CDW Corp. vs Danaos Corporation — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Danaos Corporation trades at $135.01 (market cap $2.52B). The key difference: CDW Corp. is far larger — about 6.8× Danaos Corporation's market cap, and Danaos Corporation pays the higher dividend (2.6%). Which is the better fit depends on your goals.
| CDW | DAC | |
|---|---|---|
Market Cap | $17.06B | $2.52B |
Sector | Technology | Technology |
52-Week High | $170.77 | $143.15 |
52-Week Low | $99.30 | $84.05 |
Enterprise Value | $22.66B | $2.50B |
Dividend Yield | 1.85% | 2.6% |
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.
Danaos Corporation (DAC) trades at $140.72, down 1.7% on the day, but maintains strong technical momentum with bullish moving averages and support at $139. The company demonstrates exceptional profitability with 51.26% net income margins and trades at attractive valuations including a P/E of 4.68 and P/B of 0.62. Recent earnings beats and a record $4.6 billion contracted revenue backlog highlight operational strength.
DAC presents compelling value with deep discount to book value and consistent earnings outperformance. Key risks include shipping industry cyclicality and capital expenditure requirements. Analyst sentiment is evenly split between Buy and Hold ratings, reflecting the stock's strong fundamentals against sector-specific headwinds.
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 →Danaos is a leading international owner of containerships, providing seaborne transportation services globally. It charters its fleet of vessels to major shipping lines across Asia, Europe, and the Americas.
Read more on DAC →