Arrow Electronics Inc (ARW)vsICZOOM Group Inc. Class A Ordinary Shares (IZM)
ARW
Arrow Electronics Inc
$146.13
+1.31%
TECHNOLOGY · Cap: $7.43B
IZM
ICZOOM Group Inc. Class A Ordinary Shares
$0.38
-1.00%
TECHNOLOGY · Cap: $5.14M
Smart Verdict
WallStSmart Research — data-driven comparison
Arrow Electronics Inc generates 16395% more annual revenue ($30.85B vs $187.05M). ARW leads profitability with a 1.8% profit margin vs 0.6%. IZM trades at a lower P/E of 4.3x. ARW earns a higher WallStSmart Score of 69/100 (B-).
ARW
Strong Buy69
out of 100
Grade: B-
IZM
Hold39
out of 100
Grade: F
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
-51.5%
Fair Value
$0.68
Current Price
$0.38
$0.30 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
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Grey zone — moderate risk
1.8% margin — thin
Operating margin of 3.7%
Weak financial health signals
Smaller company, higher risk/reward
ROE of 7.8% — below average capital efficiency
0.6% margin — thin
Operating margin of 0.5%
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 : IZM
The strongest argument for IZM centers on P/E Ratio, Price/Book, Altman Z-Score.
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 : IZM
The primary concerns for IZM are Market Cap, Return on Equity, Profit Margin. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARW profiles as a growth stock while IZM is a value play — different risk/reward profiles.
IZM carries more volatility with a beta of 1.60 — 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 39/100) 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 →ICZOOM Group Inc. Class A Ordinary Shares
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · China
ICZOOM Group Inc., sells electronic component products to customers in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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