ARW vs SAIC
Arrow Electronics vs Science Applications Intl Corp — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
SAIC
Science Applications Intl Corp
73
Buy
| Metric | ARW | SAIC |
|---|
| AI Score |
71
|
73
|
| Price |
$206.61
|
$125.24
|
| P/E Ratio |
13.08×
|
14.03×
|
| ROE |
8.7%
|
23.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
12.5%
|
| Debt / Equity |
0.31×
|
1.88×
|
| Dividend Yield |
0.0%
|
1.2%
|
| RSI (14) |
34.6
|
69.9
|
| Beta |
1.201
|
0.283
|
| Expected Upside |
+17.1%
|
+8.6%
|
AI Committee View
Current Innellis committee reasoning for ARW versus SAIC.
SAIC leads by 2 points.
SAIC scores 73/100 (Buy) versus ARW at 71/100 (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
SAIC Committee View
100% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. 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
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Stochastic RSI (90.1) confirms overbought conditions.
- Weekly trend is bearish while daily is bullish — against the higher-timeframe trend.
- Bearish candlestick pattern(s) detected: Shooting Star.