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AVT

💻 Technology

Avnet, Inc.

Conservative #369Aggressive #500Low RiskModerate 68ML↑ 16pt
$67.34+0.60%
Day High$67.52
Day Low$66.22
Volume0.6M
Mkt Cap$5.5B
52W Low $3952W High $68
Market Cap
$5.4B
P/E Ratio
26.7
Sector avg: 87.8
Rev Growth
-6.6%
Sector avg: 14.8%
Earnings Growth
-51.8%
Profit Margin
1.1%
Sector avg: -110.0%
Debt/Equity
0.57

Why This Score

AVT scores 57.4 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Positive but moderate momentum (34%) — steady appreciation without overheating.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Minor adjustments (-1.7 points) applied. AVT's rank of #369 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score57.4
Fundamental Score49.8
ML Score76.0

Score by Horizon

3 Month
69.8
6 Month
78.0
Primary
1 Year
82.2

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
46
Neutral
Analyst (6.4%)
53
Neutral
Tradability (post-hoc)
93
Grade A
Base
55.1
SHAP
+3.1
Factors
+0.9
Divergence
-1.7
Final
57.4
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

60AVG
Value55
Quality55
Growth35
Stability75
Investment80

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)31.0
Technical (Momentum, Weinstein, Volatility)83.0
External (Sentiment, Analyst, Macro)50.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+0.9% to +5.4%
Medium-term
+1.8% to +8.6%
Long-term
+2.7% to +11.8%

ML Model Core Features100 trained inputs → ML Score: 76

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score52.5/100
Target Upside-16.0%
Coverage20 analysts
Market Sentiment
Sentiment Score46.4/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.3%
6M Momentum+0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+11.5%
Momentum ConsistencyModerate (0.66)
Relative Strength vs Sector+30.2%
Trend Strength (ADX Proxy)Strong (3.6)
Momentum Quality+0.296
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
38%
High risk — cheap + stagnating
Sector RevGr Rank
P11
Revenue growth vs Technology peers
Sector PE Rank
P45
Valuation vs Technology peers
Sector FCF Rank
P94
Free cash flow vs Technology peers
Growth Deviation
-0.4σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged
Value trap warning: This stock scores in the top quartile for value trap risk. The combination of below-sector-median revenue growth, low PE, and high free cash flow yield suggests the market is pricing in stagnation. The ML model's sector-relative features (trained on 30 years of data) reduce this stock's score accordingly.

Analysis Signals

Scoring Factors
Fundamental score of 66 relative to sector peers66/100
Machine learning model ranks this stock at the 82th percentileP82
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.4pt (features align with model priorities)—
Blend: 91% fund (66.2) + 9% ML (82.4) + SHAP(+4.4) = 72.1—
Factor quality: +1.2pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 9.4%. Max drawdown 12% (-1.7 pts)Low
Market cap adjustment: +0.5 points ($5.4B market cap)+0.5 pts
Divergence penalty: -0.8pt (ML 16pt higher)—
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #88 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
AVT57.426.7-6.6%1.1%$5.4B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%—

Market Sentimentvia FMP

Analyst Consensus
Hold20 analysts
Strong Buy: 1Buy: 5Hold: 9Sell: 5
Price Target
$57consensus
Low $48Median $57High $65
-16.1% to consensus target

Company Overviewvia FMP

Avnet, Inc., a technology solutions company, markets, sells, and distributes electronic components. The company operates through two segments, Electronic Components and Farnell. The Electronic Components segment markets, sells, and distributes semiconductors; interconnect, passive, and electromechanical devices; and other integrated components from electronic component manufacturers. It also offers design chain support that provides engineers with technical design solutions; engineering and technical resources to support product design, bill of materials development, and technical education and training; and supply chain solutions that provide support and logistical services to original equipment manufacturers, electronic manufacturing service providers, and electronic component manufacturers. In addition, this segment provides integrated solutions, such as technical design, integration, and assembly of embedded products, and systems and solutions primarily for industrial applications, as well as for intelligent and innovative embedded display solutions comprising touch and passive displays. Further, it develops and manufactures standard board and industrial subsystems, and application-specific devices that enable it to produce systems tailored to specific customer requirements. This segment serves various markets, such as automotive, medical, defense, aerospace, telecommunications, industrial, and digital editing. The Farnell segment distributes kits, tools, and electronic and industrial automation components, as well as test and measurement products to engineers and entrepreneurs. It has operations in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Avnet, Inc. was founded in 1921 and is headquartered in Phoenix, Arizona.

CEO
Philip R. Gallagher
Employees
15,462
Beta
0.94
Industry
Technology Distributors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
70.1
Overbought
Trend
Bullish
10-day vs 50-day MA
From 52W High
-1.4%
High: $68.29
From 52W Low
+71.7%
Low: $39.22
Moving Averages
10-Day
$66.30
Above
20-Day
$65.10
Above
50-Day
$55.90
Above
200-Day
$52.70
Above
60-Day Support
$47.04
60-Day Resistance
$68.29
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 79/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+27.8%
200 SMA Slope (60d)
+3.59%
Rising
Volume Ratio
0.88x
10d avg vs 50d avg
Days in Stage
22
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ2 2025Q1 2025Q4 2025Q3 2025
Revenue$6.3B$5.9B$5.6B$5.3B
Gross Profit$663M$615M$594M$588M
Operating Income$146M$142M$73M$143M
Net Income$62M$52M$6M$88M
EPS (Diluted)$0.75$0.61$0.07$1.01
Gross Margin10.5%10.4%10.6%11.1%
Operating Margin2.3%2.4%1.3%2.7%
Net Margin1.0%0.9%0.1%1.7%

Why This Stock

TechnologyValuation below sector median (P/E 26.7)

Tradability FilterGrade A — 93/100Score impact: -14.7pt

Volume
100
1.1M avg/day
Dollar Vol
100
$75M/day
Float
92
81M shares
Mkt Cap
69
$5.4B
Range
97
73% spread
Composite Liquidity Score93/100
FDCBA

Multi-Year Range Analysis

Sideways: 37/100
YearLowHighRangeStatus
2021$35.71$45.4324%Narrow
2022$35.45$50.1934.4%Moderate
2023$39.64$51.6526.3%Moderate
2024$43.62$59.2430.4%Moderate
2025$39.22$57.2437.4%Wide
3-Year Range
40.7%
Narrow Years
2 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.5x dampening
revenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
99.0%
Outstanding Shares
82M
Bid-Ask Spread
73.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.