CDW Corp. vs Tempus AI — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Tempus AI trades at $55.5 (market cap $9.93B). The key difference: CDW Corp. is the larger of the two by market cap, and CDW Corp. pays a 1.85% dividend while Tempus AI pays none. Which is the better fit depends on your goals.
| CDW | TEM | |
|---|---|---|
Market Cap | $17.06B | $9.93B |
Sector | Technology | Broad Market / Factor |
52-Week High | $170.77 | $103.25 |
52-Week Low | $99.30 | $41.55 |
Enterprise Value | $22.66B | $10.56B |
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.
Tempus AI (TEM) trades at $52.05, up 12.86% in 24 hours, reflecting strong momentum after Q2 2026 earnings beat revenue estimates and raised 2026 sales guidance. The stock is technically bullish with moving averages supporting upside, while fundamentals show revenue growth to $1.4 billion in 2026 but persistent net losses. Recent news highlights expansion through the Personalis acquisition and AI-driven precision medicine advancements.
Outlook: Growth prospects are robust with AI adoption in healthcare and strategic deals, but high valuation ratios and negative profitability pose risks. Analysts are bullish with a $61.57 consensus target, though cash burn and competitive pressures require monitoring for sustained investor confidence.
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 →Tempus AI Inc is a technology company. It has built the Tempus Platform, which comprises both a technology platform to free healthcare data from silos and an operating system to make the resulting data useful. Its Intelligent Diagnostics use AI, including generative AI, to make laboratory tests more accurate, tailored, and personal.
Read more on TEM →