COMPARE · Data as of August 12, 2026
ARW vs NSIT
Verdict: Side-by-side breakdown using the Bull Rankings model. ARW scored 64.3, NSIT scored 56.9 — ARW leads.
Compare another set
ARW
Arrow Electronics, Inc.
64.3
$210.30 · $10.7B
fundamentals as of
Score gap
7.4
ARW leads
NSIT
Insight Enterprises, Inc.
56.9
$154.67 · $4.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
ARW
stronger →← stronger
NSIT
56
Qualityreturns · margins · balance sheet
70
81
Growthrevenue & earnings expansion
52
58
Valuevaluation vs sector peers
51
ARW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ARW
NSIT
$825mC+
FCF
$397mC
+26.1%A-
Rev
+2.7%C
0.31B
D/E
1.09C
13.2xA
P/E
22.9xB+
0.95B+
PEG
1.40B
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
14% below
Price vs fair valuelower is cheaper
23% below
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
+5%
1-yr DCF upside
+25%
+16%
5-yr DCF upside
+30%
+32%
10-yr DCF upside
+37%
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 $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.
NSITInsight Enterprises, Inc.
Why now
Electronics & Computer Distribution · market cap $4.5b. Trading near 52-week high of $155.99 — momentum setup, limited technical margin of safety. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $163.75 (implying +6% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 188% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Net margin 2.5% 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.
Where ARW and NSIT diverge
On the headline score the gap is 7.4 points in favour of ARW. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthARW 81.0 · NSIT 51.6ARW +29.4
- QualityARW 56.3 · NSIT 70.3NSIT +14.0
- ValueARW 58.2 · NSIT 50.8ARW +7.4
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.