CDW Corp. vs Celestica Inc — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Celestica Inc trades at $313.3 (market cap $39.77B). The key difference: Celestica Inc is far larger — about 2.3× CDW Corp.'s market cap, and CDW Corp. pays a 1.85% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| CDW | CLS | |
|---|---|---|
Market Cap | $17.06B | $39.77B |
Sector | Technology | Technology |
52-Week High | $170.77 | $472.40 |
52-Week Low | $99.30 | $181.34 |
Enterprise Value | $22.66B | $40.05B |
Dividend Yield | 1.85% | — |
Signals from Pluang's Aura AI — not financial advice
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.
CLS trades at $317.83, up 1.05% today, with strong earnings momentum after beating estimates in Q4 2025, Q1 2026, and Q2 2026. Technical indicators show a bearish trend with support at $309 and resistance at $323. The company reported $12.39B revenue in 2025 with net income of $832.5M, supported by robust cash flow from operations of $659.5M. Recent news highlights a $3B equity offering to fund AI infrastructure growth, though it may cause near-term dilution.
Outlook is positive with analyst consensus price target of $455.33 (43% upside), but risks include equity dilution from the offering and premium valuations (P/E 36.4). Growth catalysts are strong AI-driven demand and expanding partnerships, making CLS a compelling pick for investors seeking exposure to data center infrastructure, albeit with volatility near-term.
Trailing returns across standard periods
Latest headlines on both assets
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 →Celestica provides supply chain and manufacturing solutions for global technology companies. It specializes in high-complexity assembly and platform solutions for AI data centers, aerospace, and medical markets.
Read more on CLS →