ARW vs DBX
Arrow Electronics vs Dropbox — AI-powered side-by-side comparison
ARW
Arrow Electronics
64
Buy
VS
| Metric | ARW | DBX |
|---|
| AI Score |
64
|
48
|
| Price |
$202.71
|
$34.75
|
| P/E Ratio |
12.78×
|
19.16×
|
| ROE |
8.7%
|
-28.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
79.7%
|
| Debt / Equity |
0.31×
|
-1.82×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
38.2
|
61.4
|
| Beta |
1.201
|
0.64
|
| Expected Upside |
+17.5%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus DBX.
ARW leads by 16 points.
ARW scores 64/100 (Buy) versus DBX at 48/100 (Watch).
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
DBX Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — revenue declining -0.1% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
- News sentiment is positive (+0.20 across 15 articles, 14d) — News
Bear Case
- Price-to-book of 27.5x prices in significant intangible value — Value
- ROE of only -36.8% -- cheap may mean cheap for a reason — Value
- Revenue declining -0.1% YoY -- this is not a growth story right now — Growth