AMKR vs SNX
Amkor Technology vs TD Synnex — AI-powered side-by-side comparison
AMKR
Amkor Technology
58
Buy
VS
| Metric | AMKR | SNX |
|---|
| AI Score |
58
|
64
|
| Price |
$50.23
|
$250.44
|
| P/E Ratio |
22.44×
|
17.77×
|
| ROE |
8.4%
|
9.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
15.5%
|
6.8%
|
| Debt / Equity |
0.55×
|
0.53×
|
| Dividend Yield |
0.7%
|
0.8%
|
| RSI (14) |
35.7
|
40.2
|
| Beta |
2.247
|
1.436
|
| Expected Upside |
+13.6%
|
+18.3%
|
AI Committee View
Current Innellis committee reasoning for AMKR versus SNX.
SNX leads by 6 points.
SNX scores 64/100 (Buy) versus AMKR at 58/100 (Buy).
AMKR Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 81.7% yoy. Risk Analyst remains cautious — bollinger bandwidth of 35.7% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 81.7% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 25.2 is moderate-to-rich — Value
- Bollinger bandwidth of 35.7% signals elevated volatility — Risk
SNX Committee View
80% agreement
5 analysts
The primary driver is price-to-book of 1.5x is a discount to asset value. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — 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