CDW Corp (CDW)vsFidelity National Information Services Inc (FIS)
CDW
CDW Corp
$153.79
+7.85%
TECHNOLOGY · Cap: $18.06B
FIS
Fidelity National Information Services Inc
$38.14
-0.99%
TECHNOLOGY · Cap: $20.33B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 93% more annual revenue ($23.50B vs $12.20B). FIS leads profitability with a 27.7% profit margin vs 4.6%. FIS appears more attractively valued with a PEG of 0.22. FIS earns a higher WallStSmart Score of 89/100 (A).
CDW
Buy59
out of 100
Grade: C
FIS
Exceptional Buy89
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.8%
Fair Value
$141.85
Current Price
$153.79
$11.94 discount
Margin of Safety
+13.1%
Fair Value
$55.57
Current Price
$38.14
$17.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Attractively priced relative to earnings
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 3041.0% YoY
Every $100 of equity generates 21 in profit
Keeps 28 of every $100 in revenue as profit
Areas to Watch
4.9% earnings growth
Grey zone — moderate risk
4.6% margin — thin
Weak financial health signals
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : FIS
The strongest argument for FIS centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 27.7% and operating margin at 20.7%. Revenue growth of 29.1% demonstrates continued momentum.
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.
Bear Case : FIS
The primary concerns for FIS are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
CDW profiles as a value stock while FIS is a growth play — different risk/reward profiles.
CDW carries more volatility with a beta of 0.94 — expect wider price swings.
FIS is growing revenue faster at 29.1% — sustainability is the question.
FIS generates stronger free cash flow (238M), providing more financial flexibility.
Bottom Line
FIS scores higher overall (89/100 vs 59/100), backed by strong 27.7% margins and 29.1% revenue growth. Both earn "Exceptional 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 →Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
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