Arrow Electronics Inc (ARW)vsPC Connection Inc (CNXN)
ARW
Arrow Electronics Inc
$146.13
+1.31%
TECHNOLOGY · Cap: $7.43B
CNXN
PC Connection Inc
$58.41
-1.02%
TECHNOLOGY · Cap: $1.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 974% more annual revenue ($30.85B vs $2.87B). CNXN leads profitability with a 2.9% profit margin vs 1.8%. 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-
CNXN
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.2%
Fair Value
$511.52
Current Price
$146.13
$365.39 discount
Margin of Safety
-51.0%
Fair Value
$43.16
Current Price
$58.41
$15.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 100.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
1.8% margin — thin
Operating margin of 3.7%
Weak financial health signals
4.0% earnings growth
Smaller company, higher risk/reward
2.9% margin — thin
Operating margin of 3.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARW
The strongest argument for ARW centers on Price/Book, EPS Growth, PEG Ratio. Revenue growth of 20.1% 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, P/E Ratio. PEG of 1.47 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 1.8% margins leave little buffer for downturns.
Bear Case : CNXN
The primary concerns for CNXN are EPS Growth, Market Cap, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARW profiles as a growth stock while CNXN is a value play — different risk/reward profiles.
ARW carries more volatility with a beta of 0.99 — expect wider price swings.
ARW is growing revenue faster at 20.1% — sustainability is the question.
ARW generates stronger free cash flow (173M), providing more financial flexibility.
Bottom Line
ARW scores higher overall (69/100 vs 47/100) and 20.1% revenue growth. Both earn "Strong 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.
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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