CDW Corp (CDW)vsLeidos Holdings Inc (LDOS)
CDW
CDW Corp
$153.79
-6.91%
TECHNOLOGY · Cap: $20.34B
LDOS
Leidos Holdings Inc
$142.98
+1.39%
TECHNOLOGY · Cap: $17.52B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 33% more annual revenue ($23.50B vs $17.63B). LDOS leads profitability with a 7.8% profit margin vs 4.6%. 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
LDOS
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.6%
Fair Value
$141.44
Current Price
$153.79
$12.35 discount
Intrinsic value data unavailable for LDOS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Every $100 of equity generates 26 in profit
Attractively priced relative to earnings
Areas to Watch
4.9% earnings growth
Grey zone — moderate risk
4.6% margin — thin
Weak financial health signals
Expensive relative to growth rate
7.8% margin — thin
Elevated debt levels
Earnings declined 6.7%
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 : LDOS
The strongest argument for LDOS centers on Return on Equity, P/E Ratio.
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 : LDOS
The primary concerns for LDOS are PEG Ratio, Profit Margin, Debt/Equity.
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.
LDOS generates stronger free cash flow (761M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CDW scores higher overall (59/100 vs 58/100). 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 →Leidos Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Leidos, formerly known as Science Applications International Corporation (SAIC), is an American defense, aviation, information technology (Lockheed Martin IS&GS), and biomedical research company headquartered in Reston, Virginia, that provides scientific, engineering, systems integration, and technical services.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
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