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39.86 (1y: +15%)
Market Cap 4.1 B P/E(ttm) 8.70
Enterprise Value 5.97 B P/B 1.06
ARW- NYSE (USA)
Arrow Electronics Inc
  • Currently 1/5
Business Predictability Rank: 1-Star (On Watch)
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
$39.86
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 7/10

vs
industry		 vs
history
Cash to Debt 0.21
ARW's Cash to Debt is ranked lower than
72% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 118.50 vs. ARW: 0.21 )
ARW' s 10-Year Cash to Debt Range
Min: 0.02   Max: 0.81
Current: 0.21
0.02
0.81
Equity to Asset 0.172
ARW's Equity to Asset is ranked lower than
90% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.54 vs. ARW: 0.172 )
ARW' s 10-Year Equity to Asset Range
Min: 0.09   Max: 0.27
Current: 0.17
0.09
0.27
Interest Coverage 7.9
ARW's Interest Coverage is ranked lower than
54% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 10000.00 vs. ARW: 7.9 )
ARW' s 10-Year Interest Coverage Range
Min: 1   Max: 10
Current: 7.9
1
10
F-Score: 5
Z-Score: 3.18
M-Score: -2.24
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 (%) 3.90
ARW's Operating margin (%) is ranked higher than
71% of the 1946 Companies
in the Global Electronics Distribution industry.

( Industry Median: 3.80 vs. ARW: 3.90 )
ARW' s 10-Year Operating margin (%) Range
Min: -2.9   Max: 6.1
Current: 3.9
-2.9
6.1
Net-margin (%) 2.5
ARW's Net-margin (%) is ranked higher than
69% of the 1946 Companies
in the Global Electronics Distribution industry.

( Industry Median: 2.70 vs. ARW: 2.5 )
ARW' s 10-Year Net-margin (%) Range
Min: -8.3   Max: 2.9
Current: 2.5
-8.3
2.9
ROE (%) 12.7
ARW's ROE (%) is ranked higher than
85% of the 1946 Companies
in the Global Electronics Distribution industry.

( Industry Median: 5.30 vs. ARW: 12.7 )
ARW' s 10-Year ROE (%) Range
Min: -49.4   Max: 18.7
Current: 12.7
-49.4
18.7
ROA (%) 4.7
ARW's ROA (%) is ranked higher than
78% of the 1946 Companies
in the Global Electronics Distribution industry.

( Industry Median: 3.00 vs. ARW: 4.7 )
ARW' s 10-Year ROA (%) Range
Min: -13.1   Max: 6.1
Current: 4.7
-13.1
6.1
ROC (Joel Greenblatt) (%) 23.90
ARW's ROC (Joel Greenblatt) (%) is ranked higher than
85% of the 1946 Companies
in the Global Electronics Distribution industry.

( Industry Median: 8.80 vs. ARW: 23.90 )
ARW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -20.7   Max: 31.5
Current: 23.9
-20.7
31.5
Revenue Growth (%) 10.8
ARW's Revenue Growth (%) is ranked higher than
94% of the 1946 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.65 vs. ARW: 10.8 )
ARW' s 10-Year Revenue Growth (%) Range
Min: -10   Max: 11.4
Current: 10.8
-10
11.4
EBITDA Growth (%) 30.9
ARW's EBITDA Growth (%) is ranked lower than
59% of the 1946 Companies
in the Global Electronics Distribution industry.

( Industry Median: 3.25 vs. ARW: 30.9 )
ARW' s 10-Year EBITDA Growth (%) Range
Min: -26.8   Max: 30.9
Current: 30.9
-26.8
30.9
EPS Growth (%) 45.1
ARW's EPS Growth (%) is ranked lower than
72% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 4.80 vs. ARW: 45.1 )
ARW' s 10-Year EPS Growth (%) Range
Min: -48.7   Max: 88.6
Current: 45.1
-48.7
88.6
ยป ARW's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

ARW Guru Trades in Q2 2012

Joel Greenblatt 67,666 sh (New)
Paul Tudor Jones 72,500 sh (+1350%)
Scott Black 245,037 sh (+14.01%)
Steven Cohen 36,639 sh (+12.17%)
David Dreman 153,473 sh (+0.53%)
Robert Rodriguez 2,120,600 sh (unchged)
Chuck Royce Sold Out
Richard Perry Sold Out
NWQ Managers 451,101 sh (-0.48%)
First Pacific Advisors 4,368,500 sh (-1.35%)
Jeremy Grantham 8,500 sh (-6.59%)
Pioneer Investments 744,926 sh (-59.24%)
» More
Q3 2012

ARW Guru Trades in Q3 2012

Joel Greenblatt 171,026 sh (+152.75%)
Jeremy Grantham 8,854 sh (+4.16%)
David Dreman 153,552 sh (+0.05%)
Robert Rodriguez 2,120,600 sh (unchged)
Scott Black 242,878 sh (-0.88%)
First Pacific Advisors 4,303,300 sh (-1.49%)
Steven Cohen 29,886 sh (-18.43%)
NWQ Managers 299,322 sh (-33.65%)
Pioneer Investments 280,943 sh (-62.29%)
Paul Tudor Jones 6,700 sh (-90.76%)
» More
Q4 2012

ARW Guru Trades in Q4 2012

Steven Cohen 1,238,720 sh (+4044.82%)
Paul Tudor Jones 8,300 sh (+23.88%)
First Pacific Advisors 4,306,600 sh (+0.08%)
Robert Rodriguez 2,120,600 sh (unchged)
Jeremy Grantham 21,051 sh (unchged)
David Dreman 152,885 sh (-0.43%)
Scott Black 240,003 sh (-1.18%)
NWQ Managers 284,112 sh (-5.08%)
Joel Greenblatt 148,507 sh (-13.17%)
Pioneer Investments 160,643 sh (-42.82%)
» More
Q1 2013

ARW Guru Trades in Q1 2013

Paul Tudor Jones 14,600 sh (+75.9%)
NWQ Managers 313,065 sh (+10.19%)
Jeremy Grantham 21,390 sh (+1.61%)
Robert Rodriguez 2,120,600 sh (unchged)
Pioneer Investments 160,643 sh (unchged)
First Pacific Advisors 4,300,400 sh (-0.14%)
David Dreman 146,950 sh (-3.88%)
Joel Greenblatt 142,179 sh (-4.26%)
Steven Cohen 39,871 sh (-96.78%)
» More
» Details

Insider Trades

Latest Guru Trades with ARW

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2012-09-30 Add 152.75%0.24%$30.99 - $37.8 $ 39.8615%171026
NWQ Managers 2012-09-30 Reduce -33.65%0.04%$30.99 - $37.8 $ 39.8615%299322
Joel Greenblatt 2012-06-30 New Buy0.16%$32 - $42.65 $ 39.868%67666
Scott Black 2012-06-30 Add 14.01%0.15%$32 - $42.65 $ 39.868%245037
Richard Perry 2012-06-30 Sold Out 0.04%$32 - $42.65 $ 39.868%0
Richard Perry 2012-03-31 New Buy0.04%$36.71 - $42.63 $ 39.866%17600
Ray Dalio 2011-12-31 Sold Out 0.13%$25.98 - $37.66 $ 39.8616%0
Robert Rodriguez 2011-06-30 Add 2.08%0.2%$36.67 - $46.53 $ 39.86-6%2232200
George Soros 2011-06-30 Sold Out $36.67 - $46.53 $ 39.86-6%0
David Dreman 2011-03-31 Reduce -21.69%0.04%$34.25 - $42.63 $ 39.863%178368
Arnold Schneider 2010-12-31 Sold Out 0.71%$26.19 - $34.39 $ 39.8629%0
NWQ Managers 2010-12-31 Reduce -22.62%0.03%$26.19 - $34.39 $ 39.8629%625472
Arnold Schneider 2010-09-30 Reduce -37.24%0.42%$22.01 - $26.73 $ 39.8663%441249
NWQ Managers 2010-09-30 Add 39.4%0.03%$22.01 - $26.73 $ 39.8663%808263
David Dreman 2010-06-30 Add 118.65%0.07%$22.93 - $31.8 $ 39.8642%221808
NWQ Managers 2010-03-31 Reduce -31.1%0.03%$26.07 - $30.77 $ 39.8639%592264
George Soros 2010-03-31 New Buy$26.07 - $30.77 $ 39.8639%9700
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 8.70
ARW's P/E(ttm) is ranked higher than
92% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 20.31 vs. ARW: 8.70 )
ARW' s 10-Year P/E(ttm) Range
Min: 4.19   Max: 688.33
Current: 8.7
4.19
688.33
P/B 1.06
ARW's P/B is ranked higher than
52% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.23 vs. ARW: 1.06 )
ARW' s 10-Year P/B Range
Min: 0.41   Max: 2.66
Current: 1.06
0.41
2.66
P/S 0.22
ARW's P/S is ranked higher than
88% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.73 vs. ARW: 0.22 )
ARW' s 10-Year P/S Range
Min: 0.09   Max: 0.43
Current: 0.22
0.09
0.43
PFCF 7.88
ARW's PFCF is ranked higher than
74% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 13.74 vs. ARW: 7.88 )
ARW' s 10-Year PFCF Range
Min: 0.98   Max: 384.45
Current: 7.88
0.98
384.45
EV-to-EBIT 7.43
ARW's EV-to-EBIT is ranked higher than
94% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 15.40 vs. ARW: 7.43 )
ARW' s 10-Year EV-to-EBIT Range
Min: 4   Max: 256.6
Current: 7.43
4
256.6
Shiller P/E 18.22
ARW's Shiller P/E is ranked higher than
96% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 21.15 vs. ARW: 18.22 )
ARW' s 10-Year Shiller P/E Range
Min: 5.57   Max: 38.62
Current: 18.22
5.57
38.62

