CDW Corp Stock Discussion

The company's five-year earnings growth track record is highly regarded by market participants. Future earnings will significantly impact current shareholders' profits. Management's foresight could potentially drive future growth, even if share price growth slows.

CFO Albert J. Miralles highlights the company's capital allocation strategy, including dividend growth, managing net leverage, strategic acquisitions, and share repurchases, as a key factor in delivering value to stockholders, reflecting the value provided to customers and partners for 40 years.

CDW's stock appears overpriced relative to industry average. Despite a positive future outlook and expected higher cash flow, the current share price seems to have already factored in this growth, implying limited upside potential.

CDW's high P/E ratio could suffer if growth expectations are not surpassed. Current investment at this P/E ratio may lead to investor disappointment.

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CDW Corporation's high ROE is applauded, but it's mainly due to their massive debt utilization. Stocks of businesses achieving high ROE without heavy debt are generally favored.

The consistent high ROCE and the ability to continually reinvest its money at such appealing rates of return suggest a positive outlook for CDW's future. Given these promising trends, the stock might deserve further research despite some identified risks.