ARROW ELECTRONICS, INC. vs Ferguson Enterprises Inc. /DE/, two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ARW and FERG diverge most: on implied growth (priced in), ARW reads -1.9% and FERG reads +8.8%; on return on assets, ARW reads 2.1% and FERG reads 12.2%. The rest of the comparable metrics sit closer together. On valuation, today's ARW price has a different growth bar priced in than FERG (-1.9% implied for ARW vs +8.8% for FERG); the higher figure is the steeper assumption to clear, not a better or worse stock. What ARW's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ARW | FERG |
|---|---|---|
| Price | $227.87 | $219.89 |
| Market cap | $11.8B | $42.7B |
| Sector | Distribution | Distribution |
| Stage | Growth | Mature |
| Implied growth (priced in) | -1.9% | +8.8% |
| P/E | 14.6 | 18.3 |
| P/B | 1.67 | 6.88 |
| P/S | 0.33 | 1.30 |
| EV/EBITDA | 10.2 | 13.1 |
| Revenue growth | +26.0% | +5.1% |
| Gross margin | 11.3% | 31.0% |
| Operating margin | 3.8% | 10.2% |
| Net margin | 2.3% | 7.2% |
| Return on equity | 11.5% | 37.9% |
| Return on assets | 2.1% | 12.2% |
| Return on invested capital | 10.1% | 22.7% |
| FCF yield | 7.0% | 3.0% |
| Dividend yield | — | 1.5% |
| Debt / equity | 0.31 | 0.79 |
| Current ratio | 1.22 | 1.73 |
| Altman Z (solvency) | 7.42 | 4.67 |
| Piotroski F (quality) | 6 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.