May 31Independent Director recently bought US$2.0m worth of stockOn the 27th of May, David Nelms bought around 18k shares on-market at roughly US$111 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 US$1.4m more in shares than they have sold in the last 12 months.Seeking Alpha • May 20CDW Corporation: More Is Needed Before The Stock Can See An Upward Re-RatingSummary CDW Corporation (CDW) remains a hold as revenue growth improved in Q1 2026, but quality of growth and margin trends remain concerning. Hardware demand, especially from AI inferencing in Financial Services, drove top-line gains, while netted-down revenue was flat and gross margin fell 60 bps. Corporate segment showed signs of recovery, but pull-forward sales and weak higher-margin mix cloud the sustainability of growth. Valuation is historically low, but a re-rating likely requires netted-down revenue recovery and clear profit leverage from Geared for Growth. Read the full article on Seeking Alpha내러티브 업데이트 • May 19CDW: Buybacks And Software Services Mix Will Sustain Future Earnings PowerCDW's analyst price target has been reset lower from $167.40 to $147.30. This reflects a series of recent target cuts as analysts factor in a higher discount rate, more moderate revenue growth assumptions, slightly adjusted profit margins and a reduced future P/E multiple.Declared Dividend • May 11First quarter dividend 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 2.4%, which is higher than the industry average of 1.4%. 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.Price Target Changed • May 07Price target decreased by 7.9% to US$153Down from US$166, the current price target is an average from 10 analysts. New target price is 39% above last closing price of US$110. Stock is down 39% over the past year. The company is forecast to post earnings per share of US$9.02 for next year compared to US$8.12 last year.공시 • 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.Reported Earnings • May 06Full 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 3.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US.New Risk • May 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 06Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to US$109. The fair value is estimated to be US$154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.내러티브 업데이트 • May 05CDW: Positive Catalyst Watch And Buybacks Will Support Future Upside PotentialAnalysts 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.공시 • 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.공시 • 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, 2026내러티브 업데이트 • Apr 20CDW: Positive Catalyst Watch And Buybacks Will Support Future Earnings PowerThe 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.내러티브 업데이트 • Apr 06CDW: Cloud Services Expansion And Buybacks Will Support Future Earnings PowerCDW'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.공시 • Mar 30CDW Corporation, Annual General Meeting, May 21, 2026CDW Corporation, Annual General Meeting, May 21, 2026.Buy Or Sell Opportunity • Mar 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$118. The fair value is estimated to be US$150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.내러티브 업데이트 • Mar 23CDW: Software And Services Mix Will Sustain Earnings Power Despite Lower Street ExpectationsAnalysts 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.Buy Or Sell Opportunity • Mar 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$119. The fair value is estimated to be US$149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.내러티브 업데이트 • Mar 08CDW: Recent Target Cuts Will Set Up A Future Contrarian EntryThe 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.내러티브 업데이트 • Feb 21CDW: Future Earnings Quality Concerns Will Present A Contrarian OpportunityOur 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.Upcoming Dividend • Feb 21Upcoming dividend of US$0.63 per shareEligible shareholders must have bought the stock before 25 February 2026. Payment date: 10 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (0.8%).내러티브 업데이트 • Feb 07CDW: Cloud Services Expansion Will Support Earnings Power After Recent ResetAnalysts 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.Declared Dividend • Feb 06Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 25th February 2026 Payment date: 10th March 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. 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: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in the US.공시 • 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.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.내러티브 업데이트 • Jan 23CDW: Software And Services Mix Will Support Earnings Power After ResetNarrative 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.공시 • Jan 21CDW Corporation to Report Q4, 2025 Results on Feb 04, 2026CDW Corporation announced that they will report Q4, 2025 results on Feb 04, 2026Buy Or Sell Opportunity • Jan 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to US$125. The fair value is estimated to be US$159, 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.내러티브 업데이트 • Jan 09CDW: Software And Services Mix Will Support Earnings Quality Despite Near-Term HeadwindsAnalysts 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.분석 기사 • Jan 01A 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...내러티브 업데이트 • Dec 24CDW: Long-Term Software And Services Shift Will Support Stronger Future MarginsAnalysts 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.Recent Insider Transactions • Dec 11Insider recently sold US$1.1m worth of stockOn the 8th of December, Sona Chawla sold around 7k shares on-market at roughly US$146 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.