CDW Corp. vs VanEck Video Gaming and eSports ETF — how do they compare? CDW Corp. trades at $136.2 (market cap $16.92B), while VanEck Video Gaming and eSports ETF trades at $97.93. The key difference: CDW Corp. pays a 1.86% dividend while VanEck Video Gaming and eSports ETF pays none, and CDW Corp. is trading nearer its 52-week high, VanEck Video Gaming and eSports ETF nearer its low. Which is the better fit depends on your goals.
| CDW | ESPO | |
|---|---|---|
Market Cap | $16.92B | — |
Sector | Technology | Sector/Thematic |
52-Week High | $170.77 | $122.30 |
52-Week Low | $99.30 | $85.25 |
Enterprise Value | $22.52B | — |
Dividend Yield | 1.86% | — |
Signals from Pluang's Aura AI — not financial advice
CDW trades at $135.79, down 0.47% on the day, with a bearish technical signal. The stock shows strong profitability with a 44.01% ROE and trades at a P/E of 16.27. Recent Q2 2026 earnings beat expectations with EPS of $2.91, driven by 10% revenue growth, though margin pressures were noted. Analyst consensus is bullish with a $148.67 price target. The company maintains a solid balance sheet with a debt-to-asset ratio of 39.8% as of 2024.
The outlook for CDW is positive due to AI and infrastructure demand, but margin compression and a CFO transition in 2027 pose risks. Upside potential exists if the company meets Q3 2026 EPS expectations of $2.91 and sustains revenue growth. Key risks include competitive pressures and macroeconomic volatility affecting IT spending.
No Aura AI signal available yet.
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 →ESPO is a thematic ETF that invests in the global video gaming and eSports industry. It provides exposure to companies involved in game development, hardware, and streaming, including major firms like Tencent, Nintendo, and Electronic Arts.
Read more on ESPO →