Rexel S.A (RXL) Fair Value & Analysis
Technology · FR · Market cap €11.4B · ISIN FR0010451203
What is Rexel S.A really worth?
A solid business, but trading 13% above our fair value of €32.05.
Strengths
Risks
For context
Fair value as of: Sep 3, 2026
From 25 valuation models · updated 2 days ago
Share price −3.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A fairly wide model range (€18.69 to €45.17) leaves room in how you read the outcome.
- The price sits in the upper half of our model range, so the margin of safety is thin.
- The data supports the verdict: every model runs on fully documented inputs.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.
How to read this chart
60‑month range €11.51 – €39.30 · fair‑value band €18.69 – €45.17 · the €36.12 price screens above the €32.05 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.
Analysis
Rexel S.A (RXL) currently trades at €36.12, while our model-based Fair Value estimate is €32.05, implying the stock looks roughly 12.7% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Technology sector. Bull case: the Multiples group reads highest at a median of €40.46 per share, and 9 of the 25 models we run sit above the €36.12 price. Bear case: the Asset-Based group reads lowest at €12.28, and 16 of the 25 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Rexel S.A generated revenue of €19.4B at a net margin of 3.0%. Revenue declined 0.2% year over year. It earns a return on equity of 10.8%. Net debt stands at €4.1B. Fundamentals as of Sep 3, 2026
Our scenario range runs from €18.69 (bear case) to €45.17 (bull case); at €36.12, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 5% below its 52-week high and 56% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −21% fair-value upside, at −11%, RXL screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €0.5346 per share, which is 1.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 25 models by family
Widest divergence: Multiples (€40.46) versus Asset-Based (€12.28). Highest evidence: FCF DCF (79).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 66
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Rexel S.A., together with its subsidiaries, engages in the distribution of low voltage electrical products for the residential, commercial, and industrial markets in France, rest of Europe, North America, and the Asia-Pacific. The company offers electrical supplies and solutions including industrial control, automation and specialty products.
Full company description
Rexel S.A., together with its subsidiaries, engages in the distribution of low voltage electrical products for the residential, commercial, and industrial markets in France, rest of Europe, North America, and the Asia-Pacific. The company offers electrical supplies and solutions including industrial control, automation and specialty products. It also offers a range of digital channels: automated logistics, webshops, mobile apps, online tools for product configuration, and electronic data interchanges. The company was founded in 1967 and is headquartered in Paris, France.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Rexel S.A reported revenue of €19.4B in FY2025 versus €14.7B in FY2021, a compound +7.2%/yr. Reported net income was €589M in FY2025, compounding −0.3%/yr from FY2021.
of which total revenue +4.2 % · buybacks/dilution +0.0 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
RXL screens 13% overvalued. Compare with TD SYNNEX Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Rexel: Statement relating to the total number of shares and voting rights as of August 31, 2026
- Rexel: Statement relating to the total number of shares and voting rights as of July 31, 2026
- REXEL: Appointment of Armando Martinez as Observer
- REXEL : Q2 sales & H1 2026 results
Peer Group
Electronics & Computer Distribution · 153 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electronics & Computer Distribution median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Electronics & Computer Distribution stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| TD SYNNEX Corporation SNX | $262.53 | $289.83 | +10% |
| Unisplendour Corporation 000938 | ¥39.60 | ¥16.52 | −58% |
| Arrow Electronics, Inc ARW | $203.92 | $114.08 | −44% |
| Avnet, Inc AVT | $97.31 | $77.07 | −21% |
| WPG Holdings 3702 | 123.50 TWD | 148.26 TWD | +20% |
| Nanjing Sunlord Electronics Corporation 300975 | ¥25.02 | ¥12.34 | −51% |
| Shenzhen Huaqiang Industry Co 000062 | ¥22.20 | ¥7.52 | −66% |
| Insight Enterprises, Inc NSIT | $150.63 | $118.72 | −21% |
| Shenzhen H&T Intelligent Control Co. 002402 | ¥18.95 | ¥20.12 | +6% |
| Topco Scientific Co 5434 | 521.00 TWD | 473.70 TWD | −9% |
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