CDW CDW Corporation
Intrinsic value$97.32
Price (at call)$146.19
Margin of safety
-33.4%
vs market (rating basis)
+20.7%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | -1.9% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 7.1% |
| Years to target margin | 5 |
| Sales-to-capital | 2.85 |
| Beta | 0.94 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 8.3% |
| Terminal WACC | 8.5% |
Valuation bridge
| PV of explicit FCFF | 7.68B |
| PV of terminal value | 9.49B |
| Equity value | 12.17B |
| ÷ shares → per share | $97.32 |
News
bullish +0.40 · 8 articles
- CDW's $525M Lovelytics Buyout: Can Data & AI Services Boost Growth?
- Is CDW Corporation Stock Underperforming the S&P 500?
- Does Arrow Electronics Still Buy Back Enough Stock To Matter?
- Why Is CDW (CDW) Up 8.4% Since Last Earnings Report?
- Is CDW’s (CDW) Muted Stock Reaction Masking a Shift in Its IT Services Strategy?
- Q2 Earnings Outperformers: CDW (NASDAQ:CDW) And The Rest Of The IT Distribution & Solutions Stocks
- What Are Wall Street Analysts' Target Price for CDW Corporation Stock?
- How is AI Infrastructure Demand Fueling CDW's Growth in 2026?
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 23.06B | -1.9% | 7.1% | 1.23B | 0 | 1.23B | 1.14B |
| 2 | 22.76B | -1.3% | 7.1% | 1.22B | 0 | 1.22B | 1.04B |
| 3 | 22.60B | -0.7% | 7.1% | 1.21B | 0 | 1.21B | 948.93M |
| 4 | 22.58B | -0.1% | 7.1% | 1.21B | 0 | 1.21B | 875.04M |
| 5 | 22.69B | 0.5% | 7.1% | 1.21B | 39.79M | 1.17B | 785.08M |
| 6 | 22.94B | 1.1% | 7.1% | 1.22B | 87.65M | 1.14B | 703.30M |
| 7 | 23.33B | 1.7% | 7.1% | 1.25B | 136.81M | 1.11B | 633.00M |
| 8 | 23.87B | 2.3% | 7.1% | 1.27B | 188.15M | 1.09B | 572.33M |
| 9 | 24.56B | 2.9% | 7.1% | 1.31B | 242.62M | 1.07B | 519.76M |
| 10 | 25.42B | 3.5% | 7.1% | 1.36B | 301.25M | 1.06B | 474.03M |