Rexel (RXL) Resumen de Acciones
Rexel S.A., junto con sus filiales, se dedica a la distribución de productos eléctricos de baja y muy baja tensión para los mercados residencial, comercial e industrial en Francia, el resto de Europa, Norteamérica y Asia-Pacífico. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 4/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
RXL Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Rexel S.A.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €35.93 |
| Máximo en las últimas 52 semanas | €39.21 |
| Mínimo de 52 semanas | €23.93 |
| Beta | 0.99 |
| Cambio en 1 mes | -2.23% |
| Variación en 3 meses | -3.00% |
| Cambio de 1 año | 43.89% |
| Variación en 3 años | 87.14% |
| Variación en 5 años | 117.36% |
| Variación desde la OPV | 119.35% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 10
RXL: Mixed Ratings And Higher Discount Rate Will Pressure 2026 Execution
Rexel's updated analyst price target moves slightly lower to about €26.04 from roughly €26.45, as analysts factor in a higher discount rate, adjust revenue growth and margin expectations, and reflect a modestly lower future P/E multiple, alongside mixed recent Street views including an upgrade, a downgrade, and a raised €40 target. Analyst Commentary Recent Street research on Rexel reflects a mix of views, with some analysts taking a more cautious stance even as others keep constructive ratings and higher long term targets such as the €40 level cited in one report.
Actualización de narrativa • Apr 20
RXL: Buybacks And Refined Earnings Profile Will Support Future Share Repricing
Rexel's analyst price target edges up to about €43.10, as analysts factor in slightly revised discount rate, revenue growth, profit margin and future P/E assumptions in light of recent mixed rating actions and target increases from the Street. Analyst Commentary Recent research paints a mixed picture for Rexel, but there is a clear cluster of bullish analysts pointing to upside potential as they refresh their models and targets.Recent updates
Actualización de narrativa • May 10
RXL: Mixed Ratings And Higher Discount Rate Will Pressure 2026 Execution
Rexel's updated analyst price target moves slightly lower to about €26.04 from roughly €26.45, as analysts factor in a higher discount rate, adjust revenue growth and margin expectations, and reflect a modestly lower future P/E multiple, alongside mixed recent Street views including an upgrade, a downgrade, and a raised €40 target. Analyst Commentary Recent Street research on Rexel reflects a mix of views, with some analysts taking a more cautious stance even as others keep constructive ratings and higher long term targets such as the €40 level cited in one report.Actualización de narrativa • Apr 20
RXL: Buybacks And Refined Earnings Profile Will Support Future Share Repricing
Rexel's analyst price target edges up to about €43.10, as analysts factor in slightly revised discount rate, revenue growth, profit margin and future P/E assumptions in light of recent mixed rating actions and target increases from the Street. Analyst Commentary Recent research paints a mixed picture for Rexel, but there is a clear cluster of bullish analysts pointing to upside potential as they refresh their models and targets.Actualización de narrativa • Apr 06
RXL: Higher P/E Assumptions Will Tighten Cushion For 2026 Execution
Rexel's analyst price targets have moved higher, with recent adjustments including increases to €40 and €41.80, alongside a €35 target. These updates support a modest recalibration of fair value to about €26.45 as analysts consider updated revenue growth, profit margins and future P/E assumptions.Actualización de narrativa • Mar 23
RXL: Elevated Expectations And Share Repurchases Will Tighten Cushion For 2026 Execution
Rexel's analyst price target has been raised, with recent moves such as Morgan Stanley lifting its target to €40 and JPMorgan to €41.80. This supports a modest increase in fair value to €26.70 as analysts factor in slightly higher revenue growth, profit margins and future P/E assumptions, even as one firm shifted to a Hold rating on valuation grounds with a €35 target.Actualización de narrativa • Mar 08
RXL: Higher P/E Expectations And Buybacks Will Support Future Share Repricing
Rexel's analyst fair value estimate has moved from €33.0 to €43.0. This change reflects higher Street price targets around €40 to €41.80, as well as updated assumptions for revenue growth, discount rate and future P/E, even as some analysts flag valuation with a Hold stance. Analyst Commentary Recent Street research on Rexel centers on higher price targets, with several bullish analysts marking their expectations in a €40 to €41.80 range, even as one firm cites valuation in shifting to a Hold stance with a €35 target.Actualización de narrativa • Feb 22
RXL: Rising Execution Demands Will Tighten Cushion As Share Repurchases Continue
Rexel's analyst price targets have edged higher, with our fair value estimate moving from €25.62 to €26.46 as analysts factor in updated Street research that includes higher targets from Citi and JPMorgan, alongside a valuation-driven downgrade to Hold from Kepler Cheuvreux. Analyst Commentary Recent Street research presents a mixed picture for Rexel, with some analysts lifting price targets while others are flagging valuation and execution risks.Artículo de análisis • Feb 15
Rexel (EPA:RXL) Has Announced A Dividend Of €1.20
Rexel S.A. ( EPA:RXL ) will pay a dividend of €1.20 on the 13th of May. This means the annual payment will be 3.3% of...Artículo de análisis • Feb 14
Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think
Shareholders might have noticed that Rexel S.A. ( EPA:RXL ) filed its full-year result this time last week. The early...Actualización de narrativa • Feb 07
RXL: Elevated Expectations Will Pressure Shares As Valuation Cushion Narrows
Analysts have nudged their Rexel price targets higher, with recent Street research lifting fair value to about €25.62 as they factor in slightly stronger revenue growth, a modestly improved profit margin, and a small adjustment to future P/E assumptions. Analyst Commentary Recent Street research on Rexel sends a mixed signal, with headline price targets moving higher but some caution creeping into the tone.
