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CDW vs. UI: CDW vs. Ubiquiti Stock Comparison

How do CDW (CDW) and Ubiquiti (UI) 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 Ubiquiti (UI) both fall under the Technology Hardware & Equipment industry group, but CDW is classified in Electronic Equipment, Instruments & Components while UI is classified in Communications Equipment.

Company profile comparison for CDW (CDW) and Ubiquiti (UI)
Profile ItemCDWUI
NameCDW CorporationUbiquiti Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & ComponentsCommunications Equipment
GICS Sub-IndustryTechnology DistributorsCommunications Equipment
Market Capitalization19.60 billion USD35.85 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateJune 27, 2013October 14, 2011
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CDW
UI
GSPC
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CDW (CDW) vs. Ubiquiti (UI), 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 Ubiquiti (UI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for CDW (CDW) and Ubiquiti (UI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for CDW (CDW) and Ubiquiti (UI)
MetricCDWUI
Total Return (1Y)16.85%8.54%
Total Return (3Y, Annualized)-6.46%85.98%
Total Return (5Y, Annualized)-1.35%18.26%

Risk Profile

Drawdown History

CDW
UI
GSPC
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CDW (CDW) vs. Ubiquiti (UI), 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 Ubiquiti (UI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for CDW (CDW) and Ubiquiti (UI)
MetricCDWUI
Volatility (1Y, Annualized)48.60%53.12%
Beta (5Y)0.901.29
Max Drawdown (5Y)-60.37%-69.44%
Avg. Volume (3M)1.60M133.04K

Risk-Adjusted Performance

Risk-Return Positioning

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CDW and UI 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 Ubiquiti (UI)
MetricCDWUI
Sharpe Ratio (1Y)0.260.08
Sortino Ratio (1Y)0.370.12

Profitability

ROE (TTM)

Both companies show strong equity returns, but Ubiquiti (UI) at 91.09% 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%

UI

Technology Hardware & Equipment industry group

91.09%

UI
91.09%
Max
42.47%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
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CDW (CDW) vs. Ubiquiti (UI): A comparison of their ROE against the Technology Hardware & Equipment industry group benchmark.

Net Margin (TTM)

Ubiquiti (UI) at 29.33% converts revenue to bottom-line profit above its industry’s benchmark range, while CDW (CDW) at 4.48% keeps roughly the typical share for its industry.

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%

UI

Technology Hardware & Equipment industry group

29.33%

UI
29.33%
Max
27.60%
Q3
11.66%
Median
4.08%
Q1
0.00%
Min
-11.02%
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CDW (CDW) vs. Ubiquiti (UI): A comparison of their net margin against the Technology Hardware & Equipment industry group benchmark.

Operating Margin (TTM)

Ubiquiti (UI) at 36.27% 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%

UI

Technology Hardware & Equipment industry group

36.27%

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

Profitability Metrics

Profitability metrics for CDW (CDW) and Ubiquiti (UI)
MetricCDWUI
ROE (TTM)42.47%91.09%
ROA (TTM)6.47%40.44%
Net Margin (TTM)4.48%29.33%
Operating Margin (TTM)8.14%36.27%
Gross Margin (TTM)21.00%46.16%

Growth

Revenue Growth

Both CDW (CDW) at 6.79% and Ubiquiti (UI) at 27.22% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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CDW (CDW) vs. Ubiquiti (UI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both CDW (CDW) at 1.38% and Ubiquiti (UI) at 34.78% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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CDW (CDW) vs. Ubiquiti (UI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for CDW (CDW) and Ubiquiti (UI)
MetricCDWUI
Revenue Growth (YoY)6.79%27.22%
Revenue Growth (3Y CAGR)-1.89%19.05%
EPS Growth (YoY)1.38%34.78%
EPS Growth (3Y CAGR)-0.21%32.98%

Financial Strength

Current Ratio (MRQ)

Ubiquiti (UI) at 2.93 keeps current ratio within its industry’s typical mid-range, while CDW (CDW) at 1.27 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CDW.

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

UI

Technology Hardware & Equipment industry group

2.93

Max
5.34
Q3
3.02
UI
2.93
Median
1.95
Q1
1.32
Min
0.17
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CDW (CDW) vs. Ubiquiti (UI): A comparison of their current ratio against the Technology Hardware & Equipment industry group benchmark.

Debt / Equity (MRQ)

Ubiquiti (UI) at 0.06 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

UI

Technology Hardware & Equipment industry group

0.06

Max
1.76
Q3
0.78
Median
0.24
UI
0.06
Q1
0.04
Min
0.01
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CDW (CDW) vs. Ubiquiti (UI): 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 Ubiquiti (UI)
MetricCDWUI
Current Ratio (MRQ)1.272.93
Debt / Equity (MRQ)2.980.06
Net Debt / EBITDA3.01-0.44

Dividends

Dividend Yield (TTM)

Ubiquiti (UI) 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%

UI

Technology Hardware & Equipment industry group

0.00%

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

Dividend Payout Ratio (TTM)

Both CDW (CDW) at 29.40% and Ubiquiti (UI) at 20.19% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

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%

UI

Technology Hardware & Equipment industry group

20.19%

Max
32.27%
UI
20.19%
Q3
14.48%
Median
0.00%
Q1
0.00%
Min
0.00%
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CDW (CDW) vs. Ubiquiti (UI): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for CDW (CDW) and Ubiquiti (UI)
MetricCDWUI
Dividend Yield (TTM)1.59%0.00%
Dividend Payout Ratio (TTM)29.40%20.19%

Valuation

P/E Ratio (TTM)

CDW (CDW) at 18.32 sits in the cheaper P/E ratio quartile, while Ubiquiti (UI) at 33.47 is closer to its industry’s usual earnings multiple — a discount for CDW, though growth and earnings durability still matter.

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

UI

Technology Hardware & Equipment industry group

33.47

Max
69.48
Q3
41.02
UI
33.47
Median
26.39
Q1
19.36
Min
6.07
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CDW (CDW) vs. Ubiquiti (UI): A comparison of their P/E ratio against the Technology Hardware & Equipment industry group benchmark.

P/S Ratio (TTM)

CDW (CDW) at 0.80 looks cheap on sales in the lower P/S ratio quartile, while Ubiquiti (UI) at 10.95 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

UI

Technology Hardware & Equipment industry group

10.95

Max
11.30
UI
10.95
Q3
5.82
Median
2.56
Q1
1.05
Min
0.00
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CDW (CDW) vs. Ubiquiti (UI): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: CDW (CDW) at 7.45 sits in the upper P/B ratio quartile, and Ubiquiti (UI) at 24.91 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

UI

Technology Hardware & Equipment industry group

24.91

UI
24.91
Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33
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CDW (CDW) vs. Ubiquiti (UI): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for CDW (CDW) and Ubiquiti (UI)
MetricCDWUI
P/E Ratio (TTM)18.3233.47
P/S Ratio (TTM)0.8010.95
P/B Ratio (MRQ)7.4524.91
Free Cash Flow Yield (TTM)4.43%1.98%