Arrow Electronics, Inc.

Wholesale-Electronic Parts & Equipment, Nec

ARWStrained8 of 10 basics passed

$227.90

+0.51%

Market cap $11.6B

$227.90

+0.51%

Market cap $11.6B

Arrow Electronics Inc. is a provider of products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions.

It is a $11.6B technology company. Revenue grew 26.1% over the last year, it keeps 2¢ of every dollar of sales as profit, and its net debt equals ~3.4 years of free cash flow. It trades at 14.3× earnings — in the most expensive third of its own history.

Website: investor.arrow.com
Location: Centennial, CO
Employees: 22 230
Sector: Technology
Founded: 1946

Share price · 3 years

$119.82 → $227.90+90.2%

price only — dividends excluded

Key facts · TTM

Revenue: total sales; $35.9B
Profit: keeps 2¢ of every $1 sold; $812M
Free cash flow: cash left after running the business; $825M
Net debt: debt minus cash on hand; $2.78B
P/E: years of profit in the price; 14.3
EPS: earnings per share, TTM; $15.53
Shares: down 43% since 2016 — buybacks; 52.3M
Volatility: beta vs the market — under 1 swings less; 1.21

Revenue, last 10 years

52-week range

Low $101.87$227.90High $242.01

Today's price is 90% of the way from the year's low to its high.

P/E vs its history5y

14.3×median 9.8×

Higher than 85% of past days — in the most expensive third of its own history.

Valuation vs own history

P/E

14.3×

15%

P/S

0.3×

EV/EBITDA

10.7×

28%

P/B

1.6×

12%

FCF yield

7.1%

63%

Share of the last ~5 years that was pricier than today (pricier than usual). Based on the daily valuation record.

Insider activity · 90 days

-$210Knet selling

Purchases$0

Sales$210K

Insiders trading, last 14d0 buy · 0 sell

Standing in Technology

Size$11.6Btop 81%
Revenue growth-6%top 96%
Net margin2%top 81%
Return on equity12%top 61%
P/E14.3×top 10%

Ranked against 220 Technology companies with a full CV — for P/E, lower ranks higher.

Skills

Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.

Strong quality; Growth, Profitability and Moat lag behind.

Valuation65

P/E vs own history85th pct · 0/25
FCF yield7.1% · 20/25
P/S0.3x · 25/25
EV/EBITDA10.0x · 20/25

Growth37

Revenue CAGR-2.7% · 0/25
Net income CAGR-15.3% · 0/25
EPS CAGR ~5Y8.0% · 12/25
Fwd implied growth36.8% · 25/25

Profitability28

ROIC6.1% · 5/25
ROE12.1% · 12/25
Net margin2.3% · 6/25
Operating margin3.4% · 5/25

Health50

Altman Zn/a · 0/25
Current ratio1.22 · 12/25
Interest coverage8.0x · 18/25
Net cash / debtD/A 10% · 20/25

Quality77

Piotroski F5/9 · 15/25
Beneish M-2.04 · 12/25
FCF conversion102% · 25/25
Margin stabilityσ 1.5% · 25/25

Moat21

ROIC >12% years3/10 yrs · 6/25
Median gross margin12.3% · 0/25
FCF-positive years7/10 yrs · 10/25
Worst-year net marginworst -0.7% · 5/25

How the scores work →

Experience

The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.

FY2022Financial
Best year on record
$1.43B net income
FY2016Financial
First recorded profitable year
$523M net income
FY2016Financial
Revenue already above $10B
$23.8B in first reported year
1961IPO
When the company completed its initial public offering and listed its shares on the American Stock…
1946Founded
The business was incorporated as Arrow Electronics, Inc., in 1946

Achievements

Verifiable track record, straight from the reported numbers.

$10 000 invested in 2021 would be worth ~$20 480 today — price return only

$30.9B revenue in FY2025

Revenue up 26.1% year over year

Profitable 6 years in a row

22 230 employees

Strengths & watch-outs

What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.

Strengths

Revenue growing 26.1% year over year
Interest covered 8.0× by operating earnings

Watch-outs

Loss-making in 1 of the recent years

Qualifications

The basics a company should meet before you research it further. Each check uses the reported numbers.

