CDW Corporation (CDW) vs Fidelity National Information Services, Inc. (FIS)

CDW Corporation and Fidelity National Information Services, Inc. are both Information Technology Services companies. CDW Corporation and Fidelity National Information Services, Inc. are of similar size ($18.0B and $17.4B). Fidelity National Information Services, Inc. trades at the lower P/E: 5.4× against 16.2×. Fidelity National Information Services, Inc. grew revenue faster over the last twelve months: 18.3% against 7.41%. Fidelity National Information Services, Inc. has the higher net margin (27.6% vs 4.60%) and the lower return on invested capital (3.71% vs 13.3%). Both pay a dividend; Fidelity National Information Services, Inc. yields more (3.39% vs 1.05%). Across the 23 metrics below, Fidelity National Information Services, Inc. leads on 15 and CDW Corporation on 8.

Valuation

Metric CDW FIS Information Technology Services median
P/E 16.22 5.41 14.63
P/S 0.73 1.50 1.13
P/B 7.04 1.14 2.10
Price to free cash flow 19.99 9.51 10.11
EV/EBITDA 11.46 8.23 8.56
EV/Sales 0.96 2.83 1.20
Earnings yield 6.17% 18.47% 4.56%
Free cash flow yield 5.00% 10.51% 4.37%

Profitability

Metric CDW FIS Information Technology Services median
Gross margin 21.36% 35.96% 31.05%
Operating margin 7.14% 15.70% 3.30%
Net margin 4.60% 27.64% 2.09%
Free cash flow margin 3.66% 15.74% 0.00%
Return on equity 44.01% 22.32% 4.12%
Return on assets 6.64% 8.70% 0.61%
Return on invested capital 13.28% 3.71% 0.57%

Growth

Metric CDW FIS Information Technology Services median
Revenue growth (TTM) 7.41% 18.26% 7.12%
EPS growth (last fiscal year) 1.38% (72.03%) —
Revenue growth, 5-year CAGR 3.96% (3.18%) 7.71%
Net income growth, 5-year CAGR 6.23% 19.31% 0.00%

Health

Metric CDW FIS Information Technology Services median
Debt to equity 2.38 1.06 0.45
Current ratio 1.17 0.53 1.66
Net debt to EBITDA 2.57 2.66 0.44

Dividend

Metric CDW FIS Information Technology Services median
Dividend yield 1.05% 3.39% 1.21%
Payout ratio 0.29 1.18 0.00

Size

Metric CDW FIS Information Technology Services median
Market cap 17.43b 18.04b 1.36b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack