ARW vs MTSI
Arrow Electronics vs MACOM Technology Solutions — AI-powered side-by-side comparison
ARW
Arrow Electronics
64
Buy
VS
MTSI
MACOM Technology Solutions
64
Buy
| Metric | ARW | MTSI |
|---|
| AI Score |
64
|
64
|
| Price |
$209.25
|
$307.28
|
| P/E Ratio |
13.32×
|
97.11×
|
| ROE |
8.7%
|
-4.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
56.6%
|
| Debt / Equity |
0.31×
|
0.27×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
46.8
|
65.4
|
| Beta |
1.201
|
1.71
|
| Expected Upside |
+12.8%
|
+34.3%
|
AI Committee View
Current Innellis committee reasoning for ARW versus MTSI.
The committee scores are tied.
ARW and MTSI both score 64/100.
ARW Committee View
60% agreement
5 analysts
The primary driver is p/e of 13.2 is inexpensive for the broad market. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
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
MTSI 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 17.1% shows genuine earnings power backing the valuation — Value
- Revenue growing 28.4% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 101.1 is expensive by classic value standards — Value
- Price-to-book of 7.1x prices in significant intangible value — Value
- Bollinger bandwidth of 32.2% signals elevated volatility — Risk