ARW vs ROP
Arrow Electronics vs Roper Technologies — AI-powered side-by-side comparison
ARW
Arrow Electronics
59
Buy
VS
ROP
Roper Technologies
61
Buy
| Metric | ARW | ROP |
|---|
| AI Score |
59
|
61
|
| Price |
$207.11
|
$413.35
|
| P/E Ratio |
12.83×
|
17.15×
|
| ROE |
8.7%
|
7.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
69.5%
|
| Debt / Equity |
0.31×
|
0.61×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
39.8
|
68.5
|
| Beta |
1.201
|
0.737
|
| Expected Upside |
+16.9%
|
+9.9%
|
AI Committee View
Current Innellis committee reasoning for ARW versus ROP.
ROP leads by 2 points.
ROP scores 61/100 (Buy) versus ARW at 59/100 (Buy).
ARW Committee View
50% agreement
6 analysts
The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 13.2 is inexpensive for the broad market. Risk Analyst remains cautious — bollinger bandwidth of 15.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
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
- Bollinger bandwidth of 15.1% signals elevated volatility — Risk
ROP Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 69.5% yoy. Risk Analyst remains cautious — current ratio of 0.52 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 69.5% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Weekly RSI at 78 -- overbought on the larger timeframe too — Technical
- Current ratio of 0.52 is tight -- limited short-term liquidity cushion — Risk