ARW Fundamental Analysis & Score

Arrow Electronics, Inc. Technology Electronics & Computer Distribution
$240.22
Quote dated October 05, 2026
76/100
Buy

What this score covers. It is a fixed screen of five reported ratios with no valuation input, so a company can score highly while its valuation risk remains elevated. The full report scores valuation separately, as one of nine scored sections. How the score is calculated

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Page generated: October 06, 2026 at 11:26 UTC

Key Financial Metrics

Market Cap
$12.23B
P/E Ratio (TTM)
15.4x
P/E Forward
10.0x
Revenue Growth
31.8%
Gross Margin
11.3%
Net Margin
2.3%
Return on Equity
12.0%
Debt/Equity
0.31

Rule-Based Financial Screen Summary

Arrow Electronics, Inc. (ARW) is a Technology company in the Electronics & Computer Distribution industry. It has a 76/100 Buy score on our five-factor fundamentals screen. Key strengths include Revenue Growth (31.8%), Return on Equity (12.0%). The score is a five-factor screen — revenue growth, gross margin, net margin, return on equity and debt-to-equity — each scored against fixed thresholds from a neutral starting point of 50 points. The full report scores nine sections, including moat, free cash flow, dilution and valuation, which this screen does not.

Revenue Growth: Strong Gross Margin: Average Net Margin: Thin Return on Equity: Good Debt/Equity: Moderate

This page score and the strengths and concerns above are produced by deterministic, rule-based calculations from the available third-party financial inputs documented below. AI does not choose the score, strengths, or concerns. Data and automated summaries can contain errors. This is not personalized investment advice. See our methodology and disclaimer.

How this page score was calculated

The calculation starts at 50 points and applies the five fixed adjustments shown below. Missing or invalid inputs contribute no adjustment. A finite provider-reported zero is treated as a measured value and evaluated against that input's displayed threshold. The pre-clamp result is 76; the published result is clamped to a minimum of 10 and maximum of 98, producing 76/100.

ARW score inputs and fixed adjustments
Input Displayed value Threshold applied Adjustment Data status
Revenue Growth 31.8% > 20% +12 Available
Gross Margin 11.3% 35% or lower +2 Available
Net Margin 2.3% > 0% to 10% +2 Available
Return on Equity 12.0% > 12% to 20% +6 Available
Debt/Equity 0.31 0.30 to < 0.60 +4 Available

Score bands

80 or higher: Strong Buy; 65–79: Buy; 50–64: Hold; below 50: Caution.

These are fixed names for score ranges. The score is not a success probability, recommendation, or forecast, and 80/100 does not mean an 80% chance of a gain.

Not included in this score

  • Peer results or relative peer ranking
  • Demand zones or liquidity
  • Technical momentum
  • News or market sentiment
  • DCF valuation or the downloadable report score

Sources, freshness, and limitations

This page was generated . The provider identifies the latest underlying financial period as July 04, 2026. The displayed market quote is dated October 05, 2026. Generation time is not the same as the date of the underlying filing or market observation.

Financial inputs may be delayed, restated, differently standardized by the data provider, or unavailable. Missing, invalid, or non-finite values receive no positive or negative adjustment rather than being estimated. A finite provider-reported zero is retained and evaluated against that metric's displayed threshold; it is not treated as missing. This can make a sparse-data score less informative. The screen does not capture every business, market, valuation, or portfolio risk, and investors can lose money.

What the full ARW report adds

The 76/100 on this page comes from a fixed screen of 5 ratios. The downloadable report is a separate analysis with its own score, built from 9 weighted sections.

This page: fixed screen

  • Revenue Growth
  • Gross Margin
  • Net Margin
  • Return on Equity
  • Debt/Equity

Each factor is scored against fixed thresholds from a starting point of 50 points. No factor prices the stock, so valuation is not part of the 76/100.

Full report: 9 scored sections

  1. Business Moat weight 15 of 100
  2. Revenue Growth Consistency weight 14 of 100
  3. Margin Quality weight 12 of 100
  4. Free Cash Flow Strength weight 12 of 100
  5. Balance Sheet Safety weight 12 of 100
  6. Returns on Capital weight 12 of 100
  7. Dilution vs Self-Funded Growth weight 8 of 100
  8. Valuation vs Growth weight 10 of 100
  9. Structural vs Cyclical Growth weight 5 of 100

When the inputs allow, the report also shows a fair-value estimate with its discounted cash flow (DCF) assumptions and a 3×3 sensitivity table, a confidence figure, and the data limitations that reduced that confidence. Its headline label can add a valuation-risk flag next to the fundamental-quality rating.

Open the ARW report page

Supplementary Metrics for ARW

4 data points drawn from analyst targets, consensus estimates, and ownership data. These are supplementary observations, not event predictions or causal explanations:

The current provider record reports earnings growth of 46.5%.
The provider-reported analyst mean target is $235.00 (-2.2% from the displayed price), based on 4 estimates. This is third-party opinion, not a StrongBuyAnalytics target.
The provider-reported third-party analyst consensus category is None; it is not a StrongBuyAnalytics recommendation.
The current provider record reports institutional ownership of 105.9%.

ARW vs. AVT, SWKS, VSAT, YMM

Compared against the Electronics & Computer Distribution companies we cover, topped up with the closest Technology names by market capitalisation.

Comparison context only: this peer set is selected statically from our covered companies using industry and company-size context. Peer data and peer selection do not change the ARW page score.

