ARROW ELECTRONICS, INC. vs QXO, INC., two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ARW and QXO diverge most: on operating margin, ARW reads 3.8% and QXO reads -1.3%; on net margin, ARW reads 2.3% and QXO reads -5.2%. 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). The bull and bear cases for each are in their full reports below.
| Metric | ARW | QXO |
|---|---|---|
| Price | $227.87 | $10.80 |
| Market cap | $11.8B | $11.2B |
| Sector | Distribution | Distribution |
| Stage | Growth | Growth |
| Implied growth (priced in) | -1.9% | — |
| P/E | 14.6 | — |
| P/B | 1.67 | 1.08 |
| P/S | 0.33 | 1.13 |
| EV/EBITDA | 10.2 | 212.1 |
| Revenue growth | +26.0% | +200.0% |
| Gross margin | 11.3% | 24.7% |
| Operating margin | 3.8% | -1.3% |
| Net margin | 2.3% | -5.2% |
| Return on equity | 11.5% | -4.9% |
| Return on assets | 2.1% | -2.3% |
| Return on invested capital | 10.1% | -0.6% |
| FCF yield | 7.0% | 1.3% |
| Debt / equity | 0.31 | 0.58 |
| Current ratio | 1.22 | 4.11 |
| Altman Z (solvency) | 7.42 | 1.45 |
| Piotroski F (quality) | 6 / 9 | 2 / 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.