ARW vs NXT
Arrow Electronics vs Nextpower — AI-powered side-by-side comparison
ARW
Arrow Electronics
64
Buy
VS
| Metric | ARW | NXT |
|---|
| AI Score |
64
|
59
|
| Price |
$207.11
|
$87.29
|
| P/E Ratio |
12.83×
|
21.31×
|
| ROE |
8.7%
|
25.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
33.4%
|
| Debt / Equity |
0.31×
|
0.00×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
39.8
|
23.9
|
| Beta |
1.201
|
1.95
|
| Expected Upside |
+16.9%
|
+33.0%
|
AI Committee View
Current Innellis committee reasoning for ARW versus NXT.
ARW leads by 5 points.
ARW scores 64/100 (Buy) versus NXT at 59/100 (Buy).
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
NXT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Technical Analyst remains cautious — rsi at 23 is in oversold territory (could mean either capitulation or a bounce setup). This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 26.3% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 26.7 is moderate-to-rich — Value
- Price-to-book of 7.7x prices in significant intangible value — Value
- RSI at 23 is in oversold territory (could mean either capitulation or a bounce setup) — Technical