ARW vs LSCC
Arrow Electronics vs Lattice Semiconductor — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
LSCC
Lattice Semiconductor
58
Buy
| Metric | ARW | LSCC |
|---|
| AI Score |
71
|
58
|
| Price |
$203.95
|
$130.03
|
| P/E Ratio |
12.89×
|
491.61×
|
| ROE |
8.7%
|
0.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
67.7%
|
| Debt / Equity |
0.31×
|
0.00×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
35.9
|
51.9
|
| Beta |
1.201
|
1.78
|
| Expected Upside |
+16.2%
|
+20.4%
|
AI Committee View
Current Innellis committee reasoning for ARW versus LSCC.
ARW leads by 13 points.
ARW scores 71/100 (Buy) versus LSCC at 58/100 (Buy).
ARW Committee View
100% agreement
5 analysts
The primary driver is p/e of 12.8 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 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
LSCC Committee View
50% agreement
4 analysts
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.40 across 40 articles, 14d). Risk Analyst remains cautious — bollinger bandwidth of 20.0% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.40 across 40 articles, 14d) — News
Bear Case
- Bollinger bandwidth of 20.0% signals elevated volatility — Risk