Avnet, Inc. (AVT) vs Climb Global Solutions, Inc. (CLMB)

Avnet, Inc. and Climb Global Solutions, Inc. are both Electronics & Computer Distribution companies. Avnet, Inc. is the larger, with a market value of $8.3B against $597.2M — 13.9× the size. Avnet, Inc. trades at the lower P/E: 25.3× against 28.4×. Avnet, Inc. grew revenue faster over the last twelve months: 24.5% against 23.1%. Climb Global Solutions, Inc. has the higher net margin (2.85% vs 1.21%) and the higher return on invested capital (25.3% vs 6.17%). Both pay a dividend; Avnet, Inc. yields more (2.77% vs 1.17%). Across the 22 metrics below, Climb Global Solutions, Inc. leads on 12 and Avnet, Inc. on 10.

Valuation

Metric AVT CLMB Electronics & Computer Distribution median
P/E 25.33 28.39 18.73
P/S 0.31 0.81 0.47
P/B 1.69 4.63 2.01
Price to free cash flow n/m 14.12 14.47
EV/EBITDA 12.56 14.37 11.04
EV/Sales 0.39 0.73 0.39
Earnings yield 3.95% 3.52% 4.83%
Free cash flow yield (4.19%) 7.08% 3.03%

Profitability

Metric AVT CLMB Electronics & Computer Distribution median
Gross margin 10.43% 15.77% 14.67%
Operating margin 2.62% 3.90% 2.84%
Net margin 1.21% 2.85% 2.35%
Free cash flow margin (1.28%) 5.76% 1.72%
Return on equity 6.67% 17.62% 9.56%
Return on assets 2.43% 4.59% 2.94%
Return on invested capital 6.17% 25.32% 7.54%

Growth

Metric AVT CLMB Electronics & Computer Distribution median
Revenue growth (TTM) 24.47% 23.05% 6.09%
EPS growth (last fiscal year) 45.82% 14.29% —
Revenue growth, 5-year CAGR 7.18% 21.00% 1.79%
Net income growth, 5-year CAGR 11.61% 37.05% 4.24%

Health

Metric AVT CLMB Electronics & Computer Distribution median
Debt to equity 0.49 0.00 0.24
Current ratio 1.78 1.13 1.40
Net debt to EBITDA 2.70 (0.97) 1.23

Dividend

Metric AVT CLMB Electronics & Computer Distribution median
Dividend yield 2.77% 1.17% 1.60%
Payout ratio 0.14 0.26 0.06

Size

Metric AVT CLMB Electronics & Computer Distribution median
Market cap 8.30b 597.15m 1.71b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack