ARW vs QRVO
Arrow Electronics vs Qorvo Inc. — AI-powered side-by-side comparison
ARW
Arrow Electronics
64
Buy
VS
| Metric | ARW | QRVO |
|---|
| AI Score |
64
|
62
|
| Price |
$201.82
|
$95.43
|
| P/E Ratio |
13.35×
|
21.97×
|
| ROE |
8.7%
|
10.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
48.2%
|
| Debt / Equity |
0.31×
|
0.45×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
49.0
|
49.9
|
| Beta |
1.201
|
1.449
|
| Expected Upside |
+12.5%
|
+1.5%
|
AI Committee View
Current Innellis committee reasoning for ARW versus QRVO.
ARW leads by 2 points.
ARW scores 64/100 (Buy) versus QRVO at 62/100 (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
QRVO Committee View
80% agreement
5 analysts
The primary driver is eps growing 400.7% yoy. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 400.7% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Revenue declining -0.2% YoY -- this is not a growth story right now — Growth
- MACD histogram negative -- bearish momentum — Technical
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical