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Rexel S.A.ENXTPA:RXL Stock Report

Market Cap €10.0b
Share Price
€35.15
n/a
1Y33.0%
7D-5.2%
Portfolio Value
​
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Rexel S.A.

ENXTPA:RXL Stock Report

Market Cap: €10.0b

Rexel (RXL) Stock Overview

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. More details

RXL fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance5/6
Financial Health4/6
Dividends4/6

Rewards

Price-To-Earnings ratio (17.5x) is below the Trade Distributors industry average (42.7x)

Earnings are forecast to grow 12.16% per year

Earnings grew by 73.7% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Has a high level of debt

Unstable dividend track record


RXL Community Fair Values

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See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Rexel

Automation And E-Commerce Will Erode Traditional Construction Outlets

Key Takeaways Increasing automation, digitalization, and direct purchasing channels threaten Rexel's traditional customer base, potentially reducing market share and pressuring top-line growth and margins. Heavy dependence on the cyclical construction sector and ongoing investment in digital transformation expose earnings to heightened volatility and risk of weak cash generation.
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€26.46
FV
32.8% overvalued intrinsic discount
1.94%
Revenue growth p.a.
11
users have viewed this narrative
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Rexel

RXL: Recent Price Moves And Market Caution Will Shape Future Momentum

Key Takeaways Expansion into high-growth markets and acquisitions in adjacent segments are strengthening Rexel's access to strategic sectors and enhancing long-term earnings resilience. Digital sales adoption and emphasis on value-added services are boosting customer retention, operational efficiency, and supporting margin expansion.
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€34.68
FV
1.4% overvalued intrinsic discount
2.67%
Revenue growth p.a.
56
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0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
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Rexel

Electrification And Digital Expansion Will Power Secular Growth

Key Takeaways Exposure to electrification, infrastructure, and advanced digital sales positions Rexel for outperformance and structurally higher, multi-year revenue growth versus industry trends. Ongoing cost actions, AI adoption, and strategic M&A strengthen margins and earnings stability, while ESG and smart building shifts create higher-margin, recurring revenue opportunities.
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€33
FV
6.5% overvalued intrinsic discount
4.02%
Revenue growth p.a.
11
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Rexel S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Rexel
Historical stock prices
Current Share Price€35.15
52 Week High€38.92
52 Week Low€18.80
Beta0.98
1 Month Change-3.41%
3 Month Change7.36%
1 Year Change33.04%
3 Year Change44.12%
5 Year Change130.87%
Change since IPO114.59%

Recent News & Updates

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

Recent updates

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

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

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

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

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)

Rexel (EPA:RXL) Will Pay A Dividend Of €1.20

Apr 29
Rexel (EPA:RXL) Will Pay A Dividend Of €1.20

Most Shareholders Will Probably Agree With Rexel S.A.'s (EPA:RXL) CEO Compensation

Apr 22
Most Shareholders Will Probably Agree With Rexel S.A.'s (EPA:RXL) CEO Compensation

Rexel (EPA:RXL) Has A Somewhat Strained Balance Sheet

Apr 21
Rexel (EPA:RXL) Has A Somewhat Strained Balance Sheet

Rexel S.A.'s (EPA:RXL) P/E Is On The Mark

Apr 07
Rexel S.A.'s (EPA:RXL) P/E Is On The Mark

Rexel's (EPA:RXL) Dividend Will Be €1.20

Mar 25
Rexel's (EPA:RXL) Dividend Will Be €1.20

We Think You Can Look Beyond Rexel's (EPA:RXL) Lackluster Earnings

Mar 19
We Think You Can Look Beyond Rexel's (EPA:RXL) Lackluster Earnings
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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.

Shareholder Returns

RXLFR Trade DistributorsFR Market
7D-5.2%0.4%0.3%
1Y33.0%38.1%1.6%

Return vs Industry: RXL underperformed the French Trade Distributors industry which returned 38.1% over the past year.

Return vs Market: RXL exceeded the French Market which returned 1.6% over the past year.

Price Volatility

Is RXL's price volatile compared to industry and market?
RXL volatility
RXL Average Weekly Movement3.4%
Trade Distributors Industry Average Movement5.1%
Market Average Movement4.4%
10% most volatile stocks in FR Market10.3%
10% least volatile stocks in FR Market2.4%

Stable Share Price: RXL has not had significant price volatility in the past 3 months compared to the French market.

Volatility Over Time: RXL's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196726,706Guillaume Jean Texierwww.rexel.com

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.

Rexel S.A. Fundamentals Summary

How do Rexel's earnings and revenue compare to its market cap?
RXL fundamental statistics
Market cap€9.97b
Earnings (TTM)€588.90m
Revenue (TTM)€19.41b
17.5x
P/E Ratio
0.5x
P/S Ratio

Is RXL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
RXL income statement (TTM)
Revenue€19.41b
Cost of Revenue€14.55b
Gross Profit€4.87b
Other Expenses€4.28b
Earnings€588.90m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)2.01
Gross Margin25.07%
Net Profit Margin3.03%
Debt/Equity Ratio67.0%

How did RXL perform over the long term?

See historical performance and comparison

Dividends

3.4%
Current Dividend Yield
60%
Payout Ratio

Does RXL pay a reliable dividends?

See RXL dividend history and benchmarks
When do you need to buy RXL by to receive an upcoming dividend?
Rexel dividend dates
Ex Dividend DateMay 11 2026
Dividend Pay DateMay 13 2026
Days until Ex dividend67 days
Days until Dividend pay date69 days

Does RXL pay a reliable dividends?

See RXL dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/04 18:51
End of Day Share Price 2026/03/04 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Rexel S.A. is covered by 23 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
George FeatherstoneBarclays
Philip BullerBerenberg
Alasdair LeslieBernstein