Arrow Electronics distributes semiconductors, electronic components, and enterprise computing solutions. Its components business supports product design and sourcing for manufacturers, while enterprise computing supplies infrastructure, cloud, and software through reseller channels. It provides supply-chain, engineering, and logistics services in addition to product distribution.
Arrow Electronics, Inc. (ARW) has a MarketKingdoms composite score of 73.4 (B+), an B-range rating. It ranks 110th of 1,866 covered companies, 25th of 176 in Technology (sector average 67.1) and 1st of 7 in Electronics & Computer Distribution. Scores as of 2026-10-26.
Its strongest lenses are Stock selection at 85 (Technology average 82) and Price (valuation) at 85 (Technology average 50). Its weakest lenses are Quality (profitability) at 32 (sector average 50) and Expansion (growth) at 51 (sector average 51).
| Lens | Type | ARW | Technology average | Electronics & Computer Distribution average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 83 | 88 | 83 | 19th |
| Stock selection | Research signal | 85 | 82 | 80 | 68th |
| KPI momentum | Research signal | 82 | 84 | 81 | 39th |
| Catalyst watch | Research signal | 77 | 76 | 70 | 47th |
| Price (valuation) | Fundamental lens | 85 | 50 | 71 | 97th |
| Expansion (growth) | Fundamental lens | 51 | 51 | 38 | 52nd |
| Quality (profitability) | Fundamental lens | 32 | 50 | 35 | 18th |
| Trend (momentum) | Fundamental lens | 70 | 50 | 72 | 86th |
The most recent call analysed was held on 2026-08-06 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -3.3%: its price is in line with the path its market, sector and industry moves explain. Factor sensitivity: market beta 0.67, sector beta 0.57, industry beta 0.81; the factor model explains 48% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Insight Enterprises, Inc. (NSIT) | 71.4 | B+ | +8.5% |
| TD SYNNEX Corporation (SNX) | 71.3 | B+ | -18.5% |
| ScanSource, Inc. (SCSC) | 69.0 | B | +4.6% |
| Avnet, Inc. (AVT) | 68.8 | B | -10.2% |
| Climb Global Solutions (CLMB) | 61.6 | B- | -14.1% |
| PC Connection, Inc. (CNXN) | 61.4 | B- | +5.1% |
Arrow Electronics, Inc. financial statements · Technology sector ranking · Electronics & Computer Distribution industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.