How this BR vs CDW comparison is calculated

All metrics are based on trailing twelve months (TTM) financial data, consensus analyst estimates, and standardized valuation ratios. Data is sourced from Financial Modeling Prep and SEC EDGAR. Figures are normalized to ensure a fair comparison between Broadridge Financial Solutions, Inc. and CDW Corporation. Analyst price targets and ratings are aggregated from Wall Street consensus as of 2026-05-14.

Quick verdict: Broadridge Financial Solutions, Inc. vs CDW Corporation in 2026

Broadridge Financial Solutions, Inc. demonstrates superior profit margins and commands a higher analyst price target upside, making it a compelling choice for investors prioritizing operational efficiency and Wall Street confidence. CDW Corporation, however, presents a more attractive valuation based on its lower earnings multiples and higher discounted cash flow upside, coupled with a slightly stronger topline growth trajectory. Both companies exhibit identical, albeit minimal, dividend yields, leaving growth and value as the primary differentiators for prospective investors. Not investment advice.

Broadridge Financial Solutions, Inc. vs CDW Corporation: key metrics side by side

A full side-by-side look at Broadridge Financial Solutions, Inc. (BR) and CDW Corporation (CDW) across earnings multiples, profitability, revenue momentum, and analyst sentiment — data updated 2026-05-14.

Relative valuation: BR vs CDW

When assessing the relative valuation between Broadridge Financial Solutions, Inc. and CDW Corporation, a distinct divergence emerges. CDW currently trades at a more appealing earnings multiple of 12.02x, offering a notable fundamental discount compared to BR’s price-to-earnings ratio of 15.21x. This lower earnings multiple for CDW suggests that its shares are priced more conservatively relative to its recent profits. Furthermore, CDW’s price-to-book multiple stands at 5.07x, which is also lower than Broadridge Financial Solutions, Inc.’s 5.94x, indicating a more favorable asset-based valuation. This suggests that the market may be assigning a higher premium to BR’s earnings and assets, reflecting different growth expectations or perceived business quality, based on current consensus data.

Beyond traditional multiples, a discounted cash flow (DCF) analysis further highlights CDW’s potential upside for value-oriented investors. CDW Corporation’s DCF valuation suggests an impressive +78.0% upside from its current price, considerably outperforming Broadridge Financial Solutions, Inc., which indicates a +61.0% upside based on its intrinsic value calculation. This significant difference in implied value indicates that CDW stock may be more undervalued at its present trading level. For investors seeking a more attractive entry point and greater potential for capital appreciation stemming from fundamental undervaluation, CDW appears to carry a more compelling relative valuation in the current market landscape.

Revenue momentum: Broadridge Financial Solutions, Inc. vs CDW Corporation

In terms of revenue momentum, CDW Corporation demonstrates a slight edge in topline expansion. The company reported a year-over-year revenue growth of +6.8%, outpacing Broadridge Financial Solutions, Inc.’s growth rate of +5.9%. This marginal difference indicates that CDW has been expanding its business operations at a slightly faster pace over the trailing twelve months. While both figures represent positive expansion, CDW’s slightly higher percentage suggests a stronger recent trajectory in securing and executing sales, which could appeal to investors prioritizing immediate revenue scaling.

However, a deeper look into operational efficiency reveals a contrasting picture. Broadridge Financial Solutions, Inc. boasts a significantly superior EBITDA margin of 26.98%, which starkly contrasts with CDW’s 8.59%. This substantial difference indicates that BR is far more efficient at converting its revenue into operating profit before interest, taxes, depreciation, and amortization. While CDW Corporation shows a marginally higher raw revenue increase, the operational leverage and cost control demonstrated by Broadridge Financial Solutions, Inc. suggest a more profitable growth engine. Investors focused on sustainable, high-quality earnings growth might weigh BR’s robust margins heavily, even if CDW’s top-line expands slightly faster; however, this gap may not persist if market conditions or strategic initiatives shift dramatically for either company.

Profitability and cash generation: BR vs CDW

Examining the profitability and cash generation capabilities, Broadridge Financial Solutions, Inc. stands out with a significantly higher net margin of 15.03%. This figure far surpasses CDW Corporation’s net margin of 4.7%, indicating that BR retains a much larger portion of its revenue as profit after all expenses. This superior profitability highlights Broadridge Financial Solutions, Inc.’s effective cost management and stronger pricing power within its market segments. While both companies reported “N/A%” for Return on Equity (ROE), the net margin differential is a clear indicator of BR’s ability to generate more bottom-line profit from its sales compared to CDW.

Despite Broadridge Financial Solutions, Inc.’s impressive net margin, CDW Corporation edges out in terms of free cash flow (FCF) yield. CDW reports an FCF yield of 8.39%, which is slightly higher than BR’s 7.79%. A higher free cash flow yield suggests that CDW is generating more cash relative to its market capitalization, which can be attractive for investors focused on a company’s ability to produce deployable cash. This metric speaks to CDW’s efficiency in cash conversion from its operations, even with a lower net margin. Therefore, while Broadridge Financial Solutions, Inc. demonstrates superior earnings profitability, CDW Corporation shows a marginally better ability to generate free cash flow, providing a nuanced perspective on their respective financial health and cash generative capabilities.

Wall Street view: Broadridge Financial Solutions, Inc. vs CDW Corporation analyst ratings

Wall Street analysts appear to hold a favorable view of both Broadridge Financial Solutions, Inc. and CDW Corporation, with both stocks receiving a “Buy” consensus rating. Broadridge Financial Solutions, Inc. garners a slightly higher percentage of “Buy” recommendations, with 62.5% of the 24 analysts covering BR advising investors to purchase shares. Their consensus price target for BR stock is $217.5, which represents an impressive +51.1% potential upside from its current trading price. This indicates a strong conviction among analysts regarding Broadridge Financial Solutions, Inc.’s future performance and potential for significant capital appreciation.

CDW Corporation also enjoys a strong analyst sentiment, with 61.2% of the 18 analysts covering CDW giving it a “Buy” rating. The consensus target price for CDW is $148.2, implying a projected +47.6% upside from its present valuation. While still a substantial potential return, this trails the anticipated upside for Broadridge Financial Solutions, Inc. slightly. The marginally higher “Buy” percentage and greater upside potential from Broadridge Financial Solutions, Inc.’s target price suggest that analysts collectively see a slightly more compelling investment opportunity in BR stock at current levels, though these targets may vary depending on future estimate revisions and market conditions.

Which investor profile fits BR vs CDW?

For a growth investor primarily focused on expanding market share and increasing revenue, CDW Corporation might present a marginally more compelling narrative. CDW’s year-over-year revenue growth of +6.8% slightly outpaces Broadridge Financial Solutions, Inc.’s +5.9%, indicating a slightly stronger top-line expansion in the recent past. However, Broadridge Financial Solutions, Inc.’s significantly higher net and EBITDA margins suggest a more efficient and profitable growth model. A growth investor must weigh whether they prioritize raw revenue acceleration (CDW) or high-quality, profitable expansion (BR). The choice often depends on the specific risk tolerance and long-term outlook for scaling profitability versus pure market capture.

Value investors, who prioritize purchasing assets below their intrinsic worth, would likely find CDW Corporation more attractive. CDW trades at a notably lower earnings multiple of 12.02x compared to Broadridge Financial Solutions, Inc.’s 15.21x, suggesting its shares are available at a more fundamental discount relative to its profitability. Furthermore, CDW’s price-to-book ratio of 5.07x is also more appealing than BR’s 5.94x. The DCF analysis reinforces this, with CDW offering a significantly higher implied upside of +78.0% compared to Broadridge Financial Solutions, Inc.’s +61.0%. These metrics collectively point to CDW as potentially offering a greater margin of safety and a more favorable risk-reward profile for those seeking undervalued opportunities.

For income-focused investors, both Broadridge Financial Solutions, Inc. and CDW Corporation currently offer a negligible dividend yield of 0.03%. This indicates that neither BR nor CDW are significant income-generating stocks at this time. Investors prioritizing regular cash payouts from their portfolio would likely need to look elsewhere, as the current yields from both companies are far below what would typically be considered attractive for an income-oriented strategy. Therefore, for an investor whose primary goal is passive income through dividends, neither company stands out as a strong candidate. This is not investment advice. Always do your own research.

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