CDW vs. MSI: CDW vs. Motorola Stock Comparison
How do CDW (CDW) and Motorola (MSI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
CDW (CDW) and Motorola (MSI) both fall under the Technology Hardware & Equipment industry group, but CDW is classified in Electronic Equipment, Instruments & Components while MSI is classified in Communications Equipment.
| Profile Item | CDW | MSI |
|---|---|---|
| Name | CDW Corporation | Motorola Solutions, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Technology Hardware & Equipment | Technology Hardware & Equipment |
| GICS Industry | Electronic Equipment, Instruments & Components | Communications Equipment |
| GICS Sub-Industry | Technology Distributors | Communications Equipment |
| Market Capitalization | 19.60 billion USD | 85.07 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 27, 2013 | January 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CDW | MSI |
|---|---|---|
| Total Return (1Y) | 16.85% | 35.63% |
| Total Return (3Y, Annualized) | -6.46% | 20.55% |
| Total Return (5Y, Annualized) | -1.35% | 17.37% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CDW | MSI |
|---|---|---|
| Volatility (1Y, Annualized) | 48.60% | 25.11% |
| Beta (5Y) | 0.90 | 0.84 |
| Max Drawdown (5Y) | -60.37% | -27.23% |
| Avg. Volume (3M) | 1.60M | 973.41K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CDW | MSI |
|---|---|---|
| Sharpe Ratio (1Y) | 0.26 | 1.25 |
| Sortino Ratio (1Y) | 0.37 | 1.90 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Motorola (MSI) at 76.98% is the standout with ROE above its industry range; CDW (CDW) at 42.47% also sits in the top quartile.
CDW
Technology Hardware & Equipment industry group
42.47%
- CDW
- 42.47%
- Max
- 42.47%
- Q3
- 19.13%
- Median
- 11.00%
- Q1
- 1.63%
- Min
- -20.62%
MSI
Technology Hardware & Equipment industry group
76.98%
- MSI
- 76.98%
- Max
- 42.47%
- Q3
- 19.13%
- Median
- 11.00%
- Q1
- 1.63%
- Min
- -20.62%
Net Margin (TTM)
Motorola (MSI) at 16.54% retains a top-quartile share of revenue as profit, ahead of CDW (CDW) at 4.48%, which keeps about the industry-typical share.
CDW
Technology Hardware & Equipment industry group
4.48%
- Max
- 27.60%
- Q3
- 11.66%
- CDW
- 4.48%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
MSI
Technology Hardware & Equipment industry group
16.54%
- Max
- 27.60%
- MSI
- 16.54%
- Q3
- 11.66%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
Operating Margin (TTM)
Motorola (MSI) at 24.62% operates in the top operating margin quartile, ahead of CDW (CDW) at 8.14%, which runs around its industry’s norm.
CDW
Technology Hardware & Equipment industry group
8.14%
- Max
- 36.27%
- Q3
- 18.36%
- Median
- 8.84%
- CDW
- 8.14%
- Q1
- 1.46%
- Min
- -21.39%
MSI
Technology Hardware & Equipment industry group
24.62%
- Max
- 36.27%
- MSI
- 24.62%
- Q3
- 18.36%
- Median
- 8.84%
- Q1
- 1.46%
- Min
- -21.39%
Profitability Metrics
| Metric | CDW | MSI |
|---|---|---|
| ROE (TTM) | 42.47% | 76.98% |
| ROA (TTM) | 6.47% | 9.64% |
| Net Margin (TTM) | 4.48% | 16.54% |
| Operating Margin (TTM) | 8.14% | 24.62% |
| Gross Margin (TTM) | 21.00% | 51.75% |
Growth
Revenue Growth
Both CDW (CDW) at 6.79% and Motorola (MSI) at 8.00% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both CDW (CDW) at 1.38% and Motorola (MSI) at 38.14% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | CDW | MSI |
|---|---|---|
| Revenue Growth (YoY) | 6.79% | 8.00% |
| Revenue Growth (3Y CAGR) | -1.89% | 8.63% |
| EPS Growth (YoY) | 1.38% | 38.14% |
| EPS Growth (3Y CAGR) | -0.21% | 17.15% |
Financial Strength
Current Ratio (MRQ)
Both CDW (CDW) at 1.27 and Motorola (MSI) at 1.10 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
CDW
Technology Hardware & Equipment industry group
1.27
- Max
- 5.34
- Q3
- 3.02
- Median
- 1.95
- Q1
- 1.32
- CDW
- 1.27
- Min
- 0.17
MSI
Technology Hardware & Equipment industry group
1.10
- Max
- 5.34
- Q3
- 3.02
- Median
- 1.95
- Q1
- 1.32
- MSI
- 1.10
- Min
- 0.17
Debt / Equity (MRQ)
Debt sits unusually high against shareholders’ equity for both CDW (CDW) at 2.98 and Motorola (MSI) at 3.46 — each debt-to-equity ratio is above its industry benchmark range.
CDW
Technology Hardware & Equipment industry group
2.98
- CDW
- 2.98
- Max
- 1.76
- Q3
- 0.78
- Median
- 0.24
- Q1
- 0.04
- Min
- 0.01
MSI
Technology Hardware & Equipment industry group
3.46
- MSI
- 3.46
- Max
- 1.76
- Q3
- 0.78
- Median
- 0.24
- Q1
- 0.04
- Min
- 0.01
Financial Strength Metrics
| Metric | CDW | MSI |
|---|---|---|
| Current Ratio (MRQ) | 1.27 | 1.10 |
| Debt / Equity (MRQ) | 2.98 | 3.46 |
| Net Debt / EBITDA | 3.01 | 2.70 |
Dividends
Dividend Yield (TTM)
Both CDW (CDW) at 1.59% and Motorola (MSI) at 0.94% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.
CDW
Technology Hardware & Equipment industry group
1.59%
- CDW
- 1.59%
- Max
- 0.73%
- Q3
- 0.31%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MSI
Technology Hardware & Equipment industry group
0.94%
- MSI
- 0.94%
- Max
- 0.73%
- Q3
- 0.31%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both pay out more than their industries’ typical bands, and MSI more so: CDW (CDW) at 29.40% sits above the band, while Motorola (MSI) at 38.94% exceeds every peer in its group.
CDW
Technology Hardware & Equipment industry group
29.40%
- Max
- 32.27%
- CDW
- 29.40%
- Q3
- 14.48%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MSI
Technology Hardware & Equipment industry group
38.94%
- MSI
- 38.94%
- Max
- 32.27%
- Q3
- 14.48%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CDW | MSI |
|---|---|---|
| Dividend Yield (TTM) | 1.59% | 0.94% |
| Dividend Payout Ratio (TTM) | 29.40% | 38.94% |
Valuation
P/E Ratio (TTM)
CDW (CDW) at 18.32 sits in the cheaper P/E ratio quartile, while Motorola (MSI) at 41.39 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
CDW
Technology Hardware & Equipment industry group
18.32
- Max
- 69.48
- Q3
- 41.02
- Median
- 26.39
- Q1
- 19.36
- CDW
- 18.32
- Min
- 6.07
MSI
Technology Hardware & Equipment industry group
41.39
- Max
- 69.48
- MSI
- 41.39
- Q3
- 41.02
- Median
- 26.39
- Q1
- 19.36
- Min
- 6.07
P/S Ratio (TTM)
CDW (CDW) at 0.80 looks cheap on sales in the lower P/S ratio quartile, while Motorola (MSI) at 6.75 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
CDW
Technology Hardware & Equipment industry group
0.80
- Max
- 11.30
- Q3
- 5.82
- Median
- 2.56
- Q1
- 1.05
- CDW
- 0.80
- Min
- 0.00
MSI
Technology Hardware & Equipment industry group
6.75
- Max
- 11.30
- MSI
- 6.75
- Q3
- 5.82
- Median
- 2.56
- Q1
- 1.05
- Min
- 0.00
P/B Ratio (MRQ)
Both look rich against book: CDW (CDW) at 7.45 sits in the upper P/B ratio quartile, and Motorola (MSI) at 27.75 prices even higher, above its industry range.
CDW
Technology Hardware & Equipment industry group
7.45
- Max
- 10.75
- CDW
- 7.45
- Q3
- 5.52
- Median
- 3.17
- Q1
- 1.79
- Min
- 0.33
MSI
Technology Hardware & Equipment industry group
27.75
- MSI
- 27.75
- Max
- 10.75
- Q3
- 5.52
- Median
- 3.17
- Q1
- 1.79
- Min
- 0.33
Valuation Metrics
| Metric | CDW | MSI |
|---|---|---|
| P/E Ratio (TTM) | 18.32 | 41.39 |
| P/S Ratio (TTM) | 0.80 | 6.75 |
| P/B Ratio (MRQ) | 7.45 | 27.75 |
| Free Cash Flow Yield (TTM) | 4.43% | 2.24% |