CDW vs Insight Enterprises
CDW is the larger business, with $22.42bn of revenue in fiscal 2025 against $8.25bn for Insight Enterprises (2.7 times as much). CDW grew faster (6.8% against -5.2%). CDW kept more of each dollar of sales as profit: a net margin of 4.8% against 1.9%.
| Latest fiscal year | CDWCDW, 2025 | Insight EnterprisesNSIT, 2025 |
|---|---|---|
| Revenue | $22.42bn | $8.25bn |
| Revenue growth | 6.8% | -5.2% |
| Net income | $1.07bn | $157m |
| Operating margin | — | 4.1% |
| Net margin | 4.8% | 1.9% |
| Return on equity | 43.0% | 9.2% |
| Free cash flow | $1.09bn | $279m |
| Cash | $619m | $358m |
| Total debt | $5.66bn | $1.36bn |
| Debt to equity | — | 82.6% |
| Dividend per share | $2.50 | — |
| Dividend yield | 1.7% | — |
| Share buybacks | $653m | $151m |
| Employees | — | 14,505 |
| Market value | $18.41bn | $4.91bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 58 (Moderate) | 44 (Weak) |
| Insider trades, 12 months | 2 buys, 2 sales | 1 buys, 3 sales |