CDW Corporation (CDW)
NASDAQ · Information Technology · market cap 16.03B
Share price
$150.59
At the last nightly close
Intrinsic value
$191.01
Range $150.40 – $169.09 before any credit for growth. The figure above is $150.40 × 1.27, the credit the franchise record earns.
Margin of safety
+26.8%
($191.01 − $150.59) ÷ $150.59
EV / EBIT
25.4
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 starts from the lower of the first two; the Graham Number never enters it.
The frame gives no credit for growth unless the company has earned it: only a return on invested capital that has beaten the cost of capital year after year earns a growth credit, and that credit is capped. A company that compounds will therefore usually 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 2026-10-22.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 22.42B | 1.66B | 1.07B | 8.13 | 1.09B |
| 2024-FY | 21.00B | 1.65B | 1.08B | 8.06 | 1.15B |
| 2023-FY | 21.38B | 1.68B | 1.10B | 8.20 | 1.45B |
| 2022-FY | 23.75B | 1.74B | 1.11B | 8.24 | 1.21B |
| 2021-FY | 20.82B | 1.42B | 988.6M | 7.04 | 684.6M |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- Will Slow Revenue Growth Change CDW Stock's Narrative - Simply Wall St Newssimplywall.st
- CDW (CDW) Stock Price, News & Analysismarketbeat.com
- Earnings Preview: What to Expect From CDW Corporation’s Reportbarchart.com
- CDW Stock Price Quote | Morningstarmorningstar.com
- CDW Stock: Still Waiting For The Growth Acceleration Catalyst To Come (NASDAQ:CDW) | Seeking Alphaseekingalpha.com
Headlines link to their source. Sperio does not republish article text.
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.