Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
ARW 
Arrow Electronics Inc (ARW)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/24/2025: ARW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -15.66% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.38B USD | Price to earnings Ratio 14.23 | 1Y Target Price 118.22 |
Price to earnings Ratio 14.23 | 1Y Target Price 118.22 | ||
Volume (30-day avg) 591769 | Beta 1.26 | 52 Weeks Range 101.78 - 137.80 | Updated Date 03/30/2025 |
52 Weeks Range 101.78 - 137.80 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 7.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.4% | Operating Margin (TTM) 3.73% |
Management Effectiveness
Return on Assets (TTM) 2.75% | Return on Equity (TTM) 6.72% |
Valuation
Trailing PE 14.23 | Forward PE 4.7 | Enterprise Value 8314106808 | Price to Sales(TTM) 0.19 |
Enterprise Value 8314106808 | Price to Sales(TTM) 0.19 | ||
Enterprise Value to Revenue 0.3 | Enterprise Value to EBITDA 9.02 | Shares Outstanding 51867300 | Shares Floating 51787793 |
Shares Outstanding 51867300 | Shares Floating 51787793 | ||
Percent Insiders 0.68 | Percent Institutions 107.99 |
Analyst Ratings
Rating 2.86 | Target Price 127.17 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 5 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Arrow Electronics Inc
Company Overview
History and Background
Arrow Electronics was founded in 1935 as Arrow Radio in New York City, selling surplus radio parts. It has grown through acquisitions and strategic expansions to become a leading global provider of technology solutions.
Core Business Areas
- Global Components: This segment distributes electronic components such as semiconductors, passive, electromechanical, and interconnect products to a wide range of customers.
- Global Enterprise Computing Solutions: This segment provides enterprise computing solutions, including data center, cloud, and security solutions, primarily to value-added resellers (VARs).
Leadership and Structure
Sean J. Kerins serves as President and Chief Executive Officer. The company operates with a divisional structure focusing on its global components and enterprise computing solutions segments, reporting to a central corporate structure.
Top Products and Market Share
Key Offerings
- Semiconductors: Distribution of a wide variety of semiconductors from various manufacturers. Arrow is a key distribution partner for many major semiconductor companies. Competitors include Avnet and Digi-Key.
- Enterprise Computing Solutions: Provides IT infrastructure solutions including servers, storage, and software. Competitors include Ingram Micro and Tech Data (Synnex).
- Electronic Components: Distribution of passives, interconnects, and electromechanical components. Similar to semiconductors, they distribute a diverse range from multiple manufacturers. Competitors include Mouser Electronics and TTI, Inc.
Market Dynamics
Industry Overview
The electronic components distribution industry is highly competitive and fragmented, driven by technological innovation, global supply chains, and customer demand for advanced solutions. The enterprise computing solutions market is characterized by rapid changes in technology (cloud, AI) and increasing demand for cybersecurity.
Positioning
Arrow Electronics is a leading global distributor, positioned as a key link between manufacturers and customers. Its competitive advantages include a broad product portfolio, global reach, and value-added services such as engineering support and supply chain management.
Total Addressable Market (TAM)
The TAM for electronic components distribution is estimated to be several hundred billion USD globally. The enterprise computing solutions TAM is similarly substantial, driven by digital transformation initiatives. Arrow is well-positioned to capture a significant share of these markets, focusing on high-growth areas such as IoT and AI.
Upturn SWOT Analysis
Strengths
- Global Scale and Reach
- Strong Supplier Relationships
- Diverse Product Portfolio
- Value-Added Services
- Strong Brand Recognition
Weaknesses
- Dependence on Supplier Relationships
- Exposure to Economic Cycles
- Thin Profit Margins
- Complex Global Operations
Opportunities
- Growth in Emerging Markets
- Increasing Demand for IoT Solutions
- Expansion of Value-Added Services
- Strategic Acquisitions
- Growth in AI and Cloud Computing
Threats
- Economic Downturns
- Disruptions to Supply Chains
- Increased Competition
- Geopolitical Risks
- Technological Obsolescence
Competitors and Market Share
Key Competitors
- AVT
- WST
- TTI, Inc (Not Publicly Traded)
Competitive Landscape
Arrow competes primarily on scale, product breadth, and value-added services. Its key advantages are its global reach and strong supplier relationships. Disadvantages include lower than competitors profit margins and high exposure to economic cycles.
Major Acquisitions
eInfochips
- Year: 2018
- Acquisition Price (USD millions): 280
- Strategic Rationale: Strengthened Arrow's engineering and digital transformation capabilities.
Growth Trajectory and Initiatives
Historical Growth: Arrow has grown both organically and through acquisitions. Revenue growth has been moderate, driven by expansion in key markets and product categories.
Future Projections: Analysts project moderate revenue growth driven by increasing demand for electronic components and enterprise computing solutions. Profitability is expected to improve through operational efficiencies.
Recent Initiatives: Arrow has focused on expanding its IoT and AI solutions offerings and strengthening its supply chain capabilities.
Summary
Arrow Electronics is a global leader in electronic components distribution and enterprise computing solutions. Its strengths lie in its global reach, strong supplier relationships, and broad product portfolio. The company faces challenges in managing its complex operations, economic cycle vulnerability, and maintaining profitability. Future growth opportunities lie in emerging markets, IoT solutions, and strategic acquisitions.
Similar Companies
- AVT
- WST
- ADI
- TXN
- INTC
Sources and Disclaimers
Data Sources:
- Company SEC Filings, Analyst Reports, Industry Publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arrow Electronics Inc
Exchange NYSE | Headquaters Centennial, CO, United States | ||
IPO Launch date 1984-07-19 | President, CEO & Director Mr. Sean J. Kerins | ||
Sector Technology | Industry Electronics & Computer Distribution | Full time employees 21520 | Website https://www.arrow.com |
Full time employees 21520 | Website https://www.arrow.com | ||
Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes electronic components comprising semiconductor products and related services; interconnect, passive, and electromechanical products, including capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. The Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions. This segment also provides access to various services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. It serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. The company was founded in 1935 and is based in Centennial, Colorado.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.