CDW vs Wayfair
CDW and W 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 W compare
CDW is the larger company, worth 1.2 times as much as Wayfair ($19.2B against $15.9B).
Wayfair grew revenue faster over the last twelve months (7.5% versus 7.4% for CDW).
CDW keeps more of each dollar of sales as profit, with a net margin of 4.6% compared with −2.5% at Wayfair.
CDW pays a dividend yielding 1.6%; Wayfair does not pay one.
CDW scores higher on the StockData Score (16 against 4 for Wayfair), 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 | W |
|---|---|---|
| Size and price | ||
| Market cap | $19.2B | $15.9B |
| Share price | $153.79 | $115.91 |
| Change, 1 year | −2.2% | 11.9% |
| Change, 5 years | −17.8% | −52.9% |
| Beta (5Y) | 0.95 | 2.76 |
| Employees | 250 | 13K |
| StockData Score | ||
| Total score | 16 (better) | 4 |
| Valuation score | 4 (better) | 0 |
| Growth score | 1 | 1 |
| Performance score | 5 (better) | 1 |
| Health score | 2 | 2 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 18.5× | – |
| P/S | 0.8× (better) | 1.2× |
| P/B | 7.9× | – |
| EV/EBITDA | 12.5× (better) | 35.6× |
| P/FCF | 22.4× (better) | 28.2× |
| FCF yield | 4.5% (better) | 3.5% |
| Fair value | $181.62 | $38.08 |
| Margin of safety | 15.3% (better) | −204% |
| Growth | ||
| Revenue growth (TTM) | 7.4% | 7.5% (better) |
| Revenue growth, 5Y average | 4.0% (better) | −2.5% |
| Net income growth (TTM) | 0.33% | – |
| EPS growth (TTM) | 3.4% | – |
| EPS growth, 5Y average | 8.2% | – |
| Profitability | ||
| Gross margin | 21.4% | 30.1% (better) |
| Operating margin | 7.1% (better) | 1.7% |
| Net margin | 4.6% (better) | −2.5% |
| FCF margin | 3.7% | 4.4% (better) |
| Return on equity | 44.0% | – |
| Return on invested capital | 16.1% | – |
| Financial health | ||
| Debt / equity | 2.38 | – |
| Net debt / EBITDA | 2.76 (better) | 3.36 |
| Current ratio | 1.17 (better) | 0.74 |
| Altman Z-score | 2.44 | 3.67 (better) |
| 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% | – |
| Shareholder yield | 6.0% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 108% | 89.5% |
| Held by insiders | 0.50% | 15.0% |
| Insider net buying, 12 months | −$2.3M (better) | −$188M |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 7.5% | 10.3% |
Go deeper
- CDW stock overview
- CDW income statement
- CDW valuation and score
- W stock overview
- W income statement
- W valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.