13F Pro Quality Score

55.5/100

Rank #1,244 of 2,961 stocksTOP 50%

View Consumer Discretionary peers →

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

Revenue Growth

40.1/100

Profitability

47.1/100

Balance Sheet

76.1/100

Earnings Quality

25.7/100

Free Cash Flow

37.7/100

Institutional Flow

91.2/100

Revenue Scale

93.5/100

Dilution Risk

79.7/100
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CDW Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 55.5/100 on a 32-signal composite quality model, placing it at rank #1,244 of 2,961 stocks — the top half of the AI-ranked universe. CDW scores in the top quartile across revenue scale (93.5), institutional flow (91.2), balance sheet strength (76.1). Areas of concern include earnings quality (25.7) and free cash flow (37.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CDW Corp reports quarterly revenue of $6.6B, net income of $274.4M, an operating margin of 6.5%. 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 55 and 63 since 2021, currently 55.5 — a declining long-term trajectory across 68 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

Q2 2026

$6.6B

Net Income

Q2 2026

$274.4M

Free Cash Flow

Q2 2026

$-82.6M

Operating Margin

Q2 2026

6.5%

ROIC

Q2 2026

20.8%

D/E Ratio

Q2 2026

2.38

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.8% YoY
$22.42BFY 2025
FY22 $23.75BFY23 $21.38BFY24 $21.00BFY25 $22.42B

Net Income

-1.0% YoY
$1.07BFY 2025
FY22 $1.11BFY23 $1.10BFY24 $1.08BFY25 $1.07B

Operating Income

+0.3% YoY
$1.66BFY 2025
FY22 $1.74BFY23 $1.68BFY24 $1.65BFY25 $1.66B

EPS (Diluted)

+1.4% YoY
$8.08FY 2025
FY22 $8.13FY23 $8.10FY24 $7.97FY25 $8.08

Total Assets

+9.2% YoY
$16.03BFY 2025
FY22 $13.13BFY23 $13.28BFY24 $14.68BFY25 $16.03B

Total Debt

-3.7% YoY
$5.66BFY 2025
FY22 $5.96BFY23 $5.67BFY24 $5.88BFY25 $5.66B

Op. Cash Flow

-5.6% YoY
$1.21BFY 2025
FY22 $1.34BFY23 $1.60BFY24 $1.28BFY25 $1.21B

Free Cash Flow

-5.8% YoY
$1.09BFY 2025
FY22 $1.21BFY23 $1.45BFY24 $1.15BFY25 $1.09B

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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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Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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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. CDW is classified as a large company.

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.