ARW vs IPGP
Arrow Electronics vs IPG Photonics — AI-powered side-by-side comparison
ARW
Arrow Electronics
66
Buy
VS
IPGP
IPG Photonics
63
Buy
| Metric | ARW | IPGP |
|---|
| AI Score |
66
|
63
|
| Price |
$202.52
|
$84.80
|
| P/E Ratio |
12.89×
|
136.71×
|
| ROE |
8.7%
|
1.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
38.4%
|
| Debt / Equity |
0.31×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
35.9
|
47.5
|
| Beta |
1.201
|
0.999
|
| Expected Upside |
+16.2%
|
+0.7%
|
AI Committee View
Current Innellis committee reasoning for ARW versus IPGP.
ARW leads by 3 points.
ARW scores 66/100 (Buy) versus IPGP at 63/100 (Buy).
ARW Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
IPGP Committee View
67% agreement
6 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is p/e of 136.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 136.8 is expensive by classic value standards — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 36.2% signals elevated volatility — Risk