Arrow Electronics Inc (ARW)vsPC Connection Inc (CNXN)
ARW
Arrow Electronics Inc
$219.10
-0.10%
TECHNOLOGY · Cap: $11.16B
CNXN
PC Connection Inc
$86.84
+1.09%
TECHNOLOGY · Cap: $2.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 1102% more annual revenue ($35.92B vs $2.99B). CNXN leads profitability with a 3.2% 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).
ARW
Strong Buy75
out of 100
Grade: B
CNXN
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-74.1%
Fair Value
$90.63
Current Price
$219.10
$128.47 premium
Intrinsic value data unavailable for CNXN.
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 35.1% YoY
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Operating margin of 4.0%
Weak financial health signals
Expensive relative to growth rate
3.2% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
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 : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book. Revenue growth of 12.4% demonstrates continued momentum.
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 : CNXN
The primary concerns for CNXN are PEG Ratio, Profit Margin, Piotroski F-Score. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARW profiles as a hypergrowth stock while CNXN is a value 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.
ARW generates stronger free cash flow (297M), providing more financial flexibility.
Bottom Line
ARW scores higher overall (75/100 vs 61/100) and 31.8% 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 →PC Connection Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
PC Connection, Inc., provides a range of information technology (IT) solutions. The company is headquartered in Merrimack, New Hampshire.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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