GuruFocus
04 Feb 2026, 21:02 UTC · 39w ago
Verdict
Headline leans bullish. We score CDW +0.60 across four claims.
Score confirms the headline.
Leans bullish
From its wording — no explicit rating
+0.60strongly bullish
What the story claims
4 claims · scored −1 bearish … +1 bullish
CDW Corp achieved a record gross margin in Q4, with gross profit rising 9% year-over-year to $1.25 billion on $5.5 billion in net sales.
So whatA 9% surge in gross profit outpacing the 5% top-line growth signals strong pricing power and operational leverage, materially boosting profitability expectations.
More positive than 92% of claims this week
CDW Corp grew full-year 2025 net sales by over 7% year-over-year to surpass $22 billion.
So whatSolid top-line growth above $22 billion confirms sustained demand and market share gains for the company over the full fiscal year.
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More positive than 73% of ticker scores this week
Scored by the NIS engine · methodology.
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More positive than 76% of claims this week
CDW Corp's Q4 Non-GAAP operating income grew only 1% year-over-year to $503 million despite robust gross profit growth.
So whatOperating income severely lagging gross profit growth indicates rising operating expenses and margin compression, which tempers the positive profitability signal.
More negative than 78% of claims this week
CDW Corp is actively navigating ongoing supply chain and economic uncertainties.
So whatMacro and supply chain headwinds introduce downside risk to future earnings consistency and can constrain near-term multiple expansion.
More negative than 71% of claims this week
Which stocks this story touches
More positive than 73% of ticker scores this week
Reported record gross margin, robust growth in software and services, and year-over-year increases in net sales and net income.
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+19.4%
Price agrees with the score
$164.93 vs $138.08 close before publication (Feb 4) · not market-adjusted
CDW chart →
