Home Compare CDW vs ZBRA
Stock Comparison · Structural lead, mixed market

CDW vs Zebra Technologies: Which Stock Looks Stronger in 2026?

CDW holds the cleaner structural position, with the lead spread across profitability and growth. Zebra Technologies still has the edge on growth, which keeps the comparison from looking entirely one-sided. The market setup is currently leaning toward Zebra Technologies, which does not confirm the structural lead. That leaves a split case: the structural lead stays with CDW, but the market is not currently confirming it.

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.

Updated 2026-08-16

The clearest score difference appears in profitability, while growth still leans the other way. The overall score gap is 15 points in favour of CDW Corporation.

Trajectory Similarity
0.74
Similar
Peer-set rank: #37
within CDW Corporation's functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The clearest structural overlap shows up in revenue growth trajectory and investment intensity.

Similarity drivers
revenue growth trajectoryinvestment intensity
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
CDW
CDW Corporation
58
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
ZBRA
Zebra Technologies Corporation
43
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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 ZBRA Profitability 64 33 Stability 33 14 Valuation 80 52 Growth 43 73 CDW ZBRA
Gap Ranking
#1 Profitability +31
#2 Growth +30
#3 Valuation +28
#4 Stability +19
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CDW and ZBRA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CDWZBRA Relative valuation Structural strength

Structure stays fairly close here, while current pricing still looks more supportive for CDW Corporation.

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

Entry today — historical context

Where CDW and ZBRA each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY CDW Lower · below norm 0th 50th 100th 68 pct gap ZBRA Elevated · above norm 0th 50th 100th 13th 80th
Today CDW sits in the lower portion of its own 5-year history (13th percentile), while ZBRA sits higher in its own history (80th). Within each stock's own 5-year context, CDW is at a historically more favourable entry position than ZBRA. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
CDW Corporation sits in the stronger part of the group on profitability, while Zebra Technologies Corporation is closer to mid-pack.
Growth
Both rank well on growth, but Zebra Technologies Corporation still holds a clear edge.
Profitability — Dominant Gap
CDW
64
ZBRA
33
Gap+31in favour of CDW

Capital efficiency adds support, with a 6.5-point ROIC advantage.

What keeps the gap from being one-sided

Earnings growth also leans toward ZBRA, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

The lead is built on both profitability and growth — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how CDW and ZBRA 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.

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.