Rogers vs CDW

Rogers vs CDW: This page compares the business models, financial performance, and market context of both companies, offering neutral, accessible information to help readers understand how each organisation operates in its sector. Educational content, not financial advice.

Rogers vs CDW: This page compares the business models, financial performance, and market context of both companies, offering neutral, accessible information to help readers understand how each organis...

About The Companies

Rogers (RCI)

Rogers Communications Inc (RCI) is a major Canadian telecommunications and media company providing wireless services, cable broadband, home and business internet, and media content. Investors should note its revenue mix is weighted towards recurring wireless and broadband subscriptions, which supports steady cash flow, while media and advertising add cyclical exposure. The business is capital intensive — ongoing investment in 5G and fibre networks is necessary to compete and improve services. Key factors to watch include subscriber growth, average revenue per user (ARPU), churn, capital expenditure and regulatory decisions. Rogers faces strong competition from Bell, Telus and cable operators, and operational risks such as network outages can affect performance. The market capitalisation is about $20.1bn, positioning RCI as a large Canadian operator. This is educational information only and not personal advice; values can rise or fall and dividend levels are not guaranteed. Suitability depends on individual circumstances and risk tolerance.

CDW (CDW)

CDW Corporation is a US-based provider of technology products and services that supplies hardware, software and IT solutions to business, government and education customers. With a roughly $20.5bn market capitalisation, CDW acts as a distributor and integrator—helping clients source equipment, migrate to cloud environments, secure networks and manage IT projects. Investors often watch CDW for steady demand tied to corporate IT budgets, recurring services revenue and potential margin expansion from higher-value services. Key drivers include digital transformation, hybrid cloud adoption and cybersecurity spending, while risks include intense competition, supply-chain pressures, interest-rate sensitivity for corporate spending and exposure to macroeconomic slowdowns. Past performance does not predict future returns; this is general educational information and not personalised investment advice. Suitability depends on an investor’s goals, time horizon and risk tolerance, and values can rise or fall.

Comparison Snapshot

Key Financial Metrics

RCI

Metric

CDW

$19.58B

Market Cap

$18.87B

10.56%

Potential Profit

25.58%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Canada Domestic Champions Explained | Trade War Shield

Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.

Published: August 30, 2025

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North American Trade Normalization

Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.

Published: August 24, 2025

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Which Baskets Do They Appear In?

Canada Domestic Champions Explained | Trade War Shield

Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.

Published: August 30, 2025

Explore Basket

North American Trade Normalization

Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.

Published: August 24, 2025

Explore Basket

Investment Analysis

Rogers

RCI

Pros

Rogers Communications operates as a leading Canadian communications and media company with three key segments: Wireless, Cable, and Media.
The company reported revenue growth of approximately 6.7% in 2024, indicating positive top-line momentum in a competitive market.
Rogers maintains a relatively high net profit margin around 32%, demonstrating operational efficiency and profitability.

Considerations

Rogers has a high debt-to-equity ratio exceeding 170%, which may pose financial risk and limit flexibility amid market challenges.
The stock has experienced recent price volatility and underperformance compared to its sector, with share prices down about 17% over six months.
Analyst sentiment is mixed, with ratings predominantly Hold and targets suggesting limited upside or potential downside risk near current price levels.

CDW

Pros

CDW Corporation is a major provider of technology products and services focusing on IT solutions across commercial, government, and healthcare sectors.
The company benefits from diversified revenue streams through hardware, software, and managed services, reducing exposure to any single segment.
CDW has shown consistent revenue growth and steady margin expansion supported by ongoing demand for digital transformation and IT infrastructure upgrades.

Considerations

CDW faces intense competition from other technology resellers and large cloud service providers, pressuring pricing and margins.
The company's profitability can be impacted by supply chain disruptions affecting product availability and cost inflation in technology components.
CDW's valuation reflects expectations of continued growth, but it may be sensitive to economic downturns or reduced enterprise IT spending.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Canada Domestic Champions Explained | Trade War Shield

North American Trade Normalization

Which Baskets Do They Appear In?

Canada Domestic Champions Explained | Trade War Shield

North American Trade Normalization

Investment Analysis

Rogers

Pros

Considerations

CDW

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

About The Companies

Comparison Snapshot

Rogers vs CDW

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Canada Domestic Champions Explained | Trade War Shield

North American Trade Normalization

Which Baskets Do They Appear In?

Canada Domestic Champions Explained | Trade War Shield

North American Trade Normalization

Investment Analysis

Rogers

Pros

Considerations

CDW

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

What are the main business models of Rogers and CDW as shown in this comparison?

How does revenue growth help assess a company’s momentum in this comparison?

What does a high net profit margin reveal about a company’s profitability?

What are the potential investment considerations when a company carries high debt levels?

How should price volatility impact an investor’s view of a stock?

Why are analyst ratings and price targets important in this comparison?

What does diversification mean in the context of CDW’s business model?

How do sector dynamics affect these two companies differently?

What external factors should readers consider when comparing these stocks?

How should a beginner use this page to compare stocks without financial advice?

About The Companies

Comparison Snapshot