CDW
CDW CorpEvidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.0 on a −2 to +2 scale — was +0.0 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Evidence balance: Mixed (-0.0 of a possible +2; was +0.0 before debate) · confidence high. For the fiscal quarter ended 2026-07-31, revenue from contracts with customers was $ 6,572,200,000 versus $ 5,976,600,000 in the fiscal quarter ended 2025-08-01; reported net income for the fiscal quarter ended 2026-07-31 was $ 274,400,000. Shares outstanding declined from 128,993,588 on 2026-02-17 to 125,017,426 as of 2026-07-31, and reported long-term noncurrent debt fell from $ 5,619,700,000 at 2025-09-30 to $ 4,808,100,000 at 2026-06-30.
Market and valuation metrics show mixed signals: six‑month momentum is +20.7% (80th percentile) while the 12_1 momentum metric is -13.7% (20th percentile); short‑term realized volatility is elevated with 30‑day annualized vol 51.8% and 90‑day 60.8%; three‑year maximum drawdown is -60.4% and current drawdown from the three‑year high is -39.7%. Technical indicators note a golden cross 23 days old with price +8.4% above the 50‑day SMA and +14.8% above the 200‑day SMA. Trailing multiples and balance‑sheet pointers: price / FCF ttm implied 15.28 (price 150.3 and FCF ttm $ 1,252,900,000), EV / EBITDA ttm 11.83 (EBITDA ttm $ 1,964,900,000; EV $ 23,236,419,128), P / E ttm 18.26 (EPS ttm $ 8.23), reported cash $ 361,800,000 and reported long‑term debt $ 4,808,100,000 imply material net debt. Recent news items in the packet include an announced plan to acquire Lovelytics (published 2026-09-02) and headlines describing the fiscal-quarter result as a “very strong Q2” with 10% y/y revenue growth (published 2026-08-26).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue from contracts with customers for the fiscal quarter Q2 2026 (2026-04-01 to 2026-06-30, 3mo) was $6,572,200,000.
XBRL companyfacts · 0001402057-26-000065Revenue from contracts with customers for the fiscal quarter Q2 2025 (2025-04-01 to 2025-06-30, 3mo) was $5,976,600,000.
XBRL companyfacts · 0001402057-25-000145Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 filing with the 4 filed 19 August 2026 was filed on 2026-08-19.
4 filed 2026-08-19The parsed evidence for this filing shows a parse_status of "skipped", indicating the report contents were not provided in the evidence set.
4 filed 2026-08-19Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the last 6 months is +20.7% and ranks in the 80th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateThe 12_1 momentum metric is -13.7% and ranks in the 20th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the ETF IVV held CDW at 0.03% weight of the fund.
ETF constituents · market dataA Form 4 insider filing for CDW was filed on 2026-08-19 with the 4 filed 19 August 2026; the record shows parse_status 'skipped' and primary_doc_url is null.
Form 4 × 1 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A headline reports that CDW announced plans to acquire data and AI services firm Lovelytics, with the announcement published 2 September 2026.
News · finance.yahoo.com · 2026-09-02A headline summarizes CDW's recent fiscal-quarter performance as a "very strong Q2," noting 10% year-over-year revenue growth and that revenue and EPS beat analyst estimates while describing expansion of capabilities and visibility through events and initiatives, published 26 August 2026.
News · finance.yahoo.com · 2026-08-26Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
An insider transaction reported for Mukesh Kumar on 2026-08-17 shows an action code F for 1,147.343 shares valued at "$160k".
Form 4 · Kumar Mukesh (See Remarks) · $160k code F · 2026-08-17The filing record for that transaction does not populate a trading_plan field (no issuer-checkboxed 10b5-1 plan is shown in the provided evidence).
Form 4 · Kumar Mukesh (See Remarks) · $160k code F · 2026-08-17Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model implies a free cash flow (FCF) growth rate of 2.62% that today’s price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month price-to-FCF is 15.28 (price 150.3 and FCF ttm $1,252,900,000), which implies the market is paying about 15.3 times last twelve months’ FCF.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence shows sequentially stronger operating results and balance-sheet improvement: Q2 2026 revenue of $6.572B versus Q2 2025 $5.977B and Q2 2026 net income of $274.4M, alongside a reduction in long-term debt from $5.62B (2025-09-30) to $4.81B (2026-06-30) and fewer shares outstanding (128.99M → 125.02M), which jointly support a favorable fundamental read. Market- and event-driven items strengthen that view: six‑month momentum ranks in the 80th percentile and technical indicators show a recent bullish alignment, while multiple news items highlight a “very strong Q2,” capability expansion, and an acquisition to bolster data/AI services. The bear case leans on elevated volatility, a large multi-year drawdown, a negative longer-window momentum metric, an insider sale, and net-debt commentary; these points are factually true but rely in part on broader price-history and thin or incomplete filings and therefore are weaker counters to the company-specific operational improvements and cleaner leverage profile. Valuation multiples (P/FCF ~15.3, EV/EBITDA ~11.8, P/E ~18.3) are consistent with a market that is paying moderate multiples for the reported cash flow and earnings performance. Overall, the jointly supported claims present a constructive informational picture when weighed against the contested claims about market noise and limited insider/filing detail.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.34
31 surviving claims rest on 15 distinct sources; the heaviest analyst carries 23% of them, and 95% of what the desk raised survived the debate.
The surviving set is moderately concentrated: 31 claims draw on 15 distinct sources, so several claims share the same primary filings and computed feeds. One analyst (or analyst-style source) supplies nearly a quarter of the surviving claims, which raises analyst-dependence risk; however, a 95% survival through debate indicates the desk treated most items as non-controversial or confirmed. Taken together, the read is informative but warrants caution — verify key single-source items and monitor for updates that could materially change aggregated figures.
Peer context · computed, not argued
12-1 momentum ranks 3rd of 8 in Information Technology Services (as of 2026-09-01).
90-day volatility ranks 4th of 8 in Information Technology Services (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.7 to the score
1 document
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.6 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 filing
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on CDW Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.