CDW Corp. vs FTAI Aviation Ltd — how do they compare? CDW Corp. trades at $135.37 (market cap $16.92B), while FTAI Aviation Ltd trades at $226.26 (market cap $23.17B). The key difference: FTAI Aviation Ltd is the larger of the two by market cap, and CDW Corp. pays the higher dividend (1.86%). Which is the better fit depends on your goals.
| CDW | FTAI | |
|---|---|---|
Market Cap | $16.92B | $23.17B |
Sector | Technology | Industrials |
52-Week High | $170.77 | $310.04 |
52-Week Low | $99.30 | $140.40 |
Enterprise Value | $22.52B | $26.29B |
Dividend Yield | 1.86% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
CDW trades at $136.83, up 0.29% today, with a bearish technical signal despite recent earnings beats. The company reported Q2 2026 EPS of $2.91, beating estimates, driven by 10% revenue growth from AI and infrastructure demand. However, margin compression and a CFO transition plan for 2027 present headwinds. The stock shows strong analyst support with a 70.59% buy rating and a $148.67 consensus price target.
Outlook remains positive due to solid fundamentals and AI-driven growth, but risks include margin pressure and leadership changes. The stock offers potential upside to the price target, though investors should monitor execution on profitability amid competitive and macroeconomic challenges.
FTAI Aviation trades at $229.01, up 6.52% today, with a neutral technical signal and bearish moving averages. The stock shows strong profitability with a 15.94% net margin and 167.93% ROE, but valuation ratios are elevated (P/E 49.26, P/B 57.36). Recent Q2 2026 earnings missed expectations at $1.13 per share versus $1.38 expected, though revenue grew to $3.1B in 2026. The company announced a strategic collaboration for Boeing 737-800 freighters and a $1.465B gas turbine order, signaling growth initiatives.
Outlook remains positive with 100% analyst buy ratings and a $341.67 consensus price target, implying 49% upside. Key risks include earnings misses, declining EBITDA margins, and negative operating cash flow. The power segment's data center potential offers growth, but execution on guidance and leasing transition are critical for sustained performance.
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 →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →