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CDW vs. SMCI: CDW vs. Super Micro Computer Stock Comparison

How do CDW (CDW) and Super Micro Computer (SMCI) 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 Super Micro Computer (SMCI) both fall under the Technology Hardware & Equipment industry group, but CDW is classified in Electronic Equipment, Instruments & Components while SMCI is classified in Technology Hardware, Storage & Peripherals.

Company profile comparison for CDW (CDW) and Super Micro Computer (SMCI)
Profile ItemCDWSMCI
NameCDW CorporationSuper Micro Computer Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & ComponentsTechnology Hardware, Storage & Peripherals
GICS Sub-IndustryTechnology DistributorsTechnology Hardware, Storage & Peripherals
Market Capitalization19.60 billion USD18.96 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateJune 27, 2013March 29, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CDW
SMCI
GSPC
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CDW (CDW) vs. Super Micro Computer (SMCI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for CDW (CDW) and Super Micro Computer (SMCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for CDW (CDW) and Super Micro Computer (SMCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for CDW (CDW) and Super Micro Computer (SMCI)
MetricCDWSMCI
Total Return (1Y)16.85%-26.81%
Total Return (3Y, Annualized)-6.46%3.18%
Total Return (5Y, Annualized)-1.35%45.36%

Risk Profile

Drawdown History

CDW
SMCI
GSPC
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CDW (CDW) vs. Super Micro Computer (SMCI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for CDW (CDW) and Super Micro Computer (SMCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Super Micro Computer (SMCI) carries a highly aggressive beta of 2.21, indicating much higher sensitivity to broad-market moves, whereas CDW (CDW) is closer to market-like at 0.90 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for CDW (CDW) and Super Micro Computer (SMCI)
MetricCDWSMCI
Volatility (1Y, Annualized)48.60%93.09%
Beta (5Y)0.902.21
Max Drawdown (5Y)-60.37%-84.84%
Avg. Volume (3M)1.60M43.55M

Risk-Adjusted Performance

Risk-Return Positioning

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CDW and SMCI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for CDW (CDW) and Super Micro Computer (SMCI)
MetricCDWSMCI
Sharpe Ratio (1Y)0.26-0.33
Sortino Ratio (1Y)0.37-0.48

Profitability

ROE (TTM)

Both CDW (CDW) at 42.47% and Super Micro Computer (SMCI) at 32.37% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

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%

SMCI

Technology Hardware & Equipment industry group

32.37%

Max
42.47%
SMCI
32.37%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their ROE against the Technology Hardware & Equipment industry group benchmark.

Net Margin (TTM)

Both CDW (CDW) at 4.48% and Super Micro Computer (SMCI) at 6.77% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

SMCI

Technology Hardware & Equipment industry group

6.77%

Max
27.60%
Q3
11.66%
SMCI
6.77%
Median
4.08%
Q1
0.00%
Min
-11.02%
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their net margin against the Technology Hardware & Equipment industry group benchmark.

Operating Margin (TTM)

Both CDW (CDW) at 8.14% and Super Micro Computer (SMCI) at 10.35% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

SMCI

Technology Hardware & Equipment industry group

10.35%

Max
36.27%
Q3
18.36%
SMCI
10.35%
Median
8.84%
Q1
1.46%
Min
-21.39%
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for CDW (CDW) and Super Micro Computer (SMCI)
MetricCDWSMCI
ROE (TTM)42.47%32.37%
ROA (TTM)6.47%11.61%
Net Margin (TTM)4.48%6.77%
Operating Margin (TTM)8.14%10.35%
Gross Margin (TTM)21.00%11.67%

Growth

Revenue Growth

Super Micro Computer (SMCI) at 77.79% clears its industry range for revenue growth, far stronger top-line momentum than CDW (CDW) at 6.79%, which is closer to a typical peer reading.

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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Super Micro Computer (SMCI) at 94.05% sits in the top EPS growth quartile, while CDW (CDW) at 1.38% is closer to the peer norm — faster per-share earnings growth for SMCI.

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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for CDW (CDW) and Super Micro Computer (SMCI)
MetricCDWSMCI
Revenue Growth (YoY)6.79%77.79%
Revenue Growth (3Y CAGR)-1.89%76.34%
EPS Growth (YoY)1.38%94.05%
EPS Growth (3Y CAGR)-0.21%41.82%

Financial Strength

Current Ratio (MRQ)

Super Micro Computer (SMCI) at 3.02 carries current ratio above its industry’s typical mid-range, while CDW (CDW) at 1.27 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

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

SMCI

Technology Hardware & Equipment industry group

3.02

Max
5.34
SMCI
3.02
Q3
3.02
Median
1.95
Q1
1.32
Min
0.17
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their current ratio against the Technology Hardware & Equipment industry group benchmark.

Debt / Equity (MRQ)

Super Micro Computer (SMCI) at 0.57 is near its industry mid-range for debt-to-equity ratio, while CDW (CDW) at 2.98 sits above its benchmark range, pointing to a heavier debt load relative to equity.

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

SMCI

Technology Hardware & Equipment industry group

0.57

Max
1.76
Q3
0.78
SMCI
0.57
Median
0.24
Q1
0.04
Min
0.01
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their debt-to-equity ratio against the Technology Hardware & Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for CDW (CDW) and Super Micro Computer (SMCI)
MetricCDWSMCI
Current Ratio (MRQ)1.273.02
Debt / Equity (MRQ)2.980.57
Net Debt / EBITDA3.010.50

Dividends

Dividend Yield (TTM)

Super Micro Computer (SMCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile CDW (CDW) reports a yield of 1.59%, ranking against industry peers normally.

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%

SMCI

Technology Hardware & Equipment industry group

0.00%

Max
0.73%
Q3
0.31%
SMCI
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their dividend yield against the Technology Hardware & Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Super Micro Computer (SMCI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile CDW (CDW) reports a payout of 29.40%, ranking against industry peers normally.

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%

SMCI

Technology Hardware & Equipment industry group

0.00%

Max
32.27%
Q3
14.48%
SMCI
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for CDW (CDW) and Super Micro Computer (SMCI)
MetricCDWSMCI
Dividend Yield (TTM)1.59%0.00%
Dividend Payout Ratio (TTM)29.40%0.00%

Valuation

P/E Ratio (TTM)

Both CDW (CDW) at 18.32 and Super Micro Computer (SMCI) at 6.07 sit in the cheaper earnings-multiple quartile for P/E ratio, with the market paying less for a dollar of trailing earnings than it pays for typical peers.

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

SMCI

Technology Hardware & Equipment industry group

6.07

Max
69.48
Q3
41.02
Median
26.39
Q1
19.36
SMCI
6.07
Min
6.07
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their P/E ratio against the Technology Hardware & Equipment industry group benchmark.

P/S Ratio (TTM)

Both CDW (CDW) at 0.80 and Super Micro Computer (SMCI) at 0.35 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

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

SMCI

Technology Hardware & Equipment industry group

0.35

Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
SMCI
0.35
Min
0.00
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Super Micro Computer (SMCI) at 1.60 looks cheap against book in the lower P/B ratio quartile, while CDW (CDW) at 7.45 carries a premium in the upper quartile — a clear price-to-book gap.

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

SMCI

Technology Hardware & Equipment industry group

1.60

Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
SMCI
1.60
Min
0.33
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CDW (CDW) vs. Super Micro Computer (SMCI): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for CDW (CDW) and Super Micro Computer (SMCI)
MetricCDWSMCI
P/E Ratio (TTM)18.326.07
P/S Ratio (TTM)0.800.35
P/B Ratio (MRQ)7.451.60
Free Cash Flow Yield (TTM)4.43%-42.54%