# Arrow Electronics, Inc. (ARW) — Stock CV

Arrow Electronics, Inc. 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.

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

## Identity

- **Ticker**: ARW
- **Sector**: Technology
- **Industry**: Wholesale-Electronic Parts & Equipment, Nec
- **Headquarters**: CENTENNIAL, CO
- **Employees**: 22 230
- **Website**: https://investor.arrow.com
- **Market cap**: $11.6B
- **Last price**: $227.90
- **Financial profile**: Strained

## Vitals (TTM)

- **Revenue**: $35.9B
- **Net income**: $812M
- **Free cash flow**: $825M
- **Net debt**: $2.78B
- **P/E**: 14.3
- **Revenue growth (YoY)**: 26.1%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 65 |
| Growth | 37 |
| Profitability | 28 |
| Health | 50 |
| Quality | 77 |
| Moat | 21 |

## Qualifications (beginner checklist) — 8 of 10 passed

- [x] Revenue growing — +26.1% YoY
- [x] Profitable — $812M TTM
- [ ] Profit growing — -20.7% YoY
- [x] Generates cash — $825M TTM
- [x] Debt under control — ~3.4y of cash flow to repay
- [x] Established company — $11.6B market cap
- [x] Not printing shares — -33.5% shares over ~5y
- [x] Proven track record — 9/10 profitable years
- [ ] Financially stable — health score 30/100
- [x] Valuation not extreme — P/E 14.3

## Experience (career milestones)

- **FY2022** — Best year on record: $1.43B net income
- **FY2016** — First recorded profitable year: $523M net income
- **FY2016** — Revenue already above $10B: $23.8B in first reported year
- **1961** — When the company completed its initial public offering and listed its shares on the American Stock…
- **1946** — The business was incorporated as Arrow Electronics, Inc., in 1946

## 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

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $34.5B | $1.11B | $336M |
| FY2022 | $37.1B | $1.43B | -$112M |
| FY2023 | $33.1B | $904M | $622M |
| FY2024 | $27.9B | $392M | $1.04B |
| FY2025 | $30.9B | $571M | -$37.2M |

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Source: https://stockcv.com/ARW — derived from company filings; may be delayed or incomplete. Information, not investment advice.