CDW Corp (CDW) Fair Value & Analysis
Technology · US · Market cap $17.2B · ISIN US12514G1085
What is CDW Corp really worth?
CDW Corp
CDW · US
A solid business, trading 14% below our fair value of $179.36.
Strengths
Risks
For context
Fair value as of: Sep 5, 2026
From 26 valuation models · updated today
Share price −0.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The model range is unusually wide ($92.48 to $292.21). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- The price sits in the lower half of our model range, the side with the larger margin of safety.
- The data supports the verdict: every model runs on fully documented inputs.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.
How to read this chart
60‑month range $98.71 – $249.07 · fair‑value band $92.48 – $292.21 · the $153.92 price screens below the $179.36 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
CDW Corp (CDW) currently trades at $153.92, while our model-based Fair Value estimate is $179.36, implying the stock looks roughly 14.2% undervalued today. The Quality Score stands at 58/100 (solid quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of $162.00 per share, and 11 of the 26 models we run sit above the $153.92 price. Bear case: the Dividend Discount group reads lowest at $41.41, and 15 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, CDW Corp generated revenue of $22.9B at a net margin of 4.7%. Revenue grew 9.2% year over year. It earns a return on equity of 44.2%. Net debt stands at $5.7B. Fundamentals as of Sep 5, 2026
Our scenario range runs from $92.48 (bear case) to $292.21 (bull case); at $153.92, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 59% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at 69% fair-value upside, at 17%, CDW screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $4.01 per share, which is 2.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Growth Earnings ($162.00) versus Asset-Based ($13.67). Highest evidence: FCF DCF (77).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 49
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education.
Full company description
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, collaboration hardware, data storage and servers, desktop computers, and other hardware; and software products, such as cloud solutions, software assurance, application suites, security, virtualization, collaboration and productivity applications, operating systems, and network management. In addition, the company offers advisory and design, software development, implementation, and managed services, as well as warranties. It serves business, government, education, and healthcare customers. The company was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003. CDW Corporation was founded in 1984 and is based in Vernon Hills, Illinois.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
CDW Corp reported revenue of $22.4B in FY2025 versus $20.8B in FY2021, a compound +1.9%/yr. Reported net income was $1.1B in FY2025, compounding +1.9%/yr from FY2021.
of which total revenue +5.9 % · buybacks/dilution +2.6 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Is CDW’s (CDW) Muted Stock Reaction Masking a Shift in Its IT Services Strategy?
- CDW Canada Opens New Calgary Hub, Deepening Its Investment in Western Canada
- CDW to Participate in the Citi 2026 Global TMT Conference
- Q2 Earnings Outperformers: CDW (NASDAQ:CDW) And The Rest Of The IT Distribution & Solutions Stocks
Peer Group
Information Technology Services · 486 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Information Technology Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| International Business Machines Corporation IBM | $235.59 | $175.76 | −25% |
| Accenture plc ACN | $189.61 | $334.27 | +76% |
| Tata Consultancy Services Limited TCS | ₹2,302 | ₹3,473 | +51% |
| Infosys Limited INFY | ₹1,156 | ₹1,958 | +69% |
| HCL Technologies Limited HCLTECH | ₹1,282 | ₹1,722 | +34% |
| Fiserv, Inc FI | C$5.13 | C$8.07 | +57% |
| Wipro Limited WIT | $1.83 | $3.51 | +92% |
| Fidelity National Information Services, Inc FIS | $41.34 | $19.28 | −53% |
| Cognizant Technology Solutions Corporation CTSH | $64.04 | $132.01 | +106% |
| Capgemini SE CAP | €109.45 | €222.79 | +104% |
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