Avnet Inc (AVT)vsClimb Global Solutions (CLMB)
AVT
Avnet Inc
$86.81
-1.48%
TECHNOLOGY · Cap: $7.43B
CLMB
Climb Global Solutions
$23.82
+4.11%
TECHNOLOGY · Cap: $418.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 3481% more annual revenue ($24.96B vs $696.85M). CLMB leads profitability with a 3.0% profit margin vs 0.9%. CLMB appears more attractively valued with a PEG of 1.42. AVT earns a higher WallStSmart Score of 59/100 (C).
AVT
Buy59
out of 100
Grade: C
CLMB
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.2%
Fair Value
$41.93
Current Price
$86.81
$44.88 premium
Intrinsic value data unavailable for CLMB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Revenue surging 32.1% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.1%
Smaller company, higher risk/reward
3.0% margin — thin
Operating margin of 2.3%
Earnings declined 10.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Price/Book, Revenue Growth, Altman Z-Score. Revenue growth of 33.9% demonstrates continued momentum.
Bull Case : CLMB
The strongest argument for CLMB centers on Revenue Growth, Debt/Equity. Revenue growth of 32.1% demonstrates continued momentum. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bear Case : AVT
The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.
Bear Case : CLMB
The primary concerns for CLMB are Market Cap, Profit Margin, Operating Margin. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVT carries more volatility with a beta of 1.11 — expect wider price swings.
AVT is growing revenue faster at 33.9% — sustainability is the question.
CLMB generates stronger free cash flow (16M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVT scores higher overall (59/100 vs 57/100) and 33.9% revenue growth. Both earn "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.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
Visit Website →Climb Global Solutions
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Climb Global Solutions (CLMB) is a leading technology and supply chain management firm specializing in the distribution and logistics of IT products. By leveraging strategic partnerships with industry-leading manufacturers, Climb provides a comprehensive range of innovative solutions designed for resellers and systems integrators, effectively catering to the increasing demand for cloud services and advanced IT infrastructure. With a strong focus on operational excellence and customer-centric approaches, Climb is well-positioned to capitalize on growth opportunities within the dynamic technology sector, reinforcing its role as a key player in shaping the future of IT distribution and logistics.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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