ARW vs IREN
Arrow Electronics vs IREN Limited — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
IREN
IREN Limited
55
Watch
| Metric | ARW | IREN |
|---|
| AI Score |
71
|
55
|
| Price |
$206.61
|
$39.73
|
| P/E Ratio |
13.08×
|
993.75×
|
| ROE |
8.7%
|
4.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
53.6%
|
| Debt / Equity |
0.31×
|
1.49×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
34.6
|
52.8
|
| Beta |
1.201
|
4.302
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus IREN.
ARW leads by 16 points.
ARW scores 71/100 (Buy) versus IREN at 55/100 (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
IREN Committee View
33% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 97.3% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 179.7 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 97.3% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 179.7 is expensive by classic value standards — Value
- ROE of only 3.1% -- cheap may mean cheap for a reason — Value
- Price structure making lower highs and lower lows — Technical