VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

CDW Corporation vs TE Connectivity plc

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

CDW Corporation

CDW · NASDAQ

Market cap (USD)$17.4B
Gross margin (TTM)21.6%
Operating margin (TTM)7.4%
Net margin (TTM)4.8%
SectorTechnology
IndustryInformation Technology Services
CountryUS
Data as of2026-01-06
Moat score
52/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into CDW Corporation's moat claims, evidence, and risks.

View CDW analysis

TE Connectivity plc

TEL · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryIE
Data as of2026-01-11
Moat score
62/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into TE Connectivity plc's moat claims, evidence, and risks.

View TEL analysis

Comparison highlights

  • Moat score gap: TE Connectivity plc leads (62 / 100 vs 52 / 100 for CDW Corporation).
  • Segment focus: CDW Corporation has 4 segments (42.1% in Corporate); TE Connectivity plc has 2 segments (54.4% in Transportation Solutions).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Weak.
  • Moat breadth: CDW Corporation has 6 moat types across 3 domains; TE Connectivity plc has 4 across 2.

Primary market context

CDW Corporation

Corporate

Market

IT solutions provider / value-added reseller (VAR) + services for U.S. private-sector businesses (250+ employees)

Geography

United States

Customer

Private-sector enterprises (mid-market and large)

Role

Value-added reseller / systems integrator

Revenue share

42.1%

TE Connectivity plc

Transportation Solutions

Market

Transportation connectivity and sensor components (automotive, commercial transportation, sensors)

Geography

Global

Customer

Automotive & commercial vehicle OEMs and Tier-1 suppliers; industrial/OEM customers for sensors

Role

Component supplier / design partner

Revenue share

54.4%

Side-by-side metrics

CDW Corporation
TE Connectivity plc
Ticker / Exchange
CDW - NASDAQ
TEL - New York Stock Exchange
Market cap (USD)
$17.4B
n/a
Gross margin (TTM)
21.6%
n/a
Operating margin (TTM)
7.4%
n/a
Net margin (TTM)
4.8%
n/a
Sector
Technology
Technology
Industry
Information Technology Services
n/a
HQ country
US
IE
Primary segment
Corporate
Transportation Solutions
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
52 / 100
62 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2026-01-06
2026-01-11

Moat coverage

Shared moat types

Scope EconomiesOperational Excellence

CDW Corporation strengths

Service Field NetworkPreferential Input AccessProcurement InertiaGovernment Contracting Relationships

TE Connectivity plc strengths

Design In QualificationCapex Knowhow Scale

Segment mix

CDW Corporation segments

Full profile >

Corporate

Competitive

42.1%

Small Business

Competitive

7.3%

Public

Competitive

38.8%

Other (UK & Canada)

Competitive

11.8%

TE Connectivity plc segments

Full profile >

Transportation Solutions

Oligopoly

54.4%

Industrial Solutions

Oligopoly

45.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.