Arrow Electronics Inc (ARW)vsClimb Global Solutions (CLMB)
ARW
Arrow Electronics Inc
$146.13
+1.31%
TECHNOLOGY · Cap: $7.43B
CLMB
Climb Global Solutions
$20.82
+5.36%
TECHNOLOGY · Cap: $1.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 4628% more annual revenue ($30.85B vs $652.52M). CLMB leads profitability with a 3.3% profit margin vs 1.8%. ARW appears more attractively valued with a PEG of 0.95. ARW earns a higher WallStSmart Score of 69/100 (B-).
ARW
Strong Buy69
out of 100
Grade: B-
CLMB
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.2%
Fair Value
$511.52
Current Price
$146.13
$365.39 discount
Margin of Safety
-1373.0%
Fair Value
$7.89
Current Price
$20.82
$12.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 100.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Reasonable price relative to book value
Conservative balance sheet, low leverage
Every $100 of equity generates 21 in profit
19.8% revenue growth
Areas to Watch
Grey zone — moderate risk
1.8% margin — thin
Operating margin of 3.7%
Weak financial health signals
Grey zone — moderate risk
Smaller company, higher risk/reward
3.3% margin — thin
Operating margin of 5.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARW
The strongest argument for ARW centers on Price/Book, EPS Growth, PEG Ratio. Revenue growth of 20.1% 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 Price/Book, Debt/Equity, Return on Equity. Revenue growth of 19.8% demonstrates continued momentum. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : ARW
The primary concerns for ARW are Altman Z-Score, Profit Margin, Operating Margin. Thin 1.8% margins leave little buffer for downturns.
Bear Case : CLMB
The primary concerns for CLMB are Altman Z-Score, Market Cap, Profit Margin. A P/E of 67.7x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLMB carries more volatility with a beta of 1.13 — expect wider price swings.
ARW is growing revenue faster at 20.1% — sustainability is the question.
ARW generates stronger free cash flow (173M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARW scores higher overall (69/100 vs 50/100) and 20.1% revenue growth. Both earn "Strong Buy" and "Hold" 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 prominent technology and supply chain management firm renowned for its comprehensive distribution and logistics services tailored specifically for IT products. The company has forged robust partnerships with leading manufacturers, allowing it to offer a diverse array of solutions to resellers and systems integrators. As the demand for cloud services and IT infrastructure continues to surge, Climb is strategically positioned to deliver innovative, efficient, and scalable solutions to its clients. With a commitment to operational excellence and customer satisfaction, Climb Global Solutions is set to play a critical role in the rapidly evolving technology landscape.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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