WallStSmart

Arrow Electronics Inc (ARW)vsClimb Global Solutions (CLMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arrow Electronics Inc generates 4709% more annual revenue ($33.51B vs $696.85M). CLMB leads profitability with a 3.0% profit margin vs 2.2%. ARW appears more attractively valued with a PEG of 0.95. ARW earns a higher WallStSmart Score of 75/100 (B).

ARW

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 4.5Value: 7.0Quality: 5.5
Piotroski: 3/9Altman Z: 1.94

CLMB

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 5.5Value: 5.7Quality: 7.0
Piotroski: 4/9Altman Z: 2.18

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARW5 strengths · Avg: 8.8/10
Revenue GrowthGrowth
39.0%10/10

Revenue surging 39.0% year-over-year

EPS GrowthGrowth
201.3%10/10

Earnings expanding 201.3% YoY

PEG RatioValuation
0.958/10

Growing faster than its price suggests

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

CLMB2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
32.1%10/10

Revenue surging 32.1% year-over-year

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Areas to Watch

ARW4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

Profit MarginProfitability
2.2%3/10

2.2% margin — thin

Operating MarginProfitability
4.2%3/10

Operating margin of 4.2%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

CLMB4 concerns · Avg: 2.8/10
Market CapQuality
$418.81M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.0%3/10

3.0% margin — thin

Operating MarginProfitability
2.3%3/10

Operating margin of 2.3%

EPS GrowthGrowth
-10.0%2/10

Earnings declined 10.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : ARW

The strongest argument for ARW centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 39.0% 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, Debt/Equity. Revenue growth of 32.1% demonstrates continued momentum. PEG of 1.42 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 2.2% margins leave little buffer for downturns.

Bear Case : CLMB

The primary concerns for CLMB are Market Cap, Profit Margin, Operating Margin. Thin 3.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

ARW carries more volatility with a beta of 1.20 — expect wider price swings.

ARW is growing revenue faster at 39.0% — sustainability is the question.

ARW generates stronger free cash flow (668M), providing more financial flexibility.

Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ARW scores higher overall (75/100 vs 57/100) and 39.0% 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.

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Climb Global Solutions

TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA

Climb Global Solutions (CLMB) is a leading technology and supply chain management firm specializing in the distribution and logistics of IT products. By leveraging strategic partnerships with industry-leading manufacturers, Climb provides a comprehensive range of innovative solutions designed for resellers and systems integrators, effectively catering to the increasing demand for cloud services and advanced IT infrastructure. With a strong focus on operational excellence and customer-centric approaches, Climb is well-positioned to capitalize on growth opportunities within the dynamic technology sector, reinforcing its role as a key player in shaping the future of IT distribution and logistics.

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