COMPARE · Data as of August 12, 2026
ARW vs AVT
Verdict: Side-by-side breakdown using the Bull Rankings model. ARW scored 64.3, AVT scored 38.2 — ARW leads.
Compare another set
Different reporting periods. ARW's fundamentals are as of July 2026, but AVT's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ARW
Arrow Electronics, Inc.
64.3
$210.30 · $10.7B
fundamentals as of
Score gap
26.1
ARW leads
AVT
Avnet, Inc.
38.2
$97.31 · $8.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
ARW
stronger →← stronger
AVT
56
Qualityreturns · margins · balance sheet
48
81
Growthrevenue & earnings expansion
68
58
Valuevaluation vs sector peers
17
ARW is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ARW
AVT
$825mC+
FCF
$33mC-
+26.1%A-
Rev
+12.7%B+
0.31B
D/E
0.69C+
13.2xA
P/E
23.9xB+
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
14% below
Price vs fair valuelower is cheaper
1645% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
+5%
1-yr DCF upside
-94%
+16%
5-yr DCF upside
-94%
+32%
10-yr DCF upside
-94%
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 $10.7b. 11% off the 52-week high of $237.33. Revenue growing +26% — in hypergrowth territory. 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 $235.00 (implying +12% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 102% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 2.3% 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 $8.0b. Trading near 52-week high of $100.00 — momentum setup, limited technical margin of safety. Revenue growing +13%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $106.25 (implying +9% 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
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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.
Where ARW and AVT diverge
On the headline score the gap is 26.1 points in favour of ARW. The widest single difference is Value, where ARW leads by 41.0 points.
- ValueARW 58.2 · AVT 17.2ARW +41.0
- GrowthARW 81.0 · AVT 67.8ARW +13.2
- QualityARW 56.3 · AVT 47.9ARW +8.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.