CDW Corp. vs F5 Inc — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while F5 Inc trades at $415.62 (market cap $23.22B). The key difference: F5 Inc is the larger of the two by market cap, and CDW Corp. pays a 1.85% dividend while F5 Inc pays none. Which is the better fit depends on your goals.
| CDW | FFIV | |
|---|---|---|
Market Cap | $17.06B | $23.22B |
Sector | Technology | Technology |
52-Week High | $170.77 | $431.26 |
52-Week Low | $99.30 | $223.99 |
Enterprise Value | $22.66B | $21.86B |
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.
F5 (FFIV) trades at $400.23, down 3.11% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong Q3 2026 earnings, beating estimates with EPS of $4.73 versus $4.00 expected, and raised its fiscal outlook, driven by 19% product revenue growth. Fundamentals show robust profitability with a net income margin of 21.95% and consistent revenue growth, though valuation ratios like a P/E of 31.89 appear elevated. Analyst sentiment is mixed with a 40% buy rating.
The outlook is cautiously optimistic given earnings momentum and raised guidance, but risks include high valuation and competitive pressures. The consensus price target of $430.43 suggests modest upside potential from current levels, contingent on sustained execution in application security and hybrid cloud demand.
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 →F5 is a market leader in the application delivery controller market. The company sells products for networking traffic, security, and policy management. Its products ensure applications are safely routed in efficient manners within on-premises data centers and across cloud environments. More than half of its revenue is based on providing services, and its three customer verticals are enterprises, service providers, and government entities. The Seattle-based firm was incorporated in 1996 and generates sales globally.
Read more on FFIV →