Arrow Electronics Inc (ARW)vsNVIDIA Corporation (NVDA)
ARW
Arrow Electronics Inc
$219.09
-2.36%
TECHNOLOGY · Cap: $11.60B
NVDA
NVIDIA Corporation
$205.10
+3.54%
TECHNOLOGY · Cap: $5.40T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 656% more annual revenue ($253.49B vs $33.51B). NVDA leads profitability with a 63.0% profit margin vs 2.2%. NVDA appears more attractively valued with a PEG of 0.69. NVDA earns a higher WallStSmart Score of 80/100 (A-).
ARW
Strong Buy75
out of 100
Grade: B
NVDA
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARW.
Margin of Safety
-71.9%
Fair Value
$119.30
Current Price
$205.10
$85.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 39.0% year-over-year
Earnings expanding 201.3% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 82 in profit
Keeps 63 of every $100 in revenue as profit
Strong operational efficiency at 65.6%
Revenue surging 85.2% year-over-year
Earnings expanding 214.5% YoY
Areas to Watch
Grey zone — moderate risk
2.2% margin — thin
Operating margin of 4.2%
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 31.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ARW
The strongest argument for ARW centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 39.0% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 63.0% and operating margin at 65.6%. Revenue growth of 85.2% demonstrates continued momentum.
Bear Case : ARW
The primary concerns for ARW are Altman Z-Score, Profit Margin, Operating Margin. Thin 2.2% margins leave little buffer for downturns.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Key Dynamics to Monitor
ARW profiles as a hypergrowth stock while NVDA is a growth play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.24 — expect wider price swings.
NVDA is growing revenue faster at 85.2% — sustainability is the question.
NVDA generates stronger free cash flow (48.6B), providing more financial flexibility.
Bottom Line
NVDA scores higher overall (80/100 vs 75/100), backed by strong 63.0% margins and 85.2% revenue growth. Both earn "Exceptional Buy" and "Strong 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 →NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
Want to dig deeper into these stocks?