Análisis Argos
ARW
ARWSin veredicto
Arrow Electronics, Inc. · Technology
US$ 211.39
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
43/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Las ganancias crecieron 46% el último año.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR3/6FUTURO2/6PASADO3/6SALUD2/6DIVIDENDO2/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO3/6SALUD2/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos43de 100Sin veredicto
Ingresos10%
US$ 30.9 B
Margen operativo7%
3%
Flujo de caja libre104%
US$ -0 B
Deuda neta
US$ 2.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 10.8B
P/E18.9x
EV/EBITDA12.6x
FCF yield-0.3%
ROIC8%
Margen operativo3%
Crecim. ingresos+10.5%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 11 jul
Arrow Electronics: Why I Prefer It To Avnet Today
Arrow Electronics is one of the better ways to get a company with AI tailwinds at a value price today. Arrow's aggressive share buyback program has halved its share count since 2014, driving robust EPS growth even amid modest top-line expansion. Recent AI/data center demand has reignited sales momentum, with last quarter's 39.5% sales growth far outpacing analyst expectations.
seekingalpha.com · 9 jul
Arrow Electronics Still Has Room To Climb Past Its Highs
Arrow Electronics has surged 75% in six months, yet trades at just 10x forward non-GAAP earnings, offering double-digit upside potential. ARW benefits from robust AI-driven demand, a growing backlog, and improved margin visibility, with Q1 sales up 39% and non-GAAP EPS up 190%. Valuation remains compelling: ARW trades at a 61% discount to sector median, with a re-rating to 11–12x forward earnings supporting a $220–$230 target.
seekingalpha.com · 8 jul
Arrow Electronics: Ignored, Discounted, And Growing Fast
Arrow Electronics is a leading distributor of electronic components, hardware systems, and software with a diverse product catalog. ARW's broad portfolio reduces risk and earnings volatility but can obscure its exposure to high-growth AI infrastructure demand. The company's offerings span critical AI data center needs, including memory, storage, networking, power components, and supply chain management.
zacks.com · 2 jul
Should Value Investors Buy Arrow Electronics (ARW) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
zacks.com · 22 jun
Arrow Electronics (ARW) is a Great Momentum Stock: Should You Buy?
Does Arrow Electronics (ARW) have what it takes to be a top stock pick for momentum investors? Let's find out.
zacks.com · 17 jun
Arrow Electronics, Inc. (ARW) Hits Fresh High: Is There Still Room to Run?
Arrow Electronics (ARW) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
businesswire.com · 15 jun
Arrow Electronics Attains the Microsoft Frontier Distributor Designation Across EMEA and North America
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics announced on June 15, 2026, that it has earned the Frontier Distributor designation within the Microsoft AI Cloud Partner Program.
zacks.com · 15 jun
5 Relative Price Strength Winners Investors Should Buy Now
PLGO, GCO, DAVE, NUE and ARW stand out as relative price strength winners amid firmer market sentiment and positive earnings estimate revisions.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.