Why is CDW up?
Up 13% on Nov 4, an up day for the market: the S&P 500 rose 2%, 72% of stocks rose, and online retail stocks a median 6%.
- Its Nov 4 results:
CDW's Quality Score rose 1 point on Tue, Nov 10, to 18. Its high and its low were both higher than the day before.
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Up 13% on Nov 4, an up day for the market: the S&P 500 rose 2%, 72% of stocks rose, and online retail stocks a median 6%.
| The company | 4.5% fewer shares than a year ago |
| Its score | Up:Back in the top 100 for the first time since Mar 2024 |
| Latest filing | 8-K, Nov 4 |
“From Data Centers, to Iran War, to Immigration: How the Blue Wave Can Boost Consumer Stocks”
CDW closed +12.7% that day.
Wed Nov 25: Ex-dividend, $0.68 a shareAt the open. Pays Dec 10.
After its last 4 reports it closed -1.8% on average, higher 2 of 4 times.
Excellentfor quality, not price, 7 of 14 chart checks firingWhat the Quality Score means
Well above its recent run. CDW scores 18 today, against a median of 11 over its last 20 recorded sessions.
CDW is #2 of 16 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score |
Share count against a year before: CDW -4.5%, NSIT -6.6%.
Expected to report Wed Feb 3, before the open (in 85 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $6.8B, 18% more than a year ago; a profit of $2.46 a share, from $2.21.
“The decrease in Gross profit margin was primarily driven by mix into and lower margin in cert ain product categories.”
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| Notebooks.Mobile Devices | $1.7B | $1.8B | $1.4B |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 4)
No outlook figures read from this release.
“The increase was primarily due to higher performance-based incentives, workplace optimization costs, and acquisition costs.”
From its results filing (SEC filing · Nov 4)
Sales grew 4% a year over 5 years, fiscal 2020 to 2025.
Pays $2.72 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Nov 4, 2026 | +7.4% | +12.7% | +13.1% |
| Aug 5, 2026 | -25.0% | -9.0% | -12.1% |
| May 6, 2026 | -6.8% | -20.3% | -27.4% |
Sales grew in five of the last seven years, to $22B in 2025. It made a profit in each of the eight years.
RSI 61.2, MACD above signal, above both averages. Not scored.
Its dividends come to 37% of its free cash flow.
| Dividend | $2.72 a share a year |
| Paid out | About $347M a year |
| Free cash flow | $934M |
| Record | Raised every year since 2013 |
2 insiders bought $2.5M across 2 filings, and one insider sold $3.7M across 1 filing, in the last 6 months. The newest:
14 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: CDW is 0.2% of FTEC, 0.1% of VGT, and 0.1% of XLK, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
CDW Corp is a multi-brand provider of information technology (IT) solutions to businesses, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. The company's offerings range from hardware and software products to integrated IT solutions and services, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. Its reportable segments are Corporate, Small Business, Public, and Other. The Corporate and Small Business segments serve US private sector business customers, while the Public segment consists of government agencies and education and healthcare institutions in the US. The Corporate segment generates the majority of its revenue in the United States.
“The market for technology products, solutions, and services is highly competitive and subject to economic conditions and rapid technological changes.”
CDW scores 18 today, which Breakaway calls Excellent. It is #2 of 16 in Retail-Catalog & Mail-Order Houses by Quality Score, with 7 of 14 chart checks firing. Up 13% on Nov 4, an up day for the market: the S&P 500 rose 2%, 72% of stocks rose, and online retail stocks a median 6%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
CDW scores 18 today, which Breakaway calls Excellent (15 to 19). That is #2 of 16 in Retail-Catalog & Mail-Order Houses by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind CDW's 18.
2 insiders bought $2.5M across 2 filings, and one insider sold $3.7M across 1 filing, in the last 6 months. The newest is Elizabeth H. Connelly, Insider, who sold $3.7M on Aug 7. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.
Insider and Congress trades, the chart, and the financials, in one score.
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