CDW Corp. vs Elastic NV — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Elastic NV trades at $76.44 (market cap $7.93B). The key difference: CDW Corp. is far larger — about 2.2× Elastic NV's market cap, and CDW Corp. pays a 1.85% dividend while Elastic NV pays none. Which is the better fit depends on your goals.
| CDW | ESTC | |
|---|---|---|
Market Cap | $17.06B | $7.93B |
Sector | Technology | Technology |
52-Week High | $170.77 | $94.47 |
52-Week Low | $99.30 | $43.30 |
Enterprise Value | $22.66B | $7.15B |
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.
Elastic N.V. (ESTC) trades at $75.11, up 7.38% in the past 24 hours, with a bullish technical signal and strong analyst consensus. Recent earnings beats, including Q1 2026 EPS of $0.61 versus $0.561 expected, highlight operational strength. The company announced AI collaborations with OpenAI and AWS security distinctions, driving positive sentiment.
Outlook remains positive due to growth prospects in AI and security, but risks include high valuation multiples and ongoing legal investigations. The stock offers upside to the consensus price target of $74.21, though investors should weigh profitability improvements against competitive pressures.
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 →Elastic NV provides a leading search AI platform built on Elasticsearch. Its software helps organizations find, observe, and protect data through search-powered analytics for various cloud-based applications.
Read more on ESTC →