CDW (CDW) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Wayfair (W) has outperformed CDW (CDW) over the past year, gaining 25.4% versus a loss of 11.5%. Over five years, CDW leads with a -23.0% price change compared with -56.5% for W. CDW is the larger company by market cap ($17.10 billion vs $14.31 billion), about 1.2 times the size.
On valuation, CDW trades at a lower forward P/E (11.4x vs 26.9x for Wayfair). CDW pays a dividend yielding 1.84%, while Wayfair does not currently pay one. CDW converts more of its revenue into profit, with a net margin of 4.8% versus -2.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CDW | W |
|---|---|---|
| Share price | $136.82 | $104.47 |
| Market cap | $17.10B | $14.31B |
| 1-day change | +0.85% | -0.93% |
| YTD return | +0.82% | +3.84% |
| 1-year return | -11.55% | +25.44% |
| 5-year return | -23.01% | -56.51% |
| P/E ratio (TTM) | 16.44 | — |
| Forward P/E | 11.39 | 26.90 |
| EPS (TTM) | $8.32 | $-2.47 |
| Dividend yield | 1.84% | 0.00% |
| Annual dividend | $2.52 | $0.00 |
| Revenue (latest FY) | $22.42B | $12.46B |
| Revenue growth (YoY) | +6.79% | +5.11% |
| Net income (latest FY) | $1.07B | $-313.00M |
| Gross margin | 21.73% | 30.22% |
| Operating margin | 7.38% | 0.14% |
| Net margin | 4.76% | -2.51% |
| 52-week high | $161.10 | $119.98 |
| 52-week low | $97.12 | $55.60 |
| Distance from 52-week high | -15.07% | -12.93% |
| Analyst consensus | none | buy |
| Avg. price target upside | +15.97% | +18.40% |
| Average volume | 1.76M | 2.91M |
| Shares outstanding | 125.02M | 115.99M |
| Employees | 14,800 | 11,800 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Catalog/Specialty Distribution | Catalog/Specialty Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- W has outperformed CDW by 37.0 percentage points over the past year.
- CDW offers a meaningfully higher dividend yield (1.84% vs 0.00%).
- CDW is more profitable, keeping 4.8 cents of every revenue dollar as net income versus -2.5 cents for Wayfair.
About CDW
CDW stock →CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education.
Consumer Discretionary · Catalog/Specialty Distribution · 14,800 employees
About Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Discretionary · Catalog/Specialty Distribution · 11,800 employees
CDW vs W FAQ
Which is bigger, CDW or Wayfair?
CDW (CDW) is larger, with a market capitalization of $17.10B compared with $14.31B for Wayfair (W).
Which stock has performed better over the past year, CDW or W?
W returned +25.44% over the past 12 months, compared with -11.55% for CDW (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, CDW or Wayfair?
CDW pays a dividend yielding 1.84%, while Wayfair does not currently pay a regular dividend.
Are CDW and Wayfair in the same industry?
Yes. Both are classified in the Catalog/Specialty Distribution industry within the Consumer Discretionary sector.