Ratings Arrow Electronics, Inc.

Equities

ARW

US0427351004

Market Closed - Nyse Other stock markets 04:00:01 2024-04-26 pm EDT			5-day change	1st Jan Change
128.6 ^USD	+0.60%		+5.64%	+5.18%

Apr. 16	ThinkOn, Inc. Enters into a Distribution Agreement with Arrow Electronics to Empower Partner Ecosystem	CI
Apr. 02	Arrow Electronics, Inc. Announces Executive Changes, Effective as of April 2, 2024	CI

Summary

The company presents an interesting fundamental situation from a short-term investment perspective.

Strengths

With a P/E ratio at 12.54 for the current year and 8.63 for next year, earnings multiples are highly attractive compared with competitors.
The company is one of the most undervalued, with an "enterprise value to sales" ratio at 0.32 for the 2024 fiscal year.
The company has a low valuation given the cash flows generated by its activity.
There is high visibility into the group's activities for the coming years. Outlooks on future revenues from analysts covering the equity remain similar. Such hardly dispersed estimates support highly predictable sales for the current and upcoming fiscal years.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.
The group usually releases upbeat results with huge surprise rates.

Weaknesses

According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
The potential for earnings per share (EPS) growth in the coming years appears limited according to current analyst estimates.
The company's profitability before interest, taxes, depreciation and amortization characterizes fragile margins.
The company sustains low margins.
For the last twelve months, the trend in sales revisions has been clearly going down, which emphasizes downgraded expectations from the analysts.
Revenue estimates are regularly revised downwards for the current and coming years.
For the last 12 months, analysts have been regularly downgrading their EPS expectations. Analysts predict worse results for the company against their predictions a year ago.
For the last four months, earnings estimated by analysts have been revised downwards with respect to the next two years.
The three month average target prices set by analysts do not offer high potential in comparison with the current prices.
Over the past four months, analysts' average price target has been revised downwards significantly.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Semiconductors

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Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes