— Know what they know.
Not Investment Advice

BR vs CDW vs FIS

161 measures in 16 categories, one definition each, computed from filings and market data.
BR74.3
Broadridge Financial Solutions, Inc.
Technology · Information Technology Services
$175.11 +0.59%$19.8B mkt cap
Score DNA
CDW48.8
CDW Corporation
Technology · Information Technology Services
$150.48 −2.49%$18.8B mkt cap
Score DNA
FIS55.4
Fidelity National Information Services, Inc.
Technology · Information Technology Services
$36.01 −0.36%$18.6B mkt cap
Score DNA

Price, rebased to 100 three years ago

BR   CDW   FIS   · weekly adjusted closes
50100150Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26BR 102CDW 75FIS 73
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.

Smart money

8 measures
MeasureBRCDWFIS
Insider open-market buys, 180d 0 2 2
Insider $ bought, 180d — $2.51M $0.12M
Congress purchases, 180d 4 1 7
Last Congress purchase 2026-06-16 2026-08-19 2026-07-10
13F net change in holders −40 +4 −83
ETFs adding shares, 30d 1,103 834 1,107
ETFs trimming, 30d 915 739 856
Net ETF funds, 30d +188 +95 +251

Valuation

16 measures
MeasureBRCDWFIS
P/E (TTM) 17.6x
71st
17.4x
64th
5.5x
4th
PEG (P/E ÷ 3-yr EPS CAGR) 0.78
38th
7.54
94th
—
Price / sales 2.6x
78th
0.8x
36th
1.5x
58th
Price / book 7.0x
94th
7.7x
97th
1.2x
20th
Price / tangible book — — —
Price / free cash flow 15.1x
73rd
17.0x
87th
6.9x
27th
Price / operating cash flow 14.3x
85th
15.0x
91st
6.0x
33rd
Enterprise value $22.9B
81st
$24.4B
84th
$39.1B
89th
EV / sales 3.1x
78th
1.0x
36th
3.1x
81st
EV / EBITDA 11.5x
62nd
13.1x
75th
6.3x
16th
EV / EBIT 14.7x
62nd
15.7x
69th
10.0x
24th
EV / free cash flow 17.4x
77th
22.0x
93rd
14.4x
60th
Earnings yield 5.7%
46th
5.7%
51st
18.2%
97th
FCF yield 6.6%
41st
5.9%
30th
14.6%
78th
Operating cash flow yield 7.0%
24th
6.7%
19th
16.6%
70th
Graham number (per share) $73.33
67th
$60.47
56th
$67.47
63rd

Profitability (TTM)

12 measures
MeasureBRCDWFIS
Gross margin 31.8%
49th
21.4%
22nd
35.9%
68th
EBITDA margin 26.6%
86th
7.9%
30th
49.6%
100th
Operating margin 17.4%
92nd
7.1%
41st
16.4%
81st
EBIT margin 20.8%
92nd
6.6%
41st
31.6%
100th
Net margin 15.0%
86th
4.6%
46th
27.2%
100th
NOPAT margin 13.6%
86th
5.3%
43rd
14.9%
89th
FCF margin 17.6%
76th
4.7%
24th
21.8%
89th
Operating cash flow margin 18.4%
72nd
5.3%
17th
24.9%
89th
R&D / revenue 0.0%
0th
0.0%
0th
0.0%
0th
SG&A / revenue 14.4%
27th
10.4%
14th
20.5%
57th
Stock comp / revenue 1.2%
53rd
0.5%
19th
0.8%
39th
Effective tax rate 22.2%
47th
25.5%
72nd
9.1%
3rd

Returns on capital

11 measures
MeasureBRCDWFIS
ROE (on average equity) 40.9%
92nd
44.0%
95th
22.3%
57th
ROA 12.9%
84th
6.6%
54th
8.7%
65th
ROIC 17.0%
78th
15.6%
70th
5.1%
38th
ROCE 20.6%
78th
17.4%
70th
11.5%
51st
Return on tangible assets 17.7%
86th
9.6%
59th
10.1%
62nd
Cash ROIC (OCF / invested capital) 23.2%
72nd
15.6%
47th
8.5%
19th
Gross profitability (GP / assets) 26.6%
54th
29.1%
59th
10.4%
16th
ROIC, 3-yr average 12.5%
71st
13.0%
74th
2.4%
23rd
ROIC, 5-yr average 12.7%
65th
17.1%
81st
-10.3%
0th
ROE, 5-yr average 31.9%
94th
59.4%
100th
-17.7%
22nd
Incremental ROIC 147.7%
89th
263.8%
94th
17.2%
54th

