Arko Corp. vs CDW Corp. — how do they compare? Arko Corp. trades at $4.62 (market cap $493.06M), while CDW Corp. trades at $134.12 (market cap $16.92B). The key difference: CDW Corp. is far larger — about 34.3× Arko Corp.'s market cap, and Arko Corp. pays the higher dividend (2.73%). Which is the better fit depends on your goals.
| ARKO | CDW | |
|---|---|---|
Market Cap | $493.06M | $16.92B |
Sector | Consumer Cyclical | Technology |
52-Week High | $8.64 | $170.77 |
52-Week Low | $3.82 | $99.30 |
Enterprise Value | $2.67B | $22.52B |
Dividend Yield | 2.73% | 1.86% |
Signals from Pluang's Aura AI — not financial advice
ARKO trades at $4.45, down 5.32% amid weak Q2 2026 earnings that missed estimates. The stock is in a bearish technical trend with key support at $4. Revenue has declined from $9.4B in 2023 to $7.6B in 2025, though net income margins remain thin at 0.19%. Recent news highlights pressure from softer retail demand and elevated fuel costs, despite management maintaining full-year EBITDA guidance.
The outlook is cautious with 100% hold ratings from analysts, reflecting concerns over margin compression and volatile consumer spending. Risks include high debt levels and competitive pressures, but the company's consistent dividend payments and positive operating cash flow offer some stability. Further price movement hinges on execution against guidance and macroeconomic conditions.
CDW trades at $136.43, up 0.46% with mixed technical signals showing bearish overall momentum but bullish moving averages. The company reported strong Q2 2026 results with earnings beating estimates at $2.91 per share and revenue growth of 10% year-over-year, though margin compression remains a concern. Analyst consensus remains strongly bullish with 12 buy ratings and a $148.67 price target, representing 9% upside potential from current levels.
CDW benefits from strong AI infrastructure demand and consistent dividend payments, but faces margin pressure and CFO transition risks. The stock offers attractive valuation with P/E of 16.27 and P/S of 0.75, though high debt levels and competitive pressures warrant monitoring. Near-term catalysts include Q3 earnings and continued AI-driven infrastructure spending.
Trailing returns across standard periods
Latest headlines on both assets
ARKO Corp operates as a holding company. The company, through its subsidiaries, owns and operates convenience stores in the United States. Some of its regional store brands include Stop, Admiral, Apple Market, BreadBox, E-Z Mart, fas mart, Li'l Cricket, and Next Door Store. Its retail store offers hot food service, beverages, cigarettes & other tobacco products, candy, salty snacks, grocery, beer, and general merchandise. ARKO operates in three segments: Retail, Wholesale, and GPM Petroleum. The company derives the majority of its revenue from retail and wholesale distribution of fuel.
Read more on ARKO →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 →