Professional
Added to YB: 2024-12-16
Pitch date: 2024-12-16
ARW [bullish]
Arrow Electronics, Inc.
-4.4%
current return
Author Info
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Company Info
Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$5.4B
Pitch Price
$118.82
Price Target
500.00 (+340%)
Dividend
N/A
EV/EBITDA
7.56
P/E
11.52
EV/Sales
0.28
Sector
Electronic Equipment, Instruments and Components
Category
growth
Bonhoeffer Capital Management Portfolio Holding: Arrow Electronics, Inc.
ARW: Electronic component distributor with 5-6% annual earnings growth & 10% buybacks. 5yr avg FCF/Equity 20%, 4yr RoIC 83%. Est. 5yr EPS growth 20% (AI/IoT demand). DCF shows $33 EPS by 2028 in bullish case, $26 in base. Multiple expansion to 15x from 10x. PT $400-$500, 27-33% IRR.
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