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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 0.15
ARW's Cash to Debt is ranked lower than
70% of the 2580 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.37 vs. ARW: 0.15 )
ARW' s 10-Year Cash to Debt Range
Min: 0.02   Max: 0.81
Current: 0.15

0.02
0.81
Equity to Asset 0.37
ARW's Equity to Asset is ranked lower than
62% of the 2566 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.56 vs. ARW: 0.37 )
ARW' s 10-Year Equity to Asset Range
Min: 0.24   Max: 0.5
Current: 0.37

0.24
0.5
F-Score: 6
Z-Score: 3.40
M-Score: -2.42
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 : 7/10

vs
industry
vs
history
Operating margin (%) 3.58
ARW's Operating margin (%) is ranked higher than
63% of the 2589 Companies
in the Global Electronics Distribution industry.

( Industry Median: 3.94 vs. ARW: 3.58 )
ARW' s 10-Year Operating margin (%) Range
Min: -2.94   Max: 7.15
Current: 3.58

-2.94
7.15
Net-margin (%) 2.12
ARW's Net-margin (%) is ranked higher than
59% of the 2589 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.95 vs. ARW: 2.12 )
ARW' s 10-Year Net-margin (%) Range
Min: -8.26   Max: 3.42
Current: 2.12

-8.26
3.42
ROE (%) 10.84
ARW's ROE (%) is ranked higher than
80% of the 2563 Companies
in the Global Electronics Distribution industry.

( Industry Median: 5.65 vs. ARW: 10.84 )
ARW' s 10-Year ROE (%) Range
Min: -49.42   Max: 18.7
Current: 10.84

-49.42
18.7
ROA (%) 4.04
ARW's ROA (%) is ranked higher than
70% of the 2594 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.84 vs. ARW: 4.04 )
ARW' s 10-Year ROA (%) Range
Min: -13.08   Max: 7.5
Current: 4.04

-13.08
7.5
ROC (Joel Greenblatt) (%) 21.83
ARW's ROC (Joel Greenblatt) (%) is ranked higher than
82% of the 2585 Companies
in the Global Electronics Distribution industry.

( Industry Median: 10.67 vs. ARW: 21.83 )
ARW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -20.66   Max: 31.51
Current: 21.83

-20.66
31.51
Revenue Growth (%) 9.50
ARW's Revenue Growth (%) is ranked higher than
82% of the 1906 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.60 vs. ARW: 9.50 )
ARW' s 10-Year Revenue Growth (%) Range
Min: -11   Max: 19
Current: 9.5

-11
19
EBITDA Growth (%) 4.70
ARW's EBITDA Growth (%) is ranked higher than
70% of the 1552 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.40 vs. ARW: 4.70 )
ARW' s 10-Year EBITDA Growth (%) Range
Min: -33.5   Max: 43.2
Current: 4.7

-33.5
43.2
EPS Growth (%) -1.30
ARW's EPS Growth (%) is ranked higher than
65% of the 1376 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.30 vs. ARW: -1.30 )
ARW' s 10-Year EPS Growth (%) Range
Min: -58.7   Max: 157.1
Current: -1.3

-58.7
157.1
» ARW's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

ARW Guru Trades in Q3 2013

Steven Cohen 28,847 sh (New)
Jeremy Grantham 49,650 sh (+35.69%)
Scott Black 249,105 sh (-3.31%)
First Pacific Advisors 3,068,600 sh (-27.66%)
FPA Capital Fund 1,515,500 sh (-28.53%)
Paul Tudor Jones 9,000 sh (-41.18%)
Pioneer Investments 67,143 sh (-58.2%)
Joel Greenblatt 22,040 sh (-64.87%)
David Dreman 1,941 sh (-98.65%)
» More
Q4 2013

ARW Guru Trades in Q4 2013

Paul Tudor Jones 16,600 sh (+84.44%)
Jeremy Grantham 52,902 sh (+6.55%)
FPA Capital Fund 1,515,500 sh (unchged)
Joel Greenblatt Sold Out
First Pacific Advisors 2,924,500 sh (-4.7%)
Scott Black 236,637 sh (-5.01%)
David Dreman 1,785 sh (-8.04%)
Steven Cohen 13,731 sh (-52.4%)
Pioneer Investments 16,754 sh (-75.05%)
» More
Q1 2014

ARW Guru Trades in Q1 2014

Jim Simons 176,400 sh (New)
Joel Greenblatt 338,465 sh (New)
Richard Pzena 336,650 sh (New)
David Dreman 3,705 sh (+107.56%)
Pioneer Investments Sold Out
Steven Cohen 13,665 sh (-0.48%)
Scott Black 235,102 sh (-0.65%)
First Pacific Advisors 2,476,300 sh (-15.33%)
FPA Capital Fund 1,255,100 sh (-17.18%)
Paul Tudor Jones 7,300 sh (-56.02%)
Jeremy Grantham 20,300 sh (-61.63%)
» More
Q2 2014

ARW Guru Trades in Q2 2014

Joel Greenblatt 746,530 sh (+120.56%)
Richard Pzena 534,375 sh (+58.73%)
Jim Simons Sold Out
Jeremy Grantham Sold Out
FPA Capital Fund 1,129,600 sh (-10%)
First Pacific Advisors 2,162,200 sh (-12.68%)
Paul Tudor Jones 6,100 sh (-16.44%)
Scott Black 174,651 sh (-25.71%)
David Dreman 2,632 sh (-28.96%)
» More
» Details

Insider Trades

Latest Guru Trades with ARW

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
FPA Capital Fund 2014-06-30 Reduce -10%0.8%$54.4 - $60.81 $ 60.844%1129600
Scott Black 2014-06-30 Reduce -25.71%0.39%$54.4 - $60.81 $ 60.844%174651
Joel Greenblatt 2014-06-30 Add 120.56%0.31%$54.4 - $60.81 $ 60.844%746530
David Dreman 2014-06-30 Reduce -28.96%$54.4 - $60.81 $ 60.844%2632
FPA Capital Fund 2014-03-31 Reduce -17.18%1.63%$48.82 - $58.52 $ 60.8412%1255100
Joel Greenblatt 2014-03-31 New Buy0.3%$48.82 - $58.52 $ 60.8412%338465
David Dreman 2014-03-31 Add 107.56%0.01%$48.82 - $58.52 $ 60.8412%3705
Joel Greenblatt 2013-12-31 Sold Out 0.04%$47.09 - $54.15 $ 60.8420%0
FPA Capital Fund 2013-09-30 Reduce -28.53%3%$39.89 - $48.66 $ 60.8433%1515500
David Dreman 2013-09-30 Reduce -98.65%0.2%$39.89 - $48.66 $ 60.8433%1941
Joel Greenblatt 2013-09-30 Reduce -64.87%0.07%$39.89 - $48.66 $ 60.8433%22040
Premium More recent guru trades are included for Premium Members only!!
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Top Ranked Articles about Arrow Electronics Inc

First Pacific Advisors' First Quarter Top Five Holdings
First Pacific Advisors Capital Fund and the FPA New Income Fund, reported their first quarter portfolio holdings earlier this week. FPA Capital primarily invests in the stocks of smaller companies, and according to his investing philosophy they base their investments on the following criteria: strong balance sheets, free cash flow, an understandable and successful business strategy under capable management and unique business characteristics. Read more...
FPA Capital’s Top Five of Q4
First Pacific Advisors Capital Fund and the FPA New Income Fund, reported their third quarter portfolio holdings earlier today. FPA Capital primarily invests in the stocks of smaller companies, and according to his investing philosophy they base their investments on the following criteria: strong balance sheets, free cash flow, an understandable and successful business strategy under capable management and unique business characteristics. Read more...
FPA Capital Update - High-Impact Reductions in Third Quarter
The third quarter portfolio of FPA Capital lists 27 stocks with one of them new. The fund’s total value is $799 million, with a quarter-over-quarter turnover is 2%. The portfolio is currently weighted with top three sectors: energy at 39.7%, consumer defensive at 8.8% and technology at 8.2%. FPA Capital has averaged a return of 18.5% over 12 months. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 13.20
ARW's P/E(ttm) is ranked higher than
79% of the 1878 Companies
in the Global Electronics Distribution industry.

