Reviewing BOE Varitronix (OTCMKTS:VARXF) and CDW (NASDAQ:CDW)

BOE Varitronix (OTCMKTS:VARXF) and CDW (NASDAQ:CDW) are both technology companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, valuation, risk, institutional ownership, earnings, analyst recommendations and dividends.

Profitability

This table compares BOE Varitronix and CDW’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
BOE Varitronix	N/A	N/A	N/A
CDW	4.60%	50.61%	7.91%

Institutional & Insider Ownership

14.3% of BOE Varitronix shares are owned by institutional investors. Comparatively, 93.2% of CDW shares are owned by institutional investors. 0.8% of CDW shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for BOE Varitronix and CDW, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
BOE Varitronix	0	0	0	0	0.00
CDW	0	3	5	1	2.78

CDW has a consensus target price of $147.00, suggesting a potential downside of 2.20%. Given CDW’s stronger consensus rating and higher probable upside, analysts clearly believe CDW is more favorable than BOE Varitronix.

Earnings and Valuation

This table compares BOE Varitronix and CDW”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
BOE Varitronix	N/A	N/A	N/A	N/A	N/A
CDW	$22.42 billion	0.84	$1.07 billion	$8.32	18.06

CDW has higher revenue and earnings than BOE Varitronix.

Summary

CDW beats BOE Varitronix on 10 of the 10 factors compared between the two stocks.

About BOE Varitronix

BOE Varitronix Limited, an investment holding company, designs, manufactures, and sells liquid crystal display and related products in the People’s Republic of China, Europe, the United States, Korea, and internationally. It primarily provides thin film transistor products. The company offers display products for use in automotive applications in digital instrument cluster display, center information display, HUD, rear view, and side view E-mirror products; and products for use in industrial applications, such as white goods, home automation, and other products. In addition, the company engages in the marketing and sales consulting activities. BOE Varitronix Limited was founded in 1978 and is headquartered in Kwun Tong, Hong Kong. BOE Varitronix Limited is a subsidiary of BOE Technology Group Company Limited.

About CDW

CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Corporate, Small Business, and Public. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, desktop computers, collaboration, data storage and servers, and others; and software products, such as cloud solutions, software assurance, application suites, security, virtualization, operating systems, and network management. In addition, the company offers advisory and design, software development, implementation, managed, professional, configuration, partner, and telecom services, as well as warranties; delivers and manages mission critical software, systems, and network solutions; and implementation and installation, and repair services to its customers through various third-party service providers. It serves government, education, and healthcare customers; and small, medium, and large business customers. CDW Corporation was founded in 1984 and is headquartered in Vernon Hills, Illinois.