CDW Corp. vs Sea Limited — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Sea Limited trades at $131.37 (market cap $70.31B). The key difference: Sea Limited is far larger — about 4.1× CDW Corp.'s market cap, and CDW Corp. pays a 1.85% dividend while Sea Limited pays none. Which is the better fit depends on your goals.
| CDW | SE | |
|---|---|---|
Market Cap | $17.06B | $70.31B |
Sector | Technology | Media |
52-Week High | $170.77 | $196.50 |
52-Week Low | $99.30 | $78.16 |
Enterprise Value | $22.66B | $63.36B |
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.
Sea Limited (SE) trades at $113.43, up 2.19% on the day, with a bullish technical signal from moving averages and strong revenue growth from $22.94B in 2025. The company's net income margin improved to 6.36%, and cash flow turned positive to $2.34B in 2025. Recent news highlights an AI partnership with OpenAI to enhance Shopee's capabilities, though margin pressures from investments persist.
Outlook remains positive with a consensus price target of $128.33, offering ~13% upside, supported by analyst buy ratings at 70.45%. Risks include competitive pressures from TikTok Shop and elevated spending impacting near-term profitability. The stock's valuation at a P/E of 44.66 reflects growth expectations but requires sustained execution.
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →