| Stage | CDW | % of rev | AMZN | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $6.6B | 100.00% | $202B | 100.00% | AMZN ×30.73 |
| Gross profit | $1.3B | 20.08% | $77.4B | 38.31% | AMZN +18.2pp |
| Operating income | $429M | 6.52% | $28.1B | 13.90% | AMZN +7.4pp |
| Pre-tax income | $373M | 5.67% | $26.9B | 13.31% | AMZN +7.6pp |
| Net income | $274M | 4.18% | $20.7B | 10.24% | AMZN +6.1pp |
| Stage | CDW | AMZN | Gap · A − B |
|---|---|---|---|
| Revenue | $6.6B100.00% | $202B100.00% | AMZN ×30.73 |
| Gross profit | 20.08%$1.3B | 38.31%$77.4B | AMZN +18.2pp |
| Operating income | 6.52%$429M | 13.90%$28.1B | AMZN +7.4pp |
| Pre-tax income | 5.67%$373M | 13.31%$26.9B | AMZN +7.6pp |
| Net income |
| 4.18%$274M |
| 10.24%$20.7B |
| AMZN +6.1pp |
None
CDW · NTGR 10-KFeb 13 '26
“Our DMRs include CDW Corporation, Insight Corporation, and PC Connection in domestic markets.”
AMZN · NTGR 10-KFeb 13 '26
“Our retail channel includes traditional and online retail locations both domestically and internationally, such as Amazon.com (worldwide), Best Buy, Wal-Mart, Staples, Office Depot, Target, Electra (Sweden), Fnac Darty (Europe), JB HiFi (Australia), Elkjop (Norway), and Boulanger (France).”