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Stock Comparison · Structural lead, mixed market

Arrow Electronics vs Zebra Technologies: Which Stock Looks Stronger in 2026?

Arrow Electronics holds the cleaner structural position, with the lead spread across growth and stability. Zebra Technologies does not offset that deficit through any equally strong structural edge elsewhere. On the market side, Arrow Electronics is in better shape — its trend is intact while Zebra Technologies's trend has broken down. That puts structure and market broadly in agreement — Arrow Electronics's lead looks more confirmed than conflicted.

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 clearest separation starts in growth, but stability adds another real layer to the result. Arrow Electronics, Inc. leads by 27 points on the overall comparison score.

Trajectory Similarity
0.75
Similar
Peer-set rank: #15
within Arrow Electronics, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

Most of the shared profile comes through margin consistency and investment intensity.

Similarity drivers
margin consistencyinvestment intensity
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
ZBRA
Zebra Technologies Corporation
36
Peer-Score
Signal qualityMedium
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 ZBRA Profitability 27 23 Stability 64 18 Valuation 82 60 Growth 89 38 ARW ZBRA
Gap Ranking
#1 Growth +51
#2 Stability +46
#3 Valuation +22
#4 Profitability +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ARW and ZBRA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ARWZBRA Relative valuation Structural strength

Arrow Electronics, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY ARW Elevated · above norm 0th 50th 100th 90 pct gap ZBRA Lower · near norm 0th 50th 100th 99th 9th
Today ZBRA sits in the lower portion of its own 5-year history (9th percentile), while ARW sits higher in its own history (99th). Within each stock's own 5-year context, ZBRA is at a historically more favourable entry position than ARW. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

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

Relative Position vs Comparable Companies
Growth
Arrow Electronics, Inc. ranks near the top of the group on growth; Zebra Technologies Corporation sits in the weaker half.
Stability
On stability, Arrow Electronics, Inc. is positioned higher in the group, while Zebra Technologies Corporation is closer to the middle.
Growth — Dominant Gap
ARW
89
ZBRA
38
Gap+51in favour of ARW

Revenue growth reinforces the category-level growth lead.

What keeps the gap from being one-sided

Zebra Technologies Corporation still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both growth and stability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar growth-and-stability comparisons

Explore how ARW and ZBRA 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.