Avnet Inc (AVT)vsClimb Global Solutions (CLMB)
AVT
Avnet Inc
$82.09
+1.52%
TECHNOLOGY · Cap: $6.59B
CLMB
Climb Global Solutions
$20.12
-0.69%
TECHNOLOGY · Cap: $374.18M
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 1.24. 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
+73.8%
Fair Value
$253.22
Current Price
$82.09
$171.13 discount
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
Attractively priced relative to earnings
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%
Grey zone — moderate risk
Smaller company, higher risk/reward
3.0% margin — thin
Operating margin of 2.3%
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, P/E Ratio. Revenue growth of 32.1% demonstrates continued momentum. PEG of 1.24 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 Altman Z-Score, Market Cap, Profit Margin. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLMB carries more volatility with a beta of 1.00 — 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 company specializing in the distribution and logistics of IT products. Leveraging strong partnerships with industry-leading manufacturers, Climb offers a wide range of innovative solutions designed for resellers and systems integrators amidst the growing demand for cloud services and IT infrastructure. The company's strategic focus on operational excellence and customer satisfaction positions it as a vital player in the dynamic technology landscape, poised for continued growth and market leadership.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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