ARW vs STM
Arrow Electronics vs STMicroelectronics N.V. — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
STM
STMicroelectronics N.V.
54
Watch
| Metric | ARW | STM |
|---|
| AI Score |
71
|
54
|
| Price |
$206.61
|
$55.03
|
| P/E Ratio |
13.08×
|
104.06×
|
| ROE |
8.7%
|
0.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
34.3%
|
| Debt / Equity |
0.31×
|
0.23×
|
| Dividend Yield |
0.0%
|
0.6%
|
| RSI (14) |
34.6
|
48.6
|
| Beta |
1.201
|
1.563
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus STM.
ARW leads by 17 points.
ARW scores 71/100 (Buy) versus STM at 54/100 (Watch).
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
STM 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. Growth Analyst remains cautious — revenue declining -11.1% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.2x is a discount to asset value — Value
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 166.3 is expensive by classic value standards — Value
- ROE of only 1.6% -- cheap may mean cheap for a reason — Value
- Revenue declining -11.1% YoY -- this is not a growth story right now — Growth