ACM Research Inc vs CDW Corp. — how do they compare? ACM Research Inc trades at $80.24 (market cap $5.53B), while CDW Corp. trades at $135.37 (market cap $17.06B). The key difference: CDW Corp. is far larger — about 3.1× ACM Research Inc's market cap, and CDW Corp. pays a 1.85% dividend while ACM Research Inc pays none. Which is the better fit depends on your goals.
| ACMR | CDW | |
|---|---|---|
Market Cap | $5.53B | $17.06B |
Sector | Technology | Technology |
52-Week High | $126.89 | $170.77 |
52-Week Low | $24.93 | $99.30 |
Enterprise Value | $4.44B | $22.66B |
Dividend Yield | — | 1.85% |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $83.80, up 6.1% in the last session, with strong technical momentum above key support at $77. Recent Q2 2026 earnings beat expectations with EPS of $0.61 versus $0.42 expected, while revenue grew 36% year-over-year. The company raised 2026 guidance amid accelerating orders and new product expansion, supporting a bullish analyst consensus with 80% buy ratings and a $127.50 price target.
Outlook remains positive given earnings momentum and raised guidance, but risks include high valuation (P/E 37.5), margin pressure from rising expenses, and dependence on semiconductor cycle. The stock offers growth exposure but requires monitoring of execution against elevated expectations.
CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.
Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.
Trailing returns across standard periods
Latest headlines on both assets
ACM Research develops and manufactures semiconductor process equipment, specializing in wafer cleaning and electroplating solutions. Its tools are used by global chipmakers to improve productivity and yield for logic and memory chips.
Read more on ACMR →CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →