ARW vs SANM
Arrow Electronics vs Sanmina Corporation — AI-powered side-by-side comparison
ARW
Arrow Electronics
70
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | ARW | SANM |
|---|
| AI Score |
70
|
65
|
| Price |
$203.95
|
$202.71
|
| P/E Ratio |
12.89×
|
35.57×
|
| ROE |
8.7%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
9.0%
|
| Debt / Equity |
0.31×
|
0.95×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
35.9
|
52.5
|
| Beta |
1.201
|
1.561
|
| Expected Upside |
+16.2%
|
+42.3%
|
AI Committee View
Current Innellis committee reasoning for ARW versus SANM.
ARW leads by 5 points.
ARW scores 70/100 (Buy) versus SANM at 65/100 (Buy).
ARW Committee View
100% agreement
5 analysts
The primary driver is p/e of 14.3 is inexpensive for the broad market. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.3 is inexpensive for the broad market — Value
- Price-to-book of 0.9x is a discount to asset value — Value
- EPS growing 91.4% YoY — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
SANM Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.60 across 42 articles, 14d). The main limiting factor is p/e of 35.3 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 58.6% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 35.3 is moderate-to-rich — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 29.0% signals elevated volatility — Risk