내러티브 업데이트 • Dec 10CDW: Long-Term Software And Services Mix Will Drive Stronger MarginsAnalysts 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.Recent Insider Transactions Derivative • Dec 10Insider notifies of intention to sell stockSona Chawla intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of December. If the sale is conducted around the recent share price of US$146, it would amount to US$1.1m. Since December 2024, Sona's direct individual holding has increased from 19.73k shares to 25.43k. Company insiders have collectively sold US$8.0m more than they bought, via options and on-market transactions in the last 12 months.공시 • 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.내러티브 업데이트 • Nov 26CDW: Long-Term Margins Will Improve Despite Short-Term Spending HeadwindsAnalysts 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.Upcoming Dividend • Nov 21Upcoming dividend of US$0.63 per shareEligible shareholders must have bought the stock before 25 November 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.0%).내러티브 업데이트 • Nov 12CDW: Profit Margins Will Strengthen as Shift to Services ContinuesAnalysts 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.분석 기사 • Nov 07CDW's (NASDAQ:CDW) Shareholders Will Receive A Bigger Dividend Than Last YearCDW Corporation ( NASDAQ:CDW ) has announced that it will be increasing its dividend from last year's comparable...Price Target Changed • Nov 06Price target decreased by 11% to US$182Down from US$203, the current price target is an average from 10 analysts. New target price is 29% above last closing price of US$142. Stock is down 30% over the past year. The company is forecast to post earnings per share of US$7.98 for next year compared to US$8.06 last year.Reported Earnings • Nov 04Second 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 3.7% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Nov 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$142. The fair value is estimated to be US$180, 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 7.4% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.공시 • 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.내러티브 업데이트 • Oct 29Healthcare and Commercial Gains Will Drive Earnings Momentum Amid Education WeaknessAnalysts 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.공시 • 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.공시 • 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 • Sep 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$157. The fair value is estimated to be US$200, 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.내러티브 업데이트 • Sep 05AI, Cloud And Cybersecurity Will Expand IT HorizonsAnalysts 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.Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to US$162. The fair value is estimated to be US$204, 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.분석 기사 • Aug 28CDW (NASDAQ:CDW) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Declared Dividend • Aug 10Second quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 25th August 2025 Payment date: 10th September 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (32% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.5% to US$162. The fair value is estimated to be US$204, 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: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.공시 • 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.공시 • 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.공시 • 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, 2025분석 기사 • Jul 16Is 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...분석 기사 • Jun 30CDW Corporation's (NASDAQ:CDW) Share Price Not Quite Adding UpCDW Corporation's ( NASDAQ:CDW ) price-to-earnings (or "P/E") ratio of 21.5x might make it look like a sell right now...분석 기사 • Jun 14CDW (NASDAQ:CDW) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Jun 04Now 21% undervaluedOver the last 90 days, the stock has risen 5.7% to US$177. The fair value is estimated to be US$223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has grown by 2.9%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.Buy Or Sell Opportunity • May 15Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$188. The fair value is estimated to be US$236, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has grown by 2.9%. Revenue is forecast to grow by 7.6% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$191, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Electronic industry in the US. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$236 per share.Declared Dividend • May 11First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 23rd May 2025 Payment date: 10th June 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 31% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions Derivative • May 09Chair of the Board notifies of intention to sell stockChristine Leahy intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$181, it would amount to US$7.4m. For the year to December 2018, Christine's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Christine's direct individual holding has increased from 110.93k shares to 129.86k. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.70 (up from US$1.61 in 1Q 2024). Revenue: US$5.20b (up 6.7% from 1Q 2024). Net income: US$224.9m (up 4.1% from 1Q 2024). Profit margin: 4.3% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.