ARW vs LRCX
Arrow Electronics vs Lam Research — AI-powered side-by-side comparison
ARW
Arrow Electronics
70
Buy
VS
| Metric | ARW | LRCX |
|---|
| AI Score |
70
|
64
|
| Price |
$203.95
|
$311.31
|
| P/E Ratio |
12.89×
|
53.77×
|
| ROE |
8.7%
|
58.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
50.5%
|
| Debt / Equity |
0.31×
|
0.30×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
35.9
|
53.1
|
| Beta |
1.201
|
1.805
|
| Expected Upside |
+16.2%
|
+40.8%
|
AI Committee View
Current Innellis committee reasoning for ARW versus LRCX.
ARW leads by 6 points.
ARW scores 70/100 (Buy) versus LRCX at 64/100 (Buy).
ARW Committee View
100% agreement
5 analysts
The primary driver is p/e of 14.3 is inexpensive for the broad market. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.3 is inexpensive for the broad market — Value
- Price-to-book of 0.9x is a discount to asset value — Value
- EPS growing 91.4% YoY — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
LRCX 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
- ROE of 67.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 26.0% YoY -- genuine top-line momentum — Growth
- EPS growing 38.6% YoY — Growth
Bear Case
- P/E of 53.6 is expensive by classic value standards — Value
- Price-to-book of 41.2x prices in significant intangible value — Value
- Bollinger bandwidth of 28.0% signals elevated volatility — Risk