Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
CDW [bullish]
CDW Corporation
+14.31%
current return
Author Info
No bio for this author
Company Info
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.
Market Cap
$18.0B
Pitch Price
$135.00
Price Target
N/A
Dividend
1.75%
EV/EBITDA
11.62
P/E
17.26
EV/Sales
1.02
Sector
Electronic Equipment, Instruments and Components
Category
value
Oakmark Fund New Portfolio Holding: CDW Corporation
CDW (new position): Leading IT solutions provider evolved from hardware reseller to comprehensive software/services co. Strong culture w/ talented account managers drives customer retention. Expanding margins via cybersecurity & AI focus. Critical IT ecosystem position but difficult backdrop weighs on share price, creating compelling valuation entry.
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