CDW Corp. vs Innodata Inc — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Innodata Inc trades at $62.77 (market cap $2.03B). The key difference: CDW Corp. is far larger — about 8.4× Innodata Inc's market cap, and CDW Corp. pays a 1.85% dividend while Innodata Inc pays none. Which is the better fit depends on your goals.
| CDW | INOD | |
|---|---|---|
Market Cap | $17.06B | $2.03B |
Sector | Technology | Technology |
52-Week High | $170.77 | $121.50 |
52-Week Low | $99.30 | $34.45 |
Enterprise Value | $22.66B | $1.79B |
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.
INOD trades at $62.33, down 4.81% over 24 hours, with a bearish technical signal from moving averages despite neutral oscillators. The company reported strong Q2 2026 earnings, beating estimates with EPS of $0.41 versus $0.21 expected, driven by 58% revenue growth and AI demand expansion. Valuation ratios remain elevated, with a P/E of 48.24 and P/S of 6.79, reflecting high growth expectations. Recent news highlights AI-driven growth and leadership transition plans.
Outlook is positive due to robust AI momentum and earnings beats, but risks include premium valuation and customer concentration. Analyst consensus is bullish with a $130 price target, suggesting significant upside from current levels. Investors should weigh growth potential against execution risks in a competitive AI services market.
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 →Innodata is a global data engineering company that provides solutions for training AI models. It helps enterprises solve complex data challenges through high-quality data annotation and digital transformation.
Read more on INOD →