Arrow Electronics Inc (ARW)vsAvnet Inc (AVT)
ARW
Arrow Electronics Inc
$194.95
+2.70%
TECHNOLOGY · Cap: $9.80B
AVT
Avnet Inc
$82.09
+1.52%
TECHNOLOGY · Cap: $6.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 24% more annual revenue ($30.85B vs $24.96B). ARW leads profitability with a 1.9% profit margin vs 0.9%. ARW appears more attractively valued with a PEG of 0.95. ARW earns a higher WallStSmart Score of 69/100 (B-).
ARW
Strong Buy69
out of 100
Grade: B-
AVT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.0%
Fair Value
$492.65
Current Price
$194.95
$297.70 discount
Margin of Safety
+73.8%
Fair Value
$253.22
Current Price
$82.09
$171.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 100.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 20.1% year-over-year
Reasonable price relative to book value
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Areas to Watch
Grey zone — moderate risk
1.9% margin — thin
Operating margin of 3.7%
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARW
The strongest argument for ARW centers on EPS Growth, PEG Ratio, P/E Ratio. Revenue growth of 20.1% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : AVT
The strongest argument for AVT centers on Price/Book, Revenue Growth, Altman Z-Score. Revenue growth of 33.9% demonstrates continued momentum.
Bear Case : ARW
The primary concerns for ARW are Altman Z-Score, Profit Margin, Operating Margin. Thin 1.9% margins leave little buffer for downturns.
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.
Key Dynamics to Monitor
ARW profiles as a growth stock while AVT is a hypergrowth play — different risk/reward profiles.
ARW carries more volatility with a beta of 1.17 — expect wider price swings.
AVT is growing revenue faster at 33.9% — sustainability is the question.
ARW generates stronger free cash flow (173M), providing more financial flexibility.
Bottom Line
ARW scores higher overall (69/100 vs 59/100) and 20.1% revenue growth. AVT offers better value entry with a 73.8% 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 →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.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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