CDW vs Insight Enterprises
CDW and NSIT side by side, both in nonstore retailers. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CDW and NSIT compare
CDW is the larger company, worth 3.8 times as much as Insight Enterprises ($19.2B against $5.1B).
On earnings, CDW is cheaper: it trades at 18.5× trailing earnings, against 25.3× for Insight Enterprises.
CDW grew revenue faster over the last twelve months (7.4% versus 2.7% for Insight Enterprises).
CDW keeps more of each dollar of sales as profit, with a net margin of 4.6% compared with 2.5% at Insight Enterprises.
CDW pays a dividend yielding 1.6%; Insight Enterprises does not pay one.
CDW scores higher on the StockData Score (16 against 8 for Insight Enterprises), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CDW | NSIT |
|---|---|---|
| Size and price | ||
| Market cap | $19.2B | $5.1B |
| Share price | $153.79 | $172.74 |
| Change, 1 year | −2.2% | 66.6% |
| Change, 5 years | −17.8% | 63.0% |
| Beta (5Y) | 0.95 | 0.95 |
| Employees | 250 | 15K |
| StockData Score | ||
| Total score | 16 (better) | 8 |
| Valuation score | 4 (better) | 0 |
| Growth score | 1 | 3 (better) |
| Performance score | 5 (better) | 3 |
| Health score | 2 | 2 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 18.5× (better) | 25.3× |
| P/S | 0.8× | 0.6× (better) |
| P/B | 7.9× | 3.2× (better) |
| EV/EBITDA | 12.5× | 12.3× (better) |
| P/FCF | 22.4× | 12.8× (better) |
| FCF yield | 4.5% | 7.8% (better) |
| Fair value | $181.62 | $166.34 |
| Margin of safety | 15.3% (better) | −3.8% |
| Growth | ||
| Revenue growth (TTM) | 7.4% (better) | 2.7% |
| Revenue growth, 5Y average | 4.0% (better) | −0.22% |
| Net income growth (TTM) | 0.33% | 40.6% (better) |
| EPS growth (TTM) | 3.4% | 63.0% (better) |
| EPS growth, 5Y average | 8.2% (better) | −0.04% |
| Profitability | ||
| Gross margin | 21.4% | 22.1% (better) |
| Operating margin | 7.1% (better) | 4.6% |
| Net margin | 4.6% (better) | 2.5% |
| FCF margin | 3.7% | 4.6% (better) |
| Return on equity | 44.0% (better) | 13.1% |
| Return on invested capital | 16.1% (better) | 10.3% |
| Financial health | ||
| Debt / equity | 2.38 | 0.92 (better) |
| Net debt / EBITDA | 2.76 | 2.21 (better) |
| Interest coverage | – | 4.1× |
| Current ratio | 1.17 | 1.18 (better) |
| Altman Z-score | 2.44 (better) | 1.50 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.6% | – |
| Payout ratio | 30.0% | – |
| Years of dividend growth | 13 | – |
| Dividend growth, 5Y average | 10.2% | – |
| Buyback yield | 4.4% | 4.4% (better) |
| Shareholder yield | 6.0% (better) | 4.4% |
| Ownership | ||
| Held by institutions | 108% | 104% |
| Held by insiders | 0.50% | 6.6% |
| Insider net buying, 12 months | −$2.3M | −$519K (better) |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 7.5% | 2.4% |
Go deeper
- CDW stock overview
- CDW income statement
- CDW valuation and score
- NSIT stock overview
- NSIT income statement
- NSIT valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.