ARW vs SMTC
Arrow Electronics vs Semtech — AI-powered side-by-side comparison
ARW
Arrow Electronics
58
Buy
VS
| Metric | ARW | SMTC |
|---|
| AI Score |
58
|
53
|
| Price |
$210.66
|
$124.13
|
| P/E Ratio |
13.35×
|
-333.04×
|
| ROE |
8.7%
|
-7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
51.5%
|
| Debt / Equity |
0.31×
|
0.86×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
49.0
|
42.3
|
| Beta |
1.201
|
2.345
|
| Expected Upside |
+12.5%
|
+42.8%
|
AI Committee View
Current Innellis committee reasoning for ARW versus SMTC.
ARW leads by 5 points.
ARW scores 58/100 (Buy) versus SMTC at 53/100 (Watch).
ARW Committee View
75% agreement
4 analysts
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull Case
- 5 consecutive earnings beats -- consistent execution — 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
SMTC Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Value Analyst remains cautious — price-to-book of 13.7x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- News sentiment is positive (+0.20 across 27 articles, 14d) — News
Bear Case
- Price-to-book of 13.7x prices in significant intangible value — Value
- ROE of only -5.9% -- cheap may mean cheap for a reason — Value
- MACD histogram negative -- bearish momentum — Technical