CDW Corp (CDW)vsInfosys Ltd ADR (INFY)
CDW
CDW Corp
$158.39
-6.14%
TECHNOLOGY · Cap: $20.34B
INFY
Infosys Ltd ADR
$12.80
+4.58%
TECHNOLOGY · Cap: $50.83B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 15% more annual revenue ($23.50B vs $20.37B). INFY leads profitability with a 16.2% profit margin vs 4.6%. CDW appears more attractively valued with a PEG of 1.34. CDW earns a higher WallStSmart Score of 59/100 (C).
CDW
Buy59
out of 100
Grade: C
INFY
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.6%
Fair Value
$141.43
Current Price
$158.39
$16.96 discount
Margin of Safety
+83.5%
Fair Value
$95.74
Current Price
$12.80
$82.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Every $100 of equity generates 32 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 21.0%
Areas to Watch
Trading at 8.1x book value
4.9% earnings growth
Grey zone — moderate risk
4.6% margin — thin
Expensive relative to growth rate
Trading at 10.0x book value
1.4% revenue growth
0.0% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : CDW
The strongest argument for CDW centers on Return on Equity. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.2% and operating margin at 21.0%.
Bear Case : CDW
The primary concerns for CDW are Price/Book, EPS Growth, Altman Z-Score. Debt-to-equity of 2.76 is elevated, increasing financial risk. Thin 4.6% margins leave little buffer for downturns.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
CDW carries more volatility with a beta of 0.94 — expect wider price swings.
CDW is growing revenue faster at 10.0% — sustainability is the question.
INFY generates stronger free cash flow (947M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CDW scores higher overall (59/100 vs 55/100). INFY offers better value entry with a 83.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CDW Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
CDW Corporation, headquartered in Lincolnshire, Illinois, is a provider of technology products and services for business, government and education.
Visit Website →Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
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