CDW (CDW) Aandelenoverzicht
CDW Corporation biedt oplossingen voor informatietechnologie (IT) in de Verenigde Staten, het Verenigd Koninkrijk en Canada. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 5/6 |
Beloningen
Risicoanalyse
CDW Community Fair Values
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Analyst Price Targets
CDW Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$142.60 |
| 52 Week Hoogtepunt | US$169.20 |
| 52 Week Laag | US$97.12 |
| Bèta | 0.94 |
| 1 maand verandering | 4.34% |
| 3 maanden verandering | 7.88% |
| 1 Jaar Verandering | -13.20% |
| 3 jaar verandering | -31.11% |
| 5 jaar verandering | -25.40% |
| Verandering sinds IPO | 676.27% |
Recent nieuws en updates
Seeking Alpha • 20h
CDW: A Balancing Act
Summary CDW shows EPS growth driven by top line gains and buybacks, but underlying quality is tempered by margin pressure and reliance on M&A. Despite a 50% rebound from spring lows, CDW trades at non-demanding multiples, yet leverage and persistent margin risks limit valuation appeal. Recent bolt-on acquisition of Lovelytics expands AI/data capabilities but is expected to have only an immaterial near-term financial impact. I remain cautious on CDW given modest organic growth, margin vulnerability, and leverage, preferring a wait-and-see stance despite tactical improvements. Read the full article on Seeking Alpha
Narratiefupdate • Sep 03
CDW: AI Infrastructure Demand And Q2 Execution Will Shape Future Earnings
The fair value estimate for CDW moves to $155.89 from $152.56, reflecting analysts' higher price targets up to $171 and expectations that resilient enterprise server demand and AI related infrastructure needs may support steadier revenue growth, even as margin and future P/E assumptions are slightly more conservative. Analyst Commentary Recent Street research on CDW highlights a mix of optimism around enterprise demand and AI related infrastructure, alongside caution on execution risk and valuation expectations.
Narratiefupdate • Aug 14
CDW: AI Infrastructure And Buybacks Will Drive Future Upside Potential
Analysts now anchor CDW's fair value at $171, up $1, as they factor in higher expected revenue growth tied to AI and infrastructure demand, a modestly lower future P/E assumption of 17.77x, and adjustments to the discount rate and margin expectations. Analyst Commentary Recent Street research on CDW points to a clear tilt toward more positive views on the stock, with several bullish analysts lifting price targets and upgrading ratings as they reassess AI and infrastructure related demand.Recent updates
Seeking Alpha • 20h
CDW: A Balancing Act
Summary CDW shows EPS growth driven by top line gains and buybacks, but underlying quality is tempered by margin pressure and reliance on M&A. Despite a 50% rebound from spring lows, CDW trades at non-demanding multiples, yet leverage and persistent margin risks limit valuation appeal. Recent bolt-on acquisition of Lovelytics expands AI/data capabilities but is expected to have only an immaterial near-term financial impact. I remain cautious on CDW given modest organic growth, margin vulnerability, and leverage, preferring a wait-and-see stance despite tactical improvements. Read the full article on Seeking AlphaNarratiefupdate • Sep 03
CDW: AI Infrastructure Demand And Q2 Execution Will Shape Future Earnings
The fair value estimate for CDW moves to $155.89 from $152.56, reflecting analysts' higher price targets up to $171 and expectations that resilient enterprise server demand and AI related infrastructure needs may support steadier revenue growth, even as margin and future P/E assumptions are slightly more conservative. Analyst Commentary Recent Street research on CDW highlights a mix of optimism around enterprise demand and AI related infrastructure, alongside caution on execution risk and valuation expectations.Narratiefupdate • Aug 14
CDW: AI Infrastructure And Buybacks Will Drive Future Upside Potential
Analysts now anchor CDW's fair value at $171, up $1, as they factor in higher expected revenue growth tied to AI and infrastructure demand, a modestly lower future P/E assumption of 17.77x, and adjustments to the discount rate and margin expectations. Analyst Commentary Recent Street research on CDW points to a clear tilt toward more positive views on the stock, with several bullish analysts lifting price targets and upgrading ratings as they reassess AI and infrastructure related demand.Narratiefupdate • Jul 31
