AVT vs ONTO
Avnet vs Onto Innovation — AI-powered side-by-side comparison
VS
ONTO
Onto Innovation
64
Buy
| Metric | AVT | ONTO |
|---|
| AI Score |
64
|
64
|
| Price |
$97.33
|
$291.66
|
| P/E Ratio |
14.63×
|
114.61×
|
| ROE |
2.2%
|
6.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
10.4%
|
50.4%
|
| Debt / Equity |
0.23×
|
0.77×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
74.9
|
63.4
|
| Beta |
1.119
|
1.587
|
| Expected Upside |
—
|
+2.5%
|
AI Committee View
Current Innellis committee reasoning for AVT versus ONTO.
The committee scores are tied.
AVT and ONTO both score 64/100.
AVT Committee View
67% 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 18.3% 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
- RSI at 75 is in overbought territory — Technical
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
- Weekly RSI at 75 -- overbought on the larger timeframe too — Technical
ONTO Committee View
60% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 35.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Bollinger bandwidth of 35.3% signals elevated volatility — Risk