Added to YB: 2026-03-20
Pitch date: 2026-01-23
CDW [bullish]
CDW Corporation
-4.55%
current return
Author Info
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Company Info
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.
Market Cap
$15.1B
Pitch Price
$125.36
Price Target
216.00 (+81%)
Dividend
2.15%
EV/EBITDA
10.22
P/E
14.53
EV/Sales
0.92
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
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