ARW vs MRVL
Arrow Electronics vs Marvell Technology — AI-powered side-by-side comparison
ARW
Arrow Electronics
59
Buy
VS
MRVL
Marvell Technology
53
Watch
| Metric | ARW | MRVL |
|---|
| AI Score |
59
|
53
|
| Price |
$207.11
|
$249.64
|
| P/E Ratio |
12.83×
|
81.79×
|
| ROE |
8.7%
|
18.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
50.6%
|
| Debt / Equity |
0.31×
|
0.29×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
39.8
|
59.5
|
| Beta |
1.201
|
2.246
|
| Expected Upside |
+16.9%
|
+37.2%
|
AI Committee View
Current Innellis committee reasoning for ARW versus MRVL.
ARW leads by 6 points.
ARW scores 59/100 (Buy) versus MRVL at 53/100 (Watch).
ARW Committee View
50% agreement
6 analysts
The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 13.2 is inexpensive for the broad market. Risk Analyst remains cautious — bollinger bandwidth of 15.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 13.2 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
- Bollinger bandwidth of 15.1% signals elevated volatility — Risk
MRVL Committee View
50% agreement
6 analysts
The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — bollinger bandwidth of 39.4% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 16.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 34.1% YoY -- genuine top-line momentum — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 77.0 is expensive by classic value standards — Value
- Price-to-book of 4.8x prices in significant intangible value — Value
- 2 consecutive earnings misses -- execution concerns — Growth