CDW: AI Infrastructure Demand And Buybacks Will Support Future Upside
CDW's analyst fair value estimate has been lifted by $5 to $175 as analysts factor in higher assumed revenue growth, a slightly richer future P/E of about 19.7x, and supportive views on server and networking demand, partly offset by a modestly lower profit margin assumption and reduced discount rate. Analyst Commentary Recent research on CDW has leaned more positive, with several bullish analysts highlighting what they see as improving demand trends in servers, networking and AI related infrastructure.Narratiefupdate • Jul 16
CDW: AI Infrastructure Exposure And Buybacks Will Support Future Earnings Power
The analyst price target for CDW has been raised from $147.30 to about $152.56, with analysts pointing to stronger expected revenue growth, a slightly higher assumed future P/E multiple, and ongoing interest in CDW's exposure to networking, storage, and AI related infrastructure demand. Analyst Commentary Recent Street research on CDW highlights a mix of optimism around AI and infrastructure exposure alongside some caution tied to valuation and past target cuts.Narratiefupdate • Jul 02
CDW: AI Server Demand And Buybacks Will Drive Future Upside
Analysts have lifted their price target for CDW to $170 from $142, citing what they see as resilient enterprise server demand tied to compute shortages, refresh cycles, and AI infrastructure, alongside expectations for improving order trends and earnings growth. Analyst Commentary on CDW Recent research updates on CDW highlight a turn in sentiment, with several bullish analysts pointing to what they see as resilient demand for enterprise servers and AI infrastructure as key supports for the stock.Narratiefupdate • Jun 18
CDW: AI Demand And Buybacks Will Support Future Stock Upside
CDW's analyst price target has been revised from about $195 to around $189, as analysts factor in slightly lower assumed revenue growth and a higher discount rate. This is partly offset by expectations for steadier profit margins and a somewhat lower future P/E multiple.
Narratiefupdate • Jun 03
CDW: AI Backlog And Cost Savings Will Not Offset Margin Risks
CDW'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.Narratiefupdate • May 19
CDW: Buybacks And Software Services Mix Will Sustain Future Earnings Power
CDW'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.Narratiefupdate • May 05
CDW: Positive Catalyst Watch And Buybacks Will Support Future Upside Potential
Analysts have reduced their price targets on CDW by $10 and $4 to reflect updated views on growth and profitability, while still keeping the stock on a "positive catalyst watch" based on their current thesis. Analyst Commentary Recent research updates on CDW highlight that, even with lower price targets, some major firms still see the stock as having potential catalysts tied to its execution and growth profile.Narratiefupdate • Apr 20
CDW: Positive Catalyst Watch And Buybacks Will Support Future Earnings Power
The analyst price target for CDW has been trimmed, with recent cuts ranging from $4 to $20, as analysts cite more cautious views even while one firm has placed the stock on a "positive catalyst watch". Analyst Commentary Recent Street research on CDW reflects a mix of more conservative price targets and pockets of constructive sentiment, with one major firm placing the shares on a positive catalyst watch despite the broader round of cuts.Narratiefupdate • Apr 06
CDW: Cloud Services Expansion And Buybacks Will Support Future Earnings Power
CDW's analyst fair value estimate has been reset from $218.02 to $195.00 as analysts factor in lower published price targets from several major firms, alongside revisions to the discount rate, growth, margin, and future P/E assumptions. Analyst Commentary Recent Street research around CDW has centered on revised price targets and rating changes, which have been incorporated into the updated fair value estimate.Narratiefupdate • Mar 23
CDW: Software And Services Mix Will Sustain Earnings Power Despite Lower Street Expectations
