CDW Corp. vs Check Point Software Technologies Ltd — how do they compare? CDW Corp. trades at $134.12 (market cap $16.92B), while Check Point Software Technologies Ltd trades at $129.42 (market cap $13.18B). The key difference: CDW Corp. is the larger of the two by market cap, and CDW Corp. pays a 1.86% dividend while Check Point Software Technologies Ltd pays none. Which is the better fit depends on your goals.
| CDW | CHKP | |
|---|---|---|
Market Cap | $16.92B | $13.18B |
Sector | Technology | Technology |
52-Week High | $170.77 | $206.91 |
52-Week Low | $99.30 | $112.47 |
Enterprise Value | $22.52B | $12.88B |
Dividend Yield | 1.86% | — |
Signals from Pluang's Aura AI — not financial advice
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.
Check Point Software (CHKP) trades at $127.61, down 2.69% amid bearish technical signals, though it maintains strong fundamentals with a 37.93% net margin and consistent earnings beats. The company shows robust profitability with 86.12% gross margins and positive cash flow generation of $1.29B in 2025. Recent news highlights AI security growth potential and insider selling activity.
The stock presents a value opportunity with a 13.24 P/E ratio below industry averages, supported by analyst consensus target of $146.92 representing 15% upside. Key risks include competitive pressures in cybersecurity and margin compression trends. Institutional sentiment remains mixed with 41% buy ratings versus 51% hold recommendations.
Trailing returns across standard periods
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 →Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →