Arrow Electronics, Inc. (ARW)

Wholesale-Electronic Parts & Equipment, NEC

Latest Price

$227.00

TTM P/E

Normalized P/E

15.96

Div Yield

Book Value

137.61

P/B Ratio

1.65

Valuation metrics

EPS: $10.93

Book value / share: $126.01

Formula: √(22.5 × EPS × BVPS)

Graham Number

$176.04

22% downside

Norm. op. income: $895M (median of 7yr)

Tax rate: 21%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$82.66

64% downside

Base FCF: $622M (median of recent 5yr)

Growth: 25%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$832.93

+267% upside

EPS: $10.93

Target P/E: 16×

Formula: EPS × P/E

P/E Fair Value

$174.88

23% downside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	5.02M	$1.07B	9.78%	+78.3K	2026-06-30
Dimensional Fund Advisors LP	3.04M	$649.0M	5.93%	+34.5K	2026-06-30
Vanguard Portfolio Management LLC	2.99M	$638.0M	5.84%	-204.4K	2026-06-30
Vanguard Capital Management LLC	2.32M	$495.0M	4.52%	+28.2K	2026-06-30
AQR Capital Management LLC	2.18M	$463.0M	4.25%	+465.2K	2026-06-30
Boston Partners	2.12M	$451.0M	4.13%	-49.7K	2026-06-30
Lsv Asset Management	1.89M	$402.0M	3.68%	-35.4K	2026-06-30
Greenhaven Associates Inc	1.76M	$376.0M	3.44%	-131.7K	2026-06-30
State Street Corp	1.69M	$361.0M	3.30%	+8.2K	2026-06-30
ACR Alpine Capital Research, LLC	1.46M	$311.0M	2.84%	-2.12M	2026-06-30