공시 • 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.Price Target Changed • May 06Price target decreased by 7.7% to US$205Down from US$222, the current price target is an average from 11 analysts. New target price is 25% above last closing price of US$164. Stock is down 26% over the past year. The company is forecast to post earnings per share of US$8.33 for next year compared to US$8.06 last year.Seeking Alpha • Apr 22CDW Corporation: A Turnaround Could Be Taking ShapeSummary 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 Alpha공시 • Apr 11CDW Corporation, Annual General Meeting, May 20, 2025CDW Corporation, Annual General Meeting, May 20, 2025.Buy Or Sell Opportunity • Feb 21Now 22% undervaluedOver the last 90 days, the stock has risen 4.2% to US$187. The fair value is estimated to be US$240, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.Seeking Alpha • Feb 09CDW Corp: Rating Upgrade As Growth Has Seen Positive InflectionSummary 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 AlphaDeclared Dividend • Feb 09Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 25th February 2025 Payment date: 11th March 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 31% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 06Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$200. The fair value is estimated to be US$255, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.Reported Earnings • Feb 05Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$8.06 (down from US$8.20 in FY 2023). Revenue: US$21.0b (down 1.8% from FY 2023). Net income: US$1.08b (down 2.4% from FY 2023). Profit margin: 5.1% (down from 5.2% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.공시 • Feb 05CDW Corporation Declares Quarterly Cash Dividend, Payable on March 11, 2025CDW Corporation declared a quarterly cash dividend. The cash dividend of $0.625 per common share will be paid on March 11, 2025 to all stockholders of record as of the close of business on February 25, 2025. This amount represents a 1% increase over last year’s dividend.공시 • Jan 22CDW Corporation to Report Q4, 2024 Results on Feb 05, 2025CDW Corporation announced that they will report Q4, 2024 results on Feb 05, 2025공시 • Dec 02Corporation (NasdaqGS:CDW) acquired Mission Cloud Services, Inc. from Great Hill Partners, LP.CDW Corporation (NasdaqGS:CDW) acquired Mission Cloud Services, Inc. from Great Hill Partners, LP on December 2, 2024. Choate, Hall & Stewart LLP is serving as legal advisors to Mission and Arma Partners is serving as financial advisor. CDW Corporation (NasdaqGS:CDW) completed the acquisition of Mission Cloud Services, Inc. from Great Hill Partners, LP on December 2, 2024.Upcoming Dividend • Nov 18Upcoming dividend of US$0.63 per shareEligible shareholders must have bought the stock before 25 November 2024. Payment date: 10 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (2.4%).Seeking Alpha • Nov 05CDW Corp.: Rating Downgrade On Uncertain Timing Of Growth RecoverySummary 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 AlphaDeclared Dividend • Nov 01Third quarter dividend increased to US$0.63Dividend of US$0.63 is 0.8% higher than last year. Ex-date: 25th November 2024 Payment date: 10th December 2024 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 31% 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 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$2.37 (up from US$2.35 in 3Q 2023). Revenue: US$5.52b (down 2.0% from 3Q 2023). Net income: US$316.4m (flat on 3Q 2023). Profit margin: 5.7% (up from 5.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has remained flat.공시 • Oct 30CDW Corporation Declares Quarterly Cash Dividend, Payable on December 10, 2024CDW Corporation announced that its board of directors has declared a quarterly cash dividend of $0.625 per common share to be paid on December 10, 2024 to all stockholders of record as of the close of business on November 25, 2024.이익 및 매출 성장 예측NasdaqGS:CDW - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202824,7771,412N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CDW 의 연간 예상 수익 증가율(9.6%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: CDW 의 연간 수익(9.6%)이 US 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: CDW 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: CDW 의 수익(연간 3%)이 US 시장(연간 11.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: CDW 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CDW의 자본 수익률은 3년 후 45.9%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/08 11:58종가2026/06/08 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스CDW Corporation는 22명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jayson NolandBairdGuy HardwickBarclaysBenjamin ReitzesBarclays19명의 분석가 더 보기
Price Target Changed • May 07Price target decreased by 7.9% to US$153Down from US$166, the current price target is an average from 10 analysts. New target price is 39% above last closing price of US$110. Stock is down 39% over the past year. The company is forecast to post earnings per share of US$9.02 for next year compared to US$8.12 last year.
Price Target Changed • Nov 06Price target decreased by 11% to US$182Down from US$203, the current price target is an average from 10 analysts. New target price is 29% above last closing price of US$142. Stock is down 30% over the past year. The company is forecast to post earnings per share of US$7.98 for next year compared to US$8.06 last year.
Price Target Changed • May 06Price target decreased by 7.7% to US$205Down from US$222, the current price target is an average from 11 analysts. New target price is 25% above last closing price of US$164. Stock is down 26% over the past year. The company is forecast to post earnings per share of US$8.33 for next year compared to US$8.06 last year.
