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 1.5 times as much as Ingram Micro ($9.8B against $6.5B).
On earnings, Arrow Electronics is cheaper: it trades at 9.8× trailing earnings, against 14.4× for Ingram Micro.
Arrow Electronics grew revenue faster over the last twelve months (32.5% versus 14.8% for Ingram Micro).
Arrow Electronics keeps more of each dollar of sales as profit, with a net margin of 2.6% compared with 0.79% at Ingram Micro.
Ingram Micro pays a dividend yielding 0.89%; Arrow Electronics does not pay one.
Arrow Electronics scores higher on the StockData Score (15 against 12 for Ingram Micro), 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 | INGM |
|---|---|---|
| Size and price | ||
| Market cap | $9.8B | $6.5B |
| Share price | $192.90 | $28.42 |
| Change, 1 year | 73.4% | 33.6% |
| Change, 5 years | 52.8% | – |
| Beta (5Y) | 0.98 | 1.26 |
| Employees | 22K | 22K |
| StockData Score | ||
| Total score | 15 (better) | 12 |
| Valuation score | 4 | 5 (better) |
| Growth score | 3 (better) | 1 |
| Performance score | 4 (better) | 1 |
| Health score | 4 (better) | 2 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 9.8× (better) | 14.4× |
| P/S | 0.3× | 0.1× (better) |
| P/B | 1.4× (better) | 1.5× |
| EV/EBITDA | 7.7× | 7.5× (better) |
| P/FCF | 14.7× (better) | 42.3× |
| FCF yield | 6.8% (better) | 2.4% |
| Fair value | $250.97 | $41.33 |
| Margin of safety | 23.1% | 31.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 32.5% (better) | 14.8% |
| Revenue growth, 5Y average | 1.5% | – |
| Net income growth (TTM) | 115% (better) | 59.6% |
| EPS growth (TTM) | 118% (better) | 61.0% |
| EPS growth, 5Y average | 8.0% | – |
| Profitability | ||
| Gross margin | 11.3% (better) | 6.6% |
| Operating margin | 3.8% (better) | 1.8% |
| Net margin | 2.6% (better) | 0.79% |
| FCF margin | 1.7% (better) | 0.26% |
| Return on equity | 15.0% (better) | 10.9% |
| Return on invested capital | 12.0% (better) | 9.7% |
| Financial health | ||
| Debt / equity | 0.38 (better) | 0.89 |
| Net debt / EBITDA | 1.58 (better) | 2.29 |
| Interest coverage | – | 3.6× |
| Current ratio | 1.20 | 1.31 (better) |
| Altman Z-score | 1.54 | 3.26 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.89% |
| Payout ratio | – | 17.4% |
| Years of dividend growth | – | 0 |
| Buyback yield | 2.3% | – |
| Shareholder yield | 2.3% (better) | 0.89% |
| Ownership | ||
| Held by institutions | 103% | 103% |
| Held by insiders | 0.87% | 78.3% |
| Insider net buying, 12 months | −$14.0M (better) | −$1.5B |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 2.6% | 12.4% |
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.