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 $9.0B against $4.5B — 2.0× the size. Arrow Electronics, Inc. trades at the lower P/E: 9.1× against 26.5×. Arrow Electronics, Inc. grew revenue faster over the last twelve months: 32.5% against 9.02%. Arrow Electronics, Inc. has the higher net margin (2.62% vs 2.01%) and the higher return on invested capital (9.33% vs 8.58%). Across the 22 metrics below, Arrow Electronics, Inc. leads on 18 and Insight Enterprises, Inc. on 4.

Valuation

Metric ARW NSIT Electronics & Computer Distribution median
P/E 9.06 26.46 13.29
P/S 0.24 0.51 0.38
P/B 1.27 2.96 1.58
Price to free cash flow 13.75 16.42 17.66
EV/EBITDA 7.13 11.83 10.46
EV/Sales 0.30 0.64 0.33
Earnings yield 11.04% 3.78% 6.77%
Free cash flow yield 7.27% 6.09% 2.07%

Profitability

Metric ARW NSIT Electronics & Computer Distribution median
Gross margin 11.26% 22.02% 14.23%
Operating margin 3.76% 4.07% 2.99%
Net margin 2.62% 2.01% 1.99%
Free cash flow margin 1.72% 3.13% 0.71%
Return on equity 14.86% 11.54% 9.15%
Return on assets 2.93% 1.82% 3.52%
Return on invested capital 9.33% 8.58% 8.25%

Growth

Metric ARW NSIT Electronics & Computer Distribution median
Revenue growth (TTM) 32.46% 9.02% 14.77%
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 0.38 0.96 0.37
Current ratio 1.20 1.19 1.39
Net debt to EBITDA 2.81 2.25 1.23

Dividend

Metric ARW NSIT Electronics & Computer Distribution median
Dividend yield — — 0.95%
Payout ratio — — 0.19

Size

Metric ARW NSIT Electronics & Computer Distribution median
Market cap 9.01b 4.48b 1.46b

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