COMPARE · Data as of August 24, 2026
CDW vs CTSH
Verdict: Side-by-side breakdown using the Bull Rankings model. CDW scored 71.1, CTSH scored 76.2 — CTSH leads.
Compare another set
Different reporting periods. CDW's fundamentals are as of June 2026, but CTSH's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CDW
CDW Corporation
71.1
$134.03 · $16.8B
fundamentals as of
Score gap
5.1
CTSH leads
CTSH
Cognizant Technology Solutions Corporation
76.2
$62.20 · $28.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCTSH13.3x
- Fastest growthCDW+7.4%
- Strongest balance sheetCTSH0.14
- Highest qualityCTSH81 / 100
- Largest discount to fair valueCTSH-44%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CDW
stronger →← stronger
CTSH
73
Qualityreturns · margins · balance sheet
81
69
Growthrevenue & earnings expansion
70
71
Valuevaluation vs sector peers
79
CTSH is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CDW
CTSH
$860mC+
FCF
$2.5bB
+7.4%B
Rev
+6.5%C+
2.63D
D/E
0.14B+
16.1xA-
P/E
13.3xA
1.33B
PEG
0.99B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CDW
CTSH
10% above
Price vs fair valuelower is cheaper
44% below
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
-16%
1-yr DCF upside
+63%
-9%
5-yr DCF upside
+79%
+2%
10-yr DCF upside
+105%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CDW
Why this score
- Buying back stock
- Durable high returns
CTSH
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
The companies
CDWCDW Corporation
Why now
Information Technology Services · market cap $16.8b. Down 22% from 52-week high of $171.55 — deep drawdown territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $155.89 (implying +16% upside).
Moat
ROE 44% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 2.63 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 4.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
CTSHCognizant Technology Solutions Corporation
Why now
Information Technology Services · market cap $28.0b. Down 29% from 52-week high of $87.03 — deep drawdown territory. PEG 0.99 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $63.94 (implying +3% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 111% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where CDW and CTSH diverge
On the headline score the gap is 5.1 points in favor of CTSH. The widest single difference is Value, where CTSH leads by 7.7 points.
- ValueCDW 71.1 · CTSH 78.8CTSH +7.7
- QualityCDW 73.3 · CTSH 80.6CTSH +7.3
- GrowthCDW 68.9 · CTSH 69.6level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.