8 of 10 checks passed

Revenue growing — the company sells more than a year ago+26.1% YoY
Profitable — makes more than it spends$812M TTM
Profit growing — earnings are higher than last year-20.7% YoY
Generates cash — cash left after running and investing$825M TTM
Debt under control — could handle its obligations~3.4y of cash flow to repay
Established company — not a micro-cap — lower blow-up risk$11.6B market cap
Not printing shares — share count not ballooning — you keep your slice-33.5% shares over ~5y
Proven track record — years of profitability behind it9/10 profitable years
Financially stable — balance sheet not near distresshealth score 30/100
Pays a dividend — returns cash to shareholdersno data
Valuation not extreme — price not wildly above earningsP/E 14.3

Peer comparisonArrow Electronics, Inc. vs 6 largest technology peers — cap, P/E, growth and margin side by sideOpen ▾

Company	Market cap	P/E	Revenue growth	Net margin	Profile
ARW this company	$11.6B	14.3	+26.1%	2.3%	Strained
NVDA Nvidia Corp	$5.5T	28.6	+83.4%	63.7%	Mixed
AAPL Apple Inc.	$4.9T	38.1	+14.2%	27.6%	Strong
GOOGL Alphabet Inc.	$4.3T	17.6	+20.1%	54.8%	Mixed
MSFT Microsoft Corp	$4.0T	29.7	+17.8%	40.3%	Strong
SPCX Space Exploration Technologies Corp.	$2.1T	—	+33.2%	-34.0%	Strained
META Meta Platforms, Inc.	$1.8T	26.9	+27.7%	29.8%	Mixed

Head-to-head: ARW vs NVDA · ARW vs AAPL · ARW vs GOOGL

References

What covering analysts publish about the company — information only, not a recommendation.

Strong buy 1Buy 5Hold 3Sell 1

Appendix · Financial records

The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.

Profit & lossRevenue $35.9B · net income $812M (TTM)Open ▾

Profit & loss

Revenue and profit over the company's career — the income statement, visualised.

How FY2025 revenue flows to profit

RevenueNet income

Revenue (TTM)

$35.9B

YoY 26.1%

Net income (TTM)

$812M

Margin 2.3%

Gross margin

11.3%

Operating margin

3.4%

P/E ratio

14.3

Income statement — full detail

Figures in USD billions · EPS in USD

	2020	2021	2022	2023	2024	2025
Revenue	28.7	34.5	37.1	33.1	27.9	30.9
Gross profit	3.2	4.2	4.8	4.1	3.3	3.5
Operating income (EBIT)	0.9	1.6	2.1	1.5	0.8	0.8
Net income	0.6	1.1	1.4	0.9	0.4	0.6
EPS (diluted)	7.43	15.10	21.80	15.84	7.29	10.93

Cash flowFree cash flow $825M · operating cash flow $936M (TTM)Open ▾

Cash flow statement

Cash generated by the business and what is left after investment — year by year.

Operating cash flowFree cash flow

Free cash flow (TTM)

$825M

Margin 2.3%

Operating cash flow (TTM)

$936M

FCF margin

2.3%

Cash flow statement — full detail

Figures in USD billions

	2020	2021	2022	2023	2024	2025
Operating cash flow	1.4	0.4	-0.0	0.7	1.1	0.1
Capital expenditure	-0.1	-0.1	-0.1	-0.1	-0.1	-0.1
Free cash flow	1.2	0.3	-0.1	0.6	1.0	-0.0
FCF margin	4.3%	1.0%	-0.3%	1.9%	3.7%	-0.1%

Balance sheetAssets $29.1B · net debt $2.78B (FY2025)Open ▾

Balance sheet

How the balance sheet is built — what it owns versus how it is financed.

How $29.1B of assets is financed

77%

23%

Liabilities $22.5B — borrowed moneyEquity $6.58B — owners' stake

Cash vs debt

Total debt $3.09B − cash $306M = net debt $2.78B

Cash on hand covers 10% of debt.

Debt repayment

0.0 yrs

Years of free cash flow to clear net debt

Interest coverage

8.0x

EBIT ÷ interest expense

ROE

12.1%

Profit per $1 of equity

Balance sheet — full detail

Figures in USD billions

	2020	2021	2022	2023	2024	2025
Cash & equivalents	0.4	0.2	0.2	0.2	0.2	0.3
Total assets	17.1	19.5	21.8	21.7	21.8	29.1
Total liabilities	12.0	14.3	16.2	15.9	16.0	22.5
Total debt	2.3	2.6	3.8	3.9	3.1	3.1
Equity	5.1	5.3	5.5	5.8	5.8	6.6
Net debt	1.9	2.4	3.6	3.6	2.9	2.8

Want the live picture — intraday moves, valuation history and full analysis?

Deeper analysis of ARW on PreMarketPrice

Figures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $227.90 · market cap $11.6B.