( Industry Median: 19.10 vs. ARW: 13.20 )
ARW' s 10-Year P/E(ttm) Range
Min: 4.19   Max: 344.41
Current: 13.2

4.19
344.41
P/B 1.40
ARW's P/B is ranked higher than
64% of the 2456 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.53 vs. ARW: 1.40 )
ARW' s 10-Year P/B Range
Min: 0.41   Max: 1.86
Current: 1.4

0.41
1.86
P/S 0.28
ARW's P/S is ranked higher than
90% of the 2549 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.93 vs. ARW: 0.28 )
ARW' s 10-Year P/S Range
Min: 0.09   Max: 0.4
Current: 0.28

0.09
0.4
PFCF 13.52
ARW's PFCF is ranked higher than
72% of the 1374 Companies
in the Global Electronics Distribution industry.

( Industry Median: 17.22 vs. ARW: 13.52 )
ARW' s 10-Year PFCF Range
Min: 2.82   Max: 384.45
Current: 13.52

2.82
384.45
EV-to-EBIT 9.96
ARW's EV-to-EBIT is ranked higher than
79% of the 1894 Companies
in the Global Electronics Distribution industry.

( Industry Median: 14.40 vs. ARW: 9.96 )
ARW' s 10-Year EV-to-EBIT Range
Min: 4   Max: 25.2
Current: 9.96

4
25.2
PEG 0.52
ARW's PEG is ranked higher than
96% of the 2696 Companies
in the Global Electronics Distribution industry.

( Industry Median: 9999.00 vs. ARW: 0.52 )
ARW' s 10-Year PEG Range
Min: 0.22   Max: 2.66
Current: 0.52

0.22
2.66
Shiller P/E 25.33
ARW's Shiller P/E is ranked higher than
66% of the 994 Companies
in the Global Electronics Distribution industry.

( Industry Median: 24.83 vs. ARW: 25.33 )
ARW' s 10-Year Shiller P/E Range
Min: 5.6   Max: 38.62
Current: 25.33

5.6
38.62
Current Ratio 1.68
ARW's Current Ratio is ranked higher than
54% of the 2131 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.93 vs. ARW: 1.68 )
ARW' s 10-Year Current Ratio Range
Min: 1.43   Max: 3.32
Current: 1.68

1.43
3.32
Quick Ratio 1.20
ARW's Quick Ratio is ranked higher than
52% of the 2131 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.43 vs. ARW: 1.20 )
ARW' s 10-Year Quick Ratio Range
Min: 0.79   Max: 2.01
Current: 1.2

0.79
2.01

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 3.34
ARW's Price/Tangible Book is ranked lower than
58% of the 2330 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.69 vs. ARW: 3.34 )
ARW' s 10-Year Price/Tangible Book Range
Min: 1.27   Max: 5.92
Current: 3.34

1.27
5.92
Price/DCF (Projected) 0.77
ARW's Price/DCF (Projected) is ranked higher than
83% of the 1179 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.23 vs. ARW: 0.77 )
ARW' s 10-Year Price/DCF (Projected) Range
Min: 0.35   Max: 12.88
Current: 0.77

0.35
12.88
Price/Median PS Value 1.12
ARW's Price/Median PS Value is ranked higher than
64% of the 2475 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.14 vs. ARW: 1.12 )
ARW' s 10-Year Price/Median PS Value Range
Min: 0.55   Max: 2.04
Current: 1.12

0.55
2.04
Price/Graham Number 1.38
ARW's Price/Graham Number is ranked higher than
56% of the 1720 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.21 vs. ARW: 1.38 )
ARW' s 10-Year Price/Graham Number Range
Min: 0.6   Max: 6.07
Current: 1.38

0.6
6.07
Earnings Yield (Greenblatt) 10.00
ARW's Earnings Yield (Greenblatt) is ranked higher than
80% of the 2266 Companies
in the Global Electronics Distribution industry.

