CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Corporate, Small Business, and Public. 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.
Market Headwinds | CDW faces challenges amid macroeconomic pressures, shifting demand patterns, and downward earnings revisions, impacting its performance in key sectors |
Financial Outlook | Analysts project EPS growth from $9.36 in FY2024 to $10.08 in FY2025, with a meaningful inflection unlikely before 2025 due to persistent headwinds |
Strategic Positioning | Explore CDW's diverse portfolio and established market presence, balancing current challenges against potential growth in emerging IT solutions |
Industry Evolution | Delve into how CDW navigates the rapidly changing IT landscape, adapting to trends in AI, cloud computing, and cybersecurity to maintain competitiveness |
Metrics to compare | CDW | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipCDWPeersSector | |
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P/E Ratio | 21.8x | 14.6x | 11.8x | |
PEG Ratio | 27.09 | −0.34 | 0.01 | |
Price/Book | 10.2x | 0.9x | 2.4x | |
Price / LTM Sales | 1.1x | 0.2x | 2.2x | |
Upside (Analyst Target) | 18.7% | −11.0% | 19.1% | |
Fair Value Upside | Unlock | 13.1% | 5.7% | Unlock |