Rexel S.A.

Informe acción ENXTPA:RXL

Capitalización de mercado: €10.0b

Rexel Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Rexel de 11.8% y 4% por año respectivamente. Se prevé que el BPA crezca en un 12.1% al año. Se espera que la rentabilidad financiera sea de 14% en 3 años.

Información clave

11.8%

Tasa de crecimiento de los beneficios

12.07%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Trade Distributors14.5%
Tasa de crecimiento de los ingresos4.0%
Rentabilidad financiera futura14.02%
Cobertura de analistas

Good

Última actualización28 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think

Feb 14
Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

Jul 31
Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

Recent updates

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.

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.

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.

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.

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.

Rexel (EPA:RXL) Has Announced A Dividend Of €1.20

Feb 15
Rexel (EPA:RXL) Has Announced A Dividend Of €1.20

Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think

Feb 14
Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think

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.

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.

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.

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.

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.

Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden

Dec 01
Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden

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.

Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price

Nov 16
Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price

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.

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.

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.

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.

We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt

Aug 27
We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt

Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)

Aug 13
Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

Jul 31
Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

Rexel (EPA:RXL) Is Experiencing Growth In Returns On Capital

Jul 20
Rexel (EPA:RXL) Is Experiencing Growth In Returns On Capital

At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?

Jul 04
At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?

Estimating The Intrinsic Value Of Rexel S.A. (EPA:RXL)

May 23
Estimating The Intrinsic Value Of Rexel S.A. (EPA:RXL)
User avatar

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.

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:RXL - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202822,1368987631,0798
12/31/202721,01779161599112
12/31/202620,10069258776512
12/31/202519,415589650796N/A
9/30/202519,423418606751N/A
6/30/202519,431248562707N/A
3/31/202519,358293653792N/A
12/31/202419,285339745877N/A
9/30/202419,153519821959N/A
6/30/202419,0206988981,041N/A
3/31/202419,087736841992N/A
12/31/202319,153775784942N/A
9/30/202319,268833735888N/A
6/30/202319,382891686834N/A
3/31/202319,042907697837N/A
12/31/202218,702922709840N/A
9/30/202217,708854671794N/A
6/30/202216,715786634748N/A
3/31/202215,703692621733N/A
12/31/202114,690597608718N/A
9/30/202114,147523563671N/A
6/30/202113,605449517625N/A
3/31/202113,09994557666N/A
12/31/202012,593-261597707N/A
9/30/202012,790-330634748N/A
6/30/202012,988-398670790N/A
3/31/202013,365-97549671N/A
12/31/201913,742204428553N/A
9/30/201913,768144N/A645N/A
6/30/201913,609201N/A398N/A
3/31/201913,583155N/A592N/A
12/31/201813,366134N/A443N/A
9/30/201813,273114N/A445N/A
6/30/201813,196103N/A491N/A
3/31/201813,170103N/A382N/A
12/31/201713,303106N/A290N/A
9/30/201713,357168N/A327N/A
6/30/201713,315140N/A273N/A
3/31/201713,324162N/A349N/A
12/31/201613,162138N/A364N/A
9/30/201613,214129N/A483N/A
6/30/201613,403138N/A466N/A
3/31/201613,477102N/A386N/A
12/31/201513,53886N/A410N/A
9/30/201513,430144N/A394N/A
6/30/201513,308173N/A391N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (11.8% al año) de RXL es superior a la tasa de ahorro (2.3%).

Beneficios vs. Mercado: Se prevé que los beneficios (11.8% al año) de RXL crezcan menos que el mercado French (11.9% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de RXL crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (4% al año) de RXL crezcan más despacio que el mercado de French (5.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4% al año) de RXL crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de RXL sea baja dentro de 3 años (14%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 19:52
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 23 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.

AnalistaInstitución
George FeatherstoneBarclays
Philip BullerBerenberg
Alasdair LeslieBernstein