CDW Corp. vs Kimberly Clark Corp — how do they compare? CDW Corp. trades at $134.12 (market cap $16.92B), while Kimberly Clark Corp trades at $108.54 (market cap $36.11B). The key difference: Kimberly Clark Corp is far larger — about 2.1× CDW Corp.'s market cap, and Kimberly Clark Corp pays the higher dividend (4.72%). Which is the better fit depends on your goals.
| CDW | KMB | |
|---|---|---|
Market Cap | $16.92B | $36.11B |
Sector | Technology | Consumer Staples |
52-Week High | $170.77 | $134.81 |
52-Week Low | $99.30 | $93.05 |
Enterprise Value | $22.52B | $41.67B |
Dividend Yield | 1.86% | 4.72% |
Signals from Pluang's Aura AI — not financial advice
CDW trades at $136.43, up 0.46% with mixed technical signals showing bearish overall momentum but bullish moving averages. The company reported strong Q2 2026 results with earnings beating estimates at $2.91 per share and revenue growth of 10% year-over-year, though margin compression remains a concern. Analyst consensus remains strongly bullish with 12 buy ratings and a $148.67 price target, representing 9% upside potential from current levels.
CDW benefits from strong AI infrastructure demand and consistent dividend payments, but faces margin pressure and CFO transition risks. The stock offers attractive valuation with P/E of 16.27 and P/S of 0.75, though high debt levels and competitive pressures warrant monitoring. Near-term catalysts include Q3 earnings and continued AI-driven infrastructure spending.
Kimberly-Clark (KMB) trades at $108.02, down 1.51% today, with a bearish technical signal and mixed fundamentals. Recent Q2 2026 earnings missed expectations, prompting a lowered 2026 outlook due to China diaper market weakness and North American volatility. The company maintains strong profitability with a net income margin of 11.79% and a high ROE of 129.43%, but faces revenue pressure with 2025 sales at $16.45B, down from prior years. Dividend payments remain steady at $1.28 per share, supporting income investors.
KMB presents a cautious outlook with near-term headwinds overshadowing long-term strengths. Investment opportunities include a discounted valuation relative to historical levels and a reliable dividend yield. Key risks involve execution challenges in China, competitive pressures, and macroeconomic sensitivity. Analyst consensus is mixed, with a $113.20 price target suggesting modest upside, but investors should weigh operational uncertainties against the company's brand resilience and cost-saving initiatives.
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 →With around half of sales from personal care and another third from tissue products, Kimberly-Clark sits as a leading manufacturer of tissue and hygiene realm. Its brand mix includes Huggies, Pull-Ups, Kotex, Depend, Kleenex, and Cottonelle. The firm also operates K-C Professional, which partners with businesses to provide safety and sanitary products for the workplace. Kimberly-Clark generates just over of half its sales in North America and more than 10% in Europe, with the rest primarily concentrated in Asia and Latin America.
Read more on KMB →