( Industry Median: 6.50 vs. ARW: 10.00 )
ARW' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4   Max: 24.9
Current: 10

4
24.9
Forward Rate of Return (Yacktman) 4.29
ARW's Forward Rate of Return (Yacktman) is ranked higher than
73% of the 1652 Companies
in the Global Electronics Distribution industry.

( Industry Median: 3.02 vs. ARW: 4.29 )
ARW' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -12.7   Max: 60.8
Current: 4.29

-12.7
60.8

Business Description

Industry: Computer Hardware » Electronics Distribution
Compare:HOCPY, AVT, WCC, AXE, AEY » details
Traded in other countries:ARW.Germany
Arrow Electronics, Inc. was incorporated in New York in 1946. The Company is a global provider of products, services, and solutions to industrial and commercial users of electronic components and computer products. The company offers both a wide spectrum of products and a range of services and solutions, including materials planning, new product design services, programming and assembly services, inventory management, reverse logistics, electronics asset disposition ("EAD"), and a variety of online supply chain tools. It serves over 120,000 customers. Arrow's diverse worldwide customer base consists of OEMs, CMs, and commercial customers. Customers include manufacturers of industrial equipment, telecommunications products, automotive and transportation, aircraft and aerospace equipment, scientific and medical devices, and computer and office products. Customers also include value-added resellers of computer products. The Company has two business segments: the global components business segment and the global enterprise computing solutions business segment. The Company distributes electronic components to OEMs and CMs through its global components business segment and provides enterprise computing solutions to VARs through its global ECS business segment. The Company's global components business segment is a distributor of electronic components and related services in the world, covers the world's electronics markets - North America, EMEASA (Europe, Middle East, Africa, and South America), and the Asia Pacific region. The Company's global ECS business segment is a distributor of enterprise and midrange computing products, services, and solutions to VARs in North America, Europe, the Middle East and Africa. The Company competes with several other large multinational and national distributors, as well as numerous regional and local distributors.
» More Articles for ARW

Headlines

Articles On GuruFocus.com
First Pacific Advisors Reports Second Quarter Top Holdings Jul 14 2014 
First Pacific Advisors' First Quarter Top Five Holdings Apr 18 2014 
FPA Capital’s Top Five of Q4 Jan 23 2014 
FPA Capital's Third Quarter Top Five Stocks Oct 19 2013 
FPA Capital Update - High-Impact Reductions in Third Quarter Oct 16 2013 
Anixter International Inc: Risk Factors Begin to Show Signs of Impacting Earnings May 15 2012 
Robert Rodriguez's Stocks with Very Low P/Es Jan 23 2012 
FPA Capital Fund Q2 Portfolio: Buys OSK, IDCC, ARW, RDC, ESV Jul 26 2011 
First Pacific Advisors and Robert Rodriguez's Top Stocks: RDC, ESV, ROSE, ARW, AVT Apr 29 2011 
Arrow Electronics Inc. Reports Operating Results (10-Q) Oct 28 2010 

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Innovators in Cloud, Data Center, Mobility and Security Drive Growth Through Distribution Sep 10 2014
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Arrow Electronics Down Despite Q2 Earnings & Revenues Beat Jul 30 2014
ARROW ELECTRONICS INC Files SEC form 8-K, Results of Operations and Financial Condition, Financial... Jul 29 2014
Arrow Electronics Reports Second-Quarter Non-GAAP Earnings Per Share of $1.43 Jul 29 2014
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