CDW Corp (CDW)vsDXC Technology Co (DXC)
CDW
CDW Corp
$168.75
+12.67%
TECHNOLOGY · Cap: $20.34B
DXC
DXC Technology Co
$14.87
+7.91%
TECHNOLOGY · Cap: $2.43B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 88% more annual revenue ($23.50B vs $12.48B). CDW leads profitability with a 4.6% profit margin vs 1.0%. DXC appears more attractively valued with a PEG of 0.49. DXC earns a higher WallStSmart Score of 62/100 (C+).
CDW
Buy59
out of 100
Grade: C
DXC
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.6%
Fair Value
$141.44
Current Price
$168.75
$27.31 discount
Margin of Safety
+41.2%
Fair Value
$23.51
Current Price
$14.87
$8.64 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 726.0% YoY
Areas to Watch
Trading at 8.7x book value
4.9% earnings growth
Grey zone — moderate risk
4.6% margin — thin
ROE of 0.6% — below average capital efficiency
1.0% margin — thin
Operating margin of 2.0%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CDW
The strongest argument for CDW centers on Return on Equity. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : DXC
The strongest argument for DXC centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : CDW
The primary concerns for CDW are Price/Book, EPS Growth, Altman Z-Score. Debt-to-equity of 2.44 is elevated, increasing financial risk. Thin 4.6% margins leave little buffer for downturns.
Bear Case : DXC
The primary concerns for DXC are Return on Equity, Profit Margin, Operating Margin. Thin 1.0% 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.
DXC generates stronger free cash flow (359M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DXC 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.
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.
Visit Website →DXC Technology Co
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
DXC Technology is an American multinational corporation that provides business-to-business information technology services.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
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