ARW vs PTRN
Arrow Electronics vs Pattern Group Inc. Series A Common Stock — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
PTRN
Pattern Group Inc. Series A Common Stock
59
Watch
| Metric | ARW | PTRN |
|---|
| AI Score |
71
|
59
|
| Price |
$206.61
|
$22.36
|
| P/E Ratio |
13.08×
|
-28.67×
|
| ROE |
8.7%
|
2.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
43.4%
|
| Debt / Equity |
0.31×
|
0.08×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
34.6
|
41.9
|
| Beta |
1.201
|
1.1626
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus PTRN.
ARW leads by 12 points.
ARW scores 71/100 (Buy) versus PTRN at 59/100 (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
PTRN Committee View
60% agreement
5 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- P/E of 164.9 is expensive by classic value standards — Value
- ROE of only 4.2% -- cheap may mean cheap for a reason — Value
- MACD histogram negative -- bearish momentum — Technical