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CDWCDW Corporation
$146.16$18.7B
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  4. Financial Ratios

CDW Corporation (CDW) Financial Ratios

Latest Ratios: P/E Ratio 18.1x · EV/EBITDA 12.5x · ROE 43.0%. (1994–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

CDW Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$18.7B$18.0B$23.5B$31.0B$24.5B$28.8B$19.1B$21.1B$12.4B$11.0B$8.6B
Enterprise Value$24.4B$23.7B$29.0B$36.2B$30.2B$35.9B$22.2B$24.8B$15.5B$14.1B$11.6B
P/E Ratio →18.0916.8621.8428.0621.9429.0924.1828.6319.3420.9920.35
P/S Ratio0.830.801.121.451.031.381.031.170.770.740.63
P/B Ratio7.416.9010.0015.1715.2640.7714.7121.9812.7711.158.27
P/FCF17.1616.5420.3821.3620.2542.0316.5026.6915.1915.7816.00
P/OCF15.4914.9318.4219.3818.3136.6714.5220.5513.7414.1414.32

P/E links to full P/E history page with 30-year chart

CDW EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.061.381.691.271.721.201.370.950.950.85
EV / EBITDA12.4912.1515.0618.5514.9322.2713.8617.6912.3312.4910.81
EV / EBIT14.7314.3217.5921.5917.5524.7619.2222.3515.6217.3614.17
EV / FCF—21.7825.1324.9625.0452.3919.2331.3418.8520.2221.49

CDW Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin21.7%21.7%21.9%21.8%19.7%17.1%17.4%16.9%16.7%16.5%17.0%
Operating Margin7.4%7.4%7.9%7.9%7.3%6.8%6.4%6.3%6.1%5.8%6.0%
Net Profit Margin4.8%4.8%5.1%5.2%4.7%4.7%4.3%4.1%4.0%3.5%3.1%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE43.0%43.0%49.0%60.6%96.5%98.7%69.9%76.1%65.6%51.5%39.7%
ROA6.9%6.9%7.7%8.4%8.5%8.8%9.1%9.7%9.1%7.5%6.2%
ROIC15.4%15.4%16.4%17.2%17.1%17.4%19.5%19.7%18.4%16.1%14.8%
ROCE18.4%18.4%19.4%21.0%21.3%20.9%23.7%25.6%22.4%19.0%17.2%

CDW Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.432.432.552.843.8010.423.523.993.293.283.09
Debt / EBITDA3.243.243.112.983.014.572.852.732.562.873.01
Net Debt / Equity—2.192.332.563.6110.052.433.833.083.142.84
Net Debt / EBITDA2.932.932.852.672.854.411.972.622.402.742.76
Debt / FCF—5.254.753.604.7910.362.734.643.664.445.50
Interest Coverage7.287.287.697.407.319.607.476.966.665.395.60

CDW Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.181.181.351.231.331.271.531.241.351.351.42
Quick Ratio1.101.101.241.111.171.091.331.071.191.181.22
Cash Ratio0.090.090.130.110.060.050.360.040.070.060.12
Asset Turnover—1.401.431.611.811.581.982.252.272.131.97
Inventory Turnover31.1531.1527.0925.0323.8218.6020.0824.5329.7930.0925.10
Days Sales Outstanding—111.7798.1386.0376.0886.5171.0068.7767.1565.7664.16

CDW Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.7%1.8%1.4%1.0%1.2%0.8%1.2%0.9%1.1%1.0%0.9%
Payout Ratio30.8%30.8%30.8%29.1%25.4%23.8%27.9%24.9%21.7%20.4%18.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield5.5%5.9%4.6%3.6%4.6%3.4%4.1%3.5%5.2%4.8%4.9%
FCF Yield5.8%6.0%4.9%4.7%4.9%2.4%6.1%3.7%6.6%6.3%6.3%
Buyback Yield3.5%3.6%2.1%1.6%0.0%5.2%1.8%3.1%4.2%4.9%4.2%
Total Shareholder Yield5.2%5.5%3.5%2.7%1.2%6.0%2.9%4.0%5.3%5.8%5.2%
Shares Outstanding—$132M$135M$136M$137M$141M$145M$148M$154M$158M$166M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStable
Balance SheetAdequate
Cash FlowStable
Top Statement Risk

Margin compression from mix shift

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Margin Mix Shift Pressures Profitability

Gross margin fell to 20.1% in Q2 2026 from 22.8% in Q4 2025, reflecting a shift toward lower-margin hardware, as per the latest quarterly data.

