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The Moat Index

ARROW ELECTRONICS, INC.

ARW · Industrials · FY2025 filings · Shallow moat ·

Doesn't clear the bar

41/ 100
Shallow moat

The four filters

Pricing power26

Median gross margin 12.3% over 10y, very stable.

Returns on capital42

Median ROIC 9.8%, above the 9% hurdle in 60% of years.

Balance-sheet safety60

Net debt/EBITDA 2.9x, no material interest expense disclosed.

Capital discipline44

Owner earnings +1.7%/yr, share count n/a.

Margin of safety

Above valueOn sale
No price data
Owner earnings (normalized)
$1.0B
Est. intrinsic value / share
—
Recent price
$206.61
Discount to value
No price data

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

19 years of fundamentals

The business, in plain English

ARROW ELECTRONICS, INC. booked $30.9B of revenue in FY2025 in the Industrials sector and kept 11.2% of it as gross profit — a thin-margin business by that measure. After every other cost, 1.9% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $16.8B (FY2008) to $30.9B (FY2025) — about 3.7% a year compounded over 17 years.

It earned 7.0% on invested capital in FY2025, with a median of 9.6% across 18 filed years. The Returns on Capital filter above scores it 42/100.

The balance sheet carried $3.1B of total debt in FY2025 against $607.8M of owner earnings — roughly 5.1 years of owner earnings to retire it all. Balance-Sheet Safety scores it 60/100.

Put together: Balance-Sheet Safety is the strongest of the four filters (60/100) and Pricing Power the weakest (26/100), which is how ARW lands at 41/100 — a Shallow moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2007–FY2025 · 19 fiscal years, normalized from ARW’s SEC filings

RevenueSales, as filed$30.9B FY2025
$0$20B$40B2007201320192025
Gross marginRevenue kept after cost of goods11.2% FY2025
0%5%10%2007201320192025
Return on invested capitalOperating profit on the capital employed7.0% FY2025
−20%0%20%2007201320192025
Owner earningsCash an owner could take out$607.8M FY2025
$0$1B2007201320192025

Gaps in a line mean that item isn’t in ARW’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Moat Score history

3 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale41.1 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — ARW has read Shallow moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Industrials context

#147 of 309 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #145FSTR L.B. Foster Company41.6Shallow moat
  2. #146LMB LIMBACH HOLDINGS, INC.41.6Shallow moat
  3. #148NPWR NET Power Inc.40.8Shallow moat
  4. #149ZEO ZEO ENERGY CORP.40.8Shallow moat

Compare ARW with its nearest peers →All Industrials companies on the Index →

Common questions about ARW

Does ARROW ELECTRONICS, INC. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores ARROW ELECTRONICS, INC. (ARW) 41.1 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 26, returns on capital 42, balance-sheet safety 60, capital discipline 44.
How has ARW's Moat Score changed over time?
The record logs 3 readings since Jul 17, 2026; the latest reads 41.1 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.
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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell ARW. See the disclaimer.

ARROW ELECTRONICS, INC. (ARW) Moat Score — The Moat Index · Buy Like Buffett