CDW is an IT solutions provider and reseller serving businesses, education, healthcare, and government customers. It supplies computers, software, data-center infrastructure, cloud subscriptions, and security products, together with consulting and deployment services. Its model emphasizes vendor relationships, procurement expertise, and end-to-end technology solutions.
CDW Corporation (CDW) has a MarketKingdoms composite score of 63.2 (B-), an B-range rating. It ranks 1001st of 1,866 covered companies, 134th of 176 in Technology (sector average 67.1) and 10th of 20 in Information Technology Services. Scores as of 2026-10-25.
Its strongest lenses are Industry opportunity at 83 (Technology average 88) and Stock selection at 79 (Technology average 82). Its weakest lenses are Expansion (growth) at 20 (sector average 51) and Quality (profitability) at 42 (sector average 50).
| Lens | Type | CDW | Technology average | Information Technology Services average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 83 | 88 | 83 | 19th |
| Stock selection | Research signal | 79 | 82 | 81 | 25th |
| KPI momentum | Research signal | 79 | 84 | 80 | 27th |
| Catalyst watch | Research signal | 69 | 76 | 76 | 10th |
| Price (valuation) | Fundamental lens | 71 | 50 | 60 | 82nd |
| Expansion (growth) | Fundamental lens | 20 | 51 | 33 | 11th |
| Quality (profitability) | Fundamental lens | 42 | 50 | 43 | 32nd |
| Trend (momentum) | Fundamental lens | 59 | 50 | 41 | 70th |
The most recent call analysed was held on 2026-08-05 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is +5.4%: its price is above the path its market, sector and industry moves explain (overvalued versus the model path). Factor sensitivity: market beta 0.90, sector beta -0.20, industry beta 1.56; the factor model explains 41% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Penguin Solutions Inc. (PENG) | 74.8 | B+ | +14.2% |
| Innodata Inc. (INOD) | 70.7 | B+ | -22.0% |
| Accenture plc (ACN) | 67.3 | B | +5.0% |
| Jack Henry & Associates, Inc. (JKHY) | 66.8 | B | -4.5% |
| Ingram Micro Holding Corporation (INGM) | 66.3 | B | -14.4% |
| Gartner, Inc. (IT) | 66.1 | B | +4.5% |
| CACI International Inc (CACI) | 65.6 | B | -24.5% |
| CGI Inc. (GIB) | 64.7 | B | +5.4% |
CDW Corporation financial statements · Technology sector ranking · Information Technology Services industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.