ACIW vs ARW
ACI Worldwide, Inc. vs Arrow Electronics — AI-powered side-by-side comparison
ACIW
ACI Worldwide, Inc.
54
Watch
VS
ARW
Arrow Electronics
71
Buy
| Metric | ACIW | ARW |
|---|
| AI Score |
54
|
71
|
| Price |
$52.27
|
$206.61
|
| P/E Ratio |
23.75×
|
13.08×
|
| ROE |
14.9%
|
8.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.1%
|
11.2%
|
| Debt / Equity |
0.57×
|
0.31×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
26.1
|
34.6
|
| Beta |
0.99
|
1.201
|
| Expected Upside |
—
|
+17.1%
|
AI Committee View
Current Innellis committee reasoning for ACIW versus ARW.
ARW leads by 17 points.
ARW scores 71/100 (Buy) versus ACIW at 54/100 (Watch).
ACIW Committee View
50% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 15.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.27 across 25 articles, 14d) — News
Bear Case
- RSI at 26 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
- MACD histogram negative -- bearish momentum — Technical
- Price trading below the lower Bollinger Band -- stretched to the downside — Technical
ARW Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- Price-to-book of 0.9x is a discount to asset value — Value
- Revenue growing 26.1% YoY -- genuine top-line momentum — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical