Rexel S.A (RXL) Fair Value & Analysis
Technology · FR · Market cap €11.4B
Fair value as of: Aug 13, 2026
From 25 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from €33.31 to €32.05 (−3.8%) since Jul 19, 2026. Share price −5.3% over the past month.
A solid business, but screening 14% overvalued on our models.
What matters now
- Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (€18.69 to €45.17) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range €11.51 – €39.30 · fair‑value band €18.69 – €45.17 · the €37.12 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 Aug 13, 2026.
Analysis
Rexel S.A (RXL) currently trades at €37.12, while our model-based Fair Value estimate is €32.05, implying the stock looks roughly 13.7% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: 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 Aug 13, 2026
Our scenario range runs from €18.69 (bear case) to €45.17 (bull case); at €37.12, 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 2% below its 52-week high and 60% 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 -14%, RXL screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 25 models by family
Widest divergence: Multiples (€40.46) versus Asset-Based (€12.28). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 67
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.
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 pp · buybacks/dilution +0.0 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
RXL screens 14% 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 July 31, 2026
- REXEL: Appointment of Armando Martinez as Observer
- REXEL : Q2 sales & H1 2026 results
- REXEL: REXEL’S FIRST HALF 2026 FINANCIAL REPORT MADE AVAILABLE
Peer Group
Electronics & Computer Distribution · 157 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
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electronics & Computer Distribution stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| TD SYNNEX Corporation SNX | $255.21 | $289.83 | +14% |
| Unisplendour Corporation 000938 | ¥39.60 | ¥16.52 | -58% |
| Arrow Electronics, Inc ARW | $210.30 | $114.08 | -46% |
| Avnet, Inc AVT | $97.31 | $77.07 | -21% |
| WPG Holdings 3702 | 123.50 TWD | 148.26 TWD | +20% |
| Nanjing Sunlord Electronics Corporation 300975 | ¥27.41 | ¥12.34 | -55% |
| Shenzhen Huaqiang Industry Co 000062 | ¥23.53 | ¥7.52 | -68% |
| Shenzhen H&T Intelligent Control Co. 002402 | ¥21.59 | ¥20.12 | -7% |
| Topco Scientific Co 5434 | 532.00 TWD | 473.70 TWD | -11% |
| Beijing Tricolor Technology Co 603516 | ¥98.79 | ¥20.75 | -79% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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