Apple Inc. (AAPL)vsArrow Electronics Inc (ARW)
AAPL
Apple Inc.
$338.98
+0.23%
TECHNOLOGY · Cap: $4.85T
ARW
Arrow Electronics Inc
$219.10
-0.10%
TECHNOLOGY · Cap: $11.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Apple Inc. generates 1199% more annual revenue ($466.82B vs $35.92B). AAPL leads profitability with a 27.6% profit margin vs 2.3%. ARW appears more attractively valued with a PEG of 0.95. ARW earns a higher WallStSmart Score of 75/100 (B).
AAPL
Strong Buy67
out of 100
Grade: B-
ARW
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AAPL.
Margin of Safety
-74.1%
Fair Value
$90.63
Current Price
$219.10
$128.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 120 in profit
Strong operational efficiency at 32.6%
Generating 31.9B in free cash flow
Keeps 28 of every $100 in revenue as profit
16.4% revenue growth
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
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 46.1x book value
Grey zone — moderate risk
2.3% margin — thin
Operating margin of 4.0%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AAPL
The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 32.6%. Revenue growth of 16.4% demonstrates continued momentum.
Bull 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.
Bear Case : AAPL
The primary concerns for AAPL are PEG Ratio, P/E Ratio, Price/Book.
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.
Key Dynamics to Monitor
AAPL profiles as a growth stock while ARW is a hypergrowth play — different risk/reward profiles.
ARW carries more volatility with a beta of 1.19 — expect wider price swings.
ARW is growing revenue faster at 31.8% — sustainability is the question.
AAPL generates stronger free cash flow (31.9B), providing more financial flexibility.
Bottom Line
ARW scores higher overall (75/100 vs 67/100) and 31.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
Apple Inc.
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.
Visit Website →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 →Compare with Other CONSUMER ELECTRONICS Stocks
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