CDW

CDW Corporation

Technology · $16.3B market cap

Verdict

Share price

$133.29

close of Oct 3, 2026

Fair value

$89.33

Sticker Price

Payback Price

$35.73

buy price

Overpriced

CDW is Overpriced: at $133.29 it trades 49% above its fair value of $89.33. Its buy price (Payback Price) is $35.73, 73% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew -2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth14.4% a year✓
Equity per share growth12.6% a year✓
Sales growth7.5% a year✗
Free cash flow growth14.4% a year✓
Return on invested capital13.5%✓

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Superinvestors

2 of the investors we track hold CDW. In Q2 2026, 1 added and 2 sold out. Who we track

Moves in Q2 2026

Added: Richard Pzena

Sold out: Wallace Weitz, David Rolfe

Insider activity

Since Jul 1, 2026: no open-market purchases, 1 sale worth $3.7M and 5 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About CDW Corporation

CDW Corporation specializes in delivering comprehensive information technology services and products across North America and the United Kingdom. It strategically targets three core client divisions: corporate enterprises, small to medium-sized businesses, and public sector organizations. Their portfolio encompasses both individual hardware and software offerings, alongside sophisticated integrated IT solution…

Information Technology Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

CDW stock (CDW Corporation): fair value $89.33, Overpriced — PaybackPrice