Ticker Price Market Cap P/E Rev Growth Net Margin ROE
ARW $240.22 $12.23B 15.4x 31.8% 2.3% 12.0%
AVT $106.19 $8.72B 26.7x 47.7% 1.2% 6.7%
SWKS $83.91 $12.63B 43.5x -3.1% 7.2% 5.1%
VSAT $69.79 $9.61B — -1.2% -0.6% 0.2%
YMM $8.41 $8.80B 14.8x 4.4% 33.0% 10.4%

ARW Balance Sheet & Cash Flow

Arrow Electronics, Inc.'s liquidity and cash generation as of the most recent filing — note the cash position of $244.63M against $2.17B of debt:

Total Cash
$244.63M
Total Debt
$2.17B
Current Ratio
1.22
FCF Yield
6.0%
EBITDA
$1.47B
Operating Margin
4.0%

These are provider-normalized figures and may differ from the issuer's as-filed presentation, units, or latest amendment. Use source filings for verification.

ARW Valuation Snapshot

Trailing P/E
15.4x
Fairly valued
Forward P/E
10.0x
Earnings growth expected
Price / Book
1.7x
Reasonable
PEG Ratio
0.95
Undervalued vs growth
Analyst Target (Mean)
$235.00
Range: $200 – $250
Dividend Yield
0.00%
52-Week Price Range — ARW is trading at 94% of its range
$101.79 (52W Low) $249.43 (52W High)

Who Holds ARW? — Institutional 13F Filings

Institutional investment managers with >$100 M in qualifying assets must disclose their equity positions quarterly on SEC Form 13F — typically within 45 days of quarter-end. Search those filings below to see which hedge funds, mutual funds, and asset managers reported ARW as a holding, how many shares they held, and how positions changed quarter over quarter.

Search 13F Filings for ARW Free · no sign-in required · live SEC EDGAR data
What you see free
Which institutions reported ARW, share counts, reported values, and direct links to the SEC filing.
Research Pro adds
Full manager portfolios — every position a fund holds, quarter-over-quarter changes, and concentration weights.
Data limitation
13F reports covered long positions for the filing's stated reporting period, typically a quarter-end—not on its later submission date. Short positions, full derivatives, and current intent are not disclosed.

How to Interpret the ARW Fundamentals Score

ARW rates 76/100 on our five-factor fundamentals screen, which puts it in the "Buy" band. The band name describes a fixed range in this model; it is not a recommendation or prediction. The calculation above shows how each reported input affected the result.

76/100 · Buy band

Arrow Electronics, Inc. clears our thresholds on most of what we measure. The strongest readings are revenue growth (31.8%) and return on equity (12.0%). Nothing in the data we score currently works against it.

ARW Earnings & Revenue Outlook

Arrow Electronics, Inc. reported revenue growth of 31.8% year over year, against a Electronics & Computer Distribution peer set where scale and pricing power vary widely. Growth at that level is the single largest positive contributor to the ARW score.

Earnings grew 46.5% over the same period, outpacing revenue — a sign of operating leverage.

Track upcoming report dates on our earnings calendar.

ARW Fundamental Factors to Monitor

This is a review of reported fundamentals, not a price target or an estimate of future returns. These are the current figures that may be useful to monitor as new filings become available.

Current reading: Revenue growth of 31.8% is above the model's 10% threshold. Future filings may change either figure and the resulting score.

Positive Fundamental Inputs for ARW

These are the Arrow Electronics, Inc. figures that push the score up, taken straight from the most recent reported financials:

  • Revenue Growth (31.8%)
  • Return on Equity (12.0%)

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See how the metrics on this ARW page — quality score, valuation, DCF scenarios, confidence labels, and data limitations — are organized in the downloadable research report.

Generate My Free ARW Report

Guides to the specific measures used in this ARW analysis:

Fundamental Analysis Guide

How the financial statements behind this page fit together.

Understanding P/E Ratio

What ARW's 15.4x multiple does and does not tell you.

Return on Equity (ROE)

Why ARW's 12.0% return on equity matters for stock selection.

Stock Valuation Methods

How DCF, multiples and asset-based approaches value a company like Arrow Electronics, Inc..

DCF Assumptions and Limitations

What a discounted cash flow estimate for ARW depends on, and where it breaks down.

How to Read an AI Stock Report

What each section of a ARW report is for, and what it leaves out.

How to Read Earnings Reports

Where the ARW growth and margin figures on this page come from.

What Are Demand Zones?

The technical side we deliberately keep out of the ARW score.

Related Tools for ARW

Semiconductor Demand Zone Tracker ARW Live Chart ARW SEC Filing News Earnings Calendar Institutional Ownership Sector Scanner Average Down Calculator

ARW SEC Filing News

Latest SEC filings for ARW explained in plain English — insider buys/sells (Form 4), proposed sales (Form 144), material events (8-K), and quarterly & annual reports.

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View all ARW SEC Filing News →

Frequently Asked Questions about ARW

What are key support and resistance levels for ARW?
Support and resistance are technical levels, so they are not part of the fundamentals score. Our demand zones page tracks semiconductor stocks; coverage does not extend to every ticker. Use the chart tool to identify price levels for ARW manually.
Which companies are ARW's closest peers?
On this page ARW is compared with AVT, SWKS, VSAT, YMM. Compared against the Electronics & Computer Distribution companies we cover, topped up with the closest Technology names by market capitalisation. The table puts ARW's a gross margin of 11.3%, an ROE of 12.0%, a debt-to-equity ratio of 0.31 next to the same figures for each peer.
Is the ARW analysis PDF report free?
Your first ARW report is free and does not require a card. The score on this page is a five-factor screen; the report scores nine sections, adding moat, free cash flow, share dilution and valuation work that is not on this page. Further reports are covered by a subscription; see pricing for the current plans.

This ARW analysis is for educational and informational purposes only and does not constitute financial advice. Figures come from third-party feeds and can be delayed, standardized, incomplete, or inaccurate; verify material facts in primary filings and identified sources. Past performance does not guarantee future results. Read our full disclaimer.