Arrow Electronics Inc (ARW)vsInsight Enterprises Inc (NSIT)
ARW
Arrow Electronics Inc
$146.13
+1.31%
TECHNOLOGY · Cap: $7.43B
NSIT
Insight Enterprises Inc
$64.91
-1.68%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 274% more annual revenue ($30.85B vs $8.25B). NSIT leads profitability with a 1.9% profit margin vs 1.8%. NSIT appears more attractively valued with a PEG of 0.68. ARW earns a higher WallStSmart Score of 69/100 (B-).
ARW
Strong Buy69
out of 100
Grade: B-
NSIT
Buy62
out of 100
Grade: C+
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
+60.4%
Fair Value
$227.45
Current Price
$64.91
$162.54 discount
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
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Grey zone — moderate risk
1.8% margin — thin
Operating margin of 3.7%
Weak financial health signals
1.9% margin — thin
Revenue declined 120.0%
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 : NSIT
The strongest argument for NSIT centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.68 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 : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARW profiles as a growth stock while NSIT is a value play — different risk/reward profiles.
ARW carries more volatility with a beta of 0.99 — 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.
Bottom Line
ARW scores higher overall (69/100 vs 62/100) and 20.1% revenue growth. NSIT offers better value entry with a 60.4% margin of safety. 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 →Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, Arizona.
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