Apple Inc (AAPL)vsArrow Electronics Inc (ARW)
AAPL
Apple Inc
$293.32
+2.05%
TECHNOLOGY · Cap: $4.22T
ARW
Arrow Electronics Inc
$194.95
+2.70%
TECHNOLOGY · Cap: $9.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Apple Inc generates 1363% more annual revenue ($451.44B vs $30.85B). AAPL leads profitability with a 27.2% profit margin vs 1.9%. ARW appears more attractively valued with a PEG of 0.95. ARW earns a higher WallStSmart Score of 69/100 (B-).
AAPL
Strong Buy67
out of 100
Grade: B-
ARW
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AAPL.
Margin of Safety
+68.0%
Fair Value
$492.65
Current Price
$194.95
$297.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 142 in profit
Strong operational efficiency at 32.3%
Generating 26.7B in free cash flow
Keeps 27 of every $100 in revenue as profit
16.6% revenue growth
Earnings expanding 100.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 20.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Expensive relative to growth rate
Trading at 48.9x book value
Grey zone — moderate risk
1.9% margin — thin
Operating margin of 3.7%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AAPL
The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.2% and operating margin at 32.3%. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : ARW
The strongest argument for ARW centers on EPS Growth, PEG Ratio, P/E Ratio. Revenue growth of 20.1% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : AAPL
The primary concerns for AAPL are P/E Ratio, Debt/Equity, PEG Ratio.
Bear Case : ARW
The primary concerns for ARW are Altman Z-Score, Profit Margin, Operating Margin. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARW carries more volatility with a beta of 1.17 — expect wider price swings.
ARW is growing revenue faster at 20.1% — sustainability is the question.
AAPL generates stronger free cash flow (26.7B), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARW scores higher overall (69/100 vs 67/100) and 20.1% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Apple Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.
Visit Website →Arrow Electronics Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Centennial, Colorado.
Visit Website →Compare with Other CONSUMER ELECTRONICS Stocks
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