ARW vs PI
Arrow Electronics vs Impinj, Inc. — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
| Metric | ARW | PI |
|---|
| AI Score |
71
|
60
|
| Price |
$206.61
|
$174.06
|
| P/E Ratio |
13.08×
|
-191.83×
|
| ROE |
8.7%
|
-5.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
52.7%
|
| Debt / Equity |
0.31×
|
1.15×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
34.6
|
67.8
|
| Beta |
1.201
|
1.908
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus PI.
ARW leads by 11 points.
ARW scores 71/100 (Buy) versus PI at 60/100 (Buy).
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
PI Committee View
75% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 47.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Bollinger bandwidth of 47.8% signals elevated volatility — Risk