ARW - Arrow Electronics, Inc.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$225.00
DETAILS
HIGH:
$250.00
LOW:
$175.00
MEDIAN:
$250.00
CONSENSUS:
$225.00
UPSIDE:
4.18%
AlphaVal
Deterministic, archetype-aware fair value
Stable Earnings Power
40% confidence
Primary model: P/Adj-EPS × Normalized Multiple
Adjust Assumptions
15.0x
15.1$
Key Value Driver
Normalized P/E multiple (15x base case)
Implied Market Multiple
14.3x
Plain-Language Summary
Applying a 15x P/E to adjusted EPS of $15.10, the base-case value is $226.50 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (17 analysts)
$225.00
Analyst Range
$175.00 – $250.00
Divergence from AlphaVal
1%
Warnings
The company's reported profits differ from official accounting profits by 38%. Check what costs are being left out of the adjusted number.
Key Risks
- Growth DCF inappropriate — terminal value assumptions dominate
- EV/EBITDA misleading for regulated businesses where capex is mandated
- Regulatory risk is a fat tail not visible in normal multiples