WallStSmart

Avnet Inc (AVT)vsICZOOM Group Inc. Class A Ordinary Shares (IZM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Avnet Inc generates 12277% more annual revenue ($23.15B vs $187.05M). AVT leads profitability with a 0.9% profit margin vs 0.6%. IZM trades at a lower P/E of 4.3x. AVT earns a higher WallStSmart Score of 52/100 (C-).

AVT

Buy

52

out of 100

Grade: C-

Growth: 3.3Profit: 4.5Value: 4.7Quality: 6.8
Piotroski: 3/9Altman Z: 3.37

IZM

Hold

39

out of 100

Grade: F

Growth: 3.3Profit: 4.0Value: 5.7Quality: 8.0
Piotroski: 4/9Altman Z: 5.27
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVTSignificantly Overvalued (-296.5%)

Margin of Safety

-296.5%

Fair Value

$16.73

Current Price

$62.26

$45.53 premium

UndervaluedFair: $16.73Overvalued
IZMSignificantly Overvalued (-51.5%)

Margin of Safety

-51.5%

Fair Value

$0.68

Current Price

$0.38

$0.30 premium

UndervaluedFair: $0.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVT2 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
3.3710/10

Safe zone — low bankruptcy risk

IZM3 strengths · Avg: 10.0/10
P/E RatioValuation
4.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
5.2710/10

Safe zone — low bankruptcy risk

Areas to Watch

AVT4 concerns · Avg: 3.3/10
P/E RatioValuation
25.3x4/10

Moderate valuation

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

IZM4 concerns · Avg: 3.0/10
Market CapQuality
$5.14M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Profit MarginProfitability
0.6%3/10

0.6% margin — thin

Operating MarginProfitability
0.5%3/10

Operating margin of 0.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : AVT

The strongest argument for AVT centers on Price/Book, Altman Z-Score. Revenue growth of 11.6% demonstrates continued momentum.

Bull Case : IZM

The strongest argument for IZM centers on P/E Ratio, Price/Book, Altman Z-Score.

Bear Case : AVT

The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.

Bear Case : IZM

The primary concerns for IZM are Market Cap, Return on Equity, Profit Margin. Thin 0.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

IZM carries more volatility with a beta of 1.60 — expect wider price swings.

AVT is growing revenue faster at 11.6% — sustainability is the question.

AVT generates stronger free cash flow (193M), providing more financial flexibility.

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

Bottom Line

AVT scores higher overall (52/100 vs 39/100) and 11.6% revenue growth. Both earn "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.

Avnet Inc

TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA

Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.

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ICZOOM Group Inc. Class A Ordinary Shares

TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · China

ICZOOM Group Inc., sells electronic component products to customers in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.

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