ARW vs NET
Arrow Electronics vs Cloudflare Inc. — AI-powered side-by-side comparison
ARW
Arrow Electronics
70
Buy
VS
NET
Cloudflare Inc.
65
Buy
| Metric | ARW | NET |
|---|
| AI Score |
70
|
65
|
| Price |
$203.95
|
$300.78
|
| P/E Ratio |
12.89×
|
-514.95×
|
| ROE |
8.7%
|
-7.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
72.6%
|
| Debt / Equity |
0.31×
|
2.18×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
35.9
|
67.3
|
| Beta |
1.201
|
1.671
|
| Expected Upside |
+16.2%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus NET.
ARW leads by 5 points.
ARW scores 70/100 (Buy) versus NET at 65/100 (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
NET Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 16.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Price trading above the upper Bollinger Band -- stretched — Technical
- Bollinger bandwidth of 16.6% signals elevated volatility — Risk