Arrow Electronics (ARW) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Arrow Electronics

NYSE•Technology•Electronics & Computer Distribution

$215.02+3.32(0.02%)After hours

Market Cap

$11.25B

P/E

13.9x

P/S

0.3x

P/B

1.6x

Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes electronic components, including semiconductor products and related services; interconnect, passive, and electromechanical products comprising capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. Its Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions, as well as engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training services. The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.

How this company scores

GoodMetricSide Score: 73/100

Strongest: Growth (25/25); weakest: Profitability (9/25).

Profitability9/25

Growth25/25

Balance Sheet & Red Flags18/25

Cash & Earnings Quality21/25

Strengths

Growing revenueRising free cash flowRising earningsLow leverage

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 13.9x5y range 4.1x – 15.0x

Currently above its 20-quarter median.

P/S · 0.3x5y range 0.2x – 0.3x

Currently above its 20-quarter median.

P/B · 1.6x5y range 0.9x – 1.8x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

Some Concerns

Earnings Quality

Watch

FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.

Cash Burn

Watch

FCF turned negative in 2 of the last 8 quarters — occasional cash consumption.

Price & Volume

Market Cap $11.25B

Metrics at a Glance

as of July 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $35.92B
Q. Revenue: $9.99B
TTM EBITDA: $1.35B
TTM Op. Income: $1.21B
Q. Op. Income: $377.33M
TTM Net Income: $811.61M
Q. Net Income: $272.71M
EPS: $5.32
Shares Out.: $51.31M

$35.92B in TTM revenue grew 26.1% YoY, reaching $9.99B last quarter. TTM EBITDA of $1.35B and TTM operating income of $1.21B show growth is flowing through to the bottom line. TTM net income of $811.61M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 5 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin: 11.3%
EBITDA Margin: 4.1%
Op. Margin: 3.8%
Net Margin: 2.7%

Op. margin of 3.8% is up 1.3% YoY — cost efficiency is improving. Net margin at 2.7% and gross margin of 11.3% show how much of each revenue dollar survives to profit. Over the past year, operating margin is up 50% — a weakening trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 13.9x
P/S Ratio: 0.3x
P/B Ratio: 1.6x

At 13.9x P/E, the stock trades below typical market levels. P/S of 0.3x and P/B of 1.6x provide additional context. P/E sits below typical market levels while revenue is growing. Across the last 8 quarters, P/E has risen for 2 consecutive quarters — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $38.38B
Cash: $244.63M
Long-Term Debt: $2.05B
Book Value: $7.01B
D/E Ratio: 0.3
Debt/EBITDA: 5.0

With $38.38B in assets and $2.05B in long-term debt, D/E is 0.3and book value is $7.01B — a conservative capital structure with a cushion to weather downturns. Across the last 8 quarters, debt/equity has fallen for 3 consecutive quarters — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $318.35M
TTM Free Cash Flow: $825.46M
FCF Margin: 2.3%
FCF / Net Income: 1.0

TTM FCF of $825.46M on $318.35M in operating cash flow. The FCF / Net Income ratio of 1.0x means free cash flow covers net income — earnings are backed by cash. Across the last 8 quarters, free cash flow has risen for 2 consecutive quarters — an improving trend.