Arrow Electronics vs Avnet
ARW and AVT side by side, both in wholesale trade-durable goods. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ARW and AVT compare
Arrow Electronics is the larger company, worth 1.5 times as much as Avnet ($10.6B against $7.2B).
On earnings, Arrow Electronics is cheaper: it trades at 13.3× trailing earnings, against 22.0× for Avnet.
Arrow Electronics grew revenue faster over the last twelve months (26.1% versus 24.5% for Avnet).
Arrow Electronics keeps more of each dollar of sales as profit, with a net margin of 2.3% compared with 1.2% at Avnet.
Avnet pays a dividend yielding 1.6%; Arrow Electronics does not pay one.
Arrow Electronics scores higher on the StockData Score (12 against 9 for Avnet), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ARW | AVT |
|---|---|---|
| Size and price | ||
| Market cap | $10.6B | $7.2B |
| Share price | $208.34 | $88.20 |
| Change, 1 year | 79.4% | 81.3% |
| Change, 5 years | 70.5% | 119% |
| Beta (5Y) | 0.94 | 0.90 |
| Employees | 22K | 15K |
| StockData Score | ||
| Total score | 12 (better) | 9 |
| Valuation score | 3 (better) | 1 |
| Growth score | 3 (better) | 2 |
| Performance score | 2 (better) | 1 |
| Health score | 4 (better) | 2 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 13.3× (better) | 22.0× |
| P/S | 0.3× | 0.3× (better) |
| P/B | 1.5× | 1.4× (better) |
| EV/EBITDA | 9.3× (better) | 12.8× |
| P/FCF | 12.8× | – |
| FCF yield | 7.8% (better) | −4.9% |
| Fair value | $220.88 | $64.43 |
| Margin of safety | 5.7% (better) | −36.9% |
| Growth | ||
| Revenue growth (TTM) | 26.1% (better) | 24.5% |
| Revenue growth, 5Y average | 1.5% | 7.2% (better) |
| Net income growth (TTM) | 73.7% (better) | 39.2% |
| EPS growth (TTM) | 76.8% (better) | 45.8% |
| EPS growth, 5Y average | 8.0% | 15.7% (better) |
| Profitability | ||
| Gross margin | 11.3% (better) | 10.4% |
| Operating margin | 3.4% (better) | 2.6% |
| Net margin | 2.3% (better) | 1.2% |
| FCF margin | 2.3% (better) | −1.3% |
| Return on equity | 12.2% (better) | 6.7% |
| Return on invested capital | 10.6% (better) | 6.7% |
| Financial health | ||
| Debt / equity | 0.31 (better) | 0.64 |
| Net debt / EBITDA | 1.43 (better) | 3.81 |
| Interest coverage | – | 2.9× |
| Current ratio | 1.22 | 1.78 (better) |
| Altman Z-score | 1.70 | 3.14 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | – | 1.6% |
| Payout ratio | – | 34.2% |
| Years of dividend growth | – | 13 |
| Dividend growth, 5Y average | – | 10.5% |
| Buyback yield | 1.2% | 1.9% (better) |
| Shareholder yield | 1.2% | 3.5% (better) |
| Ownership | ||
| Held by institutions | 103% | 108% |
| Held by insiders | 0.84% | 1.7% |
| Insider net buying, 12 months | −$14.0M (better) | −$17.1M |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 3.3% | 11.1% |
Go deeper
- ARW stock overview
- ARW income statement
- ARW valuation and score
- AVT stock overview
- AVT income statement
- AVT valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.