` CDW (CDW Corp) vs ARW (Arrow Electronics Inc) Comparison - Alpha Spread

CDW
vs
ARW

Over the past 12 months, CDW has underperformed ARW, delivering a return of -23% compared to the ARW's +8% growth.

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CDW
ARW
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Ranked results with clear takeaways.
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Valuation
Growth
Profitability
Solvency
Comparing Valuation
Running a multi-layered valuation analysis to compare how attractive each stock is.
Comparing Growth
Financial growth, forecasts, volatility, and historical drawdowns.
Comparing Profitability
Margins, returns on capital, and the consistency of profitability.
Comparing Solvency
Debt levels, liquidity, interest coverage, and bankruptcy risk.
Summarizing...
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Valuation Comparison

CDW Intrinsic Value
206.44 USD
Undervaluation 14%
Intrinsic Value
Price
ARW Intrinsic Value
250.87 USD
Undervaluation 47%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
CDW Corp
NASDAQ:CDW
177.38 USD
Arrow Electronics Inc
NYSE:ARW
132.16 USD
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
CDW vs ARW

CDW
ARW
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
CDW Corp
Revenue
Arrow Electronics Inc
Revenue

All metrics are calculated based on data from the last 10 years.

Profitability Comparison

Free Cash Flow
CDW vs ARW

CDW
ARW
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
CDW Corp
NASDAQ:CDW
Arrow Electronics Inc
NYSE:ARW
What is Free Cash Flow?

Gross Margin

CDW
21.9%
ARW
11.5%
LTM 3Y Avg 5Y Avg 10Y Avg
CDW Corp
Arrow Electronics Inc

Operating Margin

CDW
7.9%
ARW
3.1%
LTM 3Y Avg 5Y Avg 10Y Avg
CDW Corp
Arrow Electronics Inc

Net Margin

CDW
5.1%
ARW
1.4%
LTM 3Y Avg 5Y Avg 10Y Avg
CDW Corp
Arrow Electronics Inc

FCF Margin

CDW
4.7%
ARW
3.6%
LTM 3Y Avg 5Y Avg 10Y Avg
CDW Corp
Arrow Electronics Inc

ROE

CDW
48.7%
ARW
6.6%
LTM 3Y Avg 5Y Avg 10Y Avg
CDW Corp
Arrow Electronics Inc

ROA

CDW
7.7%
ARW
1.8%
LTM 3Y Avg 5Y Avg 10Y Avg
CDW Corp
Arrow Electronics Inc

ROIC

CDW
12.8%
ARW
6.3%
LTM 3Y Avg 5Y Avg 10Y Avg
CDW Corp
Arrow Electronics Inc

ROCE

CDW
19.6%
ARW
9.9%
LTM 3Y Avg 5Y Avg 10Y Avg
CDW Corp
Arrow Electronics Inc

Solvency Comparison

Balance Sheet Comparison

Stocks Performance

Stocks Performance
CDW vs ARW

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Performance Gap
CDW vs ARW

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CDW
ARW
Difference
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Performance By Year
CDW vs ARW

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CDW
ARW
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