AVT vs ERIC
Avnet vs Telefonaktiebolaget LM Ericsson (publ) — AI-powered side-by-side comparison
VS
ERIC
Telefonaktiebolaget LM Ericsson (publ)
63
Buy
| Metric | AVT | ERIC |
|---|
| AI Score |
64
|
63
|
| Price |
$97.36
|
$10.19
|
| P/E Ratio |
14.54×
|
13.25×
|
| ROE |
2.2%
|
24.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
10.4%
|
48.1%
|
| Debt / Equity |
0.23×
|
0.38×
|
| Dividend Yield |
1.5%
|
3.0%
|
| RSI (14) |
67.4
|
51.3
|
| Beta |
1.119
|
0.521
|
| Expected Upside |
—
|
+2.8%
|
AI Committee View
Current Innellis committee reasoning for AVT versus ERIC.
AVT leads by 1 points.
AVT scores 64/100 (Buy) versus ERIC at 63/100 (Buy).
AVT Committee View
83% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 46.1% yoy. Risk Analyst remains cautious — bollinger bandwidth of 20.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- EPS growing 46.1% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
- Bollinger bandwidth of 20.1% signals elevated volatility — Risk
ERIC Committee View
60% agreement
5 analysts
The primary driver is p/e of 12.8 is inexpensive for the broad market. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -7.5% YoY -- this is not a growth story right now — Growth