CDW Corp

CDW Corp

CDW

Market Cap$25.59B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
CDW CorpCDW Corp23.71.29%47%1.22.5

Earnings Call Q4 2024

February 5, 2025 - AI Summary

Fourth Quarter Performance: CDW reported net sales of $5.2 billion in Q4 2024, reflecting a 5% increase year-over-year (YoY) on an average daily sales basis. However, non-GAAP operating income fell by 4% to nearly $500 million, and non-GAAP net income per share was $2.48, down 4% YoY. This indicates that while revenue grew, profitability faced pressure.
Mixed Growth Across Segments: The company experienced varying performances among its different business segments. Healthcare saw robust growth of 30% YoY, driven by cloud and service offerings, while Education and Government sectors faced declines, particularly due to the absence of stimulus funding in K-12 Education and budget hesitance in the Federal sector.
Cautious Outlook for 2025: CDW projects the overall U.S. IT market to grow by low single digits in 2025, with the company itself aiming for outperformance of 200 to 300 basis points above the market rate. This outlook accounts for expected challenges in public spending, particularly in federal markets, as well as a tough Canadian and U.K. landscape.

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$111.41

Current Fair Value

40.6% downside

Overvalued by 40.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$25.59 Billion
Enterprise Value$31.08 Billion
Dividend Yield$2.485 (1.29413602749714%)
Earnings per Share$8.06
Beta1.05
Outstanding Shares133,100,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio23.71
PEG8312.72
Price to Sales1.2
Price to Book Ratio3.23
Enterprise Value to Revenue1.49
Enterprise Value to EBIT19.28
Enterprise Value to Net Income28
Total Debt to Enterprise0.19
Debt to Equity2.55

Revenue Sources

No data

Insider Trades

ESG Score

No data

About CDW Corp