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15.54 (1y: +26%)
Market Cap 2.08 B P/E(ttm) 56.40
Enterprise Value 1.7 B P/B 1.80
ARRS- NAS (USA)
ARRIS Group Inc
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$15.54
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry		 vs
history
Cash to Debt 2.387
ARRS's Cash to Debt is ranked lower than
233100% of the 429 Companies
in the Global Communication Equipment industry.

( Industry Median: 10.17 vs. ARRS: 2.387 )
ARRS' s 10-Year Cash to Debt Range
Min: 0.02   Max: No Debt
Current: 2.39
Equity to Asset 0.478
ARRS's Equity to Asset is ranked lower than
249376% of the 401 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.57 vs. ARRS: 0.478 )
ARRS' s 10-Year Equity to Asset Range
Min: 0.15   Max: 0.52
Current: 0.48
0.15
0.52
Interest Coverage 6
ARRS's Interest Coverage is ranked lower than
316455% of the 316 Companies
in the Global Communication Equipment industry.

( Industry Median: 10000.00 vs. ARRS: 6 )
ARRS' s 10-Year Interest Coverage Range
Min: 4   Max: No Debt
Current: 6
F-Score: 6
Z-Score: 4.1
M-Score: -2.84
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) 6.40
ARRS's Operating margin (%) is ranked higher than
68% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.30 vs. ARRS: 6.40 )
ARRS' s 10-Year Operating margin (%) Range
Min: -17.9   Max: 13.4
Current: 6.4
-17.9
13.4
Net-margin (%) 3.9
ARRS's Net-margin (%) is ranked higher than
56% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.90 vs. ARRS: 3.9 )
ARRS' s 10-Year Net-margin (%) Range
Min: -22.4   Max: 16
Current: 3.9
-22.4
16
ROE (%) 5.6
ARRS's ROE (%) is ranked higher than
53% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.60 vs. ARRS: 5.6 )
ARRS' s 10-Year ROE (%) Range
Min: -41.6   Max: 23.9
Current: 5.6
-41.6
23.9
ROA (%) 3.8
ARRS's ROA (%) is ranked higher than
57% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.70 vs. ARRS: 3.8 )
ARRS' s 10-Year ROA (%) Range
Min: -23.6   Max: 14
Current: 3.8
-23.6
14
ROC (Joel Greenblatt) (%) 29.50
ARRS's ROC (Joel Greenblatt) (%) is ranked higher than
78% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.10 vs. ARRS: 29.50 )
ARRS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -78.3   Max: 80.2
Current: 29.5
-78.3
80.2
Revenue Growth (%) 7.7
ARRS's Revenue Growth (%) is ranked higher than
79% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.00 vs. ARRS: 7.7 )
ARRS' s 10-Year Revenue Growth (%) Range
Min: -29.7   Max: 11.2
Current: 7.7
-29.7
11.2
EBITDA Growth (%) -6.3
ARRS's EBITDA Growth (%) is ranked lower than
84% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.00 vs. ARRS: -6.3 )
ARRS' s 10-Year EBITDA Growth (%) Range
Min: -6.3   Max: 41.4
Current: -6.3
-6.3
41.4
EPS Growth (%) -10.3
ARRS's EPS Growth (%) is ranked lower than
1176469% of the 85 Companies
in the Global Communication Equipment industry.

( Industry Median: 15.80 vs. ARRS: -10.3 )
ARRS' s 10-Year EPS Growth (%) Range
Min: -43   Max: -10.3
Current: -10.3
-43
-10.3
» ARRS's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

ARRS Guru Trades in Q2 2012

Steven Cohen 2,834,967 sh (+12.78%)
First Pacific Advisors 4,899,600 sh (+0.47%)
David Dreman 3,058,264 sh (+0.24%)
Steven Romick 3,447,200 sh (unchged)
Robert Rodriguez 602,800 sh (unchged)
Bruce Kovner Sold Out
HOTCHKIS & WILEY 7,681,826 sh (-3.4%)
Chuck Royce 1,392,271 sh (-3.47%)
Jim Simons 278,320 sh (-35.29%)
» More
Q3 2012

ARRS Guru Trades in Q3 2012

Paul Tudor Jones 13,500 sh (New)
Jim Simons 477,200 sh (+71.46%)
HOTCHKIS & WILEY 7,868,226 sh (+2.43%)
Steven Romick 3,447,200 sh (unchged)
Robert Rodriguez 602,800 sh (unchged)
First Pacific Advisors 4,874,800 sh (-0.51%)
Steven Cohen 2,581,508 sh (-8.94%)
Chuck Royce 1,241,971 sh (-10.8%)
David Dreman 2,547,360 sh (-16.71%)
» More
Q4 2012

ARRS Guru Trades in Q4 2012

Paul Tudor Jones 32,900 sh (+143.7%)
Jim Simons 946,420 sh (+98.33%)
Steven Cohen 4,574,968 sh (+77.22%)
First Pacific Advisors 4,954,900 sh (+1.64%)
Robert Rodriguez 602,800 sh (unchged)
Steven Romick 3,447,200 sh (unchged)
HOTCHKIS & WILEY 6,718,026 sh (-14.62%)
Chuck Royce 1,041,971 sh (-16.1%)
David Dreman 2,082,422 sh (-18.25%)
» More
Q1 2013

ARRS Guru Trades in Q1 2013

Jim Simons 1,496,420 sh (+58.11%)
Steven Romick 4,168,000 sh (+20.91%)
Paul Tudor Jones 38,600 sh (+17.33%)
First Pacific Advisors 5,746,300 sh (+15.97%)
HOTCHKIS & WILEY 7,342,926 sh (+9.3%)
Robert Rodriguez 602,800 sh (unchged)
David Dreman 2,013,344 sh (-3.32%)
Steven Cohen 4,338,058 sh (-5.18%)
Chuck Royce 738,671 sh (-29.11%)
» More
» Details

Insider Trades

Latest Guru Trades with ARRS

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
PRIMECAP Management 2011-12-31 Sold Out 0.0005%$9.91 - $11.52 $ 15.5445%0
Joel Greenblatt 2011-09-30 Sold Out 0.0298%$9.7 - $12.23 $ 15.5442%0
Joel Greenblatt 2011-06-30 New Buy0.03%$10.49 - $12.99 $ 15.5436%18379
George Soros 2011-06-30 Sold Out $10.49 - $12.99 $ 15.5436%0
PRIMECAP Management 2011-03-31 Reduce -78.42%$11.22 - $13.74 $ 15.5424%29000
Joel Greenblatt 2011-03-31 Sold Out $11.22 - $13.74 $ 15.5424%0
Robert Rodriguez 2010-12-31 New Buy0.72%$9.1 - $11.24 $ 15.5452%585400
Joel Greenblatt 2010-12-31 New Buy0.6%$9.1 - $11.24 $ 15.5452%162215
David Dreman 2010-12-31 Add 246.42%0.55%$9.1 - $11.24 $ 15.5452%3392464
David Dreman 2010-09-30 Add 223.97%0.15%$8.18 - $12.08 $ 15.5460%979286
George Soros 2010-09-30 Reduce -31.2%$8.18 - $12.08 $ 15.5460%26900
George Soros 2010-03-31 Add 55.96%$9.55 - $12.51 $ 15.5441%43200
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on ARRIS Group Inc

FPA Capital Comments on Arris Group - Oct 31, 2012

In addition to DV and VECO, Arris Group (ARRS) also declined in the quarter by roughly 8%, but it is still up over 18% year-to-date. Thus, we attribute the weakness in ARRS more to investors taking some profits off the table rather than anything negative about the operations of the company.

From FPA Capital’s third quarter commentary.


Check out Robert Rodriguez latest stock trades

Top Ranked Articles about ARRIS Group Inc

FPA Capital Comments on Arris Group
October 31, 2012
In addition to DV and VECO, Arris Group (ARRS) also declined in the quarter by roughly 8%, but it is still up over 18% year-to-date. Thus, we attribute the weakness in ARRS more to investors taking some profits off the table rather than anything negative about the operations of the company. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 56.40
ARRS's P/E(ttm) is ranked lower than
79% of the 296 Companies
in the Global Communication Equipment industry.

( Industry Median: 19.90 vs. ARRS: 56.40 )
ARRS' s 10-Year P/E(ttm) Range
Min: 6.32   Max: 143.75
Current: 56.4
6.32
143.75
P/B 1.80
ARRS's P/B is ranked lower than
59% of the 413 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.50 vs. ARRS: 1.80 )
ARRS' s 10-Year P/B Range
Min: 0.36   Max: 6.14
Current: 1.8
0.36
6.14
P/S 1.28
ARRS's P/S is ranked lower than
59% of the 431 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.00 vs. ARRS: 1.28 )
ARRS' s 10-Year P/S Range
Min: 0.19   Max: 2.41
Current: 1.28
0.19
2.41
PFCF 23.90
ARRS's PFCF is ranked lower than
69% of the 244 Companies
in the Global Communication Equipment industry.

( Industry Median: 14.76 vs. ARRS: 23.90 )
ARRS' s 10-Year PFCF Range
Min: 1.58   Max: 138.14
Current: 23.9
1.58
138.14
EV-to-EBIT 21.7
ARRS's EV-to-EBIT is ranked lower than
60% of the 321 Companies
in the Global Communication Equipment industry.

( Industry Median: 16.40 vs. ARRS: 21.7 )
ARRS' s 10-Year EV-to-EBIT Range
Min: 4.3   Max: 107.7
Current: 21.7
4.3
107.7
Shiller P/E 99.6
ARRS's Shiller P/E is ranked lower than
100% of the Companies
in the Global Communication Equipment industry.

( Industry Median: vs. ARRS: 99.6 )
ARRS' s 10-Year Shiller P/E Range
Min: 16.44   Max: 112.56
Current: 99.6
16.44
112.56

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 21
ARRS's Price/Net Cash is ranked lower than
72% of the 123 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.90 vs. ARRS: 21 )
ARRS' s 10-Year Price/Net Cash Range
Min: 7   Max: 36.4
Current: 21
7
36.4
Price/Net Current Asset Value 8.5
ARRS's Price/Net Current Asset Value is ranked lower than
52% of the 371 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.00 vs. ARRS: 8.5 )
ARRS' s 10-Year Price/Net Current Asset Value Range
Min: 1.4   Max: 10.3
Current: 8.5
1.4
10.3
Price/Tangible Book 2.6
ARRS's Price/Tangible Book is ranked lower than
69% of the 398 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.80 vs. ARRS: 2.6 )
ARRS' s 10-Year Price/Tangible Book Range
Min: 1.3   Max: 8.1
Current: 2.6
1.3
8.1
Price/DCF (Projected) 0.9
ARRS's Price/DCF (Projected) is ranked higher than
64% of the 116 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.20 vs. ARRS: 0.9 )
ARRS' s 10-Year Price/DCF (Projected) Range
Min: 0.7   Max: 1.4
Current: 0.9
0.7
1.4
Price/Median PS Value 1.1
ARRS's Price/Median PS Value is ranked higher than
61% of the 414 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.10 vs. ARRS: 1.1 )
ARRS' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 1.3
Current: 1.1
0.3
1.3
Price/Graham Number 2
ARRS's Price/Graham Number is ranked lower than
69% of the 278 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.40 vs. ARRS: 2 )
ARRS' s 10-Year Price/Graham Number Range
Min: 0.7   Max: 1.9
Current: 2
0.7
1.9
Earnings Yield (Greenblatt) 4.60
ARRS's Earnings Yield (Greenblatt) is ranked higher than
55% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.70 vs. ARRS: 4.60 )
ARRS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.9   Max: 23.3
Current: 4.6
0.9
23.3
Forward Rate of Return (Yacktman) 5.92
ARRS's Forward Rate of Return (Yacktman) is ranked higher than
85% of the 432 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.00 vs. ARRS: 5.92 )
ARRS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 3.1   Max: 11.4
Current: 5.92
3.1
11.4

Business Description

Arris Group, Inc is incorporated in Delaware. It operates as a global communications technology company specializing in the design and engineering of broadband network solutions. ARRIS operates in three business segments, Broadband Communications Systems, Access, Transport & Supplies, and Media & Communications Systems, specializing in integrated broadband network solutions that include products, systems and software for content and operations management (including video on demand, or VOD), and professional services. ARRIS is a developer, manufacturer and supplier of telephony, data, video, construction, rebuild and maintenance equipment for the broadband communications industry. In addition, ARRIS is a supplier of infrastructure products used by cable system operators to build-out and maintain hybrid fiber-coaxial ('HFC') networks. The Company provides its customers with products and services that enable reliable, high speed, two-way broadband transmission of video, telephony, and data. During 2011, the company was awarded 36 patents and filed 71 utility patent applications and 21 provisional patent applications. As of January 31, 2012, the patenting program consisted of maintaining its portfolio of approximately 582 issued patents (both U.S. and foreign) and pursuing patent protection on new inventions (currently approximately 383 U.S. and foreign patent applications). Its major competitors include: Aurora Networks; Casa Systems, Inc, Cisco Systems, Inc. Commscope, Inc etc.
Company Website
SEC Reports
Industry: Communication Equipment
Compare:PTFRY, QCOM, CSCO, ERIC, NOK
» More Articles for ARRS

Headlines

Articles On GuruFocus.com
FPA Capital Comments on Arris Group Oct 31 2012 
FPA Capital Fund Inc. Quarterly Commentary Oct 30 2012 
Stocks Owned by Both FPA Capital Fund and FPA Crescent Fund Jul 27 2012 
Steven Romick’s 3 Stock Picks While ‘Charting a New Path’ Feb 29 2012 
FPA Crescent Fund Buys Arris Group, Thermo Fisher, Citigroup, Sells Pfizer Inc, eBay, Pharmerica Feb 27 2012 
Arris Group Inc (ARRS) CFO/Executive Vice President David Potts sells 2,958 Shares Mar 11 2011 
WEEKLY CFO SELLS HIGHLIGHT Feb 14 2011 
Weekly CEO Sells Highlight: Autonation Inc., Arris Group Inc, Eaton Corp, and Apartment Investment & Feb 13 2011 
Arris Group Inc (ARRS) CFO/Executive Vice President David Potts sells 149,390 Shares Feb 11 2011 
Arris Group Inc (ARRS) Chairman & CEO Robert J Stanzione sells 265,000 Shares Feb 11 2011 

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