CDW Corp. vs Howmet Aerospace Inc — how do they compare? CDW Corp. trades at $134.51 (market cap $16.92B), while Howmet Aerospace Inc trades at $282.7 (market cap $112.20B). The key difference: Howmet Aerospace Inc is far larger — about 6.6× CDW Corp.'s market cap, and CDW Corp. pays the higher dividend (1.86%). Which is the better fit depends on your goals.
| CDW | HWM | |
|---|---|---|
Market Cap | $16.92B | $112.20B |
Sector | Technology | Industrials |
52-Week High | $170.77 | $291.28 |
52-Week Low | $99.30 | $171.00 |
Enterprise Value | $22.52B | $116.30B |
Dividend Yield | 1.86% | 0.2% |
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.
Howmet Aerospace (HWM) trades at $281.63, down 0.73% on the day, with strong technical support at $279 and resistance at $285. The company has consistently beaten earnings estimates, with Q2 2026 EPS of $1.33 exceeding expectations by 7.3%, driven by robust aerospace and defense demand. Analyst consensus remains strongly bullish with 84% buy ratings and a $334.63 price target, representing 19% upside potential.
Outlook remains positive with raised 2026 guidance and strong cash flow generation, though elevated valuation multiples (P/E 60.63) and significant capital expenditures present risks. The stock offers growth exposure to aerospace recovery but faces execution risks amid capacity expansion plans and supply chain challenges.
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 →Howmet Aerospace provides advanced engineered solutions for the aerospace and transportation industries. It specializes in jet engine components, aerospace fastening systems, and forged aluminum wheels.
Read more on HWM →