CDW Corp (CDW)vsInfosys Ltd ADR (INFY)
CDW
CDW Corp
$121.30
-0.49%
TECHNOLOGY · Cap: $15.87B
INFY
Infosys Ltd ADR
$13.17
+0.69%
TECHNOLOGY · Cap: $53.86B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 13% more annual revenue ($22.42B vs $19.85B). INFY leads profitability with a 16.2% profit margin vs 4.8%. CDW appears more attractively valued with a PEG of 1.34. CDW earns a higher WallStSmart Score of 59/100 (C).
CDW
Buy59
out of 100
Grade: C
INFY
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.1%
Fair Value
$171.01
Current Price
$121.30
$49.71 discount
Margin of Safety
-200.8%
Fair Value
$5.24
Current Price
$13.17
$7.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 43 in profit
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
4.8% margin — thin
Weak financial health signals
Elevated debt levels
Expensive relative to growth rate
3.2% revenue growth
Earnings declined 5.3%
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 : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 18.0%.
Bear Case : CDW
The primary concerns for CDW are Profit Margin, Piotroski F-Score, Debt/Equity. Debt-to-equity of 2.42 is elevated, increasing financial risk. Thin 4.8% margins leave little buffer for downturns.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CDW carries more volatility with a beta of 1.05 — expect wider price swings.
CDW is growing revenue faster at 6.3% — sustainability is the question.
INFY generates stronger free cash flow (924M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CDW scores higher overall (59/100 vs 48/100). Both earn "Buy" and "Hold" 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 →Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?