Arrow Electronics, Inc. (ARW) vs Insight Enterprises, Inc. (NSIT)

Arrow Electronics, Inc. and Insight Enterprises, Inc. are both Electronics & Computer Distribution companies. Arrow Electronics, Inc. is the larger, with a market value of $11.2B against $4.7B — 2.4× the size. Arrow Electronics, Inc. trades at the lower P/E: 13.6× against 23.4×. Arrow Electronics, Inc. grew revenue faster over the last twelve months: 26.1% against 2.68%. Insight Enterprises, Inc. has the higher net margin (2.45% vs 2.26%) and the higher return on invested capital (8.99% vs 8.41%). Across the 22 metrics below, Arrow Electronics, Inc. leads on 13 and Insight Enterprises, Inc. on 9.

Valuation

Metric ARW NSIT Electronics & Computer Distribution median
P/E 13.59 23.43 16.80
P/S 0.31 0.56 0.48
P/B 1.56 3.00 1.83
Price to free cash flow 13.34 11.91 13.78
EV/EBITDA 9.44 11.71 10.55
EV/Sales 0.36 0.69 0.40
Earnings yield 7.36% 4.27% 5.24%
Free cash flow yield 7.50% 8.39% 3.11%

Profitability

Metric ARW NSIT Electronics & Computer Distribution median
Gross margin 11.30% 22.10% 14.67%
Operating margin 3.37% 4.56% 2.89%
Net margin 2.26% 2.45% 2.35%
Free cash flow margin 2.30% 4.72% 1.72%
Return on equity 12.03% 13.11% 9.56%
Return on assets 2.59% 2.09% 3.10%
Return on invested capital 8.41% 8.99% 7.54%

Growth

Metric ARW NSIT Electronics & Computer Distribution median
Revenue growth (TTM) 26.05% 2.68% 6.09%
EPS growth (last fiscal year) 49.93% (25.80%) 17.81%
Revenue growth, 5-year CAGR 1.48% (0.22%) 1.79%
Net income growth, 5-year CAGR (0.45%) (1.84%) 4.24%

Health

Metric ARW NSIT Electronics & Computer Distribution median
Debt to equity 0.31 0.92 0.24
Current ratio 1.22 1.18 1.40
Net debt to EBITDA 2.81 2.25 1.23

Dividend

Metric ARW NSIT Electronics & Computer Distribution median
Dividend yield — — 0.96%
Payout ratio — — 0.20

Size

Metric ARW NSIT Electronics & Computer Distribution median
Market cap 11.21b 4.66b 1.76b

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