Arrow Electronics Inc (ARW)vsTD SYNNEX Corporation (SNX)
ARW
Arrow Electronics Inc
$181.09
+2.27%
TECHNOLOGY · Cap: $11.35B
SNX
TD SYNNEX Corporation
$218.73
+1.56%
TECHNOLOGY · Cap: $20.48B
Smart Verdict
WallStSmart Research — data-driven comparison
TD SYNNEX Corporation generates 111% more annual revenue ($75.67B vs $35.92B). ARW leads profitability with a 2.3% profit margin vs 1.8%. SNX appears more attractively valued with a PEG of 0.50. ARW earns a higher WallStSmart Score of 75/100 (B).
ARW
Strong Buy75
out of 100
Grade: B
SNX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-70.4%
Fair Value
$92.59
Current Price
$181.09
$88.50 premium
Margin of Safety
+40.4%
Fair Value
$285.02
Current Price
$218.73
$66.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 31.8% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 46.5% YoY
Growing faster than its price suggests
Revenue surging 37.7% year-over-year
Earnings expanding 88.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Operating margin of 4.0%
Weak financial health signals
1.8% margin — thin
Operating margin of 3.0%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ARW
The strongest argument for ARW centers on Price/Book, Revenue Growth, PEG Ratio. Revenue growth of 31.8% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : SNX
The strongest argument for SNX centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 37.7% demonstrates continued momentum. PEG of 0.50 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 2.3% margins leave little buffer for downturns.
Bear Case : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNX carries more volatility with a beta of 1.37 — expect wider price swings.
SNX is growing revenue faster at 37.7% — sustainability is the question.
ARW generates stronger free cash flow (297M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARW scores higher overall (75/100 vs 72/100) and 31.8% revenue growth. SNX offers better value entry with a 40.4% margin of safety. Both earn "Strong 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 →TD SYNNEX Corporation
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
SYNNEX Corporation provides business process services in the United States and internationally. The company is headquartered in Fremont, California.
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