ARROW ELECTRONICS, INC. vs W.W. GRAINGER, INC., two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ARW and GWW diverge most: on p/s, ARW reads 0.33 and GWW reads 3.57; on return on assets, ARW reads 2.0% and GWW reads 18.8%. The rest of the comparable metrics sit closer together. What ARW's price implies is a bet that sits within the historical range (whole-company basis). What GWW'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 | GWW |
|---|---|---|
| Price | $216.73 | $1382.23 |
| Market cap | $11.2B | $65.5B |
| Sector | Distribution | Distribution |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +17.5% |
| P/E | 15.5 | 37.2 |
| P/B | 1.64 | 15.09 |
| P/S | 0.33 | 3.57 |
| EV/EBITDA | 11.5 | 22.8 |
| Revenue growth | +20.5% | +6.6% |
| Gross margin | 11.5% | 40.0% |
| Operating margin | 3.8% | 16.7% |
| Net margin | 2.2% | 9.7% |
| Return on equity | 10.7% | 41.0% |
| Return on assets | 2.0% | 18.8% |
| Return on invested capital | 8.5% | 29.0% |
| FCF yield | 2.7% | 2.1% |
| Dividend yield | — | 0.6% |
| Debt / equity | 0.36 | 0.56 |
| Current ratio | 1.24 | 2.69 |
| Altman Z (solvency) | 7.44 | 10.00 |
| Piotroski F (quality) | 6 / 9 | 8 / 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.