Arrow Electronics Inc (ARW)vsAvnet Inc (AVT)
ARW
Arrow Electronics Inc
$219.10
-0.10%
TECHNOLOGY · Cap: $11.16B
AVT
Avnet Inc
$98.25
+2.90%
TECHNOLOGY · Cap: $7.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 30% more annual revenue ($35.92B vs $27.63B). ARW leads profitability with a 2.3% profit margin vs 1.2%. ARW appears more attractively valued with a PEG of 0.95. ARW earns a higher WallStSmart Score of 75/100 (B).
ARW
Strong Buy75
out of 100
Grade: B
AVT
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-74.1%
Fair Value
$90.63
Current Price
$219.10
$128.47 premium
Margin of Safety
-39.4%
Fair Value
$47.60
Current Price
$98.25
$50.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 31.8% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 46.5% YoY
Revenue surging 47.7% year-over-year
Earnings expanding 1969.0% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Operating margin of 4.0%
Weak financial health signals
ROE of 4.3% — below average capital efficiency
1.2% margin — thin
Operating margin of 3.9%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ARW
The strongest argument for ARW centers on Revenue Growth, PEG Ratio, P/E Ratio. Revenue growth of 31.8% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : AVT
The strongest argument for AVT centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 47.7% demonstrates continued momentum.
Bear Case : ARW
The primary concerns for ARW are Altman Z-Score, Profit Margin, Operating Margin. Thin 2.3% margins leave little buffer for downturns.
Bear Case : AVT
The primary concerns for AVT are Return on Equity, Profit Margin, Operating Margin. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARW carries more volatility with a beta of 1.19 — expect wider price swings.
AVT is growing revenue faster at 47.7% — sustainability is the question.
ARW generates stronger free cash flow (297M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARW scores higher overall (75/100 vs 65/100) and 31.8% 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.
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 →Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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