CDW Corp (CDW)vsN-Able Inc (NABL)
CDW
CDW Corp
$149.77
-0.54%
TECHNOLOGY · Cap: $20.34B
NABL
N-Able Inc
$5.04
-0.40%
TECHNOLOGY · Cap: $978.53M
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 4306% more annual revenue ($23.50B vs $533.41M). CDW leads profitability with a 4.6% profit margin vs -1.0%. CDW earns a higher WallStSmart Score of 59/100 (C).
CDW
Buy59
out of 100
Grade: C
NABL
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.6%
Fair Value
$141.44
Current Price
$149.77
$8.33 discount
Margin of Safety
+32.8%
Fair Value
$8.10
Current Price
$5.04
$3.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Reasonable price relative to book value
Areas to Watch
4.9% earnings growth
Grey zone — moderate risk
4.6% margin — thin
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
ROE of -0.6% — below average capital efficiency
Earnings declined 87.3%
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 : NABL
The strongest argument for NABL centers on Price/Book.
Bear Case : CDW
The primary concerns for CDW are EPS Growth, Altman Z-Score, Profit Margin. Debt-to-equity of 2.44 is elevated, increasing financial risk. Thin 4.6% margins leave little buffer for downturns.
Bear Case : NABL
The primary concerns for NABL are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CDW profiles as a value stock while NABL is a turnaround play — different risk/reward profiles.
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.
NABL generates stronger free cash flow (17M), providing more financial flexibility.
Bottom Line
CDW scores higher overall (59/100 vs 39/100). NABL offers better value entry with a 32.8% margin of safety. Both earn "Buy" and "Hold" 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 →N-Able Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
N-able Inc. (NABL) is a leading player in the managed services industry, delivering innovative cloud-based software solutions tailored for managed service providers (MSPs). The company's comprehensive platform optimizes IT management and security, enabling MSPs to enhance operational efficiency and service quality in response to growing cybersecurity and remote monitoring needs. With a commitment to continuous innovation and strategic growth initiatives, N-able is ideally positioned for significant expansion, making it a compelling investment opportunity for institutional investors targeting technology-driven sectors.
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