CDW Corp. vs STMicroelectronics NV — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while STMicroelectronics NV trades at $55.16 (market cap $49.31B). The key difference: STMicroelectronics NV is far larger — about 2.9× CDW Corp.'s market cap, and CDW Corp. pays the higher dividend (1.85%). Which is the better fit depends on your goals.
| CDW | STM | |
|---|---|---|
Market Cap | $17.06B | $49.31B |
Sector | Technology | Financials |
52-Week High | $170.77 | $79.91 |
52-Week Low | $99.30 | $21.20 |
Enterprise Value | $22.66B | $47.30B |
Dividend Yield | 1.85% | 0.66% |
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.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →