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Rexel S.A.ENXTPA:RXL 株式レポート

時価総額 €10.5b
株価
€35.93
€26.04
38.0% 割高 内在価値ディスカウント
1Y43.9%
7D-5.6%
1D
ポートフォリオ価値
表示

Rexel S.A.

ENXTPA:RXL 株式レポート

時価総額:€10.5b

Rexel(RXL)株式概要

Rexel S.A.は、その子会社とともに、フランス、その他のヨーロッパ諸国、北米、アジア太平洋地域の住宅、商業、産業市場向けに低電圧および超低電圧の電気製品の販売に従事している。 詳細

RXL ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長1/6
過去の実績5/6
財務の健全性4/6
配当金4/6

RXL Community Fair Values

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Rexel S.A. 競合他社

価格と性能

株価の高値、安値、推移の概要Rexel
過去の株価
現在の株価€35.93
52週高値€39.21
52週安値€23.93
ベータ0.99
1ヶ月の変化-2.23%
3ヶ月変化-3.00%
1年変化43.89%
3年間の変化87.14%
5年間の変化117.36%
IPOからの変化119.35%

最新ニュース

ナラティブの更新 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.
ナラティブの更新 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

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
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新しいナラティブ 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.

株主還元

RXLFR Trade DistributorsFR 市場
7D-5.6%-5.2%0.2%
1Y43.9%37.8%-0.6%

業界別リターン: RXL過去 1 年間で37.8 % の収益を上げたFrench Trade Distributors業界を上回りました。

リターン対市場: RXL過去 1 年間で-0.6 % の収益を上げたFrench市場を上回りました。

価格変動

Is RXL's price volatile compared to industry and market?
RXL volatility
RXL Average Weekly Movement5.6%
Trade Distributors Industry Average Movement5.6%
Market Average Movement5.4%
10% most volatile stocks in FR Market10.7%
10% least volatile stocks in FR Market2.9%

安定した株価: RXL 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: RXLの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
196726,706Guillaume Jean Texierwww.rexel.com

Rexel S.A.は、その子会社とともに、フランス、その他のヨーロッパ諸国、北米、アジア太平洋地域の住宅、商業、産業市場向けに低電圧および超低電圧の電気製品の販売に従事している。スマートカメラ、センサー、コントローラー、監視ソフトウェア、光源、照明、コントロールスイッチ、ヒートポンプ、エアコン、給湯器、火災報知器、監視装置、入退室管理装置、非常用照明、接続ケーブル、スイッチ、ルーター、筐体、架台、ラックなどを提供している。また、太陽電池モジュールとインバーター、コネクテッド照明、インテリジェントホームシステム、ホームコントロールタッチスクリーン、スマートサーモスタット製品、家庭用充電器、業務用ステーション、電気自動車用充電ケーブル、電気モーター、可変速ドライブ、プログラマブルロジックコントローラー、コンピューターとオペレーターインターフェース、ファスニングシステム、電力と制御、バルブと計装製品も提供している。同社は、建設、改修、メンテナンス、生産に関連する技術供給、オートメーション、エネルギー管理の分野で製品、サービス、ソリューションを提供している。同社は1967年に設立され、フランスのパリに本社を置いている。

Rexel S.A. 基礎のまとめ

Rexel の収益と売上を時価総額と比較するとどうか。
RXL 基礎統計学
時価総額€10.51b
収益(TTM)€588.90m
売上高(TTM)€19.41b
17.9x
PER(株価収益率
0.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
RXL 損益計算書(TTM)
収益€19.41b
売上原価€14.55b
売上総利益€4.87b
その他の費用€4.28b
収益€588.90m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 28, 2026

一株当たり利益(EPS)2.01
グロス・マージン25.07%
純利益率3.03%
有利子負債/自己資本比率67.0%

RXL の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

3.3%
現在の配当利回り
60%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 11:14
終値2026/05/21 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Rexel S.A. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
George FeatherstoneBarclays
Philip BullerBerenberg
Alasdair LeslieBernstein