Analysts have trimmed CDW's fair value estimate from $180.60 to $167.40. This change reflects recent reductions in Street price targets and updated expectations for revenue growth, profit margins, and future P/E multiples.Narratiefupdate • Mar 08
CDW: Recent Target Cuts Will Set Up A Future Contrarian Entry
The updated analyst price target for CDW reflects a modest reset in valuation assumptions, with a slightly lower forward P/E in light of recent target cuts from major banks that are focusing on more measured expectations for growth and profitability. Analyst Commentary Recent Street research for CDW has tilted more cautious, with several bearish analysts trimming their price targets and one major bank shifting to a more pessimistic stance.Narratiefupdate • Feb 21
CDW: Future Earnings Quality Concerns Will Present A Contrarian Opportunity
Our updated narrative on CDW reflects a reduced illustrative fair value estimate, moving from about $160 to roughly $142 per share, as analysts trim price targets and factor in higher discount rates and a lower assumed future P/E multiple, despite slightly stronger modeled revenue growth. Analyst Commentary Recent Street research on CDW has tilted cautious, with multiple price target cuts and at least one downgrade contributing to a more muted sentiment around the shares.Narratiefupdate • Feb 07
CDW: Cloud Services Expansion Will Support Earnings Power After Recent Reset
Analysts trimmed their price targets on CDW by a few dollars to around US$218. This reflects slightly softer assumptions for revenue growth and profit margins, partly offset by a higher expected future P/E multiple.Narratiefupdate • Jan 23
CDW: Software And Services Mix Will Support Earnings Power After Reset
Narrative Update Analysts have trimmed their price targets on CDW, with our updated fair value estimate moving from about $234 to about $221. This reflects softer expected revenue growth, a higher discount rate, and revised P/E assumptions following recent target cuts and a downgrade.Narratiefupdate • Jan 09
CDW: Software And Services Mix Will Support Earnings Quality Despite Near-Term Headwinds
Analysts have trimmed their CDW price targets to about $170 from $200, citing softer than expected recent revenue, slightly lower implied Q4 revenue guidance, and an uncertain spending backdrop, partly offset by the potential long term benefit of a greater mix of higher margin software and services. Analyst Commentary Analysts are processing the lower price targets through the lens of near term execution risks versus longer term mix and margin potential.Analyse-artikel • Jan 01
A Look At The Fair Value Of CDW Corporation (NASDAQ:CDW)
Key Insights CDW's estimated fair value is US$160 based on 2 Stage Free Cash Flow to Equity With US$136 share price...Narratiefupdate • Dec 24
CDW: Long-Term Software And Services Shift Will Support Stronger Future Margins
Analysts have nudged their price target on CDW slightly lower to about $181 from $182, citing near term revenue headwinds and an uncertain IT spending backdrop that temper, but do not erase, the long term benefit of the company’s gradual mix shift toward higher margin software and services. Analyst Commentary Research updates around the latest quarter point to a market that remains constructive on CDW’s long term positioning, yet increasingly cautious on the timing of growth and margin realization.Narratiefupdate • Dec 10
CDW: Long-Term Software And Services Mix Will Drive Stronger Margins
Analysts have reduced their price target on CDW by $30 to $170, reflecting near term caution around softer revenue trends and macro uncertainty, even as they acknowledge the company’s longer term shift in its business mix toward higher margin software and services. Analyst Commentary Analysts are parsing CDW’s latest results and guidance through the lens of a challenging macro backdrop, with differing views on how quickly the business can re-accelerate and justify a higher valuation.Narratiefupdate • Nov 26
CDW: Long-Term Margins Will Improve Despite Short-Term Spending Headwinds
Analysts have lowered their price target for CDW from $200 to $170, citing near-term headwinds from a softer spending environment and short-term impacts from the U.S. government shutdown. They also acknowledge CDW's potential long-term margin improvements through a shift toward higher-margin software and services.Narratiefupdate • Nov 12
