COMPARE · Reviewed August 3, 2026
ARW vs AVT
Verdict: Side-by-side breakdown using the Bull Rankings model. ARW scored 59.2, AVT scored 38.6 — ARW leads.
Compare another set
ARW
Arrow Electronics, Inc.
59.2
$216.81 · $11.1B
fundamentals as of
Score gap
20.6
ARW leads
AVT
Avnet, Inc.
38.6
$88.88 · $7.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
ARW
stronger →← stronger
AVT
53
Qualityreturns · margins · balance sheet
48
81
Growthrevenue & earnings expansion
68
48
Valuevaluation vs sector peers
18
ARW is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ARW
AVT
$304mC
FCF
$33mC-
+20.5%A-
Rev
+12.7%B+
0.36B
D/E
0.64C+
15.5xA-
P/E
34.3xB
0.95B+
PEG
2.65C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ARW
AVT
161% above
Price vs fair valuelower is cheaper
935% above
~31%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-64%
1-yr DCF upside
-93%
-62%
5-yr DCF upside
-90%
-59%
10-yr DCF upside
-86%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ARW
No notable signals flagged.
AVT
Why this score
- Buying back stock
- Raising its dividend
The companies
ARWArrow Electronics, Inc.
Why now
Electronics & Computer Distribution · market cap $11.1b. 9% off the 52-week high of $237.33. Revenue growing +20%, comfortably above the S&P median. PEG 0.95 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Hold with a mean 1-yr target of $222.00 (implying +2% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Net margin 2.2% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
AVTAvnet, Inc.
Why now
Electronics & Computer Distribution · market cap $7.3b. 7% off the 52-week high of $95.26. Revenue growing +13%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $89.50 (implying +1% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 0.9% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.