ARW vs KLIC
Arrow Electronics vs Kulicke and Soffa Industries, Inc. — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
KLIC
Kulicke and Soffa Industries, Inc.
63
Buy
| Metric | ARW | KLIC |
|---|
| AI Score |
71
|
63
|
| Price |
$206.61
|
$91.07
|
| P/E Ratio |
13.08×
|
41.19×
|
| ROE |
8.7%
|
0.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
48.2%
|
| Debt / Equity |
0.31×
|
0.04×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
34.6
|
44.9
|
| Beta |
1.201
|
1.64
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus KLIC.
ARW leads by 8 points.
ARW scores 71/100 (Buy) versus KLIC at 63/100 (Buy).
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
KLIC Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Revenue growing 44.4% YoY -- genuine top-line momentum — Growth
- EPS growing 2583.7% YoY — Growth
- Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 40.8 is expensive by classic value standards — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 31.1% signals elevated volatility — Risk