The sequential decline in gross margin from 22.8% to 20.1% suggests that revenue growth is being driven by hardware sales, which carry lower margins than software and services. Operating margin contracted to 6.5% in Q2 2026, the lowest in the ten-quarter series, indicating that SG&A costs are not flexing down with the mix shift. This implies that while top-line growth accelerates, earnings quality may be deteriorating, and investors should monitor whether this is a temporary blip or a structural trend.

Return on Capital Stalls Near Cycle Lows

ROIC has hovered around 4% for the past year, down from 4.9% in Q3 2024, as per reported figures, indicating a plateau in capital efficiency.

ROIC has remained in a narrow band of 3.4% to 4.2% over the last five quarters, well below the 4.9% peak in Q3 2024. This suggests that the company is not compounding returns on invested capital, likely due to increased working capital needs and a higher asset base from inventory buildup. The stable but low ROIC, combined with a rising D/E, implies that growth is being funded by debt without a corresponding improvement in returns, which may warrant scrutiny.

Working Capital Efficiency Deteriorates

DSO rose to 105 days in Q2 2026 from 92 days a year earlier, while CCC expanded to 36 days, as per the quarterly data, signaling slower cash conversion.

The increase in DSO from 92 to 105 days year-over-year indicates that CDW is taking longer to collect receivables, which may reflect a shift toward public sector clients with longer payment terms or a softening in enterprise demand. The cash conversion cycle has also lengthened from 35 to 36 days, but the more concerning trend is the rising DSO, which ties up cash and may pressure liquidity. This suggests that working capital management is becoming less efficient, and investors should monitor whether this is a deliberate strategy to win deals or a sign of customer payment stress.

Leverage Creeps Higher as Debt Funds Growth

Debt-to-equity rose to 2.44x in Q2 2026 from 2.34x a year earlier, with interest coverage at 7.04x, as per the balance sheet data, indicating a modestly tighter credit profile.

The increase in D/E from 2.34x to 2.44x over the past year suggests that CDW is taking on more debt to finance its growth, particularly inventory buildup for AI infrastructure. Interest coverage of 7.04x remains comfortable, but it has declined from 8.86x in Q3 2024, indicating that debt service is becoming slightly less comfortable. The company's leverage is typical for a distributor, but the rising trend, combined with negative retained earnings, implies that the balance sheet is becoming more stretched, and investors should monitor refinancing risk in a high-rate environment.

Liquidity Buffer Thins as Cash Declines

Current ratio slipped to 1.17 in Q2 2026 from 1.35 a year earlier, while cash dropped to $361.8M, as per the balance sheet, indicating a tighter liquidity position.

The current ratio has declined from 1.35 to 1.17 over the past year, and cash has fallen by over $119M, suggesting that CDW's liquidity buffer is thinning. The quick ratio of 1.05 indicates that the company can cover current liabilities without relying on inventory, but the trend is concerning. If working capital needs continue to grow, particularly with rising DSO, the company may need to rely more on debt or reduce capital returns, which could pressure the stock.

Misapplied Metric: Gross Margin as a Quality Proxy

Gross margin is often used to judge CDW's profitability, but it obscures the impact of netted-down software and services revenue, which is margin-accretive yet optically lowers top-line growth.

The most commonly misapplied ratio for CDW is gross margin, as it fails to capture the true economics of the business. As CDW shifts toward cloud and services, revenue is recognized on a net basis, which compresses reported gross margin even though the underlying profitability improves. Investors should instead focus on gross profit dollars and operating margin, which better reflect the company's earning power. The recent decline in gross margin to 20.1% may be misinterpreted as a deterioration in pricing power, but it could simply reflect a mix shift toward hardware, which is not necessarily negative if it drives volume and operating leverage.

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CDW — Frequently Asked Questions

Quick answers to the most common questions about buying CDW stock.

What is CDW Corporation's P/E ratio?

CDW Corporation's current P/E ratio is 18.1x. The historical average is 23.2x. This places it at the 15th percentile of its historical range.

What is CDW Corporation's EV/EBITDA?

CDW Corporation's current EV/EBITDA is 12.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.9x.

What is CDW Corporation's ROE?

CDW Corporation's return on equity (ROE) is 43.0%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 43.2%.

Is CDW stock overvalued?

Based on historical data, CDW Corporation is trading at a P/E of 18.1x. This is at the 15th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is CDW Corporation's dividend yield?

CDW Corporation's current dividend yield is 1.70% with a payout ratio of 30.8%.

What are CDW Corporation's profit margins?

CDW Corporation has 21.7% gross margin and 7.4% operating margin.

How much debt does CDW Corporation have?

CDW Corporation's Debt/EBITDA ratio is 3.2x, indicating high leverage. A ratio between 2-4x is manageable but warrants monitoring.