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
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
RXL Community Fair Values
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Analyst Price Targets
Rexel S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €36.27 |
| 52 Week High | €39.21 |
| 52 Week Low | €23.93 |
| Beta | 0.99 |
| 1 Month Change | -2.92% |
| 3 Month Change | -0.96% |
| 1 Year Change | 43.99% |
| 3 Year Change | 89.90% |
| 5 Year Change | 121.43% |
| Change since IPO | 121.43% |
Recent News & Updates
Narrative Update • 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.
Narrative Update • 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
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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.Shareholder Returns
| RXL | FR Trade Distributors | FR Market | |
|---|---|---|---|
| 7D | -2.9% | -2.7% | 1.5% |
| 1Y | 44.0% | 37.7% | -1.1% |
Return vs Industry: RXL exceeded the French Trade Distributors industry which returned 34.6% over the past year.
Return vs Market: RXL exceeded the French Market which returned -3% over the past year.
Price Volatility
| RXL volatility | |
|---|---|
| RXL Average Weekly Movement | 5.7% |
| Trade Distributors Industry Average Movement | 5.7% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 3.0% |
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 (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1967 | 26,706 | Guillaume Jean Texier | www.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
| RXL fundamental statistics | |
|---|---|
| Market cap | €10.61b |
| Earnings (TTM) | €588.90m |
| Revenue (TTM) | €19.41b |
18.0x
P/E Ratio0.5x
P/S RatioIs RXL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 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
Jul 28, 2026
| Earnings per share (EPS) | 2.01 |
| Gross Margin | 25.07% |
| Net Profit Margin | 3.03% |
| Debt/Equity Ratio | 67.0% |
How did RXL perform over the long term?
See historical performance and comparisonDividends
3.3%
Current Dividend Yield60%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/20 05:30 |
| End of Day Share Price | 2026/05/20 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 24 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.
| Analyst | Institution |
|---|---|
| George Featherstone | Barclays |
| Philip Buller | Berenberg |
| Alasdair Leslie | Bernstein |