CDW Corporation (CDW)
Information Technology · IT solutions and services distribution
A Fortune 500 IT solutions distributor and channel partner connecting 250,000+ customers across US, UK, and Canada with integrated hardware, software, cloud, and security solutions from hundreds of vendor partners.
What CDW Corporation does
CDW Corporation is a leading multi-brand IT solutions provider serving over 250,000 business, government, education, and healthcare customers across the US, UK, and Canada. The company procures hardware and software products from vendor partners and distributors, then delivers integrated IT solutions and services including on-premise and cloud capabilities. Its approximately 10,500 customer-facing employees—including sellers, specialists, and engineers—help customers navigate technology complexity across design, selection, procurement, integration, and management. CDW operates as a trusted channel partner positioned between OEMs, software publishers, cloud providers, and end customers.
Themes: ["IT solutions and services","cloud infrastructure","hybrid computing","AI enablement","digital transformation","enterprise IT","government and public sector IT","healthcare IT","security","multi-channel distribution"]
Fundamentals
- Price$140.21 as of 2026-07-09 close
- Market cap$17.6B as of 2026-07-10
- 1-year return-22.4% as of 2026-07-09 close
- P/E16.33 as of 2026-07-10
- Net margin+4.7% as of 2026-07-10
- Gross margin+21.6% as of 2026-07-10
- ROE+42.4% as of 2026-07-10
- Debt / equity2.21 as of 2026-07-10
- Revenue growth (YoY)+7.4% as of 2026-07-10
- Revenue CAGR (3y)-1.9% SEC XBRL
- Beta0.94 as of 2026-07-10
Dividend: yield +1.8%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Vendor dependency: As a reseller and channel partner, CDW's business relies heavily on relationships with OEMs, software publishers, and cloud providers; changes in vendor strategy, pricing, or product availability could impact margins and customer offerings.","Market fragmentation and competition: The IT reseller market is highly fragmented with thousands of competitors, exposing CDW to pricing pressure and customer consolidation risks.","Technology and economic cycle exposure: Demand for IT solutions is vulnerable to economic downturns and shifts in technology adoption patterns, including slower-than-expected cloud migration or AI implementation."]
Competitors & peers
- Insight Enterprises
- Tech Data
- Arrow Electronics
- Ingram Micro
- SHI International
- En Pointe Technologies
- Softcat
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.