CDW Corp (CDW)vsGartner Inc (IT)
CDW
CDW Corp
$157.00
-0.88%
TECHNOLOGY · Cap: $20.34B
IT
Gartner Inc
$190.10
-4.02%
TECHNOLOGY · Cap: $14.21B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 264% more annual revenue ($23.50B vs $6.46B). IT leads profitability with a 12.0% profit margin vs 4.6%. IT appears more attractively valued with a PEG of 0.87. IT earns a higher WallStSmart Score of 68/100 (B-).
CDW
Buy59
out of 100
Grade: C
IT
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.6%
Fair Value
$141.43
Current Price
$157.00
$15.57 discount
Margin of Safety
+21.0%
Fair Value
$204.58
Current Price
$190.10
$14.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Every $100 of equity generates 95 in profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 22.6%
Earnings expanding 33.1% YoY
Areas to Watch
Trading at 8.1x book value
4.9% earnings growth
Grey zone — moderate risk
4.6% margin — thin
Weak financial health signals
Revenue declined 0.6%
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 : IT
The strongest argument for IT centers on Return on Equity, Debt/Equity, PEG Ratio. PEG of 0.87 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 2.76 is elevated, increasing financial risk. Thin 4.6% margins leave little buffer for downturns.
Bear Case : IT
The primary concerns for IT are Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
CDW profiles as a value stock while IT is a declining play — different risk/reward profiles.
IT carries more volatility with a beta of 0.98 — expect wider price swings.
CDW is growing revenue faster at 10.0% — sustainability is the question.
CDW generates stronger free cash flow (372M), providing more financial flexibility.
Bottom Line
IT scores higher overall (68/100 vs 59/100). Both earn "Strong 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 →Gartner Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Gartner, Inc, officially known as Gartner, is a global research and advisory firm providing information, advice, and tools for leaders in IT, finance, HR, customer service and support, communications, legal and compliance, marketing, sales, and supply chain functions. Its headquarters are in Stamford, Connecticut, United States.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
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