Top line accelerating.
+6.8% YoY versus −1.8% prior. 3y CAGR −1.9%.
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Technology · Market Cap: $16.9B
Fundamentals as of 2026-03-31
The Question
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
1 of 2 legendary models say BUY CDW — but Joel Greenblatt disagrees.
What would legendary investors pay for CDW?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
How does CDW compare?
+6.8% YoY versus −1.8% prior. 3y CAGR −1.9%.
+6.8%Net margin 4.8% versus 5.1% prior (−0.4pp). Operating 7.4%.
4.8%P/E 16.2x — 28% below the 5y median of 22.3x. Forward 12.0x hints at EPS expansion next year.
16.2xMixed — CDW Corporation has 42.1% ROE but D/E 5.44.
Financial story
Mixed — CDW Corporation's 42.1% ROE is strong, but its 5.44 debt-to-equity is elevated.
Bottom line: CDW splits the legendary models — 1 BUY, 0 HOLD, 1 AVOID, but earns a C sector grade (49/100) in Technology. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
1 of 2 legendary investor models rate CDW a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $166. See the per-investor fair-value table in the valuation tab.
CDW trades at 12.8x earnings. Sector context and per-investor signals are in the valuation tab.
CDW and PTC differ on P/E, ROE, and revenue growth. See the full CDW vs PTC compare matrix.
Buffett and Greenblatt evaluate CDW against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
CDW's P/E ratio is 12.8x. 5-year P/E history is in the financials tab.
See exactly where CDW ranks
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Sign in to see the rankingCDW sits at #87 in Technology with a C grade (49/100).