CDW Corporation (CDW) Stock Price & Analysis
CDW Corporation (CDW) closed at USD 164.62 on Thursday, October 22, 2026, up 4.01% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 158.28; the Oct 22, 2026 session ranged USD 154.89–165.52 on volume of 1,952,286 shares. Market capitalization is $20.58B, with a 52-week range of USD 97.12–165.56 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/CDW.md
Key facts (CDW)
- Last four reported quarters (through Jun 30, 2026): revenue $23.5B, net income $1.08B (4.6% margin), free cash flow $860M (SEC filings).
- 2 of 80 tracked superinvestors hold CDW (13F, Q2 2026): 0 new, 2 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.10 on a 1–5 scale) (10 analysts), mean target USD 158.67 (range 148–171).
- Total return with dividends: 1Y +6.0% vs S&P 500 +14.9%; 5Y -7.9% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 2.98, revenue estimate $6.18B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CDW)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $20.8B | $23.7B | $21.4B | $21.0B | $22.4B | $23.5B |
| Gross profit | $3.57B | $4.69B | $4.65B | $4.60B | $4.87B | — |
| Operating income | $1.42B | $1.74B | $1.68B | $1.65B | $1.66B | $1.68B |
| Net income | $989M | $1.11B | $1.10B | $1.08B | $1.07B | $1.08B |
| EPS (diluted) | $7.04 | $8.13 | $8.10 | $7.97 | $8.08 | — |
| Free cash flow | $685M | $1.21B | $1.45B | $1.15B | $1.09B | $860M |
| Gross margin | 17.1% | 19.7% | 21.8% | 21.9% | 21.7% | — |
| Operating margin | 6.8% | 7.3% | 7.9% | 7.9% | 7.4% | 7.1% |
| Net margin | 4.7% | 4.7% | 5.2% | 5.1% | 4.8% | 4.6% |
| Revenue growth | +12.7% | +14.1% | -10.0% | -1.8% | +6.8% | — |
| Cash + short-term investments | $258M | $315M | $589M | $718M | $619M | — |
| Total debt | $6.90B | $5.96B | $5.67B | $5.88B | $5.66B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (CDW)
P/E at fiscal year-ends: Dec 2025 16.9x, Dec 2024 21.8x, Dec 2023 28.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (CDW)
2 of 80 tracked investors hold CDW. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 1.09% | $371M | Added +136.6% |
| Bill Nygren | Oakmark Funds | 1.04% | $780M | Added +3.0% |
Analysts (CDW)
Consensus Buy (mean 2.10 on a 1–5 scale), 10 analysts; mean target USD 158.67 (low 148, high 171).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-21 | Barclays | Target lowered | Equal-Weight | $150 → $148 |
| 2026-09-08 | Barclays | Target raised | Equal-Weight | $123 → $150 |
| 2026-08-06 | Morgan Stanley | Target raised | Overweight | $170 → $171 |
| 2026-07-13 | Citigroup | Target raised | Neutral | $123 → $145 |
Total return (dividends reinvested) (CDW)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +6.0% | -7.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +6.0% | -1.6% |
| Volatility (annualized) | 47.8% | 32.5% |
| Max drawdown | -37.1% (Oct 2025→May 2026) | -58.9% (Mar 2024→May 2026) |
CDW analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.98 | $2.90 | +2.7% | $6.18B | 10 |
| Next quarter (ends Dec 2026) | $2.81 | $2.78 | +1.2% | $5.85B | 10 |
| Current fiscal year (ends Dec 2026) | $10.97 | $10.76 | +2.0% | $24.29B | 10 |
| Next fiscal year (ends Dec 2027) | $12.04 | $11.78 | +2.2% | $25.21B | 10 |
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 164.62 |
|---|---|
| Change | ▲ 4.01% (up) |
| Previous Close | USD 158.28 |
| Open | USD 158.24 |
| Day Range | USD 154.89 – 165.52 |
| 52-Week Range | USD 97.12 – 165.56 |
| Volume | 1,952,286 shares |
| Market Cap | $20.58B |
| Exchange | NMS |
Technical Analysis (CDW)
Nexqual's technical model rates CDW "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 68.57 (neutral) |
| vs SMA50 | Above (USD 144.1) |
| MACD | 4.53 (positive) |
Analyst Ratings (CDW)
Wall Street analysts rate CDW "Buy" based on 10 analysts, with a mean price target of USD 158.67 (range USD 148–171), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 158.67 |
| High Target | USD 171 |
| Low Target | USD 148 |
| Buy / Hold / Sell | 7 / 3 / 0 |
Earnings (CDW)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 2.98 |
| Revenue Estimate | $6.18B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.91 vs est 2.8 ▲ beat |
| 2026-03-31 | USD 2.28 vs est 2.29 ▼ miss |
| 2025-12-31 | USD 2.57 vs est 2.44 ▲ beat |
| 2025-09-30 | USD 2.71 vs est 2.62 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (CDW)
| Total Revenue | $23.50B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.00% |
| Gross Margin | +21.36% |
| Operating Margin | +7.34% |
| Profit Margin | +4.60% |
| ROE | +44.01% |
| Debt / Equity | 2.63 |
| Current Ratio | 1.17 |
| Total Cash | $361.80M |
| Total Debt | $6.43B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $860.20M (3.7% of revenue) |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financial Health Score (CDW)
Nexqual rates CDW Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:26 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 21%, operating 7% (last 12 months) |
| Balance Sheet | Weak — $619M cash and investments vs $5.66B debt (Dec 2025, SEC) |
| Cash Flow | Mixed — FCF $860M (last 4 quarters to Jun 2026, SEC), slim 3.7% margin |
| Efficiency | Strong — ROE 44%, ROA 6.6% |
Ownership (CDW)
| Insider Ownership | +0.46% |
|---|---|
| Institutional Ownership | +113.28% |
| Shares Outstanding | 125.02M |
| Float | 124.55M |
| Short % of Float | +8.63% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BR | Broadridge Financial Solutions, | USD 186.12 | ▲ 4.39% |
| FIS | Fidelity National Information S | USD 38.29 | ▲ 5.13% |
| WIT | Wipro Limited | USD 2.19 | ▲ 1.86% |
| GIB | CGI Inc. | USD 82.15 | ▲ 3.24% |
| LDOS | Leidos Holdings, Inc. | USD 134.73 | ▲ 4.26% |
| FISV | Fiserv, Inc. | USD 50.82 | ▲ 5.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
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