Added to YB: 2026-03-20
Pitch date: 2026-01-23
CDW [bullish]
CDW Corporation
+8.51%
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
$17.0B
Pitch Price
$125.36
Price Target
216.00 (+58%)
Dividend
1.90%
EV/EBITDA
11.14
P/E
16.45
EV/Sales
1.01
Sector
Electronic Equipment, Instruments and Components
Category
value
CDW Corporation - $CDW
CDW: #1 US VAR w/ 5% share, outgrows IT spend 2-3%, mid/high-teen ROIC, 20-day cash conversion, 2% yield + 23% S/O cut over 10yrs. Post-COVID headwinds (SMB weak, DOGE risk at 12% sales, memory spike) suppressed GP at $4.6-4.8B since 2022. OBBB catalyst: 2017 TJCA bonus depreciation drove HSD/low-DD growth for 8qtrs. Trades 12x 2026 EPS (decade low vs 18-24x hist), 7% FCF yield. Target $184-216 (16-18x $11.50-12 EPS) = 45-70% upside in 2-3yrs
Read full article (2 min)