ARW vs TTWO
Arrow Electronics vs Take-Two Interactive — AI-powered side-by-side comparison
ARW
Arrow Electronics
66
Buy
VS
TTWO
Take-Two Interactive
64
Buy
| Metric | ARW | TTWO |
|---|
| AI Score |
66
|
64
|
| Price |
$202.52
|
$253.52
|
| P/E Ratio |
12.89×
|
-142.49×
|
| ROE |
8.7%
|
-8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
56.0%
|
| Debt / Equity |
0.31×
|
0.29×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
35.9
|
58.7
|
| Beta |
1.201
|
0.983
|
| Expected Upside |
+16.2%
|
+5.5%
|
AI Committee View
Current Innellis committee reasoning for ARW versus TTWO.
ARW leads by 2 points.
ARW scores 66/100 (Buy) versus TTWO at 64/100 (Buy).
ARW Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
TTWO Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical