13F Pro Quality Score

61.6/100

Rank #798 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

44.1/100

Profitability

50.3/100

Balance Sheet

76.3/100

Earnings Quality

38.4/100

Free Cash Flow

48.1/100

Institutional Flow

81.5/100

Revenue Scale

93.5/100

Dilution Risk

79.7/100

CDW Stock Analysis & AI Quality Score

AI stock analysis and institutional research for CDW Corp (CDW), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CDW at 61.6/100 on a 32-signal composite quality model, placing it at rank #798 of 2,879 stocks — the top half of the AI-ranked universe. CDW scores in the top quartile across revenue scale (93.5), institutional flow (81.5), balance sheet strength (76.3). Areas of concern include earnings quality (38.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), CDW Corp reports quarterly revenue of $5.7B, net income of $235.4M, an operating margin of 6.6%. Top institutional holders of CDW by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. CDW trades on the Nasdaq exchange and files with the SEC under CIK 1402057. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CDW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CDW Corp directly from SEC EDGAR. CDW Corp's 13F Pro composite quality score has ranged between 8 and 63 since 2021, currently 61.6 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about CDW Corp

Quirks, history, and lore behind CDW — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. technology products and services company · mid-to-large cap · listed on Nasdaq · headquartered in Illinois.
  • 2
    The Numbers
    Annual revenue of roughly $20 billion, making it one of the largest IT solutions providers in North America — yet most consumers have never heard of it.
  • 3
    The History
    Founded in 1984 as a small direct-mail computer products reseller, it grew by selling hardware, software, and services to businesses rather than everyday shoppers.
  • 4
    The Secret
    Its real business is being the IT department's shopping cart — selling everything from laptops to cloud services to corporate and government clients who'd rather not deal with dozens of vendors.
  • 5
    The Lore
    Its ticker symbol is simply its initials, and those initials originally stood for Computer Discount Warehouse — a name that quietly disappeared as the company outgrew bargain-bin vibes.
  • 6
    The Giveaway
    Three letters, one mission: be the middleman between tech vendors and IT buyers. If your office laptop, server rack, or government workstation came from a reseller, there's a solid chance it came from CDW.
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Revenue

Q1 2026

$5.7B

Net Income

Q1 2026

$235.4M

Free Cash Flow

Q1 2026

$248.4M

Operating Margin

Q1 2026

6.6%

D/E Ratio

Q1 2026

2.21

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.9% YoY
$22.42BFY 2025
FY21 $20.82BFY22 $23.75BFY23 $21.38BFY25 $22.42B

Net Income

-3.4% YoY
$1.07BFY 2025
FY21 $988.6MFY22 $1.11BFY23 $1.10BFY25 $1.07B

Operating Income

-1.5% YoY
$1.66BFY 2025
FY21 $1.42BFY22 $1.74BFY23 $1.68BFY25 $1.66B

EPS (Diluted)

-0.2% YoY
$8.08FY 2025
FY21 $7.04FY22 $8.13FY23 $8.10FY25 $8.08

Total Assets

+20.7% YoY
$16.03BFY 2025
FY21 $13.20BFY22 $13.13BFY23 $13.28BFY25 $16.03B

Total Debt

-0.3% YoY
$5.66BFY 2025
FY21 $6.90BFY22 $5.96BFY23 $5.67BFY25 $5.66B

Op. Cash Flow

-24.6% YoY
$1.21BFY 2025
FY21 $784.6MFY22 $1.34BFY23 $1.60BFY25 $1.21B

AI Insight: CDW Financial Trends

CDW revenue growth stalled in Q1 2026 while operating margin compressed to 6.6%, signaling demand weakness and operational pressure.

Operating margin declined from 7.8% in Q4 2025 to 6.6% in Q1 2026, worst level in trailing eight quarters.

Revenue growth decelerated to 3.0% YoY in Q1 2026 ($5.68B) versus 9.4% in Q1 2025, indicating slowing demand momentum.

Total debt declined to $5.64B from $5.63B in Q4 2025; leverage stable but equity grew 2.0% to $2.56B.

Operating cash flow fell 36.6% to $275M in Q1 2026 from $434M in Q4 2025, weakest in six quarters.

Net income margin compressed to 4.1% in Q1 2026 from 5.1% in Q4 2025; profitability declining despite stable leverage.

AI Insight: CDW Ratio Trends

CDW's profitability and capital efficiency deteriorated sharply in Q1 2026, with operating margin falling to 6.6% and ROIC compressing 230bp year-over-year.

Operating margin fell from 8.0% in Q2 2024 to 6.6% in Q1 2026, a 140bp decline over the period.

ROIC compressed from 22.2% in Q2 2024 to 18.4% in Q1 2026; Q1 2026 marks lowest level in dataset.

Debt-to-equity improved from 2.59 in Q2 2024 to 2.21 in Q1 2026, reflecting deleveraging efforts.

ROE fell to 36.9% in Q1 2026 from 51.7% in Q2 2024; sustained weakness below 40% signals deteriorating returns.

Q1 2026 marks three consecutive quarters of margin and ROIC pressure; confirm whether trend is seasonal or structural.

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Available Research

13F Pro tracks comprehensive data for CDW Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of CDW

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Is CDW a good stock to buy?

13F Pro's AI-powered analysis of CDW Corp (CDW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CDW are available on the CDW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CDW?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CDW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CDW Corp's investment landscape.