CDW Corp. vs Nebius Group NV — how do they compare? CDW Corp. trades at $144.5 (market cap $17.81B), while Nebius Group NV trades at $196.84 (market cap $49.28B). The key difference: Nebius Group NV is far larger — about 2.8× CDW Corp.'s market cap, and CDW Corp. pays a 1.81% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| CDW | NBIS | |
|---|---|---|
Market Cap | $17.81B | $49.28B |
Sector | Technology | Technology |
52-Week High | $182.18 | $286.69 |
52-Week Low | $99.30 | $50.40 |
Enterprise Value | $23.02B | $49.48B |
Dividend Yield | 1.81% | — |
Signals from Pluang's Aura AI — not financial advice
CDW trades at $144.36, down slightly by 0.02% today, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $145.83. The company reported Q1 2026 earnings that met expectations with $2.28 EPS, following beats in previous quarters. Revenue for 2025 was $22.42B with a net income margin of 4.7%, while valuation metrics show a P/E of 17.58 and P/S of 0.83. Recent news highlights AI infrastructure demand and a $1B share repurchase authorization.
The outlook for CDW is positive, driven by AI growth opportunities and strong profitability, but risks include margin pressure and competitive threats. Analysts are bullish with 70.59% buy ratings, suggesting potential upside from current levels, though investors should monitor execution on earnings targets and macroeconomic conditions.
NBIS trades at $210.51, down 4.16% today amid bearish technical signals, though it maintains strong analyst support with 87.5% buy ratings and a $248 consensus price target. The company shows impressive revenue growth projections from $530M in 2025 to $878M in 2026, with net income margin expanding to 93.09%. Recent positive developments include a $1 billion compute deal with Reflection AI and strategic infrastructure expansion, though valuation ratios remain elevated with P/E at 74.94.
The outlook remains constructive given robust AI infrastructure demand and significant contract wins, but investors face risks from Meta's potential cloud competition and high valuations. Near-term price action suggests consolidation near support at $204, with upside potential to resistance at $218 if earnings momentum continues.
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 →Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →