ADSK vs CDW
Autodesk vs CDW Corporation — AI-powered side-by-side comparison
VS
CDW
CDW Corporation
54
Watch
| Metric | ADSK | CDW |
|---|
| AI Score |
65
|
54
|
| Price |
$252.06
|
$139.59
|
| P/E Ratio |
36.41×
|
17.02×
|
| ROE |
36.9%
|
40.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
91.1%
|
21.4%
|
| Debt / Equity |
0.85×
|
2.44×
|
| Dividend Yield |
0.0%
|
1.8%
|
| RSI (14) |
56.3
|
58.2
|
| Beta |
1.298
|
0.94
|
| Expected Upside |
+1.4%
|
+1.0%
|
AI Committee View
Current Innellis committee reasoning for ADSK versus CDW.
ADSK leads by 11 points.
ADSK scores 65/100 (Buy) versus CDW at 54/100 (Watch).
ADSK Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
CDW Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 2.16) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 42.6% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price-to-book of 6.8x prices in significant intangible value — Value
- Debt-to-equity of 2.16 adds balance-sheet risk to the value case — Value
- MACD histogram negative -- bearish momentum — Technical