Consistent Market Share Gains at 2x the Size of its Nearest Competitor
- At 2x the size of its nearest competitor but with only a 5% market share in a highly-fragmented $300 billion market, CDW is the leading provider of integrated technology solutions to business, government, education and healthcare customers.
- CDW is an indispensable partner to companies with less than 5,000 employees, CDW’s “sweet spot,” that need to navigate an increasingly complex IT environment.
- CDW should continue to grow 200-to-300 bps faster than the U.S. IT market given its effective sales organization and significant scale, offering over 100,000 products/services from 1,000+ OEM partners to more than 250,000 customers.
- Software and services represent a growing 17% and 4% of sales, respectively.
CDW, through its subsidiaries, is a provider of integrated information technology solutions in the U.S., U.K. and Canada. The company's hardware products include notebooks/mobile devices (including tablets), network communications, desktop computers, video monitors, enterprise and data storage, printers and servers. The company's software products include application suites, security, virtualization, operating systems and network management. The company's services include warranties, managed services, consulting design and implementation. The company also provides public cloud solutions which reside off customer premises on a public (shared) infrastructure, and private cloud solutions, which reside on customer premises.
Great Lakes Review is located in Cleveland, Ohio, was founded in 1981 and became a division of Wellington Shields & Co. LLC in 2011. Great Lakes Review is a research boutique focused on the fundamentally-oriented investor seeking companies that dominate their respective specialty niche regardless of industry. The objective is to make money for the long-term by gradually accumulating a diversified portfolio from a universe of no more than 30 companies. Although short-term-oriented accounts will be alerted to trading opportunities, aggressive sell recommendations are triggered only by a deterioration in long-term fundamentals, not by short-term blips or investor fancy. Coverage of those names that lose their earnings momentum or earnings predictability may be dropped and replaced with more vital candidates.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.