ARW vs ST
Arrow Electronics vs Sensata Technologies — AI-powered side-by-side comparison
ARW
Arrow Electronics
67
Buy
VS
ST
Sensata Technologies
59
Buy
| Metric | ARW | ST |
|---|
| AI Score |
67
|
59
|
| Price |
$220.45
|
$45.91
|
| P/E Ratio |
13.55×
|
73.38×
|
| ROE |
8.7%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
28.5%
|
| Debt / Equity |
0.31×
|
0.83×
|
| Dividend Yield |
0.0%
|
1.0%
|
| RSI (14) |
53.2
|
49.3
|
| Beta |
1.201
|
1.265
|
| Expected Upside |
+10.8%
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for ARW versus ST.
ARW leads by 8 points.
ARW scores 67/100 (Buy) versus ST at 59/100 (Buy).
ARW Committee View
60% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. 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
ST Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — p/e of 74.3 is expensive by classic value standards. 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
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- News sentiment is positive (+0.40 across 5 articles, 14d) — News
Bear Case
- P/E of 74.3 is expensive by classic value standards — Value
- ROE of only 3.2% -- cheap may mean cheap for a reason — Value
- EPS declining -20.4% YoY despite any revenue growth — Growth