Arrow Electronics Inc (ARW)vsTurtle Beach Corporation (TBCH)
ARW
Arrow Electronics Inc
$220.92
-0.91%
TECHNOLOGY · Cap: $11.35B
TBCH
Turtle Beach Corporation
$16.49
-0.18%
TECHNOLOGY · Cap: $293.36M
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 11964% more annual revenue ($35.92B vs $297.77M). ARW leads profitability with a 2.3% profit margin vs -1.1%. 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
TBCH
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.3%
Fair Value
$92.12
Current Price
$220.92
$128.80 premium
Intrinsic value data unavailable for TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 31.8% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 46.5% YoY
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Operating margin of 4.0%
Weak financial health signals
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Revenue declined 0.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARW
The strongest argument for ARW centers on Revenue Growth, PEG Ratio, P/E Ratio. Revenue growth of 31.8% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio. PEG of 0.98 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 2.3% margins leave little buffer for downturns.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity.
Key Dynamics to Monitor
ARW profiles as a hypergrowth stock while TBCH is a turnaround play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.36 — expect wider price swings.
ARW is growing revenue faster at 31.8% — sustainability is the question.
ARW generates stronger free cash flow (297M), providing more financial flexibility.
Bottom Line
ARW scores higher overall (75/100 vs 37/100) and 31.8% 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 →Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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