The structural profiles are close, with Dell Technologies carrying a narrow edge on valuation. CDW still has the edge on valuation, which keeps the comparison from looking entirely one-sided. On the market side, Dell Technologies is in better shape — its trend is intact while CDW's trend has broken down. That puts structure and market broadly in agreement — Dell Technologies's lead looks more confirmed than conflicted.
The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.
Valuation points more clearly toward CDW Corporation, even if the broader score still leans toward Dell Technologies Inc..
These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.
This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.
The match is driven mainly by operating margin level and capital structure.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
Dell Technologies Inc. occupies the cheaper side of the setup map, although CDW Corporation still holds the stronger structural profile.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where CDW and DELL each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
The peer-relative valuation gap is wide, with the stronger side also looking meaningfully cheaper.
CDW Corporation still looks less cycle-sensitive — that keeps the result from looking completely one-sided.
The lead is built on both valuation and profitability — though valuation still provides a counterweight.
Break down the CDW vs DELL comparison across all dimensions with the full interactive tool.
Explore how CDW and DELL each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.