CDW Corp. vs Waste Management, Inc. — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Waste Management, Inc. trades at $226.76 (market cap $90.58B). The key difference: Waste Management, Inc. is far larger — about 5.3× CDW Corp.'s market cap, and CDW Corp. pays the higher dividend (1.85%). Which is the better fit depends on your goals.
| CDW | WM | |
|---|---|---|
Market Cap | $17.06B | $90.58B |
Sector | Technology | Industrials |
52-Week High | $170.77 | $246.51 |
52-Week Low | $99.30 | $196.77 |
Enterprise Value | $22.66B | $113.37B |
Dividend Yield | 1.85% | 1.56% |
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.
WM trades at $227.68, down 0.58% on the day, with a bullish technical signal supported by moving averages and oversold RSI levels. The company reported Q2 2026 EPS of $2.02, beating estimates, with revenue growth to $25.2 billion in 2025. Valuation ratios are elevated, with a P/E of 59.96 and P/S of 16.1, reflecting premium pricing. Recent news highlights margin gains and institutional activity, including Bank of America reducing holdings by 6.1% in Q1 2026 (Defense World, 2026-08-01).
The outlook remains positive with a consensus price target of $263.43, implying 15.7% upside, driven by pricing discipline and technology investments. Risks include high debt levels, with a debt-to-asset ratio of 53.62% in 2024, and softer volume trends. Earnings momentum from recent beats supports growth, but margin pressures and economic sensitivity could limit gains.
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 →Waste Management ranks as the largest integrated provider of traditional solid waste services in the United States, operating approximately 260 active landfills and about 340 transfer stations. The company serves residential, commercial, and industrial end markets and is also a leading recycler in North America.
Read more on WM →