Company Snapshot

Investment Thesis

CDW provides IT solutions, hardware, software, and services to corporate, government, and education customers. Scale distribution, services mix, and cloud partnerships drive resilient growth.

  • Broad Portfolio: From devices to data center to cybersecurity delivered through one partner.
  • Services Attach: Consulting, managed services, and financing lift margins.
  • Diverse Customers: Balanced exposure to enterprise, SMB, public sector.

Strategic Mix

Corporate Large and mid-market enterprises
Small Business Entrepreneur and SMB solutions
Public Education, government, and healthcare verticals
Solutions & Services Hybrid cloud, security, and managed services

Mix aligns with CDW's customer segments and solutions portfolio.

Recent Performance

MTD TBD
QTD TBD
YTD TBD
5Y TBD

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Strategic Insights

AI Infrastructure

GPU clusters and networking drive high-ticket projects.

Security Demand

Zero trust and managed detection offerings see strong bookings.

Cloud Optimization

FinOps and software asset management services deepen relationships.

Latest Coverage

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