ARW vs TDY
Arrow Electronics vs Teledyne Technologies — AI-powered side-by-side comparison
ARW
Arrow Electronics
70
Buy
VS
TDY
Teledyne Technologies
66
Buy
| Metric | ARW | TDY |
|---|
| AI Score |
70
|
66
|
| Price |
$203.95
|
$691.00
|
| P/E Ratio |
12.89×
|
33.28×
|
| ROE |
8.7%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
39.0%
|
| Debt / Equity |
0.31×
|
0.19×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
35.9
|
76.8
|
| Beta |
1.201
|
0.924
|
| Expected Upside |
+16.2%
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for ARW versus TDY.
ARW leads by 4 points.
ARW scores 70/100 (Buy) versus TDY at 66/100 (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
TDY Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.24) -- balance sheet can absorb a shock. The main limiting factor is p/e of 32.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 32.9 is moderate-to-rich — Value
- RSI at 77 is in overbought territory — Technical
- Weekly RSI at 75 -- overbought on the larger timeframe too — Technical