Arrow Electronics vs TE Connectivity
ARW and TEL 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 TEL compare
TE Connectivity is the larger company, worth 6.4 times as much as Arrow Electronics ($62.6B against $9.8B).
On earnings, Arrow Electronics is cheaper: it trades at 9.8× trailing earnings, against 19.6× for TE Connectivity.
Arrow Electronics grew revenue faster over the last twelve months (32.5% versus 15.2% for TE Connectivity).
TE Connectivity keeps more of each dollar of sales as profit, with a net margin of 16.4% compared with 2.6% at Arrow Electronics.
TE Connectivity pays a dividend yielding 1.0%; Arrow Electronics does not pay one.
TE Connectivity scores higher on the StockData Score (17 against 15 for Arrow Electronics), 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 | TEL |
|---|---|---|
| Size and price | ||
| Market cap | $9.8B | $62.6B |
| Share price | $192.90 | $216.34 |
| Change, 1 year | 73.4% | −12.2% |
| Change, 5 years | 52.8% | 30.9% |
| Beta (5Y) | 0.98 | 1.22 |
| Employees | 22K | 104K |
| StockData Score | ||
| Total score | 15 | 17 (better) |
| Valuation score | 4 (better) | 2 |
| Growth score | 3 | 4 (better) |
| Performance score | 4 (better) | 3 |
| Health score | 4 | 4 |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 9.8× (better) | 19.6× |
| P/S | 0.3× (better) | 3.1× |
| P/B | 1.4× | – |
| EV/EBITDA | 7.7× (better) | 13.3× |
| P/FCF | 14.7× (better) | 18.4× |
| PEG | – | 0.87 |
| FCF yield | 6.8% (better) | 5.4% |
| Fair value | $250.97 | $198.61 |
| Margin of safety | 23.1% (better) | −8.9% |
| Growth | ||
| Revenue growth (TTM) | 32.5% (better) | 15.2% |
| Revenue growth, 5Y average | 1.5% | 5.9% (better) |
| Net income growth (TTM) | 115% (better) | 76.6% |
| EPS growth (TTM) | 118% (better) | 79.5% |
| EPS growth, 5Y average | 8.0% | 10.2% (better) |
| Profitability | ||
| Gross margin | 11.3% | 36.2% (better) |
| Operating margin | 3.8% | 20.1% (better) |
| Net margin | 2.6% | 16.4% (better) |
| FCF margin | 1.7% | 17.1% (better) |
| Return on equity | 15.0% | – |
| Return on invested capital | 12.0% | – |
| Financial health | ||
| Debt / equity | 0.38 | – |
| Net debt / EBITDA | 1.58 | 0.78 (better) |
| Interest coverage | – | 32.2× |
| Current ratio | 1.20 | 1.73 (better) |
| Altman Z-score | 1.54 | 5.12 (better) |
| Piotroski F-score | 6 | 9 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.0% |
| Payout ratio | – | 26.7% |
| Years of dividend growth | – | 16 |
| Dividend growth, 5Y average | – | 8.7% |
| Buyback yield | 2.3% | 3.0% (better) |
| Shareholder yield | 2.3% | 4.1% (better) |
| Ownership | ||
| Held by institutions | 103% | 95.1% |
| Held by insiders | 0.87% | 0.13% |
| Insider net buying, 12 months | −$14.0M (better) | −$26.0M |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 2.6% | 2.0% |
Go deeper
- ARW stock overview
- ARW income statement
- ARW valuation and score
- TEL stock overview
- TEL income statement
- TEL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.