Professional
Added to YB: 2024-10-15
Pitch date: 2024-10-12
CDW [bullish]
CDW Corporation
-33.42%
current return
Author Info
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Company Info
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.
Market Cap
$18.9B
Pitch Price
$217.61
Price Target
N/A
Dividend
1.74%
EV/EBITDA
12.17
P/E
18.34
EV/Sales
1.11
Sector
Electronic Equipment, Instruments and Components
Category
growth
Show full summary:
Right Tail Capital Portfolio Holding: CDW Corporation
CDW: IT solutions provider with <10% share of $440B market. 7% sales CAGR since 2013 IPO. 30%+ ROIC, modest operating leverage. Fragmented customer/vendor base. Value-add partner for SMBs. 200-400bps above-market growth. 9-10% EBITDA margins. Low capital needs. $30B market cap, up 13x since 2013 IPO.
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