INGM vs ARW

For growth investors, Arrow Electronics, Inc.

(ARW) is the stronger pick with 10. 5% revenue growth year-over-year, versus 9. 5% for Ingram Micro Holding Corporation (INGM). Arrow Electronics, Inc. (ARW) offers the better valuation at 17. 4x trailing P/E (13. 4x forward), making it the more compelling value choice. Analysts rate Ingram Micro Holding Corporation (INGM) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Arrow Electronics, Inc.

(ARW) is the cheapest at 17. 4x versus Ingram Micro Holding Corporation at 19. 3x. On forward P/E, Ingram Micro Holding Corporation is actually cheaper at 8. 4x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Arrow Electronics, Inc.

(ARW) delivered a total return of +61. 6%, compared to +10. 8% for Ingram Micro Holding Corporation (INGM). Over 10 years, the gap is even starker: ARW returned +218. 0% versus INGM's +10. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Arrow Electronics, Inc.

(ARW) is the lower-risk stock at 1. 32β versus Ingram Micro Holding Corporation's 1. 54β — meaning INGM is approximately 17% more volatile than ARW relative to the S&P 500. On balance sheet safety, Ingram Micro Holding Corporation (INGM) carries a lower debt/equity ratio of 21% versus 46% for Arrow Electronics, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Arrow Electronics, Inc.

(ARW) is pulling ahead at 10. 5% versus 9. 5% for Ingram Micro Holding Corporation (INGM). On earnings-per-share growth, the picture is similar: Arrow Electronics, Inc. grew EPS 49. 9% year-over-year, compared to 17. 8% for Ingram Micro Holding Corporation. Over a 3-year CAGR, INGM leads at 1. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Arrow Electronics, Inc.

(ARW) is the more profitable company, earning 1. 9% net margin versus 0. 6% for Ingram Micro Holding Corporation — meaning it keeps 1. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ARW leads at 3. 0% versus 1. 8% for INGM. At the gross margin level — before operating expenses — ARW leads at 10. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Ingram Micro Holding Corporation (INGM) trades at 8.

4x forward P/E versus 13. 4x for Arrow Electronics, Inc. — 5. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for INGM: 7. 2% to $28. 80.

In this comparison, INGM (1.

2% yield) pays a dividend. ARW does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Ingram Micro Holding Corporation (INGM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1.

2% yield). Both have compounded well over 10 years (INGM: +10. 8%, ARW: +218. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: INGM is a small-cap quality compounder stock; ARW is a small-cap deep-value stock. INGM pays a dividend while ARW does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.