Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>The earnings for CDW Corporation's first quarter of 2025 highlights several key aspects of its performance and outlook.</li><li>With detailed comments from management, the company presents a mixed set of results and expectations amid a dynamic market environment.</li><li>Starting with the positives, CDW reported a robust start to the year with net sales increasing by 8% year-over-year to $5.2 billion.</li></ul>

The earnings for CDW Corporation's first quarter of 2025 highlights several key aspects of its performance and outlook.With detailed comments from management, the company presents a mixed set of results and expectations amid a dynamic market environment.Starting with the positives, CDW reported a robust start to the year with net sales increasing by 8% year-over-year to $5.2 billion.

CDW Corporation: A Closer Look At Its End-Market Growth & Diversification & Other Major Drivers!

<ul><li>CDW's fourth-quarter and full-year results for 2024 exhibit a mixed performance amid challenging market conditions.</li><li>On the positive side, CDW reported fourth-quarter net sales of $5.2 billion, demonstrating a 5% growth compared to 2023 on an average daily sales basis.</li><li>This growth in sales was driven by an uptick in hardware demand, particularly in areas like client devices, networking communication (NetComm), and storage, which increased by mid-single digits.</li></ul>

CDW's fourth-quarter and full-year results for 2024 exhibit a mixed performance amid challenging market conditions.On the positive side, CDW reported fourth-quarter net sales of $5.2 billion, demonstrating a 5% growth compared to 2023 on an average daily sales basis.This growth in sales was driven by an uptick in hardware demand, particularly in areas like client devices, networking communication (NetComm), and storage, which increased by mid-single digits.

CDW’s Cloud Takeover: Can It Dominate In The SaaS Domain?

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>CDW is a dominant value-added reseller catering to small and medium-sized businesses, government agencies, and school systems in the IT products industry.</li><li>CDW's revenue represents only a fraction of the overall market opportunity, despite being the largest player in its field.</li><li>CDW serves as an outsourced IT department for businesses without internal resources, offering a wide range of products and impartial advice, and acts as a crucial intermediary connecting vendors and customers in the market.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

CDW is a dominant value-added reseller catering to small and medium-sized businesses, government agencies, and school systems in the IT products industry.CDW's revenue represents only a fraction of the overall market opportunity, despite being the largest player in its field.CDW serves as an outsourced IT department for businesses without internal resources, offering a wide range of products and impartial advice, and acts as a crucial intermediary connecting vendors and customers in the market.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>CDW's third-quarter performance in 2024 highlighted both challenges and areas of resilience amidst a tough market landscape.</li><li>The financial results show mixed signals with some underwhelming outcomes paired with areas of growth indicating a complex operational environment.</li><li>Gross profit amounted to $1.2 billion, marking a 2% decline from the previous year, while net sales decreased by 3.5% on an average daily sales basis to $5.5 billion.</li></ul>

CDW's third-quarter performance in 2024 highlighted both challenges and areas of resilience amidst a tough market landscape.The financial results show mixed signals with some underwhelming outcomes paired with areas of growth indicating a complex operational environment.Gross profit amounted to $1.2 billion, marking a 2% decline from the previous year, while net sales decreased by 3.5% on an average daily sales basis to $5.5 billion.

CDW Corporation: Enhanced Cloud and SaaS Focus Driving Our Optimism! - Major Drivers

<ul><li>CDW's earnings for the second quarter of 2024 indicated a cautious consumer behavior resulting in elongated sales cycles and a preference to prioritize immediate needs over expansion endeavors.</li><li>CDW has witnessed a hesitation in capital investments, particularly those tied to data center and network modernization, alongside a significant interaction with client device refresh activities.</li><li>Additionally, unexpected market-specific dynamics, such as escalated challenges in the UK market and concerns around federal funding in the US, were cited as influencing factors.</li></ul>

CDW's earnings for the second quarter of 2024 indicated a cautious consumer behavior resulting in elongated sales cycles and a preference to prioritize immediate needs over expansion endeavors.CDW has witnessed a hesitation in capital investments, particularly those tied to data center and network modernization, alongside a significant interaction with client device refresh activities.Additionally, unexpected market-specific dynamics, such as escalated challenges in the UK market and concerns around federal funding in the US, were cited as influencing factors.

CDW Corporation: Focus on Emerging Technologies & Other Factors Driving Our Optimism! - Financial Forecasts

United States

CDW Corporation of Delaware provides information technology products and services. The Company offers hardware, software, computer peripherals, cloud computing, mobile devices, network communication, and security solutions. CDW serves business, government, education, and healthcare customers throughout North America.

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Cdw Corp/De (CDW US)

CDW Corporation: A Closer Look At Its End-Market Growth & Diversification & Other Major Drivers!

The earnings for CDW Corporation's first quarter of 2025 highlights several key aspects of its performance and outlook. With detailed comments...

Baptista Research

CDW’s Cloud Takeover: Can It Dominate In The SaaS Domain?

CDW's fourth-quarter and full-year results for 2024 exhibit a mixed performance amid challenging market conditions. On the positive side, CDW...

Baptista Research

Cdw Corp (CDW) - Sunday, Oct 13, 2024

CDW is a dominant value-added reseller catering to small and medium-sized businesses, government agencies, and school systems in the IT products...

Value Investors Club

CDW Corporation: Enhanced Cloud and SaaS Focus Driving Our Optimism! - Major Drivers

CDW's third-quarter performance in 2024 highlighted both challenges and areas of resilience amidst a tough market landscape. The financial results...

Baptista Research

CDW Corporation: Focus on Emerging Technologies & Other Factors Driving Our Optimism! - Financial Forecasts

CDW's earnings for the second quarter of 2024 indicated a cautious consumer behavior resulting in elongated sales cycles and a preference to...

Baptista Research

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