AEHR vs ARW
Aehr Test Systems vs Arrow Electronics — AI-powered side-by-side comparison
AEHR
Aehr Test Systems
54
Watch
VS
ARW
Arrow Electronics
71
Buy
| Metric | AEHR | ARW |
|---|
| AI Score |
54
|
71
|
| Price |
$117.30
|
$206.61
|
| P/E Ratio |
-509.48×
|
13.08×
|
| ROE |
-3.2%
|
8.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.7%
|
11.2%
|
| Debt / Equity |
0.04×
|
0.31×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
72.5
|
34.6
|
| Beta |
3.087
|
1.201
|
| Expected Upside |
—
|
+17.1%
|
AI Committee View
Current Innellis committee reasoning for AEHR versus ARW.
ARW leads by 17 points.
ARW scores 71/100 (Buy) versus AEHR at 54/100 (Watch).
AEHR Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -26.4% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- ROE of only -8.9% -- cheap may mean cheap for a reason — Value
- Revenue declining -26.4% YoY -- this is not a growth story right now — Growth
- RSI at 72 is in overbought territory — 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