CDW Corporation (CDW)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
$158.39-6.14%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
Research Workspace
Put CDW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain strong cash flow generation: Comparison needs review.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 33% in its worst 12-month stretch.
View RiskCDW must outpace the US IT market by 200 to 300 basis points. This growth engine has to keep compounding to justify the price. Revenue grew 17.7% year over year in the latest quarter. The company beat earnings estimates by 17.7% in that period. It trades at 14 times earnings versus a 32 times peer median. The price reflects less growth than our forecast suggests. The cash flow pillar is under pressure, but the comparison is unverified. The thesis comparison is not yet verified. Peer multiples imply a price about 15% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-05. CDW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering CDW (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CDW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Technology Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put CDW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Exceed US IT market growth by 200-300 basis points
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Gross profit outlook raise supports growth objective.
Advances: Exceed US IT market growth by 200-300 basis points
Earnings beat supports growth and cash flow objectives.
AI acquisition supports growth objective and strategic positioning.
Advances: Exceed US IT market growth by 200-300 basis points
AI shift positively impacts growth outlook.
Threatens: Exceed US IT market growth by 200-300 basis points
Sales shift may hinder growth relative to market.
Advances: Exceed US IT market growth by 200-300 basis points
Record earnings support growth objective and valuation.
Advances: Exceed US IT market growth by 200-300 basis points
Raised outlook confirms AI-driven growth exceeding market targets.
Threatens: Maintain strong cash flow generation and working capital discipline
Margin miss signals potential pressure on cash flow discipline.
