CDW Corporation (CDW) Fair Value & Analysis
Technology · US · Market cap $17.2B
CDW Corporation
CDW · US
Fair value as of: Aug 13, 2026
From 26 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from $153.88 to $180.87 (+17.5%) since Jul 18, 2026. Share price +1.9% over the past month.
A solid business, screening 27% undervalued on our models.
What matters now
- The model range is unusually wide ($92.90 to $292.21). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid quality (58/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $98.71 – $249.07 · fair‑value band $92.90 – $292.21 · the $142.05 price screens below the $180.87 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
CDW Corporation (CDW) currently trades at $142.05, while our model-based Fair Value estimate is $180.87, implying the stock looks roughly 27.3% undervalued today. The Quality Score stands at 58/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, CDW Corporation 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 Aug 13, 2026
Our scenario range runs from $92.90 (bear case) to $292.21 (bull case); at $142.05, 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 21% below its 52-week high and 47% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at 0% fair-value upside, at 27%, CDW screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 26 models by family
Widest divergence: Growth Earnings ($163.49) versus Asset-Based ($13.67). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 47
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.
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 Corporation 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 pp · buybacks/dilution +2.8 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
Watch CDW: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- CDW's Strong Q2 Overshadowed by Gross Margin Pressure, Morgan Stanley Says
- CDW (CDW) Could Be 8% Undervalued Following Record Earnings And CFO Retirement
- CDW Corp (CDW) (Q2 2026) Earnings Call Highlights: Record Sales and EPS Amid AI-Driven Demand
- CDW Corporation Q2 2026 Earnings Call Summary
Peer Group
Information Technology Services · 488 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
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| International Business Machines Corporation IBM | $235.98 | $175.76 | -26% |
| Accenture plc ACNN | 2,460 MXN | 300.07 MXN | -88% |
| Tata Consultancy Services Limited TCS | ₹2,350 | ₹3,473 | +48% |
| Infosys Limited INFY | ₹1,176 | ₹1,998 | +70% |
| HCL Technologies Limited HCLTECH | ₹1,365 | ₹1,722 | +26% |
| Wipro Limited WIPRO | ₹183.94 | ₹314.26 | +71% |
| Tech Mahindra Limited TECHM | ₹1,625 | ₹1,521 | -6% |
| Samsung SDS Co 018260 | 235,500 KRW | 235,321 KRW | -0% |
| Persistent Systems Limited PERSISTENT | ₹5,474 | ₹3,259 | -40% |
| Hyundai Autoever Corporation 307950 | 433,000 KRW | 186,323 KRW | -57% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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