Arrow Electronics Inc (ARW)vsClimb Global Solutions (CLMB)
ARW
Arrow Electronics Inc
$194.95
+2.70%
TECHNOLOGY · Cap: $9.80B
CLMB
Climb Global Solutions
$20.12
-0.69%
TECHNOLOGY · Cap: $374.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 4327% more annual revenue ($30.85B vs $696.85M). CLMB leads profitability with a 3.0% profit margin vs 1.9%. 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-
CLMB
Buy57
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
Intrinsic value data unavailable for CLMB.
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
Revenue surging 32.1% year-over-year
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Grey zone — moderate risk
1.9% margin — thin
Operating margin of 3.7%
Weak financial health signals
Grey zone — moderate risk
Smaller company, higher risk/reward
3.0% margin — thin
Operating margin of 2.3%
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 : CLMB
The strongest argument for CLMB centers on Revenue Growth, Debt/Equity, P/E Ratio. Revenue growth of 32.1% demonstrates continued momentum. PEG of 1.24 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 1.9% margins leave little buffer for downturns.
Bear Case : CLMB
The primary concerns for CLMB are Altman Z-Score, Market Cap, Profit Margin. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARW profiles as a growth stock while CLMB is a hypergrowth play — different risk/reward profiles.
ARW carries more volatility with a beta of 1.17 — expect wider price swings.
CLMB is growing revenue faster at 32.1% — sustainability is the question.
ARW generates stronger free cash flow (173M), providing more financial flexibility.
Bottom Line
ARW scores higher overall (69/100 vs 57/100) and 20.1% 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.
Visit Website →Climb Global Solutions
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Climb Global Solutions (CLMB) is a leading technology and supply chain management company specializing in the distribution and logistics of IT products. Leveraging strong partnerships with industry-leading manufacturers, Climb offers a wide range of innovative solutions designed for resellers and systems integrators amidst the growing demand for cloud services and IT infrastructure. The company's strategic focus on operational excellence and customer satisfaction positions it as a vital player in the dynamic technology landscape, poised for continued growth and market leadership.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
Want to dig deeper into these stocks?