CDW Corporation (CDW)

NASDAQ · Information Technology · market cap 16.03B

Share price

$149.20

At the last nightly close

Intrinsic value

$176.18

Range $135.52 – $152.18 before any credit for growth. The figure above credits what the franchise record earns, which is why it sits outside that range.

Margin of safety

+18.1%

($176.18 − $149.20) ÷ $149.20

EV / EBIT

25.2

On the median operating profit of 15 fiscal years through 2025.

How these numbers are computed

The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above is the low end of what they agree on.

The frame gives no credit for growth. A company that compounds will therefore read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.

The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.

Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-09-03.

Key metrics

Price / earnings17.9
Price / book7.7
EV / EBITDA12.3
FCF / EV+2.8%
Return on equity+44.0%
Return on assets+6.6%
Debt / equity2.63
Gross margin+21.4%

Market position

52-week high$161.30
52-week low$98.25
From 52-week high-7.5%
RSI (14)54.1
200-day moving average$136.37

Annual financials

PeriodRevenueOperating incomeNet incomeEPSFree cash flow
2025-FY22.42B1.66B1.07B8.131.09B
2024-FY21.00B1.65B1.08B8.061.15B
2023-FY21.38B1.68B1.10B8.201.45B
2022-FY23.75B1.74B1.11B8.241.21B
2021-FY20.82B1.42B988.6M7.04684.6M

Filed figures from SEC EDGAR, in the reporting currency.

Next earnings

Q4 2026 expectedNovember 3, 2026
Consensus EPS estimate2.95

Recent news

The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on CDW.

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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.