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Stock Comparison · Industry comparison · Information Technology Service

CDW vs Leidos Holdings: Which Stock Looks Stronger in 2026?

Leidos holds the cleaner structural position, with stability as the main driver and growth adding further support. CDW still has the edge on growth, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The lead is spread across stability and profitability, rather than sitting in one isolated gap. Leidos Holdings, Inc. leads by 9 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Information Technology Services

This comparison is based on industry proximity, not on functional trajectory similarity. CDW and LDOS share the same industry classification.

For a similarity-based comparison, see how CDW and Leidos each position within their functional peer groups in AssetNext.

Peer-Relative Score
CDW
CDW Corporation
59
Peer-Score
Signal qualityMedium
vs
LDOS
Leidos Holdings, Inc.
68
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: CDW vs LDOS Profitability 50 70 Stability 49 83 Valuation 83 84 Growth 46 25 CDW LDOS
Gap Ranking
#1 Stability +34
#2 Growth +21
#3 Profitability +20
#4 Valuation +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CDW and LDOS Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CDWLDOS Relative valuation Structural strength

The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Stability
Both profiles are strong on stability, but Leidos Holdings, Inc. leads clearly.
Growth
Growth also leans toward CDW Corporation, reinforcing the broader structural lead.
Stability — Dominant Gap
CDW
49
LDOS
83
Gap+34in favour of LDOS

The clearest distance comes from a steadier profile over time.

What keeps the gap from being one-sided

Growth still leans toward CDW Corporation, so the lead is real without reading as one-way.

What this means for the comparison

The stability edge is decisive, even though current pricing and growth still lean somewhat toward CDW Corporation.

Explore full peer positioning in AssetNext

Break down the CDW vs LDOS comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how CDW and LDOS 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.

How AssetNext Peer Scores Work

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.

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.