CDW Corporation — Cyborg Score 8/10

Strong
IT Consulting and Managed Services

Strategic Profile

CDW's broad array of products and services range from hardware and software to integrated IT solutions such as security, cloud, hybrid infrastructure and digital experience. The company leverages strong vendor partnerships and deep expertise in critical technologies to serve over 250,000 customers across diverse sectors with comprehensive IT solutions.

Cyborg Score Rationale

With a market capitalization of $15.3B and trailing twelve month revenue of $22.4B, CDW demonstrates financial strength. The company operates in a resilient IT solutions market with high barriers to entry and maintains strategic positions across all major customer segments including government and healthcare.

Top Insights

  • CDW acquired Lexicon Tech Solutions in December 2025, demonstrating continued M&A activity to expand service capabilities
  • Total Hardware represents 71.67% of CDW's total revenue, providing stable recurring revenue from enterprise customers
  • CDW became a component of the Nasdaq-100 index in December 2023, reflecting its institutional importance
  • Strong market position serving government, healthcare, and education sectors with high switching costs and long-term vendor relationships

Named Competitors

  • IBM — Enterprise IT services and infrastructure
  • HP — Hardware, printing, and IT solutions
  • Lenovo — PCs, servers, and enterprise solutions
  • Dell — Infrastructure and IT solutions
  • Insight — IT distributor and solutions provider

Recent Developments

  • (December 2025) Acquired Lexicon Tech Solutions to expand IT service offerings
  • (January 2026) Announced strategic partnership with Templar Shield for cybersecurity and AI governance solutions
  • (March 2026) Stock trading near $113-125 range with market cap of $15.3B

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