ARW vs TYL
Arrow Electronics vs Tyler Technologies — AI-powered side-by-side comparison
ARW
Arrow Electronics
64
Buy
VS
TYL
Tyler Technologies
53
Watch
| Metric | ARW | TYL |
|---|
| AI Score |
64
|
53
|
| Price |
$201.82
|
$355.83
|
| P/E Ratio |
13.35×
|
45.97×
|
| ROE |
8.7%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
46.6%
|
| Debt / Equity |
0.31×
|
0.48×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
49.0
|
73.8
|
| Beta |
1.201
|
0.809
|
| Expected Upside |
+12.5%
|
+4.4%
|
AI Committee View
Current Innellis committee reasoning for ARW versus TYL.
ARW leads by 11 points.
ARW scores 64/100 (Buy) versus TYL at 53/100 (Watch).
ARW Committee View
60% agreement
5 analysts
The primary driver is p/e of 13.2 is inexpensive for the broad market. 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
TYL Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.16) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 39.6 is moderate-to-rich — Value
- Price-to-book of 5.3x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth