BCE vs CDW

This page compares BCE Inc. and CDW Corporation, offering a neutral overview of their business models, financial performance, and market context. It presents accessible descriptions of how each company operates and positions itself within its sector. Educational content, not financial advice.

This page compares BCE Inc. and CDW Corporation, offering a neutral overview of their business models, financial performance, and market context. It presents accessible descriptions of how each compan...

Comparison Snapshot

Key Financial Metrics

BCE

Metric

CDW

$23.98B

Market Cap

$16.52B

19.30%

Potential Profit

41.44%

Hold

Analyst Rating

Buy

Why It's Moving

BCE's Stellar Q4 Results and 2026 Targets Spark Analyst Optimism for Major Upside

Q4 adjusted EBITDA surged 2.3% with margins hitting 41.6%—the highest in over 30 years—driven by improved wireless postpaid churn at 1.49% and 16.6% internet revenue growth from Ziply Fiber.
Full-year free cash flow climbed 10% to $3.2 billion, bolstering the balance sheet and enabling sustained $1.75 annualized dividend per share.
2026 priorities emphasize execution on fibre growth in the U.S., positioning BCE for ongoing free cash flow expansion and long-term shareholder returns.

Sentiment:

🐃Bullish

BCE's Stellar Q4 Results and 2026 Targets Spark Analyst Optimism for Major Upside

Q4 adjusted EBITDA surged 2.3% with margins hitting 41.6%—the highest in over 30 years—driven by improved wireless postpaid churn at 1.49% and 16.6% internet revenue growth from Ziply Fiber.
Full-year free cash flow climbed 10% to $3.2 billion, bolstering the balance sheet and enabling sustained $1.75 annualized dividend per share.
2026 priorities emphasize execution on fibre growth in the U.S., positioning BCE for ongoing free cash flow expansion and long-term shareholder returns.

Sentiment:

🐃Bullish

Investment Analysis

BCE

Pros

BCE Inc. reported better-than-expected Q3 2025 EPS, with an 11.27% positive surprise driving stock price gains.
Strategic acquisitions such as Ziply Fiber and partnerships have contributed to revenue growth and stronger adjusted EBITDA margins.
The company maintains steady revenue and EBITDA growth projections for 2025, reflecting operational stability.

Considerations

BCE’s revenue slightly missed analyst forecasts in Q3 2025, indicating potential challenges in top-line growth.
The dividend payout ratio in 2024 reached 125% of free cash flow, well above its sustainable target range, raising concerns about dividend cuts.
Long-term debt has more than doubled over the past decade, increasing interest expenses and pressure on financial flexibility.

CDW

Pros

CDW Corporation has a sizeable market presence in IT solutions and services, benefiting from ongoing digital transformation trends.
The company’s recent stock price reflects significant trading volume, indicating strong investor interest and liquidity.
CDW’s diversified customer base across commercial, government, and healthcare sectors offers stability against industry cyclicality.

Considerations

Recent stock price declines suggest near-term market pressures or profit-taking, indicating potential volatility.
CDW’s business depends on continued IT spending, which can be sensitive to macroeconomic tightening or budget cuts.
Competitive pressure from both large IT providers and emerging technology firms poses risks to market share and margin expansion.

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