Arrow Electronics Inc (ARW) Fair Value & Analysis
Technology · US · Market cap $10.4B · ISIN US0427351004
What is Arrow Electronics Inc really worth?
Arrow Electronics Inc
ARW · US
Below-average quality, and trading another 85% above our fair value of $114.08.
Risks
Fair value as of: Sep 1, 2026
From 17 valuation models · updated 4 days ago
Share price −7.4% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($134.90). The favourable scenario is already priced in.
- Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 1, 2026.
How to read this chart
60‑month range $90.32 – $234.83 · fair‑value band $114.08 – $134.90 · the $210.87 price screens above the $114.08 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Sep 1, 2026.
Analysis
Arrow Electronics Inc (ARW) currently trades at $210.87, while our model-based Fair Value estimate is $114.08, implying the stock looks roughly 84.8% overvalued today. The Quality Score stands at 46/100 (below-average quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of $275.64 per share, and 5 of the 17 models we run sit above the $210.87 price. Bear case: the Earnings-Based group reads lowest at $81.89, and 12 of the 17 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Arrow Electronics Inc generated revenue of $33.5B at a net margin of 2.2%. Revenue grew 39.0% year over year. It earns a return on equity of 11.3%. Net debt stands at $2.8B. Fundamentals as of Sep 1, 2026
Our scenario range runs from $114.08 (bear case) to $134.90 (bull case); at $210.87, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 10% below its 52-week high and 107% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −10% fair-value upside, at −46%, ARW screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $9.40 per share, which is 8.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 17 models by family
Widest divergence: Growth Earnings ($275.64) versus Dividend Discount ($5.21). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 1, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 44 · Market factors (momentum, volatility) 73
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Arrow Electronics Inc reported revenue of $30.9B in FY2025 versus $34.5B in FY2021, a compound −2.7%/yr. Reported net income was $571M in FY2025, compounding −15.3%/yr from FY2021.
of which total revenue +3.1 % · buybacks/dilution +6.5 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
ARW screens 85% overvalued. Compare with TD SYNNEX Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Arrow Electronics (ARW) Trades at 10x Earnings: Is This Semiconductor Recovery Stock a Buy?
- Are Investors Undervaluing Arrow Electronics (ARW) Right Now?
Peer Group
Electronics & Computer Distribution · 153 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electronics & Computer Distribution median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Electronics & Computer Distribution stocks, each showing price versus our Fair Value estimate (as of Sep 1, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| TD SYNNEX Corporation SNX | $262.53 | $289.83 | +10% |
| Unisplendour Corporation 000938 | ¥39.60 | ¥16.52 | −58% |
| Rexel S.A RXL | €35.43 | €32.05 | −10% |
| Avnet, Inc AVT | $97.31 | $77.07 | −21% |
| WPG Holdings 3702 | 123.50 TWD | 148.26 TWD | +20% |
| Nanjing Sunlord Electronics Corporation 300975 | ¥25.02 | ¥12.34 | −51% |
| Shenzhen Huaqiang Industry Co 000062 | ¥22.20 | ¥7.52 | −66% |
| Insight Enterprises, Inc NSIT | $150.63 | $118.72 | −21% |
| Shenzhen H&T Intelligent Control Co. 002402 | ¥18.95 | ¥20.12 | +6% |
| Topco Scientific Co 5434 | 521.00 TWD | 473.70 TWD | −9% |
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