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Upturn AI SWOT - About
CDW 
CDW Corp (CDW)
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Upturn Advisory Summary
04/01/2025: CDW (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 9.79% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.47B USD | Price to earnings Ratio 20.36 | 1Y Target Price 224.43 |
Price to earnings Ratio 20.36 | 1Y Target Price 224.43 | ||
Volume (30-day avg) 1305657 | Beta 1 | 52 Weeks Range 158.76 - 260.18 | Updated Date 04/1/2025 |
52 Weeks Range 158.76 - 260.18 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.56% | Basic EPS (TTM) 7.96 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.13% | Operating Margin (TTM) 8.19% |
Management Effectiveness
Return on Assets (TTM) 7.5% | Return on Equity (TTM) 49.04% |
Valuation
Trailing PE 20.36 | Forward PE 16.61 | Enterprise Value 26748547607 | Price to Sales(TTM) 1.02 |
Enterprise Value 26748547607 | Price to Sales(TTM) 1.02 | ||
Enterprise Value to Revenue 1.27 | Enterprise Value to EBITDA 13.89 | Shares Outstanding 132492000 | Shares Floating 132024575 |
Shares Outstanding 132492000 | Shares Floating 132024575 | ||
Percent Insiders 0.39 | Percent Institutions 96.56 |
Analyst Ratings
Rating 4.08 | Target Price 222.69 | Buy 2 | Strong Buy 6 |
Buy 2 | Strong Buy 6 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CDW Corp
Company Overview
History and Background
CDW was founded in 1984 by Michael Krasny in his garage as a direct marketer of computer hardware and software. It has evolved from a primarily catalog-based reseller to a leading provider of technology solutions and services. CDW went public in 1993, was taken private by Madison Dearborn Partners in 2007, and then went public again in 2013.
Core Business Areas
- Corporate: Provides technology solutions to businesses of all sizes, focusing on hardware, software, and services.
- Small Business: Offers technology solutions specifically tailored for small businesses.
- Healthcare: Dedicated solutions for healthcare providers, including hardware, software, and IT services tailored to the healthcare industry.
- Government: Provides IT solutions to federal, state, and local government agencies, as well as educational institutions.
- International: Provides IT Solutions within the UK and Canada
Leadership and Structure
CDW is led by CEO Christine A. Leahy. The organizational structure includes various executive vice presidents responsible for different business segments and functional areas like sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Hardware: Includes laptops, desktops, servers, networking equipment, and peripherals. Market share is difficult to pinpoint for CDW specifically in each category, but they are a major reseller for top brands. Competitors include Insight Enterprises, SHI International, and direct sales from manufacturers like Dell and HP. Revenue is generated through markups.
- Software: Includes operating systems, security software, productivity suites, and virtualization software. Similar to hardware, CDW resells software from major vendors. Competitors are similar to Hardware. Revenue is generated through markups.
- Services: Includes cloud services, managed services, security services, and consulting. Increasingly important for CDW, offering higher margins. Competitors include Accenture, IBM, and smaller IT service providers. Revenue is generated through hourly rates or fixed fees.
Market Dynamics
Industry Overview
The IT solutions industry is characterized by rapid technological advancements, increasing demand for cloud services, cybersecurity concerns, and digital transformation initiatives. It is competitive, with many players ranging from large global corporations to smaller specialized firms.
Positioning
CDW is positioned as a leading IT solutions provider, offering a broad range of products and services to a diverse customer base. Its competitive advantages include its extensive partner network, strong customer relationships, and expertise in various technology areas.
Total Addressable Market (TAM)
The global IT spending is estimated to be trillions of dollars. CDW is positioned well to capture a significant share, leveraging its established customer base and expanding service offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive partner network
- Diverse customer base
- Experienced management team
- Robust e-commerce platform
Weaknesses
- Reliance on third-party vendors
- Exposure to economic cycles
- Intense competition
- Lower margins on hardware sales
Opportunities
- Growth in cloud computing
- Increasing demand for cybersecurity solutions
- Expansion into new markets
- Acquisitions of smaller players
- Digital transformation initiatives
Threats
- Economic downturn
- Rapid technological changes
- Cybersecurity threats
- Increased competition from direct sales
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Insight Enterprises (NSIT)
- SHI International Corp. (Privately Held)
- PCM, Inc. (Privately Held - Acquired by Insight)
Competitive Landscape
CDW possesses a strong brand and broad portfolio, giving it an edge. Insight Enterprises (NSIT) and SHI International, while also significant players, may focus on slightly different market segments or possess varying strengths in specific service areas. Competition is based on price, service offerings, and customer relationships.
Major Acquisitions
Sirius Computer Solutions
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: Expanded CDW's services portfolio and strengthened its position in the hybrid infrastructure and security solutions market.
Growth Trajectory and Initiatives
Historical Growth: CDW has experienced consistent revenue growth driven by its expanding product and service offerings, acquisitions, and strong customer relationships.
Future Projections: Analyst estimates suggest continued growth for CDW, fueled by the increasing demand for IT solutions and digital transformation initiatives. However, projections vary.
Recent Initiatives: Recent initiatives include expanding its cloud services offerings, strengthening its cybersecurity capabilities, and investing in its e-commerce platform.
Summary
CDW is a strong player in the IT solutions market due to its diverse product offerings, strong customer relationships, and established brand. The company is benefiting from the increasing demand for cloud services and cybersecurity solutions. However, it faces challenges such as intense competition and reliance on third-party vendors. CDW should continue to invest in its services portfolio and explore opportunities for expansion in new markets.
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HPQ
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NSIT
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Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Third party research firms
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is based on estimates and may vary. Financial data requires further update for complete analysis.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CDW Corp
Exchange NASDAQ | Headquaters Vernon Hills, IL, United States | ||
IPO Launch date 1993-05-27 | Chair of the Board, President & CEO Ms. Christine A. Leahy J.D. | ||
Sector Technology | Industry Information Technology Services | Full time employees 15100 | Website https://www.cdw.com |
Full time employees 15100 | Website https://www.cdw.com | ||
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Corporate, Small Business, and Public. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, collaboration hardware, data storage and servers, desktop computers, and other hardware; and software products, such as cloud solutions, software assurance, application suites, security, virtualization, collaboration and productivity applications, operating systems, and network management. In addition, the company offers advisory and design, software development, implementation, and managed services, as well as warranties. It serves business, government, education, and healthcare customers. The company was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003. CDW Corporation was founded in 1984 and is based in Vernon Hills, Illinois.
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