ARW vs LOGI
Arrow Electronics vs Logitech International S.A. — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
LOGI
Logitech International S.A.
67
Buy
| Metric | ARW | LOGI |
|---|
| AI Score |
71
|
67
|
| Price |
$206.61
|
$103.68
|
| P/E Ratio |
13.08×
|
19.01×
|
| ROE |
8.7%
|
32.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
45.1%
|
| Debt / Equity |
0.31×
|
0.04×
|
| Dividend Yield |
0.0%
|
1.5%
|
| RSI (14) |
34.6
|
47.2
|
| Beta |
1.201
|
0.653
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus LOGI.
ARW leads by 4 points.
ARW scores 71/100 (Buy) versus LOGI at 67/100 (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
LOGI Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is price-to-book of 6.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 35.7% shows genuine earnings power backing the valuation — Value
- EPS growing 29.6% YoY — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value