Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Arrow Electronics Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$120.13|
|52 Week High||US$76.46|
|52 Week Low||US$124.76|
|1 Month Change||7.95%|
|3 Month Change||5.51%|
|1 Year Change||43.89%|
|3 Year Change||83.97%|
|5 Year Change||97.10%|
|Change since IPO||6,100.26%|
Recent News & Updates
We Like These Underlying Return On Capital Trends At Arrow Electronics (NYSE:ARW)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Arrow Electronics, Inc. (NYSE:ARW) Shares Could Be 36% Below Their Intrinsic Value Estimate
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Arrow Electronics...
These 4 Measures Indicate That Arrow Electronics (NYSE:ARW) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
|ARW||US Electronic||US Market|
Return vs Industry: ARW exceeded the US Electronic industry which returned 35.2% over the past year.
Return vs Market: ARW exceeded the US Market which returned 31.1% over the past year.
Stable Share Price: ARW is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: ARW's weekly volatility (3%) has been stable over the past year.
About the Company
Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes semiconductor products and related services; passive, electro-mechanical, and interconnect products consisting primarily of capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services.
Arrow Electronics Fundamentals Summary
|ARW fundamental statistics|
Is ARW overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|ARW income statement (TTM)|
|Cost of Revenue||US$28.99b|
Last Reported Earnings
Jul 03, 2021
Next Earnings Date
Nov 04, 2021
|Earnings per share (EPS)||11.82|
|Net Profit Margin||2.60%|
How did ARW perform over the long term?See historical performance and comparison
Is Arrow Electronics undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: ARW ($120.13) is trading below our estimate of fair value ($267.86)
Significantly Below Fair Value: ARW is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: ARW is good value based on its PE Ratio (10.2x) compared to the US Electronic industry average (20.6x).
PE vs Market: ARW is good value based on its PE Ratio (10.2x) compared to the US market (18.3x).
Price to Earnings Growth Ratio
PEG Ratio: ARW is poor value based on its PEG Ratio (2.1x)
Price to Book Ratio
PB vs Industry: ARW is good value based on its PB Ratio (1.7x) compared to the US Electronic industry average (2.7x).
How is Arrow Electronics forecast to perform in the next 1 to 3 years based on estimates from 9 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ARW's forecast earnings growth (4.9% per year) is above the savings rate (2%).
Earnings vs Market: ARW's earnings (4.9% per year) are forecast to grow slower than the US market (15.1% per year).
High Growth Earnings: ARW's earnings are forecast to grow, but not significantly.
Revenue vs Market: ARW's revenue (1.8% per year) is forecast to grow slower than the US market (9.9% per year).
High Growth Revenue: ARW's revenue (1.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ARW's Return on Equity is forecast to be low in 3 years time (14.3%).
How has Arrow Electronics performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ARW has high quality earnings.
Growing Profit Margin: ARW's current net profit margins (2.6%) are higher than last year (1.4%).
Past Earnings Growth Analysis
Earnings Trend: ARW's earnings have declined by 4.4% per year over the past 5 years.
Accelerating Growth: ARW's earnings growth over the past year (117%) exceeds its 5-year average (-4.4% per year).
Earnings vs Industry: ARW earnings growth over the past year (117%) exceeded the Electronic industry 44.3%.
Return on Equity
High ROE: ARW's Return on Equity (16.3%) is considered low.
How is Arrow Electronics's financial position?
Financial Position Analysis
Short Term Liabilities: ARW's short term assets ($13.1B) exceed its short term liabilities ($9.1B).
Long Term Liabilities: ARW's short term assets ($13.1B) exceed its long term liabilities ($2.5B).
Debt to Equity History and Analysis
Debt Level: ARW's debt to equity ratio (42.9%) is considered high.
Reducing Debt: ARW's debt to equity ratio has reduced from 61.4% to 42.9% over the past 5 years.
Debt Coverage: ARW's debt is well covered by operating cash flow (33.5%).
Interest Coverage: ARW's interest payments on its debt are well covered by EBIT (9.6x coverage).
What is Arrow Electronics's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate ARW's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate ARW's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if ARW's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if ARW's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ARW's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mike Long (62 yo)
Mr. Michael J. Long, also known as Mike, has been the Chief Executive Officer of Arrow Electronics, Inc. since May 1, 2009 and has been its President since February 3, 2008. Mr. Long serves as the Chief Ex...
CEO Compensation Analysis
Compensation vs Market: Mike's total compensation ($USD11.51M) is above average for companies of similar size in the US market ($USD6.34M).
Compensation vs Earnings: Mike's compensation has been consistent with company performance over the past year.
Experienced Management: ARW's management team is considered experienced (3.8 years average tenure).
Experienced Board: ARW's board of directors are considered experienced (7.1 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: ARW insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Arrow Electronics, Inc.'s employee growth, exchange listings and data sources
- Name: Arrow Electronics, Inc.
- Ticker: ARW
- Exchange: NYSE
- Founded: 1935
- Industry: Technology Distributors
- Sector: Tech
- Market Cap: US$8.628b
- Shares outstanding: 71.82m
- Website: https://www.arrow.com
Number of Employees
- Arrow Electronics, Inc.
- 9201 East Dry Creek Road
- United States
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/22 22:55|
|End of Day Share Price||2021/10/22 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.