AVT vs NAVN
Avnet vs Navan, Inc. — AI-powered side-by-side comparison
| Metric | AVT | NAVN |
|---|
| AI Score |
64
|
64
|
| Price |
$97.36
|
$28.78
|
| P/E Ratio |
14.54×
|
-5.66×
|
| ROE |
2.2%
|
-32.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
10.4%
|
72.1%
|
| Debt / Equity |
0.23×
|
0.14×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
67.4
|
69.5
|
| Beta |
1.119
|
1.0835
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AVT versus NAVN.
The committee scores are tied.
AVT and NAVN both score 64/100.
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
NAVN Committee View
67% agreement
6 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is roe of only -44.6% -- cheap may mean cheap for a reason. The committee is constructive but not yet at full conviction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- ROE of only -44.6% -- cheap may mean cheap for a reason — Value
- Weekly RSI at 76 -- overbought on the larger timeframe too — Technical
- Bollinger bandwidth of 28.0% signals elevated volatility — Risk