Arrow Electronics vs Ingram Micro
ARW and INGM side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ARW and INGM compare
Arrow Electronics is the larger company, worth 1.6 times as much as Ingram Micro ($10.6B against $6.6B).
On earnings, Arrow Electronics is cheaper: it trades at 13.3× trailing earnings, against 14.3× for Ingram Micro.
Arrow Electronics grew revenue faster over the last twelve months (26.1% versus 14.8% for Ingram Micro).
Arrow Electronics keeps more of each dollar of sales as profit, with a net margin of 2.3% compared with 0.79% at Ingram Micro.
Ingram Micro pays a dividend yielding 1.2%; Arrow Electronics does not pay one.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ARW | INGM |
|---|---|---|
| Size and price | ||
| Market cap | $10.6B | $6.6B |
| Share price | $208.34 | $28.40 |
| Change, 1 year | 79.4% | 29.2% |
| Change, 5 years | 70.5% | – |
| Beta (5Y) | 0.94 | 1.18 |
| Employees | 22K | 22K |
| StockData Score | ||
| Total score | 12 | 12 |
| Valuation score | 3 | 5 (better) |
| Growth score | 3 (better) | 1 |
| Performance score | 2 (better) | 1 |
| Health score | 4 (better) | 2 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 13.3× (better) | 14.3× |
| P/S | 0.3× | 0.1× (better) |
| P/B | 1.5× | 1.5× (better) |
| EV/EBITDA | 9.3× | 7.5× (better) |
| P/FCF | 12.8× (better) | 42.4× |
| FCF yield | 7.8% (better) | 2.4% |
| Fair value | $220.88 | $41.27 |
| Margin of safety | 5.7% | 31.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 26.1% (better) | 14.8% |
| Revenue growth, 5Y average | 1.5% | – |
| Net income growth (TTM) | 73.7% (better) | 59.6% |
| EPS growth (TTM) | 76.8% (better) | 61.0% |
| EPS growth, 5Y average | 8.0% | – |
| Profitability | ||
| Gross margin | 11.3% (better) | 6.6% |
| Operating margin | 3.4% (better) | 1.8% |
| Net margin | 2.3% (better) | 0.79% |
| FCF margin | 2.3% (better) | 0.26% |
| Return on equity | 12.2% (better) | 10.9% |
| Return on invested capital | 10.6% (better) | 9.7% |
| Financial health | ||
| Debt / equity | 0.31 (better) | 0.89 |
| Net debt / EBITDA | 1.43 (better) | 2.29 |
| Interest coverage | – | 3.6× |
| Current ratio | 1.22 | 1.31 (better) |
| Altman Z-score | 1.70 | 3.26 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | – | 1.2% |
| Payout ratio | – | 17.4% |
| Years of dividend growth | – | 0 |
| Buyback yield | 1.2% | – |
| Shareholder yield | 1.2% (better) | 1.2% |
| Ownership | ||
| Held by institutions | 103% | 103% |
| Held by insiders | 0.84% | 78.2% |
| Insider net buying, 12 months | −$14.0M (better) | −$1.2B |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 3.3% | 13.7% |
Go deeper
- ARW stock overview
- ARW income statement
- ARW valuation and score
- INGM stock overview
- INGM income statement
- INGM valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.