Arrow Electronics (ARW) vs KLA (KLAC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Arrow Electronics (ARW) has outperformed KLA (KLAC) over the past year, gaining 94.0% versus a gain of 81.5%. Over five years, KLAC leads with a +498.1% price change compared with +96.7% for ARW. KLA is the larger company by market cap ($256.72 billion vs $11.54 billion), about 22.2 times the size.
On valuation, Arrow Electronics trades at a lower forward P/E (9.5x vs 29.3x for KLA). KLA pays a dividend yielding 0.41%, while Arrow Electronics does not currently pay one. KLA converts more of its revenue into profit, with a net margin of 35.6% versus 1.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARW | KLAC |
|---|---|---|
| Share price | $226.75 | $196.72 |
| Market cap | $11.54B | $256.72B |
| 1-day change | -2.26% | -0.06% |
| YTD return | +110.56% | +61.99% |
| 1-year return | +94.03% | +81.45% |
| 5-year return | +96.73% | +498.09% |
| P/E ratio (TTM) | 14.50 | 53.75 |
| Forward P/E | 9.48 | 29.34 |
| EPS (TTM) | $15.64 | $3.66 |
| Dividend yield | 0.00% | 0.41% |
| Annual dividend | $0.00 | $0.80 |
| Revenue (latest FY) | $30.85B | $13.58B |
| Revenue growth (YoY) | +10.49% | +11.71% |
| Net income (latest FY) | $571.27M | $4.83B |
| Gross margin | 11.24% | 61.30% |
| Operating margin | 2.66% | — |
| Net margin | 1.85% | 35.57% |
| 52-week high | $249.43 | $307.37 |
| 52-week low | $101.79 | $98.10 |
| Distance from 52-week high | -9.09% | -36.00% |
| Analyst consensus | none | buy |
| Avg. price target upside | +3.64% | +18.33% |
| Average volume | 562.62K | 10.12M |
| Shares outstanding | 50.91M | 1.31B |
| Employees | 22,230 | 17,000 |
| Sector | Technology | Technology |
| Industry | Electronic Components | Electronic Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- KLA is about 22.2 times larger than Arrow Electronics by market value ($256.72B vs $11.54B).
- ARW has outperformed KLAC by 12.6 percentage points over the past year.
- KLA trades at a higher earnings multiple (53.7x vs 14.5x trailing P/E).
- KLA is more profitable, keeping 35.6 cents of every revenue dollar as net income versus 1.9 cents for Arrow Electronics.
About Arrow Electronics
ARW stock →Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Technology · Electronic Components · 22,230 employees
About KLA
KLAC stock →KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection.
Technology · Electronic Components · 17,000 employees
ARW vs KLAC FAQ
Which is bigger, Arrow Electronics or KLA?
KLA (KLAC) is larger, with a market capitalization of $256.72B compared with $11.54B for Arrow Electronics (ARW).
Which stock has performed better over the past year, ARW or KLAC?
ARW returned +94.03% over the past 12 months, compared with +81.45% for KLAC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ARW or KLAC?
ARW has the lower trailing P/E at 14.5, versus 53.7 for KLAC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Arrow Electronics or KLA?
KLA pays a dividend yielding 0.41%, while Arrow Electronics does not currently pay a regular dividend.
Are Arrow Electronics and KLA in the same industry?
Yes. Both are classified in the Electronic Components industry within the Technology sector.