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Technology - Technology Distributors - NYSE - US
$ 90.32
-2.19 %
$ 4.68 B
Market Cap
12.39
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ARW stock under the worst case scenario is HIDDEN Compared to the current market price of 90.3 USD, Arrow Electronics, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ARW stock under the base case scenario is HIDDEN Compared to the current market price of 90.3 USD, Arrow Electronics, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ARW stock under the best case scenario is HIDDEN Compared to the current market price of 90.3 USD, Arrow Electronics, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ARW

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$140.0$140.0$135.0$135.0$130.0$130.0$125.0$125.0$120.0$120.0$115.0$115.0$110.0$110.0$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
27.9 B REVENUE
-15.66%
769 M OPERATING INCOME
-47.76%
394 M NET INCOME
-56.73%
1.13 B OPERATING CASH FLOW
60.24%
-94.4 M INVESTING CASH FLOW
-30.58%
-957 M FINANCING CASH FLOW
-43.62%
7.28 B REVENUE
6.74%
195 M OPERATING INCOME
11.32%
99.9 M NET INCOME
-1.00%
326 M OPERATING CASH FLOW
305.25%
-41.4 M INVESTING CASH FLOW
-428.13%
-201 M FINANCING CASH FLOW
-67.20%
Balance Sheet Arrow Electronics, Inc.
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Current Assets 18.4 B
Cash & Short-Term Investments 189 M
Receivables 13 B
Other Current Assets 5.18 B
Non-Current Assets 3.36 B
Long-Term Investments 57.3 M
PP&E 469 M
Other Non-Current Assets 2.83 B
59.89 %23.82 %13.01 %Total Assets$21.8b
Current Liabilities 12.6 B
Accounts Payable 11 B
Short-Term Debt 350 M
Other Current Liabilities 1.24 B
Non-Current Liabilities 3.29 B
Long-Term Debt 2.77 B
Other Non-Current Liabilities 516 M
69.37 %7.78 %17.42 %3.24 %Total Liabilities$15.9b
EFFICIENCY
Earnings Waterfall Arrow Electronics, Inc.
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Revenue 27.9 B
Cost Of Revenue 24.6 B
Gross Profit 3.29 B
Operating Expenses 2.52 B
Operating Income 769 M
Other Expenses 375 M
Net Income 394 M
30b30b25b25b20b20b15b15b10b10b5b5b0028b(25b)3b(3b)769m(375m)394mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
11.79% GROSS MARGIN
11.79%
2.75% OPERATING MARGIN
2.75%
1.40% NET MARGIN
1.40%
6.81% ROE
6.81%
1.80% ROA
1.80%
6.53% ROIC
6.53%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Arrow Electronics, Inc.
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1b1b1b1b1b1b800m800m600m600m400m400m200m200m00(200m)(200m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 394 M
Depreciation & Amortization 163 M
Capital Expenditures 0
Stock-Based Compensation 34.6 M
Change in Working Capital 628 M
Others 139 M
Free Cash Flow 1.13 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Arrow Electronics, Inc.
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Wall Street analysts predict an average 1-year price target for ARW of $130 , with forecasts ranging from a low of $100 to a high of $150 .
ARW Lowest Price Target Wall Street Target
100 USD 10.72%
ARW Average Price Target Wall Street Target
130 USD 44.12%
ARW Highest Price Target Wall Street Target
150 USD 66.08%
Price
Max Price Target
Min Price Target
Average Price Target
1501501401401301301201201101101001009090May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 5
6. Ownership
Insider Ownership Arrow Electronics, Inc.
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Sold
0-3 MONTHS
65.3 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
788 K USD 2
Bought
198 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Arrow Electronics and Ohmite Announce Strategic Distribution Agreement CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics (NYSE:ARW) and Ohmite have established a distribution agreement that will expand the reach of Ohmite's power resistor solutions to Arrow's global customer base. This arrangement will enable customers to purchase Ohmite's components through Arrow. Ohmite is a manufacturer of power resistors, celebrating their 100th anniversary in 2025. Providing solutions for industries including transportation, industrial, energy and aerospace, Ohmite manufa. businesswire.com - 1 week ago
Arrow Electronics Introduces Global AI Accelerator Program CENTENNIAL, Colo.--(BUSINESS WIRE)--Global technology solutions provider Arrow Electronics, Inc. (NYSE:ARW) is introducing a worldwide AI Accelerator Program to help channel partners kickstart their AI journey. The comprehensive program provides the skills, use cases and knowledge needed to maximize the potential of artificial intelligence (AI) in their businesses and for their end customers. Channel partners start by taking a tailored assessment to gauge their AI proficiency and identify areas. businesswire.com - 1 week ago
Arrow Electronics Is Poised For An Upcycle Arrow Electronics presents attractive risk-reward for patient investors, with potential for EPS growth and multiple rerating as demand stabilizes and the destocking cycle ends. Arrow's focus on hybrid cloud solutions and AI adoption in its Global Enterprise Computing Solutions segment shows promising growth. Its Global Component Solutions benefits from secular growth in demand. Arrow's historical P/E of 8-10x undervalues its GDP+ growth potential, with a projected fair value of $184.5/share by 2027, implying a 19.7% annualized return. seekingalpha.com - 1 month ago
