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Stock Comparison · Structural lead, mixed market

Arrow Electronics vs Flex: Which Stock Looks Stronger in 2026?

Arrow Electronics holds the cleaner structural position, with the lead spread across valuation and growth. Flex still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-06-14

The lead is spread across valuation and growth, rather than sitting in one isolated gap. The overall score gap is 21 points in favour of Arrow Electronics, Inc..

Trajectory Similarity
0.80
Similar
Peer-set rank: #5
within Arrow Electronics, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

Most of the shared profile comes through capital structure and margin consistency.

Similarity drivers
capital structuremargin consistency
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
ARW
Arrow Electronics, Inc.
63
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
FLEX
Flex Ltd.
42
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: ARW vs FLEX Profitability 27 50 Stability 64 41 Valuation 82 28 Growth 89 54 ARW FLEX
Gap Ranking
#1 Valuation +54
#2 Growth +35
#3 Profitability +23
#4 Stability +23
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ARW and FLEX Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ARWFLEX Relative valuation Structural strength

Arrow Electronics, Inc. looks stronger both structurally and on relative valuation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where ARW and FLEX each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ARW Elevated · above norm 0th 50th 100th 0 pct gap FLEX Elevated · above norm 0th 50th 100th 99th 99th
ARW (99th percentile) and FLEX (99th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
On valuation, Arrow Electronics, Inc. ranks near the top of the group; Flex Ltd. sits in the weaker half.
Growth
On growth, the edge is clear — both rank well, but Arrow Electronics, Inc. sits noticeably higher.
Valuation — Dominant Gap
ARW
82
FLEX
28
Gap+54in favour of ARW

The multiple-based pricing edge comes from a forward P/E that is 10.9 turns lower.

What keeps the gap from being one-sided

Capital efficiency also runs the other way, with a 6.2-point ROIC edge acting as a real counterforce.

What this means for the comparison

The lead is built on both valuation and growth — though profitability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the ARW vs FLEX comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how ARW and FLEX each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.