Broadridge Financial Solutions Inc (BR)vsCDW Corp (CDW)
BR
Broadridge Financial Solutions Inc
$167.74
-0.30%
TECHNOLOGY · Cap: $19.50B
CDW
CDW Corp
$153.79
+7.85%
TECHNOLOGY · Cap: $18.06B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 214% more annual revenue ($23.50B vs $7.48B). BR leads profitability with a 15.0% profit margin vs 4.6%. CDW appears more attractively valued with a PEG of 1.34. BR earns a higher WallStSmart Score of 62/100 (C+).
BR
Buy62
out of 100
Grade: C+
CDW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.1%
Fair Value
$139.57
Current Price
$167.74
$28.17 premium
Margin of Safety
+4.8%
Fair Value
$141.85
Current Price
$153.79
$11.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Attractively priced relative to earnings
Strong operational efficiency at 24.6%
Every $100 of equity generates 44 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
4.9% earnings growth
Grey zone — moderate risk
4.6% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BR
The strongest argument for BR centers on Return on Equity, P/E Ratio, Operating Margin.
Bull Case : CDW
The strongest argument for CDW centers on Return on Equity, P/E Ratio. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : BR
The primary concerns for BR are PEG Ratio, Debt/Equity.
Bear Case : CDW
The primary concerns for CDW are EPS Growth, Altman Z-Score, Profit Margin. Debt-to-equity of 2.44 is elevated, increasing financial risk. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CDW carries more volatility with a beta of 0.94 — expect wider price swings.
CDW is growing revenue faster at 10.0% — sustainability is the question.
BR generates stronger free cash flow (679M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BR scores higher overall (62/100 vs 59/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Broadridge Financial Solutions Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Broadridge Financial Solutions is a public corporate services company founded in 2007 as a spin-off from Automatic Data Processing. The main business of Broadridge is as a service provider supplying public companies with proxy statements, annual reports and other financial documents, and shareholder communications solutions, such as virtual annual meetings.
CDW Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
CDW Corporation, headquartered in Lincolnshire, Illinois, is a provider of technology products and services for business, government and education.
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