CDW Corp. vs Celestica Inc — how do they compare? CDW Corp. trades at $144.5 (market cap $17.81B), while Celestica Inc trades at $348 (market cap $39.28B). The key difference: Celestica Inc is far larger — about 2.2× CDW Corp.'s market cap, and CDW Corp. pays a 1.81% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| CDW | CLS | |
|---|---|---|
Market Cap | $17.81B | $39.28B |
Sector | Technology | Technology |
52-Week High | $182.18 | $472.40 |
52-Week Low | $99.30 | $156.91 |
Enterprise Value | $23.02B | $39.68B |
Dividend Yield | 1.81% | — |
Signals from Pluang's Aura AI — not financial advice
CDW trades at $144.36, down slightly by 0.02% today, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $145.83. The company reported Q1 2026 earnings that met expectations with $2.28 EPS, following beats in previous quarters. Revenue for 2025 was $22.42B with a net income margin of 4.7%, while valuation metrics show a P/E of 17.58 and P/S of 0.83. Recent news highlights AI infrastructure demand and a $1B share repurchase authorization.
The outlook for CDW is positive, driven by AI growth opportunities and strong profitability, but risks include margin pressure and competitive threats. Analysts are bullish with 70.59% buy ratings, suggesting potential upside from current levels, though investors should monitor execution on earnings targets and macroeconomic conditions.
Celestica (CLS) trades at $345.18, down 4.08% over 24 hours, with technical indicators showing a bearish trend near key support at $339. The company demonstrates strong fundamentals with Q1 2026 EPS of $2.16 beating estimates, revenue growth accelerating to 55.55% YoY, and a robust ROE of 52.45%. Recent leadership appointments and raised FY2026 revenue guidance to $19 billion reflect operational momentum amid AI and data center demand tailwinds.
Wall Street maintains a bullish outlook with 63% buy ratings and a $440.10 consensus price target, implying 27% upside. Key risks include competitive pressures in the EMS sector and execution challenges in margin expansion. The stock's high P/E of 41.82 warrants monitoring, but earnings beats and institutional confidence support a positive investment case pending Q2 results on July 28, 2026.
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 →