CDW Corp. vs Credo Technology Group Holding Ltd — how do they compare? CDW Corp. trades at $139.78 (market cap $17.81B), while Credo Technology Group Holding Ltd trades at $229.75 (market cap $44.04B). The key difference: Credo Technology Group Holding Ltd is far larger — about 2.5× CDW Corp.'s market cap, and CDW Corp. pays a 1.81% dividend while Credo Technology Group Holding Ltd pays none. Which is the better fit depends on your goals.
| CDW | CRDO | |
|---|---|---|
Market Cap | $17.81B | $44.04B |
Sector | Technology | Technology |
52-Week High | $182.18 | $302.52 |
52-Week Low | $99.30 | $87.81 |
Enterprise Value | $23.02B | $42.62B |
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.
CRDO trades at $236.88, down 8.11% over the past 24 hours, with technical indicators showing neutral momentum near key support at $231. The company demonstrates exceptional fundamental strength with 35.37% net income margin and 34.41% ROE, though valuation metrics appear elevated with a P/E of 94.1. Recent earnings have consistently beaten expectations, with Q1 2026 EPS of $1.16 surpassing the $1.02 forecast.
The outlook remains positive with analyst consensus at $273.33 target (15.4% upside) and 87% buy ratings. Key risks include high valuation multiples and dependence on AI infrastructure demand growth. The company's strong cash flow generation and triple-digit revenue growth projections for 2026 support continued upside potential despite near-term volatility.
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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →