CDW Corp. vs United Parcel Service Inc — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while United Parcel Service Inc trades at $104.42 (market cap $89.09B). The key difference: United Parcel Service Inc is far larger — about 5.2× CDW Corp.'s market cap, and United Parcel Service Inc pays the higher dividend (6.26%). Which is the better fit depends on your goals.
| CDW | UPS | |
|---|---|---|
Market Cap | $17.06B | $89.09B |
Sector | Technology | Industrials |
52-Week High | $170.77 | $120.00 |
52-Week Low | $99.30 | $82.58 |
Enterprise Value | $22.66B | $113.11B |
Dividend Yield | 1.85% | 6.26% |
Volume | — | 2,288,643 |
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.
UPS trades at $104.48, up 1.24% daily, with a bearish technical signal but recent earnings beats. Revenue declined to $88.66B in 2025, with net income margin at 5.08%, while valuation ratios like P/E of 19.42 and P/S of 0.99 suggest moderate pricing. The company maintains a strong dividend yield, with recent payouts of $1.64 per share, and analyst consensus is mixed amid cost-cutting efforts and Amazon volume reset.
Outlook is cautious due to margin pressures and competitive threats, but upside exists if operational efficiencies materialize. Risks include high debt-to-asset ratio of 33.02% and volatile cash flows. Analysts target $117.90 on average, implying potential growth, but investor sentiment remains divided given bearish technical trends.
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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →