CDW (CDW) Stock Price & Analysis
CDW Stock Chart & Stats
- Day’s Range
- MXN 2,775.00 - MXN 2,901.00
- 52-Week Range
- MXN 2,120.00 - MXN 3,662.00
- Previous Close
- MXN 2,901.00
- Volume
- 0
- Average Volume (3M)
- 126
- Market Cap
- MXN 361.30B
- Enterprise Value
- MXN 23.99B
- Total Cash (Recent Filing)
- MXN 361.80M
- Total Debt (Recent Filing)
- MXN 5.96B
- Price to Earnings (P/E)
- 18.4
- Beta
- -0.14
- Next Earnings
- Nov 04, 2026 (Est.)
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.41%
Bulls Say, Bears Say
Bulls Say
Broad-based Demand And Growth
Strong quarterly growth across multiple customer groups indicates that CDW is benefiting from broad technology demand rather than a single vertical. Commercial, government and international diversification can support more resilient revenue generation as spending priorities shift across end markets.
Recurring And Partner-driven Revenue
The rising contribution from netted-down and recurring partner-driven revenue improves the quality and durability of CDW’s gross profit mix. These streams can deepen vendor relationships, encourage repeat purchasing and reduce reliance on individual hardware transactions over time.
AI, Cloud And Security Positioning
Growth in software, cloud and security places CDW in technology categories tied to modernization, resilience and AI adoption. Its ability to combine these offerings with infrastructure and implementation support strengthens its role as an integrated technology partner as customer environments become more complex.
Bears Say
Elevated Financial Leverage
Elevated leverage reduces financial flexibility if demand weakens or financing costs rise. It also makes cash generation and disciplined capital allocation more important, because a larger share of future resources may need to support debt obligations rather than growth investment or shareholder returns.
Hardware Mix Pressures Margins
A greater mix of large hardware infrastructure transactions can dilute margins relative to services and other higher-value offerings. Management also expects full-year and second-half gross margins below prior-year levels, creating a medium-term constraint on profit growth even when revenue expands.
Weak Near-term Cash Conversion
The sharp shortfall in cash conversion increases reliance on working-capital normalization to fund operations and manage leverage. Although management expects conversion to improve, the inventory build and weaker cash flow currently reduce balance-sheet flexibility and make execution on that recovery important.
CDW News
Asiya Merchant Maintains Hold on CDW as Solid Fundamentals and AI Tailwinds Support Modest Upside with Price Target Raised to $150
Asiya Merchant, an analyst from Citi, maintained the Hold rating on CDW. The associated price target was raised to $150.00. Asiya Merchant has given his Hold rating due to a
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CDW Stock Smart Score
Company Description
CDW
CDW Corporation specializes in delivering comprehensive information technology services and products across North America and the United Kingdom. It strategically targets three core client divisions: corporate enterprises, small to medium-sized businesses, and public sector organizations. Their portfolio encompasses both individual hardware and software offerings, alongside sophisticated integrated IT solution packages. These comprehensive solutions span on-premise, hybrid, and cloud environments, addressing critical areas such as data center infrastructure, network management, digital workspace enablement, and robust security. Key hardware categories include mobile computing devices (laptops, tablets), network infrastructure components, desktop workstations, display units, and enterprise data storage systems, while software offerings feature application suites, cybersecurity tools, virtualization platforms, operating systems, and network management utilities. Beyond products, CDW delivers a broad spectrum of services, including expert advisory and design, custom software development, system implementation, ongoing managed services, specialized professional support, configuration assistance, and telecommunications solutions, complemented by product warranties. They also focus on providing mission-critical software, system, and network solutions. Furthermore, installation, deployment, and repair services are facilitated for customers, often leveraging a network of third-party partners. Their diverse clientele includes governmental bodies, educational institutions, healthcare providers, and businesses of all scales – from small enterprises to major corporations. Established in 1984, the company maintains its primary corporate offices in Vernon Hills, Illinois.
- Sector
- Technology
- Industry
- Information Technology Services
- CEO
- Christine A. Leahy
- Employees
- 14,800
- Website
- www.cdw.com
- Address
- 200 North Milwaukee Avenue, Vernon Hills, IL, 60061, US
CDW (CDW) Earnings & Revenues
CDW Company Deck
CDW Earnings Call
Earnings Call SentimentPositive
The call presents a largely positive operational and financial story: company delivered record quarterly revenue, gross profit and EPS driven by strong infrastructure, software, cloud and security demand, and raised its full-year outlook. Key strengths include diversified end markets, international momentum, improving expense discipline and pronounced AI-related opportunity across the full stack. Primary near-term risks are margin compression from product mix, muted services growth due to deployment timing, a temporary working capital build that depressed free cash flow conversion, and a modestly cautious near-term margin outlook. Management expects services tailwinds and cash conversion to normalize in the back half of the year.
View all MX:CDW earnings summariesCDW Net sales Breakdown
- 71.67% Hardware
- 18.74% Software
- 9.08% Services
- 0.51% Other
CDW Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 2 | 6 |
| Technical Analysis | 3 | 2 | 5 |
| Moving Averages | 11 | 0 | 1 |
