- Diversified customer and product base (especially compared to 2007).
- Market share gains.
- Industry moving towards indirect sellers.
- Deleveraging story, with interest expense reduction boosting EPS.
- Overplayed financial sponsor overhang.
CDW Corp provides integrated IT solutions to small, medium and large business, government, education and healthcare customers in the U.S. and Canada. Some of its offerings include mobility, security, and data center optimization, among others.