Avnet vs Ingram Micro
AVT and INGM side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AVT and INGM compare
Avnet and Ingram Micro are about the same size, with market caps of $6.9B and $6.5B.
On earnings, Avnet is cheaper: it trades at 12.6× trailing earnings, against 14.4× for Ingram Micro.
Avnet grew revenue faster over the last twelve months (44.3% versus 14.8% for Ingram Micro).
Avnet keeps more of each dollar of sales as profit, with a net margin of 1.7% compared with 0.79% at Ingram Micro.
Both pay dividends: Avnet yields 1.7% and Ingram Micro 0.89%.
Ingram Micro scores higher on the StockData Score (12 against 10 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 | AVT | INGM |
|---|---|---|
| Size and price | ||
| Market cap | $6.9B | $6.5B |
| Share price | $83.97 | $28.42 |
| Change, 1 year | 78.0% | 33.6% |
| Change, 5 years | 116% | – |
| Beta (5Y) | 0.93 | 1.26 |
| Employees | 15K | 22K |
| StockData Score | ||
| Total score | 10 | 12 (better) |
| Valuation score | 3 | 5 (better) |
| Growth score | 2 (better) | 1 |
| Performance score | 1 | 1 |
| Health score | 1 | 2 (better) |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 12.6× (better) | 14.4× |
| P/S | 0.2× | 0.1× (better) |
| P/B | 1.3× (better) | 1.5× |
| EV/EBITDA | 9.5× | 7.5× (better) |
| P/FCF | – | 42.3× |
| FCF yield | −15.3% | 2.4% (better) |
| Fair value | $89.90 | $41.33 |
| Margin of safety | 6.6% | 31.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 44.3% (better) | 14.8% |
| Revenue growth, 5Y average | 7.2% | – |
| Net income growth (TTM) | 142% (better) | 59.6% |
| EPS growth (TTM) | 150% (better) | 61.0% |
| EPS growth, 5Y average | 15.7% | – |
| Profitability | ||
| Gross margin | 10.3% (better) | 6.6% |
| Operating margin | 3.3% (better) | 1.8% |
| Net margin | 1.7% (better) | 0.79% |
| FCF margin | −3.2% | 0.26% (better) |
| Return on equity | 11.1% (better) | 10.9% |
| Return on invested capital | 9.3% | 9.7% (better) |
| Financial health | ||
| Debt / equity | 0.79 (better) | 0.89 |
| Net debt / EBITDA | 3.46 | 2.29 (better) |
| Interest coverage | 3.7× (better) | 3.6× |
| Current ratio | 1.73 (better) | 1.31 |
| Altman Z-score | 3.00 | 3.26 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.7% (better) | 0.89% |
| Payout ratio | 20.6% | 17.4% |
| Years of dividend growth | 13 (better) | 0 |
| Dividend growth, 5Y average | 10.5% | – |
| Shareholder yield | 1.7% (better) | 0.89% |
| Ownership | ||
| Held by institutions | 108% | 103% |
| Held by insiders | 1.7% | 78.3% |
| Insider net buying, 12 months | −$17.2M (better) | −$1.5B |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 11.0% | 12.4% |
Go deeper
- AVT stock overview
- AVT income statement
- AVT 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.