Compare CDW Corp. (CDW) vs Cloudflare Inc (NET) Price & Performance

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Price performance (Past 24H)

Key statistics

CDW Corp. vs Cloudflare Inc — how do they compare? CDW Corp. trades at $135.43 (market cap $17.06B), while Cloudflare Inc trades at $307 (market cap $110.59B). The key difference: Cloudflare Inc is far larger — about 6.5× CDW Corp.'s market cap, and CDW Corp. pays a 1.85% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.

	CDW	NET
Market Cap	$17.06B	$110.59B
Sector	Technology	Technology
52-Week High	$170.77	$310.40
52-Week Low	$99.30	$160.16
Enterprise Value	$22.66B	$109.96B
Dividend Yield	1.85%	—

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

CDW Corp.

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.

Cloudflare Inc

Cloudflare (NET) trades at $300.27, up 5.57% on strong Q2 2026 earnings that beat estimates with 36% revenue growth to $696.1 million. The stock shows bullish technical momentum above key support levels, supported by accelerating AI-driven demand and expanding large customer adoption. Recent FedRAMP High authorization enhances government contract opportunities, while the company maintains robust gross margins of 72.58% despite negative net income margins.

Outlook remains positive with analyst consensus targeting $337.10 (12.3% upside), though high valuation multiples (P/S 42.05) and persistent net losses pose risks. The convertible note offering adds financial flexibility but increases leverage. AI infrastructure demand and market share gains provide growth catalysts, but competitive pressures and execution risks require monitoring.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

CDW

CDW posts 9.9% revenue growth but margin pressure and buybacks mask weak core earningsSeeking Alpha · 4 days agoBearish View details →

NET

OpenAI expands Daybreak cyber defense with new GPT-5.6-Cyber model for advanced security tasksTechCrunch · 1 day agoBullish Fastly shares jump 21% on strong Q2 results and raised full-year outlook, hitting highest levels since early 2024.24/7 Wall Street · 1 day agoBullish Software stocks swing as AI fears hit valuations; Atlassian and Twilio rally after earnings.CNBC · 4 days agoNeutral View details →

About CDW Corp.

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.

About Cloudflare Inc

Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.