속보 • Jun 04CDW Q1 Revenue Surpasses Expectations as AI Demand Rises but Margins TightenCDW reported Q1 2026 consolidated net sales of about US$5.68b, which was roughly 9.2% higher year over year and ahead of analyst expectations across commercial, government, healthcare, education and international segments. The quarter was driven by strong demand for AI infrastructure hardware and software, as well as broader infrastructure modernization initiatives. Non-GAAP EPS for Q1 2026 was US$2.28, roughly in line with or slightly below some estimates, and the company experienced margin pressure tied to a higher hardware mix, increased operating costs and supply chain challenges, which coincided with a share price decline of about 5% to 20% after the report; management also authorized a US$1b increase to its share repurchase program and outlined a “Geared for Growth” AI-first plan targeting US$100m to US$200m in annual run-rate cost savings by 2027 to 2028, while indicating expectations for low to mid-single-digit gross profit growth and non-GAAP EPS growth at the high end of that range for 2026, and aiming to outperform the broader U.S. IT market by 200 to 300 basis points. The mix of strong revenue, tighter margins and a larger emphasis on AI-related offerings highlights a trade-off between growth opportunities and profitability that you may want to watch closely. The expanded buyback and cost-saving targets point to management’s confidence, but execution on margin improvement and AI-driven demand remains a key risk factor.
내러티브 업데이트 • Jun 03CDW: AI Backlog And Cost Savings Will Not Offset Margin RisksCDW's analyst price target has been updated to $123 from $142, as analysts factor in more conservative assumptions on growth and valuation, while still pointing to potential upside linked to AI, modernization demand, and a solid order backlog. Analyst Commentary Recent Street research on CDW reflects a mix of optimism about AI and modernization demand alongside a reset in expectations around growth and valuation.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$141, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Electronic industry in the US. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$180 per share.
Recent Insider Transactions • May 31Independent Director recently bought US$2.0m worth of stockOn the 27th of May, David Nelms bought around 18k shares on-market at roughly US$111 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 US$1.4m more in shares than they have sold in the last 12 months.
Seeking Alpha • May 20CDW Corporation: More Is Needed Before The Stock Can See An Upward Re-RatingSummary CDW Corporation (CDW) remains a hold as revenue growth improved in Q1 2026, but quality of growth and margin trends remain concerning. Hardware demand, especially from AI inferencing in Financial Services, drove top-line gains, while netted-down revenue was flat and gross margin fell 60 bps. Corporate segment showed signs of recovery, but pull-forward sales and weak higher-margin mix cloud the sustainability of growth. Valuation is historically low, but a re-rating likely requires netted-down revenue recovery and clear profit leverage from Geared for Growth. Read the full article on Seeking Alpha
내러티브 업데이트 • May 19CDW: Buybacks And Software Services Mix Will Sustain Future Earnings PowerCDW's analyst price target has been reset lower from $167.40 to $147.30. This reflects a series of recent target cuts as analysts factor in a higher discount rate, more moderate revenue growth assumptions, slightly adjusted profit margins and a reduced future P/E multiple.
Declared Dividend • May 11First quarter dividend 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 2.4%, which is higher than the industry average of 1.4%. 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.
Price Target Changed • May 07Price target decreased by 7.9% to US$153Down from US$166, the current price target is an average from 10 analysts. New target price is 39% above last closing price of US$110. Stock is down 39% over the past year. The company is forecast to post earnings per share of US$9.02 for next year compared to US$8.12 last year.
공시 • 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.
Reported Earnings • May 06Full 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 3.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US.
New Risk • May 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 06Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to US$109. The fair value is estimated to be US$154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
내러티브 업데이트 • May 05CDW: Positive Catalyst Watch And Buybacks Will Support Future Upside PotentialAnalysts 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.
공시 • 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.
공시 • 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
내러티브 업데이트 • Apr 20CDW: Positive Catalyst Watch And Buybacks Will Support Future Earnings PowerThe 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.
내러티브 업데이트 • Apr 06CDW: Cloud Services Expansion And Buybacks Will Support Future Earnings PowerCDW'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.
공시 • Mar 30CDW Corporation, Annual General Meeting, May 21, 2026CDW Corporation, Annual General Meeting, May 21, 2026.
Buy Or Sell Opportunity • Mar 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$118. The fair value is estimated to be US$150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
내러티브 업데이트 • Mar 23CDW: Software And Services Mix Will Sustain Earnings Power Despite Lower Street ExpectationsAnalysts 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.
Buy Or Sell Opportunity • Mar 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$119. The fair value is estimated to be US$149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
내러티브 업데이트 • Mar 08CDW: Recent Target Cuts Will Set Up A Future Contrarian EntryThe 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.
내러티브 업데이트 • Feb 21CDW: Future Earnings Quality Concerns Will Present A Contrarian OpportunityOur 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.
Upcoming Dividend • Feb 21Upcoming dividend of US$0.63 per shareEligible shareholders must have bought the stock before 25 February 2026. Payment date: 10 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (0.8%).
내러티브 업데이트 • Feb 07CDW: Cloud Services Expansion Will Support Earnings Power After Recent ResetAnalysts 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.
Declared Dividend • Feb 06Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 25th February 2026 Payment date: 10th March 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. 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: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in the US.
공시 • 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.
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.
내러티브 업데이트 • Jan 23CDW: Software And Services Mix Will Support Earnings Power After ResetNarrative 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.
공시 • 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
Buy Or Sell Opportunity • Jan 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to US$125. The fair value is estimated to be US$159, 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.
내러티브 업데이트 • Jan 09CDW: Software And Services Mix Will Support Earnings Quality Despite Near-Term HeadwindsAnalysts 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.
분석 기사 • Jan 01A 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...
내러티브 업데이트 • Dec 24CDW: Long-Term Software And Services Shift Will Support Stronger Future MarginsAnalysts 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.
Recent Insider Transactions • Dec 11Insider recently sold US$1.1m worth of stockOn the 8th of December, Sona Chawla sold around 7k shares on-market at roughly US$146 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
내러티브 업데이트 • Dec 10CDW: Long-Term Software And Services Mix Will Drive Stronger MarginsAnalysts 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.
Recent Insider Transactions Derivative • Dec 10Insider notifies of intention to sell stockSona Chawla intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of December. If the sale is conducted around the recent share price of US$146, it would amount to US$1.1m. Since December 2024, Sona's direct individual holding has increased from 19.73k shares to 25.43k. Company insiders have collectively sold US$8.0m more than they bought, via options and on-market transactions in the last 12 months.
공시 • 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.
내러티브 업데이트 • Nov 26CDW: Long-Term Margins Will Improve Despite Short-Term Spending HeadwindsAnalysts 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.
Upcoming Dividend • Nov 21Upcoming dividend of US$0.63 per shareEligible shareholders must have bought the stock before 25 November 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.0%).
내러티브 업데이트 • Nov 12CDW: Profit Margins Will Strengthen as Shift to Services ContinuesAnalysts 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.
분석 기사 • Nov 07CDW's (NASDAQ:CDW) Shareholders Will Receive A Bigger Dividend Than Last YearCDW Corporation ( NASDAQ:CDW ) has announced that it will be increasing its dividend from last year's comparable...
Price Target Changed • Nov 06Price target decreased by 11% to US$182Down from US$203, the current price target is an average from 10 analysts. New target price is 29% above last closing price of US$142. Stock is down 30% over the past year. The company is forecast to post earnings per share of US$7.98 for next year compared to US$8.06 last year.
Reported Earnings • Nov 04Second 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 3.7% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Nov 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$142. The fair value is estimated to be US$180, 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 7.4% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
공시 • 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.
내러티브 업데이트 • Oct 29Healthcare and Commercial Gains Will Drive Earnings Momentum Amid Education WeaknessAnalysts 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.
공시 • 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.
공시 • 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 • Sep 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$157. The fair value is estimated to be US$200, 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.
내러티브 업데이트 • Sep 05AI, Cloud And Cybersecurity Will Expand IT HorizonsAnalysts 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.
Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to US$162. The fair value is estimated to be US$204, 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.
분석 기사 • Aug 28CDW (NASDAQ:CDW) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Declared Dividend • Aug 10Second quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 25th August 2025 Payment date: 10th September 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (32% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.5% to US$162. The fair value is estimated to be US$204, 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: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
공시 • 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.
공시 • 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.
공시 • 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
분석 기사 • Jul 16Is 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...
분석 기사 • Jun 30CDW Corporation's (NASDAQ:CDW) Share Price Not Quite Adding UpCDW Corporation's ( NASDAQ:CDW ) price-to-earnings (or "P/E") ratio of 21.5x might make it look like a sell right now...