Actualización de narrativa • Jan 24
RXL: Future Returns Likely Balanced Between Limited Upside And Execution Risks
Narrative Update The analyst fair value estimate for Rexel has been raised from €30.96 to €34.68. This change reflects updated price targets from analysts, including recent increases to €41.80 and €35 that are linked to their latest views on valuation and future P/E assumptions.Actualización de narrativa • Jan 09
RXL: Share Momentum Will Weaken As Residential Recovery Expectations Prove Overstated
Our price target for Rexel is unchanged even as recent Street research has nudged individual targets higher, with analysts citing valuation constraints, softer assumptions for growth and margins, and a higher implied P/E multiple in their updated views. Analyst Commentary Recent Street research on Rexel shows a split view, with JPMorgan lifting its price target to €41.80 and keeping an Overweight stance, while several Bearish analysts are turning more cautious even as they edge price targets higher.Actualización de narrativa • Dec 26
RXL: Share Momentum Will Fade As Residential Recovery Upside Diminishes
The analyst price target for Rexel has edged down slightly to EUR 28 from EUR 30, as analysts point to limited incremental pricing traction in recent quarters and a view that a European residential market recovery is already largely reflected in the current share price. Analyst Commentary Bearish analysts have recently tempered their expectations for Rexel, arguing that much of the anticipated recovery in key end markets is already reflected in the valuation.Actualización de narrativa • Dec 12
RXL: Share Momentum Will Fade As Pricing Traction Weakens
We raise our Rexel price target by EUR 5 to EUR 25. This reflects analysts' view that modestly stronger long term revenue growth and a higher justified earnings multiple offset near term caution following recent Hold and Equal Weight ratings and largely unchanged Street price objectives around EUR 28 to EUR 30.Artículo de análisis • Dec 01
Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Actualización de narrativa • Nov 28
RXL: Share Price Will Face Headwinds From Limited Pricing Momentum
Rexel's analyst price target has increased modestly from €29.96 to €30.96, as analysts cite slightly improved growth and profitability outlooks. This comes despite muted pricing traction and a recovery for the residential market that is already reflected in the price.Artículo de análisis • Nov 16
Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Actualización de narrativa • Nov 14
RXL: Share Price Will Reflect Stable Outlook Amid Limited Pricing Gains
Analysts have adjusted Rexel's price target modestly downward from EUR 31 to EUR 30, citing limited pricing gains in recent quarters and the recovery in the share price already being reflected. Analyst Commentary Recent coverage of Rexel reflects a more cautious stance from analysts, with updates highlighting ongoing challenges and recalibrated expectations for the business.Actualización de narrativa • Oct 30
RXL: Recent Price Moves And Market Caution Will Shape Future Momentum
Analysts have raised their price target for Rexel from approximately EUR 28.79 to EUR 29.96. They cite modest improvements in fair value and projected financial metrics, despite ongoing concerns about limited pricing momentum and market recovery already reflected in the share price.Actualización de narrativa • Oct 16
North American Data Centers And Broadband Will Advance Smart Infrastructure
Analysts have slightly increased their fair value estimate for Rexel from €28.32 to €28.79. This change reflects updated perspectives on modest profit margins and tempered revenue growth as market expectations evolve.Actualización de narrativa • Sep 09
North American Data Centers And Broadband Will Advance Smart Infrastructure
Analysts maintained a positive outlook on Rexel, citing improved margins, ongoing digital transformation, and strong capital returns, resulting in an unchanged consensus price target at €28.32. Analyst Commentary Bullish analysts raised targets in response to improved margin expansion and sustained profitability in core markets.Artículo de análisis • Aug 27
We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Aug 13
Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)
Rexel S.A.'s ( EPA:RXL ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a strong sell right now...Artículo de análisis • Jul 31
Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think
It's been a good week for Rexel S.A. ( EPA:RXL ) shareholders, because the company has just released its latest interim...Artículo de análisis • Jul 20
Rexel (EPA:RXL) Is Experiencing Growth In Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Artículo de análisis • Jul 04
At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?