ARW's Q4 Earnings Beat Estimates, Revenues Fall Y/Y, Shares Down Arrow Electronics' fourth-quarter 2024 results suffer from a challenging macroeconomic environment and weakness in the semiconductor end market. zacks.com - 1 month ago
Arrow Electronics, Inc. (ARW) Q4 2024 Earnings Call Transcript Arrow Electronics, Inc. (NYSE:ARW ) Q4 2024 Results Conference Call February 6, 2025 1:00 PM ET Company Participants Brad Windbigler - Treasurer and Vice President of Investor Relations Sean Kerins - CEO, President Raj Agrawal - CFO Conference Call Participants Melissa Fairbanks - Raymond James Joe Quatrochi - Wells Fargo Ruplu Bhattacharya - Bank of America William Stein - Truist Securities Operator Good day, and welcome to the Arrow Electronics Fourth Quarter 2024 Earnings Call. [Operator Instructions]. seekingalpha.com - 2 months ago
Arrow Electronics (ARW) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates The headline numbers for Arrow Electronics (ARW) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 2 months ago
Arrow Electronics (ARW) Tops Q4 Earnings and Revenue Estimates Arrow Electronics (ARW) came out with quarterly earnings of $2.97 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $3.98 per share a year ago. zacks.com - 2 months ago
Countdown to Arrow Electronics (ARW) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS Get a deeper insight into the potential performance of Arrow Electronics (ARW) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. zacks.com - 2 months ago
Clarifai Partners with Arrow Electronics to Accelerate Commercial AI Adoption and Distribution Clarifai's Full-Stack AI Platform Now Available to Arrow's Global Distribution Network to Orchestrate Scalable AI Solutions Across Industries WASHINGTON , Feb. 5, 2025 /PRNewswire/ --  Clarifai , a global leader in AI and pioneer of the full-stack AI platform, today announced its strategic partnership with Arrow Electronics, Inc ., (NYSE:ARW), a Fortune 500 technology distributor, to deliver flexible, end-to-end AI capabilities that help companies maximize business value from AI projects. prnewswire.com - 2 months ago
CORRECTING and REPLACING Arrow Electronics Again Tops Industry Ranking in FORTUNE's World's Most Admired Companies List CENTENNIAL, Colo.--(BUSINESS WIRE)--Please replace the release with the following corrected version due to revisions to the third paragraph. The updated release reads: ARROW ELECTRONICS AGAIN TOPS INDUSTRY RANKING IN FORTUNE'S WORLD'S MOST ADMIRED COMPANIES LIST Arrow Electronics, Inc. (NYSE:ARW) has again been named to FORTUNE's World's Most Admired Companies list, topping the “Wholesalers: Electronics and Office Equipment” category for the 12th consecutive year. This marks the 25th time Arrow. businesswire.com - 2 months ago
Arrow Electronics Again Tops Industry Ranking in FORTUNE's World's Most Admired Companies List CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) has again been named to FORTUNE's World's Most Admired Companies list, topping the “Wholesalers: Electronics and Office Equipment” category for the 12th consecutive year. This marks the 25th time Arrow has appeared on the listing that is based on input from over 15,000 executives, directors and members of the financial community. Arrow topped all nine key attributes in the World's Most Admired Companies list, including innov. businesswire.com - 2 months ago
Arrow Electronics Q4 Preview: The Same Issues To Persist Into The New Year Arrow Electronics, Inc. faces persistent inventory issues, impacting sales and profitability; I recommend a hold rating until more information is available post-earnings report. Analysts expect Q4 earnings of $2.67 (adjusted) and $2.00 (GAAP) per share on $7.05B in revenue, but past performance shows mixed results. Key focus areas include inventory management progress, the economic outlook for 2025, and IT spending growth driven by AI hardware updates. seekingalpha.com - 2 months ago
8. Profile Summary

Arrow Electronics, Inc. ARW

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COUNTRY US
INDUSTRY Technology Distributors
MARKET CAP $ 4.68 B
Dividend Yield 0.00%
Description Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the 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, including capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. The Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions. This segment provides access to various services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.
Contact 9201 East Dry Creek Road, Centennial, CO, 80112 https://www.arrow.com
IPO Date March 17, 1980
Employees 21520
Officers Ms. Carine Lamercie Jean-Claude J.D. Senior Vice President, Chief Legal Officer & Secretary Mr. Rajesh K. Agrawal Senior Vice President & Chief Financial Officer Mr. Sean J. Kerins President, Chief Executive Officer & Director Ms. Gretchen K. Zech Senior Vice President and Chief Governance, Sustainability & Human Resources Officer Mr. Richard J. Marano President of Global Components Mr. Eric C. Nowak President of Global Enterprise Computing Solutions Mr. Yun Sung Cho Vice President, Corporate Controller & Chief Accounting Officer Mr. Shantnu Sharma Senior Vice President, Chief Strategy & Technology Officer Ms. Kim Brown Wilmsen Senior Vice President & Chief Information Officer Mr. Bradley Windbigler Vice President of Investor Relations & Treasurer