CDW Corp. vs QUALCOMM, Inc. — how do they compare? CDW Corp. trades at $139.35 (market cap $17.81B), while QUALCOMM, Inc. trades at $180.11 (market cap $187.72B). The key difference: QUALCOMM, Inc. is far larger — about 10.5× CDW Corp.'s market cap, and QUALCOMM, Inc. pays the higher dividend (2.07%). Which is the better fit depends on your goals.
| CDW | QCOM | |
|---|---|---|
Market Cap | $17.81B | $187.72B |
Sector | Technology | Technology |
52-Week High | $182.18 | $251.10 |
52-Week Low | $99.30 | $124.07 |
Enterprise Value | $23.02B | $193.19B |
Dividend Yield | 1.81% | 2.07% |
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.
Qualcomm (QCOM) trades at $183.98, down 2.74% on the day, amid a bearish technical signal. The company maintains strong profitability with 54.8% gross margins and 22.31% net income margin, though revenue growth has been modest. Recent earnings have consistently beaten expectations, with Q1 2026 EPS of $2.65 surpassing the $2.56 estimate. Analyst consensus remains positive with a $222.53 price target, representing 21% upside potential from current levels.
Qualcomm faces near-term headwinds from smartphone market softness but is successfully diversifying into automotive and AI data centers. The stock offers value at 19.15x P/E with strong cash flow generation, though competition from Nvidia in PC chips presents execution risk. With 42.65% of analysts rating it Buy and solid balance sheet fundamentals, QCOM presents a compelling long-term opportunity despite technical weakness.
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 →Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G and 4G networks. The firm is a leader in 5G network technology as well. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones and chips into automotive and Internet of Things markets.
Read more on QCOM →