COMPARE · Data as of August 12, 2026
ARW vs SNX
Verdict: Side-by-side breakdown using the Bull Rankings model. ARW scored 64.3, SNX scored 64.0 — ARW leads.
Compare another set
ARW
Arrow Electronics, Inc.
64.3
$210.30 · $10.7B
fundamentals as of
Score gap
0.3
ARW leads
SNX
TD SYNNEX Corporation
64
$255.21 · $20.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
ARW
stronger →← stronger
SNX
56
Qualityreturns · margins · balance sheet
62
81
Growthrevenue & earnings expansion
94
58
Valuevaluation vs sector peers
45
SNX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ARW
SNX
$825mC+
FCF
$375mC
+26.1%A-
Rev
+16.3%B+
0.31B
D/E
0.53B
13.2xA
P/E
18.2xA-
0.95B+
PEG
0.90B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ARW
SNX
14% below
Price vs fair valuelower is cheaper
300% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~47%/yr
+5%
1-yr DCF upside
-78%
+16%
5-yr DCF upside
-75%
+32%
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.
SNX
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.
SNXTD SYNNEX Corporation
Why now
Electronics & Computer Distribution · market cap $20.3b. 14% off the 52-week high of $296.47. Revenue growing +16%, comfortably above the S&P median. PEG 0.90 — paying under fair value for the growth rate. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $333.55 (implying +31% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Net margin 1.6% 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 SNX diverge
The two are effectively level on the headline score. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthARW 81.0 · SNX 94.1SNX +13.1
- ValueARW 58.2 · SNX 45.3ARW +12.9
- QualityARW 56.3 · SNX 61.6SNX +5.3
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.