ARW vs TER
Arrow Electronics vs Teradyne Inc. — AI-powered side-by-side comparison
ARW
Arrow Electronics
67
Buy
VS
| Metric | ARW | TER |
|---|
| AI Score |
67
|
67
|
| Price |
$213.91
|
$418.82
|
| P/E Ratio |
13.25×
|
56.01×
|
| ROE |
8.7%
|
19.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
59.3%
|
| Debt / Equity |
0.31×
|
0.03×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
45.6
|
66.9
|
| Beta |
1.201
|
1.793
|
| Expected Upside |
+13.3%
|
+2.8%
|
AI Committee View
Current Innellis committee reasoning for ARW versus TER.
The committee scores are tied.
ARW and TER both score 67/100.
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
TER Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 55.7 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 38.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 57.9% YoY -- genuine top-line momentum — Growth
- EPS growing 152.8% YoY — Growth
Bear Case
- P/E of 55.7 is expensive by classic value standards — Value
- Price-to-book of 10.8x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth