ARW vs ENTG
Arrow Electronics vs Entegris — AI-powered side-by-side comparison
ARW
Arrow Electronics
64
Buy
VS
| Metric | ARW | ENTG |
|---|
| AI Score |
64
|
54
|
| Price |
$201.82
|
$138.30
|
| P/E Ratio |
13.35×
|
71.83×
|
| ROE |
8.7%
|
6.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
45.5%
|
| Debt / Equity |
0.31×
|
0.86×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
49.0
|
44.1
|
| Beta |
1.201
|
1.35
|
| Expected Upside |
+12.5%
|
+2.2%
|
AI Committee View
Current Innellis committee reasoning for ARW versus ENTG.
ARW leads by 10 points.
ARW scores 64/100 (Buy) versus ENTG at 54/100 (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
ENTG Committee View
50% agreement
6 analysts
The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — bollinger bandwidth of 47.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 82.9 is expensive by classic value standards — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 47.8% signals elevated volatility — Risk