ARW vs FERG
Arrow Electronics, Inc. and Ferguson Enterprises Inc., side by side — 4 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | ARW | FERG |
|---|---|---|
| Revenue | $30.9B | $30.8B |
| Net income | $571.3M | $1.9B |
| Gross margin | 11.2% | 30.7% |
| Net margin | 1.8% | 6.0% |
| Return on equity | 9.3% | 32.4% |
| Diluted EPS | $10.93 | $9.32 |
| Dividend / share | · | $3.28 |
| Payout ratio | · | 26.3% |
| Free cash flow | $-37.2M | $1.6B |
| Equity | $6.6B | $5.8B |
| Net debt / equity | 0.42× | 0.60× |
| Current ratio | 1.36× | 1.68× |
| Revenue CAGR 5y | 1.5% | · |
| Profit CAGR 5y | −0.5% | · |
ARW and FERG book revenue within 15% of each other, and FERG keeps more of each dollar of revenue as profit (6.0% against 1.8%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
4 years side by side
| Fiscal year | ARW | FERG |
|---|---|---|
| FY2025 | $30.9B | $30.8B |
| FY2024 | $27.9B | $29.6B |
| FY2023 | $33.1B | $29.7B |
| FY2022 | $37.1B | $28.6B |
Bottom line
| Fiscal year | ARW | FERG |
|---|---|---|
| FY2025 | $571.3M | $1.9B |
| FY2024 | $392.1M | $1.7B |
| FY2023 | $903.5M | $1.9B |
| FY2022 | $1.4B | $2.1B |
Standard deviation, each side
ARW's net margin has been more volatile than FERG's over the 4 comparable fiscal years — 0.9 percentage points of standard deviation against 0.6.
4 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
FERG led in net margin in every one of the 4 comparable fiscal years — a structural lead, not a recent swing.
4 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ARW's return on equity has been more volatile than FERG's over the 4 comparable fiscal years — 7.6 percentage points of standard deviation against 5.4.
4 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
FERG led in return on equity in every one of the 4 comparable fiscal years — a structural lead, not a recent swing.
4 of 18 comparable fiscal years — a year missing data on either side is not counted.