CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (10 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $184.35 Implied EV: $29.12B |
What growth rate is the market pricing in at $128?
The market implies +6.0% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +10.7%, reflecting heavy growth investment.
Wide moat driven primarily by margin stability. Revenue Predictability is the area most vulnerable to competitive pressure.
"Market is pessimistic — investigate whether fears are temporary or structural"
Appears undervalued with favorable or neutral sentiment — conditions suggest an attractive entry point