CDW: Profit Margins Will Strengthen as Shift to Services Continues
Analysts have lowered their price target for CDW from $203.40 to $182.00 per share. This change reflects softer near-term revenue outlooks and macroeconomic headwinds, despite expectations for improving profit margins and a shift toward higher margin businesses.Analyse-artikel • Nov 07
CDW's (NASDAQ:CDW) Shareholders Will Receive A Bigger Dividend Than Last Year
CDW Corporation ( NASDAQ:CDW ) has announced that it will be increasing its dividend from last year's comparable...Narratiefupdate • Oct 29
Healthcare and Commercial Gains Will Drive Earnings Momentum Amid Education Weakness
Analysts have reduced their price target for CDW from $205 to $176, citing a balance of strength in the company’s Healthcare and Commercial segments, while ongoing weakness in Education continues to be a concern. Analyst Commentary Following the latest quarterly results, analysts have updated their perspectives on CDW's performance and outlook.Narratiefupdate • Sep 05
AI, Cloud And Cybersecurity Will Expand IT Horizons
Analysts maintained a cautious outlook on CDW due to ongoing weakness in the Education segment and unclear demand recovery timelines—despite strengths in Healthcare and Commercial divisions—resulting in an unchanged consensus price target of $206.80. Analyst Commentary Mixed performance across business segments, with Healthcare and Commercial divisions showing strength while Education faces ongoing weakness.Seeking Alpha • Apr 22
CDW Corporation: A Turnaround Could Be Taking Shape
Summary CDW Corporation faced eight quarters of revenue decline due to inflation and tech complexity but posted positive growth in Q4 2024, driven by cloud and healthcare solutions. Despite a 40% share price drop since April 2024, CDW's diverse portfolio and high ROE remain strong, outperforming sector averages. The company's 2025 revenue growth is expected to outpace the U.S. IT market by 200-300 basis points, although tariffs on Chinese imports pose a significant risk. Investors should await the May earnings call for clarity on tariff impacts before making long-term investment decisions. Read the full article on Seeking AlphaRendement voor aandeelhouders
| CDW | US Electronic | US Markt | |
|---|---|---|---|
| 7D | -6.4% | 4.9% | -0.2% |
| 1Y | -13.2% | 47.7% | 14.8% |
Rendement versus industrie: CDW presteerde slechter dan de US Electronic -sector, die het afgelopen jaar een rendement van 47.7 % opleverde.
Rendement versus markt: CDW presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 14.8 % opleverde.
Prijsvolatiliteit
| CDW volatility | |
|---|---|
| CDW Average Weekly Movement | 6.8% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiele aandelenkoers: CDW heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van CDW is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1984 | 14,800 | Chris Leahy | www.cdw.com |
CDW Corporation biedt IT-oplossingen aan in de Verenigde Staten, het Verenigd Koninkrijk en Canada. Het is actief in drie segmenten: Commercieel, Overheid en Onderwijs. Het bedrijf biedt afzonderlijke hardware- en softwareproducten en -diensten, evenals geïntegreerde IT-oplossingen, waaronder on-premise en cloud-mogelijkheden voor hybride infrastructuur, digitale ervaring en beveiliging.
CDW Corporation Samenvatting
| CDW fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$17.83b |
| Inkomsten(TTM) | US$1.08b |
| Inkomsten(TTM) | US$23.50b |
16.5x
Koers/Winstverhouding0.8x
P/S-verhoudingIs CDW overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| CDW resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$23.50b |
| Kosten van inkomsten | US$18.48b |
| Brutowinst | US$5.02b |
| Overige uitgaven | US$3.94b |
| Inkomsten | US$1.08b |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 8.64 |
| Brutomarge | 21.36% |
| Nettowinstmarge | 4.60% |
| Schuld/Eigen Vermogen Verhouding | 257.2% |
Hoe presteerde CDW op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.8%
Huidig dividendrendement30%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/11 01:48 |
| Aandelenkoers aan het einde van de dag | 2026/09/10 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
CDW Corporation wordt gevolgd door 22 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jayson Noland | Baird |
| Dong Wang | Barclays |
| Benjamin Reitzes | Barclays |