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CDW vs Wayfair: CDW and W compared
CDW is the larger company: $6.8B of revenue in its latest quarter (Q3 2026) against $3.4B for Wayfair (Q3 2026). CDW is growing faster (+18% against +10% a year earlier). CDW is more profitable, with an operating margin of 7.2% against 3.1%.
Where the money goes: CDW and W
CDW (CDW) · Q3 2026
CDW, Q3 2026: revenue $6.8B (+18% year over year), operating margin 7.2%, net earnings $310M, operating cash flow $399M. The chart follows the revenue to costs, profit and cash.
Wayfair (W) · Q3 2026
Wayfair, Q3 2026: revenue $3.4B (+10% year over year), operating margin 3.1%, net earnings $62.0M, operating cash flow $198M. The chart follows the revenue to costs, profit and cash.
| CDW (CDW) | Wayfair (W) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $6.8B | $3.4B |
| Revenue growth, Y/Y | +18% | +10% |
| Gross margin | 20.5% | 29.6% |
| Operating margin | 7.2% | 3.1% |
| Net earnings | $310M | $62.0M |
| Net margin | 4.6% | 1.8% |
| Operating cash flow | $399M | $198M |
| Free cash flow | $372M | $136M |
| Market value | $19.9B | $15.6B |
| P/E | 18.5× | — |
| Analysts’ mean target | $184.11 | $132.66 |
Where the revenue comes from
CDW
- Hardware: $4.9B (73%)
- Data Storage and Servers: $975M (14%)
- Collaboration: $446M (7%)
- Desktops: $368M (5%)
Wayfair
- U.S.: $3.0B (89%)
- International: $380M (11%)
Questions
Which is bigger, CDW or Wayfair?
CDW is the larger company: $6.8B of revenue in its latest quarter (Q3 2026) against $3.4B for Wayfair (Q3 2026).
Is CDW or Wayfair growing faster?
CDW is growing faster (+18% against +10% a year earlier).
Which is more profitable, CDW or Wayfair?
CDW is more profitable, with an operating margin of 7.2% against 3.1%.
More: CDW earnings · how CDW makes money · Wayfair earnings · how Wayfair makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.