CDW vs FIS vs BR
161 measures in 16 categories, one definition each, computed from filings and market data.
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
BR74.3
Broadridge Financial Solutions, Inc.
Technology · Information Technology Services
$175.11 +0.59%$19.8B mkt cap
Score DNA
Price, rebased to 100 three years ago
CDW FIS BR · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● 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| Measure | CDW | FIS | BR |
|---|---|---|---|
| Insider open-market buys, 180d | 2 | 2 | 0 |
| Insider $ bought, 180d | $2.51M | $0.12M | — |
| Congress purchases, 180d | 1 | 7 | 4 |
| Last Congress purchase | 2026-08-19 | 2026-07-10 | 2026-06-16 |
| 13F net change in holders | +4 | −83 | −40 |
| ETFs adding shares, 30d | 834 | 1,107 | 1,103 |
| ETFs trimming, 30d | 739 | 856 | 915 |
| Net ETF funds, 30d | +95 | +251 | +188 |
Valuation
16 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| P/E (TTM) | 17.4x
64th
|
5.5x
4th
|
17.6x
71st
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 7.54
94th
|
— | 0.78
38th
|
| Price / sales | 0.8x
36th
|
1.5x
58th
|
2.6x
78th
|
| Price / book | 7.7x
97th
|
1.2x
20th
|
7.0x
94th
|
| Price / tangible book | — | — | — |
| Price / free cash flow | 17.0x
87th
|
6.9x
27th
|
15.1x
73rd
|
| Price / operating cash flow | 15.0x
91st
|
6.0x
33rd
|
14.3x
85th
|
| Enterprise value | $24.4B
84th
|
$39.1B
89th
|
$22.9B
81st
|
| EV / sales | 1.0x
36th
|
3.1x
81st
|
3.1x
78th
|
| EV / EBITDA | 13.1x
75th
|
6.3x
16th
|
11.5x
62nd
|
| EV / EBIT | 15.7x
69th
|
10.0x
24th
|
14.7x
62nd
|
| EV / free cash flow | 22.0x
93rd
|
14.4x
60th
|
17.4x
77th
|
| Earnings yield | 5.7%
51st
|
18.2%
97th
|
5.7%
46th
|
| FCF yield | 5.9%
30th
|
14.6%
78th
|
6.6%
41st
|
| Operating cash flow yield | 6.7%
19th
|
16.6%
70th
|
7.0%
24th
|
| Graham number (per share) | $60.47
56th
|
$67.47
63rd
|
$73.33
67th
|
Profitability (TTM)
12 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| Gross margin | 21.4%
22nd
|
35.9%
68th
|
31.8%
49th
|
| EBITDA margin | 7.9%
30th
|
49.6%
100th
|
26.6%
86th
|
| Operating margin | 7.1%
41st
|
16.4%
81st
|
17.4%
92nd
|
| EBIT margin | 6.6%
41st
|
31.6%
100th
|
20.8%
92nd
|
| Net margin | 4.6%
46th
|
27.2%
100th
|
15.0%
86th
|
| NOPAT margin | 5.3%
43rd
|
14.9%
89th
|
13.6%
86th
|
| FCF margin | 4.7%
24th
|
21.8%
89th
|
17.6%
76th
|
| Operating cash flow margin | 5.3%
17th
|
24.9%
89th
|
18.4%
72nd
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 10.4%
14th
|
20.5%
57th
|
14.4%
27th
|
| Stock comp / revenue | 0.5%
19th
|
0.8%
39th
|
1.2%
53rd
|
| Effective tax rate | 25.5%
72nd
|
9.1%
3rd
|
22.2%
47th
|
Returns on capital
11 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| ROE (on average equity) | 44.0%
95th
|
22.3%
57th
|
40.9%
92nd
|
| ROA | 6.6%
54th
|
8.7%
65th
|
12.9%
84th
|
| ROIC | 15.6%
70th
|
5.1%
38th
|
17.0%
78th
|
| ROCE | 17.4%
70th
|
11.5%
51st
|
20.6%
78th
|
| Return on tangible assets | 9.6%
59th
|
10.1%
62nd
|
17.7%
86th
|
| Cash ROIC (OCF / invested capital) | 15.6%
47th
|
8.5%
19th
|
23.2%
72nd
|
| Gross profitability (GP / assets) | 29.1%
59th
|
10.4%
16th
|
26.6%
54th
|
| ROIC, 3-yr average | 13.0%
74th
|
2.4%
23rd
|
12.5%
71st
|
| ROIC, 5-yr average | 17.1%
81st
|
-10.3%
0th
|
12.7%
65th
|
| ROE, 5-yr average | 59.4%
100th
|
-17.7%
22nd
|
31.9%
94th
|
| Incremental ROIC | 263.8%
94th
|
17.2%
54th
|
147.7%
89th
|
Growth
17 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| Revenue growth (TTM YoY) | 7.4%
51st
|
20.4%
83rd
|
8.5%
57th
|
| Revenue growth (QoQ) | 15.7%
92nd
|
2.5%
44th
|
13.6%
86th
|
| Revenue CAGR, 3 yr | 1.6%
18th
|
8.4%
59th
|
7.2%
56th
|
| Revenue CAGR, 5 yr | 3.6%
20th
|
-1.2%
7th
|
8.4%
60th
|
| Gross profit CAGR, 3 yr | 2.3%
30th
|
8.8%
67th
|
10.0%
73rd
|
| Operating income CAGR, 3 yr | -0.0%
20th
|
1.4%
28th
|
11.6%
80th
|
| Net income growth (TTM YoY) | 0.3%
36th
|
2,910.7%
100th
|
33.9%
79th
|
| Net income CAGR, 3 yr | 0.1%
32nd
|
— | 21.3%
82nd
|
| EPS growth (TTM YoY) | 4.3%
36th
|
2,957.3%
100th
|
37.1%
79th
|
| EPS CAGR, 3 yr | 2.3%
32nd
|
— | 22.5%
77th
|
| EPS CAGR, 5 yr | 5.1%
18th
|
113.8%
100th
|
16.0%
68th
|
| FCF growth (TTM YoY) | 8.8%
41st
|
69.8%
83rd
|
18.6%
69th
|
| FCF CAGR, 3 yr | 2.4%
22nd
|
— | 20.6%
74th
|
| Operating cash flow CAGR, 3 yr | 2.5%
23rd
|
— | 18.8%
73rd
|
| Book value CAGR, 3 yr | 17.4%
91st
|
-3.2%
16th
|
9.3%
66th
|
| Dividend CAGR, 3 yr | 9.4%
100th
|
6.8%
93rd
|
4.3%
64th
|
| Sustainable growth rate | 27.5%
82nd
|
16.5%
61st
|
24.8%
75th
|
Margin history & stability
7 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| Gross margin, 3-yr average | 21.7%
32nd
|
37.2%
71st
|
30.8%
50th
|
| Operating margin, 3-yr average | 7.6%
38th
|
17.9%
88th
|
16.8%
82nd
|
| Net margin, 3-yr average | 4.9%
41st
|
11.9%
76th
|
12.7%
85th
|
| FCF margin, 3-yr average | 5.4%
26th
|
50.1%
100th
|
16.0%
76th
|
| Revenue stability (0-1) | 0.67
26th
|
0.07
3rd
|
1.00
94th
|
| Earnings stability (0-1) | 0.63
68th
|
0.04
12th
|
0.85
82nd
|
| Margin stability (0-1) | 0.90
35th
|
0.98
88th
|
0.96
68th
|
Liquidity (latest quarter)
7 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| Cash & short-term investments | $361.8M
51st
|
$744.0M
65th
|
$402.9M
57th
|
| Net cash (− = net debt) | −$5.6B
11th
|
−$20.5B
5th
|
−$3.1B
27th
|
| Working capital | $1.4B
76th
|
−$4.6B
3rd
|
$333.3M
49th
|
| Current ratio | 1.17
22nd
|
0.53
0th
|
1.24
35th
|
| Quick ratio | 1.05
24th
|
0.53
0th
|
1.21
35th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.04
8th
|
0.08
16th
|
0.28
43rd
|
| Defensive interval (days) | 901 days
68th
|
581 days
49th
|
521 days
41st
|
Leverage & solvency (latest quarter)
13 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| Total debt | $6.0B
84th
|
$21.3B
95th
|
$3.5B
62nd
|
| Debt / equity | 2.44
86th
|
1.33
72nd
|
1.24
67th
|
| Net debt / equity | 2.29
89th
|
1.28
78th
|
1.10
67th
|
| Debt / assets | 34.6%
59th
|
48.2%
86th
|
39.3%
62nd
|
| Debt / capital | 70.9%
86th
|
57.0%
72nd
|
55.3%
67th
|
| Debt / EBITDA | 3.21
56th
|
3.45
66th
|
1.77
38th
|
| Net debt / EBITDA | 3.02
69th
|
3.33
75th
|
1.57
53rd
|
| Interest coverage (EBIT / interest) | 13.2x
74th
|
21.7x
83rd
|
13.9x
77th
|
| Cash interest coverage | 10.6x
63rd
|
17.1x
74th
|
12.3x
71st
|
| Debt payback (years of OCF) | 4.7 yrs
73rd
|
6.9 yrs
94th
|
2.6 yrs
42nd
|
| Liabilities / assets | 85.8%
86th
|
63.6%
54th
|
68.2%
65th
|
| IS credit model rating | BBB | BB | A+ |
| Implied credit spread (bps) | 275
46th
|
475
68th
|
125
22nd
|
Efficiency
11 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| Asset turnover | 1.45
92nd
|
0.32
19th
|
0.85
49th
|
| Fixed asset turnover | 79.88
100th
|
10.89
43rd
|
18.56
78th
|
| Inventory turnover | 21.2
60th
|
— | 290.6
100th
|
| Receivables turnover | 3.6
11th
|
5.5
57th
|
6.8
68th
|
| Days sales outstanding | 101 days
92nd
|
66 days
44th
|
54 days
33rd
|
| Days inventory outstanding | 17 days
40th
|
— | 1 days
0th
|
| Days payables outstanding | 88 days
86th
|
14 days
32nd
|
13 days
30th
|
| Cash conversion cycle (days) | 30 days
41st
|
52 days
65th
|
42 days
51st
|
| Capex / revenue | 0.6%
14th
|
3.1%
67th
|
0.9%
19th
|
| Capex / depreciation | 0.50
53rd
|
0.17
14th
|
0.15
8th
|
| Operating expense ratio | 13.6%
19th
|
19.8%
41st
|
13.8%
22nd
|
Cash flow & earnings quality
7 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| Operating cash flow / net income | 1.16
14th
|
0.92
7th
|
1.23
18th
|
| FCF / net income | 1.03
25th
|
0.80
18th
|
1.17
39th
|
| FCF / operating cash flow | 88.2%
50th
|
87.6%
47th
|
95.1%
97th
|
| Capex / operating cash flow | 11.8%
50th
|
12.4%
53rd
|
4.9%
3rd
|
| Accruals ratio | -1.1%
92nd
|
0.7%
95th
|
-2.9%
76th
|
| Sloan accruals ratio | -5.8%
41st
|
-9.7%
16th
|
-0.7%
73rd
|
| Earnings quality score (0-1) | 1.00
50th
|
0.75
7th
|
1.00
50th
|
Scores & forensic checks
15 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| IS score | 49
49th
|
55
57th
|
74
95th
|
| IS profitability | 40
57th
|
51
65th
|
73
89th
|
| IS growth | 49
40th
|
74
97th
|
67
83rd
|
| IS value | 51
43rd
|
87
92nd
|
65
51st
|
| IS momentum | 72
54th
|
87
80th
|
89
86th
|
| IS risk (safety) | 50
38th
|
15
3rd
|
90
70th
|
| IS quality | 55
32nd
|
60
41st
|
82
89th
|
| IS balance sheet | 37
30th
|
41
38th
|
53
59th
|
| IS earnings quality | 70
70th
|
64
41st
|
78
97th
|
| IS cash flow | 52
38th
|
67
62nd
|
69
70th
|
| Piotroski F-score (0-9) | 6
38th
|
5
14th
|
9
97th
|
| Altman Z-score | 2.4
46th
|
0.2
5th
|
3.7
70th
|
| Beneish M-score | −2.10
86th
|
−2.07
89th
|
−2.57
57th
|
| Ohlson O-score | −6.09
78th
|
−8.04
32nd
|
−7.31
51st
|
| IS credit score | 57
49th
|
43
30th
|
77
78th
|
Size (TTM)
8 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| Market cap | $18.8B
84th
|
$18.6B
81st
|
$19.8B
86th
|
| Revenue | $23.5B
89th
|
$12.4B
73rd
|
$7.5B
62nd
|
| EBITDA | $1.9B
76th
|
$6.2B
92nd
|
$2.0B
78th
|
| Net income | $1.1B
78th
|
$3.4B
95th
|
$1.1B
81st
|
| Free cash flow | $1.1B
70th
|
$2.7B
89th
|
$1.3B
81st
|
| Total assets | $17.3B
84th
|
$44.1B
92nd
|
$8.9B
57th
|
| Shareholders' equity | $2.4B
59th
|
$16.0B
92nd
|
$2.8B
68th
|
| Employees | 14,800
38th
|
44,000
68th
|
16,000
41st
|
Price performance
9 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| 1 day | −2.5% | −0.4% | +0.6% |
| 1 week | +5.8% | +5.8% | +5.9% |
| 1 month | +0.9% | −1.2% | +6.6% |
| 3 months | +15.7% | −14.8% | +16.7% |
| 6 months | +12.3% | −25.8% | +7.5% |
| Year to date | +13.6% | −45.1% | −20.6% |
| 1 year | +1.6% | −45.6% | −24.0% |
| 3 years, cumulative | −27.5% | −28.8% | −0.5% |
| 5 years, cumulative | −10.3% | −66.8% | +11.4% |
Technicals
4 measures| Measure | CDW | FIS | BR |
|---|---|---|---|
| RSI 14 | 58.9 | 52.5 | 66.8 |
| From 52-week high | −6.2% | −47.5% | −25.5% |
| From 52-week low | +55.9% | +12.2% | +30.9% |
| Beta | 0.94 | 0.83 | 0.93 |
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