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Arrow ElectronicsARW +0.53%86 Earnings Yield (Joel Greenblatt) % is 9.52% as of Jun. 2026, which is 3% below its 10-year median of 9.77. GuruFocus rates ARW with a GF Score™ of 86/100 and a GF Value™ of $158.82 (Modestly Overvalued). The stock has 4 warning signs investors should review. Among 2,498 Hardware companies, Arrow Electronics ranks better than 80.66% on this metric.
Arrow Electronics's Enterprise Value for the quarter that ended in Jun. 2026 was $12,878 Mil.
Arrow Electronics's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 was $1,227 Mil. Arrow Electronics's Earnings Yield (Joel Greenblatt) for the quarter that ended in Jun. 2026 was 9.52%.
The historical rank and industry rank for Arrow Electronics's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
ARW'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: -0.39 Med: 9.77 Max: 21.58
Current: 9.79
During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of Arrow Electronics was 21.58%. The lowest was -0.39%. And the median was 9.77%.
ARW's Earnings Yield (Joel Greenblatt) % is ranked better than 80.66% of 2498
companies
in the Hardware industry
Industry Median: 2.51
vs ARW: 9.79
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Arrow Electronics's Forward Rate of Return (Yacktman) % for the quarter that ended in Jun. 2026 was -1.22%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
Arrow Electronics Earnings Yield (Joel Greenblatt) % Related Terms
Arrow Electronics Earnings Yield (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Arrow Electronics's Earnings Yield (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Electronics & Computer Distribution subindustry, Arrow Electronics's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Arrow Electronics Earnings Yield (Joel Greenblatt) % vs Hardware Industry
For the Hardware industry and Technology sector, Arrow Electronics's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Arrow Electronics's Earnings Yield (Joel Greenblatt) % falls into.
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
Arrow Electronicss Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as
Arrow Electronics's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $1,227 Mil.
What does a Earnings Yield (Joel Greenblatt) % of 9.52% mean?
Arrow Electronics (ARW) has a Earnings Yield (Joel Greenblatt) % of 9.52% as of Jun. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Arrow Electronics and its competitors. This is near median its historical median of 9.77. According to the industry distribution chart, Arrow Electronics ranks #483 out of 2498 companies in the Hardware industry, placing it in the top 19.3%.
Is Arrow Electronics' Earnings Yield (Joel Greenblatt) % too high?
Arrow Electronics' current Earnings Yield (Joel Greenblatt) % of 9.52% is near median its 10-year median of 9.77. The Hardware industry median Earnings Yield (Joel Greenblatt) % is 2.51. Arrow Electronics' value of 9.52% is 279.3% above this industry median. Based on the distribution chart, Arrow Electronics ranks #483 out of 2498 companies in the Hardware industry, which is in the top quartile — a strong position relative to peers. Overall, Arrow Electronics has a GF Score™ of 86/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Arrow Electronics' Earnings Yield (Joel Greenblatt) % compare to AVT and NSIT?
According to the Hardware industry distribution chart, Arrow Electronics ranks #483 out of 2498 companies for Earnings Yield (Joel Greenblatt) %. This places Arrow Electronics in the top 19% of its industry — outperforming the majority of peers. The industry median Earnings Yield (Joel Greenblatt) % is 2.51. Arrow Electronics' value of 9.52% is 279.3% above this benchmark. While the company's 10-year median is 9.77 vs. the industry median of 2.51, Arrow Electronics has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for a Hardware company?
The median Earnings Yield (Joel Greenblatt) % among Hardware companies is 2.51, based on 2,498 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Arrow Electronics's current Earnings Yield (Joel Greenblatt) % of 9.52% is 279.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Arrow Electronics and its competitors. For the Hardware industry, the median Earnings Yield (Joel Greenblatt) % is 2.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Arrow Electronics's current Earnings Yield (Joel Greenblatt) % is 9.52%, which is near median its own 10-year median of 9.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Arrow Electronics stock overvalued right now?
Based on GuruFocus' analysis, Arrow Electronics (ARW) is currently considered Modestly Overvalued. The stock's GF Value™ is $158.82, compared to a current price of $206.64 — trading 30.1% above its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 9.52%, which is near median its 10-year median of 9.77 and 279.3% above the Hardware industry median of 2.51. Arrow Electronics' overall GF Score™ is 86/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Arrow Electronics (ARW), the current Earnings Yield (Joel Greenblatt) % is 9.52% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Arrow Electronics (ARW) Overvalued in 2026?
Based on GuruFocus' analysis, Arrow Electronics stock appears to be overvalued.
The current stock price of $206.64 is trading 30.1% above its estimated GF Value™ of $158.82.
GuruFocus considers Arrow Electronics to be Modestly Overvalued.
Key valuation signals for ARW:
Earnings Yield (Joel Greenblatt) %: 9.52% (near median its 10-year median of 9.77)
GF Value™: $158.82 vs. price of $206.64 (30.1% above fair value)
Industry Position: 279.3% above the Hardware median (#483 of 2498)
No single metric tells the full story. See the ARW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Arrow Electronics Inc. is a provider of products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions. It has one of the world's broadest portfolios of product offerings available from electronic components and enterprise computing solutions suppliers, coupled with a range of services, solutions, and software, the company helps industrial and commercial customers introduce products, reduce their time to market, and enhance their overall competitiveness. The company has two business segments, the global components business and the global enterprise computing solutions.
86GF Score
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