ARW vs ONTO
Arrow Electronics vs Onto Innovation — AI-powered side-by-side comparison
ARW
Arrow Electronics
66
Buy
VS
ONTO
Onto Innovation
64
Buy
| Metric | ARW | ONTO |
|---|
| AI Score |
66
|
64
|
| Price |
$202.52
|
$291.66
|
| P/E Ratio |
12.89×
|
114.61×
|
| ROE |
8.7%
|
6.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
50.4%
|
| Debt / Equity |
0.31×
|
0.77×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
35.9
|
63.4
|
| Beta |
1.201
|
1.587
|
| Expected Upside |
+16.2%
|
+2.5%
|
AI Committee View
Current Innellis committee reasoning for ARW versus ONTO.
ARW leads by 2 points.
ARW scores 66/100 (Buy) versus ONTO at 64/100 (Buy).
ARW Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
ONTO Committee View
60% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 35.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Bollinger bandwidth of 35.3% signals elevated volatility — Risk