ARW vs ZM
Arrow Electronics vs Zoom Communications, Inc. — AI-powered side-by-side comparison
ARW
Arrow Electronics
71
Buy
VS
ZM
Zoom Communications, Inc.
65
Buy
| Metric | ARW | ZM |
|---|
| AI Score |
71
|
65
|
| Price |
$206.61
|
$106.01
|
| P/E Ratio |
13.08×
|
15.28×
|
| ROE |
8.7%
|
19.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.2%
|
77.4%
|
| Debt / Equity |
0.31×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
34.6
|
77.2
|
| Beta |
1.201
|
1.04
|
| Expected Upside |
+17.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for ARW versus ZM.
ARW leads by 6 points.
ARW scores 71/100 (Buy) versus ZM at 65/100 (Buy).
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
ZM Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is bollinger bandwidth of 28.3% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.8 is inexpensive for the broad market — Value
- ROE of 21.8% shows genuine earnings power backing the valuation — Value
- EPS growing 104.5% YoY — Growth
Bear Case
- RSI at 77 is in overbought territory — Technical
- Bollinger bandwidth of 28.3% signals elevated volatility — Risk