Arrow Electronics Inc (ARW)vsSony Group Corp (SONY)
ARW
Arrow Electronics Inc
$228.20
+6.92%
TECHNOLOGY · Cap: $10.99B
SONY
Sony Group Corp
$23.90
+1.62%
TECHNOLOGY · Cap: $143.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 35240% more annual revenue ($12.70T vs $35.92B). ARW leads profitability with a 2.3% profit margin vs -1.8%. 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
SONY
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.0%
Fair Value
$90.17
Current Price
$228.20
$138.03 premium
Intrinsic value data unavailable for SONY.
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
Generating 59.6B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 47.6% 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
ROE of -2.9% — below average capital efficiency
Currently unprofitable
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 : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity.
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 : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
ARW profiles as a hypergrowth stock while SONY is a turnaround 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.
SONY generates stronger free cash flow (59.6B), providing more financial flexibility.
Bottom Line
ARW scores higher overall (75/100 vs 59/100) 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 →Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
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