Arrow Electronics, Inc. (ARW) Stock

Arrow Electronics, Inc. (ARW) is a Consumer Discretionary stock trading at $210.77 (as of 2026-08-21), with a market capitalization of $10.73B and a trailing P/E of 12.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Arrow Electronics supplies electronic components and enterprise computing solutions to industrial and commercial customers, operating in the Americas, Europe, the Middle East and Africa, and the Asia Pacific. It operates in Global Components and Global Enterprise Computing Solutions, serving customers such as original equipment manufacturers, value-added resellers, managed service providers, and contract manufacturers.

Understand Arrow Electronics, Inc.: how it makes money

Arrow Electronics distributes electronic components and related services, and provides enterprise computing solutions, to industrial and commercial customers across multiple regions, earning money through the sale of these products and solutions to its customers.

Arrow’s profit model depends on distributing high volumes of electronic components and enterprise computing solutions while efficiently managing working capital, since it holds inventory and has receivables and payables that affect its cash conversion timing.

Business quality (Mixed): We have only consolidated revenue and company-wide operating metrics, not a segment revenue split between Global Components and Global Enterprise Computing Solutions, which limits how precisely investors can attribute performance by segment.

Valuation: At 16× earnings, ARW trades 32% below the Wholesale average (24×). Note: one-time items can distort reported P/E.

Bull case

Enterprise Computing Solutions momentum: Enterprise Computing Solutions Billings are reported at 6.4 USD_B, giving a specific operating signal for that segment’s order flow.
Working capital management actions: Inventory Reduction is reported at 0.12 USD_B, alongside an Inventory Turns of 5.5, suggesting some control over inventory levels.

Bear case

Distributor working capital exposure: Cash Conversion Cycle is 73.0 days, with Days Sales Outstanding at 121.0 and Days Payables Outstanding at 112.0, indicating meaningful timing risk between collecting cash and paying suppliers.
Low spread between revenue and profits: Gross margin is 11.5% and operating margin is 3.8%, so margin pressure from pricing, mix, or costs could quickly impact operating results.

Valuation — source: SEC EDGAR (first-party)
Price	$210.77
Market Cap	$10.73B
P/E Ratio	12.6
EV / EBITDA	8.9
Price / Book	1.52
Price / Sales	0.29
FCF Yield	19.5%
DCF Value (model)	$76.53
DCF Upside vs Price	-63.7%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$30.85B
Net Margin	1.9%
Revenue Growth (YoY)	10.5%
EPS Growth (YoY)	49.9%
FCF Growth (YoY)	-103.6%

Financial Health — source: SEC EDGAR
Altman Z-Score	2.04 (grey)
Piotroski F-Score	5/9 (moderate)

Valuation vs Sector & Industry
Stock P/E	12.6
Sector P/E (Consumer Discretionary)	20.7
Industry P/E (Wholesale)	24.0
vs Sector	-39.2%
vs Industry	-47.5%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	BlackRock, Inc. ($708.16M)
Institutional Holders Tracked	10
Congressional Trades (recent)	1

Company
Sector	Consumer Discretionary
Industry	Wholesale
CEO	William F. Austen
Employees	21,520
Country	US
IPO Date	1980-03-17

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Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.