Arrow Electronics vs TD Synnex
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KIRA’s take AI analyst
I put Arrow Electronics and TD Synnex side by side, using each one’s latest annual report. Here is what stands out:
- TD Synnex is the larger business, with $62.5B of revenue in fiscal 2025 against $30.9B for Arrow Electronics, about 2.0 times as much.
- Arrow Electronics grew revenue faster (10.5%, against 6.9%).
- TD Synnex turned more of its sales into free cash flow (2.2% FCF margin, against −0.1%).
- TD Synnex earned a higher return on the capital invested in it (10.3%, against 7.3%).
- Investors pay more for each dollar of TD Synnex’s earnings: a P/E of 15.3x against 13.7x for Arrow Electronics.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Arrow Electronics
ARW
4/11
Revenue growthGross marginOperating marginNet margin
TD Synnex
SNX
7/11
5-year growthFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | ARW FY25 | SNX FY25 |
|---|---|---|
| Size | ||
| Market cap | $11.1B | $19.9B |
| Revenue | $30.9B | $62.5B |
| Free cash flow | −$37.2M | $1.4B |
| Net income | $571M | $828M |
| Growth | ||
| Revenue growth | 10.5% | 6.9% |
| 5-year growth | 1.5% | 25.6% |
| Share count change | −2.9% | −4.0% |
| Profitability | ||
| Gross margin | 11.2% | 7.0% |
| Operating margin | 2.7% | 2.3% |
| Net margin | 1.9% | 1.3% |
| FCF margin | −0.1% | 2.2% |
| Return on capital | 7.3% | 10.3% |
| Return on equity | 9.3% | 10.0% |
| Balance sheet | ||
| Net debt | $2.8B | $2.2B |
| Net debt / EBITDA | 2.9x | 1.2x |
| Dividends and buybacks | $162M | $743M |
| Valuation & quality | ||
| P/E | 13.7x | 15.3x |
| Piotroski F-score | 6 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.