ARW vs SITM
Arrow Electronics vs SiTime — AI-powered side-by-side comparison
ARW
Arrow Electronics
64
Buy
VS
| Metric | ARW | SITM |
|---|
| AI Score |
64
|
61
|
| Price |
$201.82
|
$580.69
|
| P/E Ratio |
13.35×
|
1160.06×
|
| ROE |
8.7%
|
-3.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
58.7%
|
| Debt / Equity |
0.31×
|
1.29×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
49.0
|
43.8
|
| Beta |
1.201
|
2.865
|
| Expected Upside |
+12.5%
|
+46.6%
|
AI Committee View
Current Innellis committee reasoning for ARW versus SITM.
ARW leads by 3 points.
ARW scores 64/100 (Buy) versus SITM at 61/100 (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
SITM Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 83.0% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 1471.4 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 83.0% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 1471.4 is expensive by classic value standards — Value
- Price-to-book of 8.0x prices in significant intangible value — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value