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Added to YB: 2025-07-24

Pitch date: 2025-06-30

CDW [bullish]

CDW Corporation

-18.2%

current return

Author Info

No bio for this author

Company Info

CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.

Market Cap

$18.9B

Pitch Price

$177.12

Price Target

N/A

Dividend

1.74%

EV/EBITDA

12.17

P/E

18.34

EV/Sales

1.11

Sector

Electronic Equipment, Instruments and Components

Category

value

Show full summary:
Madison Large Cap Fund New Position: CDW Corporation

CDW (new position): Leading IT reseller with 250k+ customers, 1000+ vendors. Strong track record of market share gains in fragmented industry. Q2 stock drop on tariff fears, but as reseller not manufacturer, margins should be insulated. Extended hardware lifespans suggest upcoming replacement demand bump.

Read full article (1 min)