ARW vs CACI
Arrow Electronics vs CACI International — AI-powered side-by-side comparison
ARW
Arrow Electronics
64
Buy
VS
CACI
CACI International
59
Buy
| Metric | ARW | CACI |
|---|
| AI Score |
64
|
59
|
| Price |
$201.82
|
$636.58
|
| P/E Ratio |
12.78×
|
26.21×
|
| ROE |
8.7%
|
12.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
21.6%
|
| Debt / Equity |
0.31×
|
1.20×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
38.2
|
54.8
|
| Beta |
1.201
|
0.541
|
| Expected Upside |
+17.5%
|
+7.0%
|
AI Committee View
Current Innellis committee reasoning for ARW versus CACI.
ARW leads by 5 points.
ARW scores 64/100 (Buy) versus CACI at 59/100 (Buy).
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
CACI Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 52.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 27.8 is moderate-to-rich — Value
- Bollinger bandwidth of 52.6% signals elevated volatility — Risk