CDW Corp (CDW)vsJack Henry & Associates Inc (JKHY)
CDW
CDW Corp
$157.00
-0.88%
TECHNOLOGY · Cap: $20.34B
JKHY
Jack Henry & Associates Inc
$173.23
-3.90%
TECHNOLOGY · Cap: $11.10B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 824% more annual revenue ($23.50B vs $2.54B). JKHY leads profitability with a 19.8% 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
JKHY
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
$157.00
$15.57 discount
Margin of Safety
-39.5%
Fair Value
$118.74
Current Price
$173.23
$54.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 25 in profit
Strong operational efficiency at 22.5%
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
4.7% revenue growth
Earnings declined 10.4%
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 : JKHY
The strongest argument for JKHY centers on Debt/Equity, Altman Z-Score, Return on Equity. Profitability is solid with margins at 19.8% and operating margin at 22.5%.
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 : JKHY
The primary concerns for JKHY are PEG Ratio, Revenue Growth, EPS 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.
CDW generates stronger free cash flow (372M), 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). 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 →Jack Henry & Associates Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Jack Henry & Associates, Inc. is a technology company and payment processing service for the financial services industry.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
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