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 4.4 times as much as Insight Enterprises ($21.6B against $5.0B).
On earnings, CDW is cheaper: it trades at 20.2× trailing earnings, against 28.5× for Insight Enterprises.
CDW grew revenue faster over the last twelve months (10.9% versus 9.0% for Insight Enterprises).
CDW keeps more of each dollar of sales as profit, with a net margin of 4.5% compared with 2.0% at Insight Enterprises.
CDW pays a dividend yielding 1.5%; Insight Enterprises does not pay one.
CDW scores higher on the StockData Score (15 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 | $21.6B | $5.0B |
| Share price | $173.08 | $169.44 |
| Change, 1 year | 20.8% | 85.3% |
| Change, 5 years | −11.7% | 64.7% |
| Beta (5Y) | 0.97 | 0.98 |
| Employees | 250 | 15K |
| StockData Score | ||
| Total score | 15 (better) | 8 |
| Valuation score | 3 (better) | 0 |
| Growth score | 1 | 4 (better) |
| Performance score | 5 (better) | 2 |
| Health score | 2 | 2 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 20.2× (better) | 28.5× |
| P/S | 0.9× | 0.6× (better) |
| P/B | 8.2× | 3.2× (better) |
| EV/EBITDA | 13.4× | 12.6× (better) |
| P/FCF | 23.2× | 18.1× (better) |
| FCF yield | 4.3% | 5.5% (better) |
| Fair value | $188.35 | $157.67 |
| Margin of safety | 8.1% (better) | −7.5% |
| Growth | ||
| Revenue growth (TTM) | 10.9% (better) | 9.0% |
| Revenue growth, 5Y average | 4.0% (better) | −0.22% |
| Net income growth (TTM) | 4.5% | 27.6% (better) |
| EPS growth (TTM) | 8.2% | 38.7% (better) |
| EPS growth, 5Y average | 8.2% (better) | −0.04% |
| Profitability | ||
| Gross margin | 21.0% | 22.0% (better) |
| Operating margin | 7.0% (better) | 4.1% |
| Net margin | 4.5% (better) | 2.0% |
| FCF margin | 3.8% (better) | 3.0% |
| Return on equity | 42.5% (better) | 11.5% |
| Return on invested capital | 16.0% (better) | 9.6% |
| Financial health | ||
| Debt / equity | 2.70 | 0.96 (better) |
| Net debt / EBITDA | 2.76 | 2.29 (better) |
| Interest coverage | – | 3.8× |
| Current ratio | 1.26 (better) | 1.19 |
| Altman Z-score | 2.36 (better) | 1.57 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.5% | – |
| Payout ratio | 29.2% | – |
| Years of dividend growth | 13 | – |
| Dividend growth, 5Y average | 10.2% | – |
| Buyback yield | 3.7% | 4.5% (better) |
| Shareholder yield | 5.2% (better) | 4.5% |
| 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 | 6.8% | 2.9% |
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.