CDW Corp. vs GE Aerospace — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while GE Aerospace trades at $368.05 (market cap $380.47B). The key difference: GE Aerospace is far larger — about 22.3× CDW Corp.'s market cap, and CDW Corp. pays the higher dividend (1.85%). Which is the better fit depends on your goals.
| CDW | GE | |
|---|---|---|
Market Cap | $17.06B | $380.47B |
Sector | Technology | Industrials |
52-Week High | $170.77 | $381.22 |
52-Week Low | $99.30 | $265.93 |
Enterprise Value | $22.66B | $390.29B |
Dividend Yield | 1.85% | 0.51% |
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.
GE Aerospace (GE) trades at $368.06, down 0.55% with a bullish technical signal supported by strong earnings beats and robust order growth. The company shows impressive profitability with 48.79% ROE and 17.72% net margin, though valuation metrics appear elevated with a P/E of 43.24. Recent defense contract wins and commercial engine demand fuel positive sentiment, with analysts maintaining strong buy consensus.
GE presents growth potential through aerospace expansion and defense contracts, but faces risks from high debt levels and rich valuations. The $414.11 price target suggests 12.5% upside, supported by consistent earnings outperformance and strategic investments in manufacturing capacity.
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 →General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.
Read more on GE →