ARW vs BOX
Arrow Electronics vs Box, Inc. — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
| Metric | ARW | BOX |
|---|
| AI Score |
71
|
50
|
| Price |
$206.61
|
$32.84
|
| P/E Ratio |
13.08×
|
48.73×
|
| ROE |
8.7%
|
-33.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
79.6%
|
| Debt / Equity |
0.31×
|
3.56×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
34.6
|
63.5
|
| Beta |
1.201
|
1.414
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus BOX.
ARW leads by 21 points.
ARW scores 71/100 (Buy) versus BOX at 50/100 (Watch).
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
BOX 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 — eps declining -45.6% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 63.2% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 36.9 is moderate-to-rich — Value
- Price-to-book of 18.8x prices in significant intangible value — Value
- Debt-to-equity of 2.29 adds balance-sheet risk to the value case — Value