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CDW CDW Corp

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Consumer Disc

Scale

Market cap
$18.6bn
Revenue TTM
$23.5bn
Net income TTM
$1.1bn
Free cash flow
$860m
Composite score
51.9
Sector rank
#473

Valuation

P / E
17.2
EV / EBITDA
11.7
EV / sales
1.0
FCF yield
4.62%
Earnings yield vs 10-yr
1.07pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
4.6%
EBITDA margin
8.4%
ROE
44.2%
ROIC
24.4%
Revenue growth
7.4%

Insider activity, last 90 days

Net open-market
$-3.67m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

In addition, there has been increased demand for memory-intensive products driven by the rapid adoption of artificial intelligence (“AI”) applications and related data center investments. For additional information on Net sales, Gross profit, and Operating income by segment, see the “Segment Results of Operations.” *nm - Not meaningful Three months ended June 30, 2026 compared with the three months ended June 30, 2025 Net sales increased $596 million, or 10.0%, with higher Net sales across all operating segments. Net sales on a constant currency basis increased 9.9% for the three months ended June 30, 2026, compared to the three months ended June 30, 2025. …CDW Corp, 10-Q, period ended 2026-06-30, filed 2026-08-05

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