Rexel S.A. ( EPA:RXL ), is not the largest company out there, but it received a lot of attention from a substantial...Artículo de análisis • May 23
Estimating The Intrinsic Value Of Rexel S.A. (EPA:RXL)
Key Insights The projected fair value for Rexel is €23.53 based on 2 Stage Free Cash Flow to Equity With €24.97 share...
Nueva narrativa • Feb 23
Focus On Electrification And AI Will Boost Future Operational Efficiency
Market share gains and strategic expansion in North America position Rexel for potential revenue growth despite economic challenges.Rentabilidad de los accionistas
| RXL | FR Trade Distributors | Mercado FR | |
|---|---|---|---|
| 7D | -5.6% | -5.2% | 0.2% |
| 1Y | 43.9% | 37.8% | -0.6% |
Rentabilidad vs. Industria: RXL superó a la industria French Trade Distributors, que obtuvo un rendimiento del 37.8% el año pasado.
Rentabilidad vs. Mercado: RXL superó al mercado French, que obtuvo un rendimiento del -0.6% el año pasado.
Volatilidad de los precios
| RXL volatility | |
|---|---|
| RXL Average Weekly Movement | 5.6% |
| Trade Distributors Industry Average Movement | 5.6% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 2.9% |
Precio estable de las acciones: RXL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado French.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RXL (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1967 | 26,706 | Guillaume Jean Texier | www.rexel.com |
Rexel S.A., junto con sus filiales, se dedica a la distribución de productos eléctricos de baja y muy baja tensión para los mercados residencial, comercial e industrial en Francia, el resto de Europa, Norteamérica y Asia-Pacífico. La empresa ofrece cámaras inteligentes, sensores, controladores y software de supervisión; fuentes de luz, luces e interruptores de control; bombas de calor, aire acondicionado y calentadores de agua; alarmas contra incendios, equipos de vigilancia, dispositivos de control de acceso e iluminación de emergencia; y cables de conexión, e interruptores y enrutadores, así como cajas, soportes y bastidores. También ofrece módulos solares e inversores; productos de iluminación conectada, sistemas domésticos inteligentes, pantallas táctiles de control doméstico y termostatos inteligentes; cargadores residenciales, estaciones comerciales y cables de carga para vehículos eléctricos; motores eléctricos, variadores de velocidad, controladores lógicos programables y ordenadores e interfaz de operador; y sistemas de fijación, energía eléctrica y control, y válvulas y productos de instrumentación.
Resumen de fundamentos de Rexel S.A.
| Estadísticas fundamentales de RXL | |
|---|---|
| Capitalización bursátil | €10.51b |
| Beneficios(TTM) | €588.90m |
| Ingresos (TTM) | €19.41b |
17.9x
Ratio precio-beneficio (PE)0.5x
Ratio precio-ventas (PS)¿Está RXL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RXL | |
|---|---|
| Ingresos | €19.41b |
| Coste de los ingresos | €14.55b |
| Beneficio bruto | €4.87b |
| Otros gastos | €4.28b |
| Beneficios | €588.90m |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
Jul 28, 2026
| Beneficios por acción (BPA) | 2.01 |
| Margen bruto | 25.07% |
| Margen de beneficio neto | 3.03% |
| Ratio deuda/patrimonio | 67.0% |
¿Cómo se ha desempeñado RXL a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.3%
Rentabilidad actual por dividendo60%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 10:42 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Rexel S.A. está cubierta por 24 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| George Featherstone | Barclays |
| Philip Buller | Berenberg |
| Alasdair Leslie | Bernstein |