ARW

Strong BuySecond WindFLAG

Arrow Electronics, Inc. · Technology · United States · $11.5B · Avg Vol: $125M/d

Second Wind: Cheap and rising again, but the business does not yet earn the optimism.

Read our full research report on ARW, free
92
StockRank
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Quality
46
Value
74
Momentum
73

Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →

P/E (TTM)
14.0x
peers 34.4x
ROE
12.0%
peers 4.6%
D/E
0.3x
peers 0.3x
Dividend %
—
trailing yield
AI CONVICTION THESIS

Arrow Electronics is one of the world's largest distributors of electronic components and enterprise computing products, and it is widening its partnerships with HPE and IBM. The shares are cheap and the company buys back stock, but distribution is a low-margin, working-capital-heavy business tied to the semiconductor inventory cycle, with modest returns on capital. The recovery in component demand is real but cyclical rather than a lasting advantage.

ABOUT ARROW ELECTRONICS, INC.

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Arrow Electronics, Inc. is a global provider of electronic components and enterprise computing solutions, serving as a vital supply chain partner for industrial and commercial customers worldwide. The company holds a leading market position by offering extensive technical expertise, broad product availability, and global logistics, bridging manufacturers with a diverse client base.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue37.1B33.1B27.9B30.9B-6.0%35.9B40.0B43.2B18.3%
EPS22.0116.037.3611.03-20.6%15.6521.6423.9347.3%
Shares59.2M53.8M52.2M51.1M-13.8%50.9M———
Debt3.8B3.8B3.1B3.1B-6.5%2.2B———
Equity5.5B5.8B5.8B6.6B5.9%————
Op CF-33.1M705.4M1.1B64.0M-69.9%936.4M———
Inv CF-57.7M-72.3M-94.4M23.6M—————
Fin CF109.8M-666.2M-956.8M-206.1M—————
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PRICE (1Y) · USD+4.6%
20221021722523317 Aug8 Sep28 Sep
SMA 50SMA 200

Price checkExperimental
SwingsAverage

Calmer than 58% of stocks we rank over the past year (37% a year).

How this is worked out

What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.

What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.

Calm is not safe: a calm stock can still slide steadily.

Rules fixed before any data was fetched. Describes the chart, not a recommendation.

Close
$230.46
RSI (14)
61.0
52-Week Range-2.9% from high
Low $101.79High $237.33

SCORE BREAKDOWN

Quality
46
ROIC
12.0%67.8
ROE
12.0%63.1
GP/Assets
13.9%32.0
Op. Margin
4.0%41.4
FCF/Assets
2.8%50.6
Piotroski
539.0
Int. Cover
6.7x42.1
D/E Ratio
0.31x39.5
Current Ratio
1.22x19.4
Value
74
P/E (TTM)
14.0x80.2
EV/EBITDA
8.8x76.6
P/FCF
14.0x76.1
P/B
1.6x76.7
P/S
0.3x94.9
Div Yield
—N/A
Momentum
73
52W High %
97%96.7
RS 6M
44%84.5
SMA 50/200
1.20x86.5
EPS Rev 4W
0.0%37.6
EPS Rev 12W
+12.2%84.8
EPS Improve
+53%40.9
Q Growth
45%55.0

FUNDAMENTALS

Market Cap
$11.5B
P/E (Forward)
9.2x
Gross Margin
11.3%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ARW are excluded.

TickerCompanyMkt CapStockRankSignal
ARWArrow Electronics, Inc.(you)$11.5B92Strong Buy
AVTAvnet, Inc.$8.3B93Strong Buy
SNXTD SYNNEX Corporation$19.4B84Strong Buy
NSITInsight Enterprises, Inc.$4.6B94Strong Buy
CNXNPC Connection, Inc.$2.2B94Strong Buy
SCSCScanSource, Inc.$1.2B97Strong Buy
CLMBClimb Global Solutions, Inc.$572M83Strong Buy
QRVOQorvo, Inc.$10.6B92Strong Buy
DOCUDocuSign, Inc.$9.3B91Strong Buy
ITGartner, Inc.$11.3B87Strong Buy

Peer medians: ROE 4.6% · P/E 34.4x · Gross margin 51.8%

Company Deep Dive

Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.

View Deep Dive

Arrow Electronics, Inc. (ARW): Stock Score Summary

Arrow Electronics, Inc. (ARW) has a MoatMap StockRank of 92/100 based on Quality (46/100), Value (74/100), and Momentum (73/100) factor scores. The current signal is STRONG BUY. Arrow Electronics is one of the world's largest distributors of electronic components and enterprise computing products, and it is widening its partnerships with HPE and IBM. The shares are cheap and the company buys back stock, but distribution is a low-margin, working-capital-heavy business tied to the semiconductor inventory cycle, with modest returns on capital. The recovery in component demand is real but cyclical rather than a lasting advantage.

Arrow Electronics, Inc. is a global provider of electronic components and enterprise computing solutions, serving as a vital supply chain partner for industrial and commercial customers worldwide. The company holds a leading market position by offering extensive technical expertise, broad product availability, and global logistics, bridging manufacturers with a diverse client base.

Key Financial Metrics

Price$230.46
Market Cap$11.5B
P/E (TTM)14.01
P/E (Forward)9.17
Price/Book1.60
Return on Equity12.0%
Return on Invested Capital12.0%
Debt/Equity0.31x
Gross Margin11.3%
Operating Margin4.0%
Revenue Growth31.8%
Free Cash Flow$825M

Arrow Electronics, Inc. operates in the Electronics & Computer Distribution industry, part of the Technology sector (United States).

Frequently Asked Questions

What is Arrow Electronics, Inc.’s (ARW) StockRank?
MoatMap’s StockRank for Arrow Electronics, Inc. (ARW) is 92/100, with a Strong Buy signal. It is a composite of Quality (46), Value (74), and Momentum (73) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Arrow Electronics, Inc. have an economic moat?
Arrow Electronics, Inc. (ARW) has a Quality factor score of 46/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Arrow Electronics, Inc. a buy, hold, or sell?
MoatMap’s current signal for Arrow Electronics, Inc. (ARW) is Strong Buy, based on a StockRank of 92/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Arrow Electronics, Inc. in?
Arrow Electronics, Inc. (ARW) operates in the Technology sector, specifically the Electronics & Computer Distribution industry (United States).