Richardson Electronics

Electrification, Automation And Renewables Will Unlock Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

13 Oct 24

Updated

31 Jul 25

Views

52

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-13.0%

7D

-5.5%

Loading

1Y

-13.0%

7D

-5.5%

You can edit this narrative until Jul 31 1:55 PM. Then, changes will post as Updates.

Author's Valuation

US$11.50.6% overvalued

AnalystConsensusTarget Fair Value

Shared on 31 Jul 25

With both the discount rate and future P/E ratio remaining essentially unchanged, there is no meaningful shift in Richardson Electronics’ valuation, leaving the consensus analyst price target steady at $11.50. What's in the News Richardson Electronics partnered with KEBA Industrial Automation to launch advanced pitch systems for wind turbines in North America, integrating KEBA's Pitch Drive Technology with Richardson's Pitch Energy Modules.

Shared on 01 May 25

Fair value Increased 26%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 34%

AnalystConsensusTarget has decreased revenue growth from 11.1% to 8.0%, decreased profit margin from 15.8% to 5.6% and increased future PE multiple from 5.7x to 11.5x.

Shared on 09 Apr 25

Fair value Decreased 6.50%

AnalystConsensusTarget has decreased revenue growth from 12.5% to 11.1%.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

AnalystConsensusTarget Fair Value

US$11.5

0.6% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

10.04%

Electronic Equipment and Components revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.40%

Calculation

US$17.74m

Earnings '28

x

12.17x

PE Ratio '28

=

US$216.02m

Market Cap '28

US$216.02m

Market Cap '28

/

14.83m

No. shares '28

=

US$14.56

Share Price '28

US$14.56 Share Price '28

Discounted to 2025 @ 8.19% p.a.

=

US$11.50

Fair Value '25