APPF vs ARW
AppFolio vs Arrow Electronics — AI-powered side-by-side comparison
VS
ARW
Arrow Electronics
64
Buy
| Metric | APPF | ARW |
|---|
| AI Score |
49
|
64
|
| Price |
$222.50
|
$204.07
|
| P/E Ratio |
50.58×
|
12.83×
|
| ROE |
26.0%
|
8.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.0%
|
11.2%
|
| Debt / Equity |
0.07×
|
0.31×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
72.5
|
39.8
|
| Beta |
0.811
|
1.201
|
| Expected Upside |
+5.4%
|
+16.9%
|
AI Committee View
Current Innellis committee reasoning for APPF versus ARW.
ARW leads by 15 points.
ARW scores 64/100 (Buy) versus APPF at 49/100 (Watch).
APPF Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 77 is in overbought territory — Technical
- Weekly RSI at 78 -- overbought on the larger timeframe too — Technical
ARW Committee View
60% agreement
5 analysts
The primary driver is p/e of 13.2 is inexpensive for the broad market. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 13.2 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