COMPARE · Reviewed August 3, 2026
ARW vs CNXN
Verdict: Side-by-side breakdown using the Bull Rankings model. ARW scored 59.2, CNXN scored 43.7 — ARW leads.
Compare another set
ARW
Arrow Electronics, Inc.
59.2
$216.81 · $11.1B
fundamentals as of
Score gap
15.5
ARW leads
CNXN
PC Connection, Inc.
43.7
$85.71 · $2.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
ARW
stronger →← stronger
CNXN
53
Qualityreturns · margins · balance sheet
62
81
Growthrevenue & earnings expansion
56
48
Valuevaluation vs sector peers
24
ARW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ARW
CNXN
$304mC
FCF
$34mC-
+20.5%A-
Rev
+3.2%C+
0.36B
D/E
0.01A
15.5xA-
P/E
22.7xB+
0.95B+
PEG
2.21C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ARW
CNXN
161% above
Price vs fair valuelower is cheaper
254% above
~31%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
-64%
1-yr DCF upside
-73%
-62%
5-yr DCF upside
-72%
-59%
10-yr DCF upside
-70%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ARW
No notable signals flagged.
CNXN
Why this score
- 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.
CNXNPC Connection, Inc.
Why now
Electronics & Computer Distribution · market cap $2.2b. Trading near 52-week high of $88.31 — momentum setup, limited technical margin of safety.
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Net margin 3.2% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.