CNXN vs CDW Comparison: AI Score, Valuation, Performance and Upside
Compare Connection and CDW Corporation by SMB vs large enterprise IT reseller focus, AI infrastructure hardware revenue pull-through, professional services attach rate, and which IT solutions provider grows faster as enterprises refresh tech stacks.
Use this Connection vs CDW comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
CDW holds the edge across 3 of 5 key metrics in this comparison. CNXN has delivered stronger 1-year price return (+10.64% vs -24.84%), though CDW trades at the lower forward P/E (11.36x vs 16.66x). Analyst consensus implies meaningfully more upside for CDW (+11.43%) than for CNXN (+7.69%).
| Metric | CNXN | CDW |
|---|---|---|
| AI score | 38.1 | 45.5 |
| AI rank | #1321 | #713 |
| Latest close | $70.57 | $128.37 |
| 1M return | +10.40% | +23.02% |
| 6M return | +16.54% | -10.66% |
| 1Y return | +10.64% | -24.84% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CNXN | CDW |
|---|---|---|
| 1Y ago | $11.19K (+11.9%) started 2025-06-18 | $7.55K (-24.5%) started 2025-06-18 |
| 5Y ago | $17.37K (+73.7%) started 2021-06-18 | $8.26K (-17.4%) started 2021-06-21 |
| 10Y ago | $36.46K (+264.6%) started 2016-06-20 | $38.34K (+283.4%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | CNXN | CDW |
|---|---|---|
| Market cap | $1.78B | $16.89B |
| Trailing P/E | 20.51 | 16.10 |
| Forward P/E | 16.66 | 11.36 |
| Price/Sales | 0.62 | 1.10 |
| EV/Revenue | 0.48 | 0.98 |
| Analyst target | $76.00 | $147.30 |
| Target upside | +7.69% | +11.43% |
| Metric | CNXN | CDW |
|---|---|---|
| Revenue growth | 3.00% | 9.20% |
| Earnings growth | 33.30% | 7.70% |
| EPS growth | +33.30% | +7.70% |
| FCF margin | +3.61% | +3.86% |
| Operating margin | N/A | 6.62% |
| Profit margin | 3.02% | 4.70% |
| ROIC proxy | 9.73% | 44.16% |
| Return on equity | 9.73% | 44.16% |
| Dividend yield | 1.13% | 1.91% |
| Beta | 0.89 | 0.99 |
| Debt/equity | 0.80 | 240.52 |
| Current ratio | 2.71 | 1.17 |
| Quick ratio | 2.25 | 1.01 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | CNXN | CDW |
|---|---|---|---|
| 1Y | Growth | +10.64% | -24.49% |
| CAGR | +10.65% | -24.52% | |
| Sharpe ratio | 0.35 | -0.60 | |
| Max drawdown | 17.13% | 45.69% | |
| Max daily drop | 4.58% | 20.32% | |
| Max wkly drop | 8.18% | 27.41% | |
| 5Y | Growth | +64.02% | -21.02% |
| CAGR | +10.40% | -4.62% | |
| Sharpe ratio | 0.33 | -0.14 | |
| Max drawdown | 30.25% | 61.02% | |
| Max daily drop | 13.99% | 20.32% | |
| Max wkly drop | 19.59% | 27.41% | |
| 10Y | Growth | +226.87% | +245.08% |
| CAGR | +12.58% | +13.19% | |
| Sharpe ratio | 0.39 | 0.41 | |
| Max drawdown | 41.74% | 61.02% | |
| Max daily drop | 27.74% | 20.32% | |
| Max wkly drop | 26.58% | 27.41% |
| Category | CNXN | CDW |
|---|---|---|
| Company | CNXN | CDW |
| Sector | N/A | Technology |
| Industry | N/A | Information Technology Services |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
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