APLD vs ARW
Applied Digital Corp. vs Arrow Electronics — AI-powered side-by-side comparison
APLD
Applied Digital Corp.
57
Watch
VS
ARW
Arrow Electronics
71
Buy
| Metric | APLD | ARW |
|---|
| AI Score |
57
|
71
|
| Price |
$29.70
|
$206.61
|
| P/E Ratio |
-33.36×
|
13.08×
|
| ROE |
-13.7%
|
8.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
22.4%
|
11.2%
|
| Debt / Equity |
2.86×
|
0.31×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
54.0
|
34.6
|
| Beta |
5.767
|
1.201
|
| Expected Upside |
—
|
+17.1%
|
AI Committee View
Current Innellis committee reasoning for APLD versus ARW.
ARW leads by 14 points.
ARW scores 71/100 (Buy) versus APLD at 57/100 (Watch).
APLD Committee View
33% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 364.9% yoy -- genuine top-line momentum. Value Analyst remains cautious — price-to-book of 7.7x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 364.9% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 7.7x prices in significant intangible value — Value
- ROE of only -16.0% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 2.83 adds balance-sheet risk to the value case — Value
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