Growth

17 measures
MeasureBRCDWFIS
Revenue growth (TTM YoY) 8.5%
57th
7.4%
51st
20.4%
83rd
Revenue growth (QoQ) 13.6%
86th
15.7%
92nd
2.5%
44th
Revenue CAGR, 3 yr 7.2%
56th
1.6%
18th
8.4%
59th
Revenue CAGR, 5 yr 8.4%
60th
3.6%
20th
-1.2%
7th
Gross profit CAGR, 3 yr 10.0%
73rd
2.3%
30th
8.8%
67th
Operating income CAGR, 3 yr 11.6%
80th
-0.0%
20th
1.4%
28th
Net income growth (TTM YoY) 33.9%
79th
0.3%
36th
2,910.7%
100th
Net income CAGR, 3 yr 21.3%
82nd
0.1%
32nd
—
EPS growth (TTM YoY) 37.1%
79th
4.3%
36th
2,957.3%
100th
EPS CAGR, 3 yr 22.5%
77th
2.3%
32nd
—
EPS CAGR, 5 yr 16.0%
68th
5.1%
18th
113.8%
100th
FCF growth (TTM YoY) 18.6%
69th
8.8%
41st
69.8%
83rd
FCF CAGR, 3 yr 20.6%
74th
2.4%
22nd
—
Operating cash flow CAGR, 3 yr 18.8%
73rd
2.5%
23rd
—
Book value CAGR, 3 yr 9.3%
66th
17.4%
91st
-3.2%
16th
Dividend CAGR, 3 yr 4.3%
64th
9.4%
100th
6.8%
93rd
Sustainable growth rate 24.8%
75th
27.5%
82nd
16.5%
61st

Margin history & stability

7 measures
MeasureBRCDWFIS
Gross margin, 3-yr average 30.8%
50th
21.7%
32nd
37.2%
71st
Operating margin, 3-yr average 16.8%
82nd
7.6%
38th
17.9%
88th
Net margin, 3-yr average 12.7%
85th
4.9%
41st
11.9%
76th
FCF margin, 3-yr average 16.0%
76th
5.4%
26th
50.1%
100th
Revenue stability (0-1) 1.00
94th
0.67
26th
0.07
3rd
Earnings stability (0-1) 0.85
82nd
0.63
68th
0.04
12th
Margin stability (0-1) 0.96
68th
0.90
35th
0.98
88th

Liquidity (latest quarter)

7 measures
MeasureBRCDWFIS
Cash & short-term investments $402.9M
57th
$361.8M
51st
$744.0M
65th
Net cash (− = net debt) −$3.1B
27th
−$5.6B
11th
−$20.5B
5th
Working capital $333.3M
49th
$1.4B
76th
−$4.6B
3rd
Current ratio 1.24
35th
1.17
22nd
0.53
0th
Quick ratio 1.21
35th
1.05
24th
0.53
0th
Cash ratio (cash + ST investments / current liabilities) 0.28
43rd
0.04
8th
0.08
16th
Defensive interval (days) 521 days
41st
901 days
68th
581 days
49th

Leverage & solvency (latest quarter)

13 measures
MeasureBRCDWFIS
Total debt $3.5B
62nd
$6.0B
84th
$21.3B
95th
Debt / equity 1.24
67th
2.44
86th
1.33
72nd
Net debt / equity 1.10
67th
2.29
89th
1.28
78th
Debt / assets 39.3%
62nd
34.6%
59th
48.2%
86th
Debt / capital 55.3%
67th
70.9%
86th
57.0%
72nd
Debt / EBITDA 1.77
38th
3.21
56th
3.45
66th
Net debt / EBITDA 1.57
53rd
3.02
69th
3.33
75th
Interest coverage (EBIT / interest) 13.9x
77th
13.2x
74th
21.7x
83rd
Cash interest coverage 12.3x
71st
10.6x
63rd
17.1x
74th
Debt payback (years of OCF) 2.6 yrs
42nd
4.7 yrs
73rd
6.9 yrs
94th
Liabilities / assets 68.2%
65th
85.8%
86th
63.6%
54th
IS credit model rating A+ BBB BB
Implied credit spread (bps) 125
22nd
275
46th
475
68th

Efficiency

11 measures
MeasureBRCDWFIS
Asset turnover 0.85
49th
1.45
92nd
0.32
19th
Fixed asset turnover 18.56
78th
79.88
100th
10.89
43rd
Inventory turnover 290.6
100th
21.2
60th
—
Receivables turnover 6.8
68th
3.6
11th
5.5
57th
Days sales outstanding 54 days
33rd
101 days
92nd
66 days
44th
Days inventory outstanding 1 days
0th
17 days
40th
—
Days payables outstanding 13 days
30th
88 days
86th
14 days
32nd
Cash conversion cycle (days) 42 days
51st
30 days
41st
52 days
65th
Capex / revenue 0.9%
19th
0.6%
14th
3.1%
67th
Capex / depreciation 0.15
8th
0.50
53rd
0.17
14th
Operating expense ratio 13.8%
22nd
13.6%
19th
19.8%
41st

Cash flow & earnings quality

7 measures
MeasureBRCDWFIS
Operating cash flow / net income 1.23
18th
1.16
14th
0.92
7th
FCF / net income 1.17
39th
1.03
25th
0.80
18th
FCF / operating cash flow 95.1%
97th
88.2%
50th
87.6%
47th
Capex / operating cash flow 4.9%
3rd
11.8%
50th
12.4%
53rd
Accruals ratio -2.9%
76th
-1.1%
92nd
0.7%
95th
Sloan accruals ratio -0.7%
73rd
-5.8%
41st
-9.7%
16th
Earnings quality score (0-1) 1.00
50th
1.00
50th
0.75
7th

Dividends & buybacks

9 measures
MeasureBRCDWFIS
Dividend yield 2.3%
81st
1.7%
73rd
4.8%
92nd
Dividend per share (TTM) $4.01
89th
$2.52
84th
$1.72
76th
Payout ratio (dividends / net income) 39.4%
85th
37.5%
81st
25.9%
70th
Dividends / FCF 33.8%
83rd
36.6%
90th
32.3%
79th
Dividend growth (YoY) 12.8%
81st
27.4%
88th
8.0%
50th
Buyback yield 3.1%
46th
5.6%
68th
3.9%
49th
Shareholder yield (dividends + buybacks) 5.3%
46th
7.7%
65th
8.6%
73rd
Share count change (YoY) -2.3%
51st
-3.8%
34th
-1.5%
54th
Buybacks, last 5 years $1.8B
73rd
$3.6B
81st
$7.6B
95th

Scores & forensic checks

15 measures
MeasureBRCDWFIS
IS score 74
95th
49
49th
55
57th
IS profitability 73
89th
40
57th
51
65th
IS growth 67
83rd
49
40th
74
97th
IS value 65
51st
51
43rd
87
92nd
IS momentum 89
86th
72
54th
87
80th
IS risk (safety) 90
70th
50
38th
15
3rd
IS quality 82
89th
55
32nd
60
41st
IS balance sheet 53
59th
37
30th
41
38th
IS earnings quality 78
97th
70
70th
64
41st
IS cash flow 69
70th
52
38th
67
62nd
Piotroski F-score (0-9) 9
97th
6
38th
5
14th
Altman Z-score 3.7
70th
2.4
46th
0.2
5th
Beneish M-score −2.57
57th
−2.10
86th
−2.07
89th
Ohlson O-score −7.31
51st
−6.09
78th
−8.04
32nd
IS credit score 77
78th
57
49th
43
30th

Per share

7 measures
MeasureBRCDWFIS
EPS, diluted (TTM) $9.73
84th
$8.48
78th
$6.52
68th
Book value per share $24.57
62nd
$19.17
57th
$31.02
70th
Tangible book per share −$25.79
22nd
−$26.03
16th
−$35.92
14th
Revenue per share $64.68
62nd
$184.46
89th
$24.02
41st
FCF per share $11.35
78th
$8.70
68th
$5.23
51st
Operating cash flow per share $11.93
76th
$9.86
65th
$5.97
51st
Cash per share $3.49
57th
$2.84
46th
$1.44
24th

Size (TTM)

8 measures
MeasureBRCDWFIS
Market cap $19.8B
86th
$18.8B
84th
$18.6B
81st
Revenue $7.5B
62nd
$23.5B
89th
$12.4B
73rd
EBITDA $2.0B
78th
$1.9B
76th
$6.2B
92nd
Net income $1.1B
81st
$1.1B
78th
$3.4B
95th
Free cash flow $1.3B
81st
$1.1B
70th
$2.7B
89th
Total assets $8.9B
57th
$17.3B
84th
$44.1B
92nd
Shareholders' equity $2.8B
68th
$2.4B
59th
$16.0B
92nd
Employees 16,000
41st
14,800
38th
44,000
68th

Price performance

9 measures
MeasureBRCDWFIS
1 day +0.6% −2.5% −0.4%
1 week +5.9% +5.8% +5.8%
1 month +6.6% +0.9% −1.2%
3 months +16.7% +15.7% −14.8%
6 months +7.5% +12.3% −25.8%
Year to date −20.6% +13.6% −45.1%
1 year −24.0% +1.6% −45.6%
3 years, cumulative −0.5% −27.5% −28.8%
5 years, cumulative +11.4% −10.3% −66.8%

Technicals

4 measures
MeasureBRCDWFIS
RSI 14 66.8 58.9 52.5
From 52-week high −25.5% −6.2% −47.5%
From 52-week low +30.9% +55.9% +12.2%
Beta 0.93 0.94 0.83
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms