WallStSmart

Arrow Electronics Inc (ARW)vsInsight Enterprises Inc (NSIT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arrow Electronics Inc generates 305% more annual revenue ($33.51B vs $8.27B). NSIT leads profitability with a 2.2% 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

NSIT

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 5.7Quality: 5.0
Piotroski: 4/9Altman Z: 1.55

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

NSIT2 strengths · Avg: 9.0/10
EPS GrowthGrowth
340.9%10/10

Earnings expanding 340.9% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

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

NSIT4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

Altman Z-ScoreHealth
1.554/10

Distress zone — elevated risk

Profit MarginProfitability
2.2%3/10

2.2% margin — thin

Debt/EquityHealth
1.083/10

Elevated debt levels

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 : NSIT

The strongest argument for NSIT centers on EPS Growth, Price/Book. PEG of 1.02 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 : NSIT

The primary concerns for NSIT are Revenue Growth, Altman Z-Score, Profit Margin. Thin 2.2% margins leave little buffer for downturns.

Key Dynamics to Monitor

ARW profiles as a hypergrowth stock while NSIT is a value play — different risk/reward profiles.

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.

Bottom Line

ARW scores higher overall (75/100 vs 62/100) 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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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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