CDW Corp. vs Home Depot Inc — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Home Depot Inc trades at $354.05 (market cap $349.77B). The key difference: Home Depot Inc is far larger — about 20.5× CDW Corp.'s market cap, and Home Depot Inc pays the higher dividend (2.66%). Which is the better fit depends on your goals.
| CDW | HD | |
|---|---|---|
Market Cap | $17.06B | $349.77B |
Sector | Technology | Consumer Cyclical |
52-Week High | $170.77 | $423.42 |
52-Week Low | $99.30 | $297.51 |
Enterprise Value | $22.66B | $411.32B |
Dividend Yield | 1.85% | 2.66% |
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.
Home Depot (HD) trades at $354.48, down 0.32% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $368.75. Recent earnings showed mixed results, with Q1 2026 beating expectations but Q3 2025 missing, while revenue grew to $159.51B in 2025. The stock faces headwinds from weak big-ticket demand and rising mortgage rates, as noted in recent news, but benefits from strong Pro segment growth and housing market tailwinds.
The outlook remains cautiously optimistic, with upside potential from analyst targets and operational resilience, though risks include margin pressure and economic sensitivity. Investors should weigh solid fundamentals against near-term volatility in housing-related spending.
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →