Arrow Electronics Inc (ARW)vsClimb Global Solutions (CLMB)
ARW
Arrow Electronics Inc
$181.09
+2.27%
TECHNOLOGY · Cap: $11.35B
CLMB
Climb Global Solutions
$39.70
-0.38%
TECHNOLOGY · Cap: $749.68M
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 4561% more annual revenue ($35.92B vs $770.74M). CLMB leads profitability with a 3.1% profit margin vs 2.3%. 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
CLMB
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-70.4%
Fair Value
$92.59
Current Price
$181.09
$88.50 premium
Intrinsic value data unavailable for CLMB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 31.8% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 46.5% YoY
Revenue surging 36.5% year-over-year
Earnings expanding 70.1% YoY
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Operating margin of 4.0%
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
3.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ARW
The strongest argument for ARW centers on Price/Book, Revenue Growth, PEG Ratio. Revenue growth of 31.8% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : CLMB
The strongest argument for CLMB centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 36.5% 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 : CLMB
The primary concerns for CLMB are PEG Ratio, P/E Ratio, Market Cap. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARW carries more volatility with a beta of 1.17 — expect wider price swings.
CLMB is growing revenue faster at 36.5% — 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 60/100) and 31.8% revenue growth. Both earn "Strong Buy" and "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 →Climb Global Solutions
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Climb Global Solutions (CLMB) is a leading technology and supply chain management company focused on enhancing the distribution and logistics of IT products. By establishing strategic partnerships with top manufacturers, the firm offers a comprehensive suite of innovative solutions that cater to the needs of resellers and systems integrators, particularly in response to the growing demand for cloud services and advanced IT infrastructure. Climb's commitment to operational excellence and customer-centric strategies uniquely positions it to capitalize on growth opportunities in the rapidly evolving technology landscape, reinforcing its role as a critical player in the future of IT distribution and logistics.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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