How this CDW vs CHKP 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 CDW Corporation and Check Point Software Technologies Ltd.. Analyst price targets and ratings are aggregated from Wall Street consensus as of 2026-05-14.

Quick verdict: CDW Corporation vs Check Point Software Technologies Ltd. in 2026

CDW Corporation exhibits a slightly higher revenue growth rate, suggesting solid topline expansion for CDW. Check Point Software Technologies Ltd. boasts superior profitability margins and a more attractive valuation based on its lower P/E ratio and substantial DCF upside. While analysts show a greater preference for CDW, Check Point Software Technologies Ltd. also presents a compelling investment case with its strong financial health. Not investment advice.

CDW Corporation vs Check Point Software Technologies Ltd.: key metrics side by side

A full side-by-side look at CDW Corporation (CDW) and Check Point Software Technologies Ltd. (CHKP) across earnings multiples, profitability, revenue momentum, and analyst sentiment — data updated 2026-05-14.

Relative valuation: CDW vs CHKP

CDW Corporation’s current price-to-earnings multiple stands at 12.02x, which is marginally higher than Check Point Software Technologies Ltd.’s 11.4x. This suggests that CHKP stock trades at a slight discount on an earnings basis, presenting a potentially more attractive entry point for investors focused on current profitability. The price-to-book metric further reinforces this, with CDW valued at 5.07x compared to Check Point Software Technologies Ltd.’s more modest 4.28x. The fundamental discount offered by CHKP appears more pronounced, based on current consensus data.

The discounted cash flow (DCF) models present a stark divergence in potential upside. CDW is projected to have a 78.0% upside to its intrinsic value, reaching an estimated $178.76. In contrast, Check Point Software Technologies Ltd. boasts an impressive 344.5% upside to a DCF of $511.91. This significant gap in intrinsic value estimates points towards a considerably more attractive potential return for Check Point Software Technologies Ltd., assuming these models accurately capture future cash flows and market dynamics. The sheer magnitude of the DCF upside for CHKP suggests a potentially deeply undervalued stock according to these models.

Revenue momentum: CDW Corporation vs Check Point Software Technologies Ltd.

Regarding revenue momentum, CDW Corporation slightly edges out Check Point Software Technologies Ltd. with a year-over-year topline expansion of 6.8% compared to CHKP’s 6.3%. This marginal lead in revenue growth suggests CDW is experiencing a slightly more rapid increase in its sales volume presently. While the difference is not vast, it indicates a stronger pace of business expansion for CDW Corporation, which could be appealing to growth-oriented investors.

Despite CDW’s higher revenue growth rate, Check Point Software Technologies Ltd. demonstrates significantly superior operational efficiency. Its EBITDA margin of 35.05% dwarfs CDW’s 8.59%, indicating much stronger profitability on sales before interest, taxes, depreciation, and amortization. This suggests that while CDW is expanding its top line, Check Point Software Technologies Ltd. converts a substantially larger portion of its revenue into operating profit, reflecting a more capital-efficient business model. This gap in operational leverage may not persist at the same levels if market conditions or strategic investments change, but it’s a key differentiator today.

Profitability and cash generation: CDW vs CHKP

Check Point Software Technologies Ltd. exhibits vastly superior profitability metrics compared to CDW Corporation. Its net margin stands at an impressive 38.37%, demonstrating exceptional efficiency in converting revenue into net income. This indicates that for every dollar of sales, CHKP retains a much larger portion as profit, showcasing strong cost management and pricing power within its industry. In stark contrast, CDW stock records a net margin of 4.7%, highlighting a fundamental divergence in their business models and cost structures.

When evaluating cash generation, CHKP also holds a significant advantage with a free cash flow yield of 10.9%, surpassing CDW’s 8.39%. This higher free cash flow yield indicates that Check Point Software Technologies Ltd. generates more cash relative to its market capitalization, which can be particularly attractive for investors seeking companies with robust cash conversion capabilities. While return on equity (ROE) data for both firms is currently unavailable, thus not providing further comparative insight into shareholder returns from equity, the substantial lead in free cash flow yield for CHKP is a clear sign of its financial strength and ability to generate liquid assets.

Wall Street view: CDW Corporation vs Check Point Software Technologies Ltd. analyst ratings

Wall Street analysts show a more optimistic outlook for CDW Corporation. Out of 18 analysts covering CDW, a significant 61.2% have issued a Buy rating, leading to a consensus of “Buy.” Their collective price target for CDW stock is $148.2, representing a substantial potential upside of 47.6% from its current price. This strong endorsement from the analyst community suggests confidence in CDW Corporation’s future performance and its ability to deliver shareholder value.

In comparison, Check Point Software Technologies Ltd. garners a slightly less enthusiastic sentiment from the analyst community. With 42.9% of the 63 analysts covering CHKP recommending a “Buy,” this results in a “Hold” consensus for Check Point Software Technologies Ltd. The average target price for CHKP is $152.1, indicating a projected upside of 32.1%. While still a positive outlook, the lower percentage of buy ratings and slightly smaller upside potential compared to CDW Corporation suggests a more tempered expectation among analysts for Check Point Software Technologies Ltd. It’s worth noting that these targets may vary depending on future estimate revisions and broader market dynamics.

Which investor profile fits CDW vs CHKP?

For a growth investor, CDW Corporation (CDW) might initially appear more compelling due to its slightly higher revenue growth rate of 6.8% compared to Check Point Software Technologies Ltd.’s 6.3%. This marginal edge in topline expansion could appeal to those prioritizing sales momentum. However, CHKP’s significantly higher profitability margins, such as its 35.05% EBITDA margin versus CDW’s 8.59%, suggest a more mature and efficient growth engine, which could translate into higher quality earnings and sustained cash flows over time. The choice here depends on whether the investor prioritizes rapid top-line expansion or highly profitable growth.

A value investor would likely find Check Point Software Technologies Ltd. (CHKP) significantly more attractive. With an earnings multiple of 11.4x, it trades at a slight discount to CDW’s 12.02x price-to-earnings ratio. More strikingly, CHKP’s discounted cash flow model suggests an enormous upside of 344.5% to an intrinsic value of $511.91, dramatically overshadowing CDW Corporation’s 78.0% upside to an estimated $178.76. This considerable fundamental discount, coupled with a lower price-to-book ratio (4.28x vs. 5.07x for CDW stock), points towards a potentially deeply undervalued asset in Check Point Software Technologies Ltd. for those seeking a margin of safety and significant long-term appreciation.

For income-focused investors, neither company stands out as a strong dividend play. CDW Corporation offers a nominal dividend yield of 0.03%, which provides very little in terms of regular income. Meanwhile, Check Point Software Technologies Ltd. currently provides no dividend yield (0%), indicating a strategy of reinvesting all earnings back into the business for growth. Therefore, investors primarily seeking consistent income streams would likely need to look elsewhere, as neither CDW nor CHKP prioritizes shareholder distributions in this manner. This is not investment advice. Always do your own research.

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