Strategic Resilience | Diversified business model spanning hardware distribution, IT solutions, and services provides insulation against cyclical downturns and competitive pressures |
Analyst Outlook | Price targets range from $141 to $148, reflecting cautious sentiment as the hardware sector trades at elevated valuations amid deteriorating growth expectations |
Segment Dynamics | Small Business and Public sectors exceed expectations while enterprise customers face mounting pressures from cost management imperatives and extended decision cycles |
Hardware Headwinds | CDW confronts the weakest hardware budget growth in 15 years as component cost inflation and macroeconomic uncertainty drive customers to reassess spending |

Metrics to compare | CDW | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipCDWPeersSector | |
|---|---|---|---|---|
P/E Ratio | 15.8x | 21.0x | 12.5x | |
PEG Ratio | 9.01 | 0.62 | 0.01 | |
Price / Book | 6.7x | 1.4x | 2.4x | |
Price / LTM Sales | 0.7x | 0.4x | 2.4x | |
Upside (Analyst Target) | 10.2% | 14.4% | 27.4% | |
Fair Value Upside | Unlock | 2.9% | 3.1% | Unlock |
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.