분석 기사 • Jun 14CDW (NASDAQ:CDW) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Jun 04Now 21% undervaluedOver the last 90 days, the stock has risen 5.7% to US$177. The fair value is estimated to be US$223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has grown by 2.9%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
Buy Or Sell Opportunity • May 15Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$188. The fair value is estimated to be US$236, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has grown by 2.9%. Revenue is forecast to grow by 7.6% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$191, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Electronic industry in the US. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$236 per share.
Declared Dividend • May 11First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 23rd May 2025 Payment date: 10th June 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 31% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions Derivative • May 09Chair of the Board notifies of intention to sell stockChristine Leahy intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$181, it would amount to US$7.4m. For the year to December 2018, Christine's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Christine's direct individual holding has increased from 110.93k shares to 129.86k. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.70 (up from US$1.61 in 1Q 2024). Revenue: US$5.20b (up 6.7% from 1Q 2024). Net income: US$224.9m (up 4.1% from 1Q 2024). Profit margin: 4.3% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
공시 • 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.
Price Target Changed • May 06Price target decreased by 7.7% to US$205Down from US$222, the current price target is an average from 11 analysts. New target price is 25% above last closing price of US$164. Stock is down 26% over the past year. The company is forecast to post earnings per share of US$8.33 for next year compared to US$8.06 last year.
Seeking Alpha • Apr 22CDW Corporation: A Turnaround Could Be Taking ShapeSummary 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
공시 • Apr 11CDW Corporation, Annual General Meeting, May 20, 2025CDW Corporation, Annual General Meeting, May 20, 2025.
Buy Or Sell Opportunity • Feb 21Now 22% undervaluedOver the last 90 days, the stock has risen 4.2% to US$187. The fair value is estimated to be US$240, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.
Seeking Alpha • Feb 09CDW Corp: Rating Upgrade As Growth Has Seen Positive InflectionSummary 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
Declared Dividend • Feb 09Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 25th February 2025 Payment date: 11th March 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 31% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 06Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$200. The fair value is estimated to be US$255, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.
Reported Earnings • Feb 05Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$8.06 (down from US$8.20 in FY 2023). Revenue: US$21.0b (down 1.8% from FY 2023). Net income: US$1.08b (down 2.4% from FY 2023). Profit margin: 5.1% (down from 5.2% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
공시 • Feb 05CDW Corporation Declares Quarterly Cash Dividend, Payable on March 11, 2025CDW Corporation declared a quarterly cash dividend. The cash dividend of $0.625 per common share will be paid on March 11, 2025 to all stockholders of record as of the close of business on February 25, 2025. This amount represents a 1% increase over last year’s dividend.
공시 • Jan 22CDW Corporation to Report Q4, 2024 Results on Feb 05, 2025CDW Corporation announced that they will report Q4, 2024 results on Feb 05, 2025
공시 • Dec 02Corporation (NasdaqGS:CDW) acquired Mission Cloud Services, Inc. from Great Hill Partners, LP.CDW Corporation (NasdaqGS:CDW) acquired Mission Cloud Services, Inc. from Great Hill Partners, LP on December 2, 2024. Choate, Hall & Stewart LLP is serving as legal advisors to Mission and Arma Partners is serving as financial advisor. CDW Corporation (NasdaqGS:CDW) completed the acquisition of Mission Cloud Services, Inc. from Great Hill Partners, LP on December 2, 2024.
Upcoming Dividend • Nov 18Upcoming dividend of US$0.63 per shareEligible shareholders must have bought the stock before 25 November 2024. Payment date: 10 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (2.4%).
Seeking Alpha • Nov 05CDW Corp.: Rating Downgrade On Uncertain Timing Of Growth RecoverySummary 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
Declared Dividend • Nov 01Third quarter dividend increased to US$0.63Dividend of US$0.63 is 0.8% higher than last year. Ex-date: 25th November 2024 Payment date: 10th December 2024 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 31% 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 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$2.37 (up from US$2.35 in 3Q 2023). Revenue: US$5.52b (down 2.0% from 3Q 2023). Net income: US$316.4m (flat on 3Q 2023). Profit margin: 5.7% (up from 5.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has remained flat.
공시 • Oct 30CDW Corporation Declares Quarterly Cash Dividend, Payable on December 10, 2024CDW Corporation announced that its board of directors has declared a quarterly cash dividend of $0.625 per common share to be paid on December 10, 2024 to all stockholders of record as of the close of business on November 25, 2024.