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 0.9
ARW's Price/Net Current Asset Value is ranked higher than
72% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 4.10 vs. ARW: 0.9 )
ARW' s 10-Year Price/Net Current Asset Value Range
Min: 0.7   Max: 1.7
Current: 0.9
0.7
1.7
Price/Tangible Book 2.3
ARW's Price/Tangible Book is ranked higher than
83% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.40 vs. ARW: 2.3 )
ARW' s 10-Year Price/Tangible Book Range
Min: 1.3   Max: 5.4
Current: 2.3
1.3
5.4
Price/DCF (Projected) 0.5
ARW's Price/DCF (Projected) is ranked higher than
85% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.10 vs. ARW: 0.5 )
ARW' s 10-Year Price/DCF (Projected) Range
Min: 0.4   Max: 0.7
Current: 0.5
0.4
0.7
Price/Median PS Value 0.9
ARW's Price/Median PS Value is ranked higher than
85% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 0.80 vs. ARW: 0.9 )
ARW' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 1.5
Current: 0.9
0.6
1.5
Price/Peter Lynch Fair Value 0.8
ARW's Price/Peter Lynch Fair Value is ranked higher than
95% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.70 vs. ARW: 0.8 )
ARW' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.4   Max: 3.1
Current: 0.8
0.4
3.1
Price/Graham Number 0.9
ARW's Price/Graham Number is ranked higher than
76% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 1.10 vs. ARW: 0.9 )
ARW' s 10-Year Price/Graham Number Range
Min: 0.9   Max: 4
Current: 0.9
0.9
4
Earnings Yield (Greenblatt) 13.50
ARW's Earnings Yield (Greenblatt) is ranked higher than
96% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 5.45 vs. ARW: 13.50 )
ARW' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 24.9
Current: 13.5
0.4
24.9
Forward Rate of Return (Yacktman) 7.51
ARW's Forward Rate of Return (Yacktman) is ranked higher than
95% of the 1561 Companies
in the Global Electronics Distribution industry.

( Industry Median: 3.01 vs. ARW: 7.51 )
ARW' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -8.8   Max: 50.4
Current: 7.51
-8.8
50.4

Business Description

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.
Company Website
SEC Reports
Industry: Electronics Distribution
Compare:HOCPY, AVT, WCC, AXE, AEY
Traded in other countries:ARW.Germany
ยป More Articles for ARW

Headlines

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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 
Arrow Electronics Inc. Reports Operating Results (10-Q) Jul 28 2010 
Arrow Electronics Inc. Reports Operating Results (10-Q) May 03 2010 
Arrow Electronics Inc. Reports Operating Results (10-K) Feb 03 2010 
Arrow Electronics Inc. (ARW) Sr. Vice President & CFO Paul J Reilly sells 7,500 Shares Dec 11 2009 

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