종합 밸류에이션 구간 · 보수적 $95–$105 / 적정 $135–$155 / 낙관적 $195–$215. $138.04 기준, 적정 내재가치 구간 내.
보고서 발행 시 $110.82（2026년 5월 24일）
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CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, collaboration hardware, data storage and servers, desktop computers, and other hardware; and software products, such as cloud solutions, software assurance, application suites, security, virtualization, collaboration and productivity applications, operating systems, and network management. In addition, the company offers advisory and design, software development, implementation, and managed services, as well as warranties. It serves business, government, education, and healthcare customers. The company was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003. CDW Corporation was founded in 1984 and is based in Vernon Hills, Illinois.
연혁
CDW Corporation was founded in 1984 and is based in Vernon Hills, Illinois. The company was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003, and it completed its IPO on May 27, 1993. It has grown into a multi-brand IT solutions provider operating across the United States, the United Kingdom, and Canada through three segments: Commercial, Government, and Education. The company now employs approximately 14,800 people, with the United States accounting for roughly 90% of sales. As part of its continued evolution, CDW completed part of a new ERP and systems transformation project in 2025 and planned to continue it in 2026.
업계 내 위치
CDW is a North American IT solutions provider that sells hardware, software, cloud, networking, security, collaboration, data center, and managed services, adding value across design, procurement, integration, migration, and operations for business, government, education, and healthcare customers. It serves more than 250,000 customers, employs about 10,500 customer-facing coworkers, and works with over 1,000 vendor partners. In 2025 each of its five U.S. channels (corporate, small business, government, education, and healthcare) contributed more than $1.7 billion in net sales, the United Kingdom and Canada together contributed $2.7 billion, and each of its top three vendor partners brought in more than $2 billion. Roughly 51% of North American sales are completed via drop-ship, reducing self-held inventory and logistics capital. CDW operates in a market it describes as highly fragmented, competing with traditional resellers, vendor direct sales, large service providers and system integrators, cloud providers, hyperscale cloud marketplaces, and e-commerce and office-supply retailers. Its scale across customers, vendors, and customer-facing coworkers, together with certifications, procurement terms, and drop-ship logistics, underpins its cost position and the time, headcount, and organizational effort required to replicate its model.
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