ARW vs PAYC
Arrow Electronics vs Paycom Software, Inc. — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
PAYC
Paycom Software, Inc.
57
Watch
| Metric | ARW | PAYC |
|---|
| AI Score |
71
|
57
|
| Price |
$206.61
|
$212.31
|
| P/E Ratio |
13.08×
|
22.51×
|
| ROE |
8.7%
|
26.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
80.1%
|
| Debt / Equity |
0.31×
|
1.72×
|
| Dividend Yield |
0.0%
|
0.7%
|
| RSI (14) |
34.6
|
84.0
|
| Beta |
1.201
|
0.725
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus PAYC.
ARW leads by 14 points.
ARW scores 71/100 (Buy) versus PAYC at 57/100 (Watch).
ARW Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 12.8 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
PAYC Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 31.0% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 5.2x prices in significant intangible value — Value
- RSI at 84 is in overbought territory — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical