Professional
Added to YB: 2026-05-28
Pitch date: 2026-05-18
CDW [bullish]
CDW Corporation
+38.58%
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
$17.8B
Pitch Price
$104.19
Price Target
N/A
Dividend
1.81%
EV/EBITDA
11.44
P/E
16.94
EV/Sales
1.02
Sector
Electronic Equipment, Instruments and Components
Category
value
Argosy Investors Added On Position: CDW Corporation
CDW (added to position): Best-in-class IT value-added reseller at 11x FCF w/ 2.5% yield. Recent AI hardware demand shifted mix, compressing margins vs higher-margin software. Serves all customer sizes incl education/gov (slow tech adopters). Minimal capex needed; significant buybacks could cut shares 20% in few years. Risk: value-destroying M&A.
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