WallStSmart

Avnet Inc (AVT)vsClimb Global Solutions (CLMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Avnet Inc generates 3782% more annual revenue ($27.63B vs $711.77M). CLMB leads profitability with a 2.9% profit margin vs 1.2%. CLMB appears more attractively valued with a PEG of 1.57. AVT earns a higher WallStSmart Score of 65/100 (B-).

AVT

Strong Buy

65

out of 100

Grade: B-

Growth: 8.0Profit: 4.5Value: 3.3Quality: 7.0
Piotroski: 4/9Altman Z: 3.01

CLMB

Hold

49

out of 100

Grade: D+

Growth: 6.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVTSignificantly Overvalued (-39.4%)

Margin of Safety

-39.4%

Fair Value

$47.60

Current Price

$98.25

$50.65 premium

UndervaluedFair: $47.60Overvalued

Intrinsic value data unavailable for CLMB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVT4 strengths · Avg: 9.5/10
Revenue GrowthGrowth
47.7%10/10

Revenue surging 47.7% year-over-year

EPS GrowthGrowth
1969.0%10/10

Earnings expanding 1969.0% YoY

Altman Z-ScoreHealth
3.0110/10

Safe zone — low bankruptcy risk

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

CLMB1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Areas to Watch

AVT4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.3%3/10

ROE of 4.3% — below average capital efficiency

Profit MarginProfitability
1.2%3/10

1.2% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

PEG RatioValuation
2.652/10

Expensive relative to growth rate

CLMB4 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Market CapQuality
$513.17M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : AVT

The strongest argument for AVT centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 47.7% demonstrates continued momentum.

Bull Case : CLMB

The strongest argument for CLMB centers on Debt/Equity.

Bear Case : AVT

The primary concerns for AVT are Return on Equity, Profit Margin, Operating Margin. Thin 1.2% margins leave little buffer for downturns.

Bear Case : CLMB

The primary concerns for CLMB are PEG Ratio, Market Cap, Profit Margin. Thin 2.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

AVT profiles as a hypergrowth stock while CLMB is a value play — different risk/reward profiles.

AVT carries more volatility with a beta of 1.11 — expect wider price swings.

AVT is growing revenue faster at 47.7% — sustainability is the question.

CLMB generates stronger free cash flow (15M), providing more financial flexibility.

Bottom Line

AVT scores higher overall (65/100 vs 49/100) and 47.7% 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.

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.

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Climb Global Solutions

TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA

Climb Global Solutions (CLMB) is a leading technology and supply chain management company focused on enhancing the distribution and logistics of IT products. By establishing strategic partnerships with top manufacturers, the firm offers a comprehensive suite of innovative solutions that cater to the needs of resellers and systems integrators, particularly in response to the growing demand for cloud services and advanced IT infrastructure. Climb's commitment to operational excellence and customer-centric strategies uniquely positions it to capitalize on growth opportunities in the rapidly evolving technology landscape, reinforcing its role as a critical player in the future of IT distribution and logistics.

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