COMPARE · Reviewed August 3, 2026
ARW vs NSIT
Verdict: Side-by-side breakdown using the Bull Rankings model. ARW scored 59.2, NSIT scored 35.6 — ARW leads.
Compare another set
ARW
Arrow Electronics, Inc.
59.2
$216.81 · $11.1B
fundamentals as of
Score gap
23.6
ARW leads
NSIT
Insight Enterprises, Inc.
35.6
$131.67 · $4.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
ARW
stronger →← stronger
NSIT
53
Qualityreturns · margins · balance sheet
66
81
Growthrevenue & earnings expansion
14
48
Valuevaluation vs sector peers
48
ARW and NSIT split the three pillars evenly.
Fundamentals, head-to-head
ARW
NSIT
$304mC
FCF
$235mC
+20.5%A-
Rev
-1.8%D+
0.36B
D/E
1.08C
15.5xA-
P/E
23.5xB+
0.95B+
PEG
1.18B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ARW
NSIT
161% above
Price vs fair valuelower is cheaper
9% above
~31%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-64%
1-yr DCF upside
-14%
-62%
5-yr DCF upside
-8%
-59%
10-yr DCF upside
+1%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ARW
No notable signals flagged.
NSIT
Why this score
- Buying back stock
- Durable high returns
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.
NSITInsight Enterprises, Inc.
Why now
Electronics & Computer Distribution · market cap $4.0b. 3% off the 52-week high of $135.89. 4 sell-side analysts publish a mean 1-yr target of $107.50 (implying -18% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 131% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 2.2% 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.