Rexel SA
PAR:RXL

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Rexel SA Logo
Rexel SA
PAR:RXL
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Price: 25.1 EUR 0.64% Market Closed
Market Cap: 7.4B EUR
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Intrinsic Value

The intrinsic value of one RXL stock under the Base Case scenario is 38.97 EUR. Compared to the current market price of 25.1 EUR, Rexel SA is Undervalued by 36%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

RXL Intrinsic Value
38.97 EUR
Undervaluation 36%
Intrinsic Value
Price
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Base Case
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Rexel SA

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

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Business Breakdown

Rexel SA is a prominent global player in the distribution of electrical products and services, specializing in the energy management and automation sectors. Founded in 1967 and headquartered in Paris, France, Rexel operates in over 25 countries, boasting an extensive network of approximately 2,000 branches. The company's core mission revolves around empowering customers to enhance their energy efficiency and transition to sustainable solutions. With a diverse portfolio that includes building automation, renewable energy products, and energy-efficient solutions, Rexel has positioned itself as a pivotal partner for businesses looking to innovate while reducing their environmental footprint. F...

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Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Rexel SA

Current Assets 6.7B
Cash & Short-Term Investments 416.9m
Receivables 3.8B
Other Current Assets 2.5B
Non-Current Assets 7.4B
Long-Term Investments 58.1m
PP&E 1.6B
Intangibles 5.6B
Other Non-Current Assets 67.2m
Current Liabilities 4.1B
Accounts Payable 2.6B
Accrued Liabilities 9.8m
Short-Term Debt 217.6m
Other Current Liabilities 1.3B
Non-Current Liabilities 4.5B
Long-Term Debt 3.9B
Other Non-Current Liabilities 604.4m
Efficiency

Earnings Waterfall
Rexel SA

Revenue
23.7B EUR
Cost of Revenue
-19.5B EUR
Gross Profit
4.2B EUR
Operating Expenses
1.7B EUR
Operating Income
5.9B EUR
Other Expenses
-460.4m EUR
Net Income
5.4B EUR

Free Cash Flow Analysis
Rexel SA

Last Value
3-Years Average
FCF Margin
Conversion Rate
Earnings Calls

Rexel's first half of 2024 saw sales reach €9.6 billion, a 1.8% increase in Q2, driven by acquisitions like Talley in the US and WESCO in the Netherlands. The adjusted EBITA margin was a robust 6%, despite Europe's challenging market conditions. Free cash flow hit a record €335 million with a 53% conversion rate. However, net debt rose to €2.7 billion. The company confirmed its 2024 guidance, expecting stable to slightly positive same-day sales growth and an adjusted EBITDA margin of 6.3-6.6% by year-end. North America's resilience contrasts with Europe's struggles, yet digital sales and strategic M&A bolster future prospects.

What is Earnings Call?
Fundamental Scores

RXL Profitability Score
Profitability Due Diligence

Rexel SA's profitability score is 70/100. The higher the profitability score, the more profitable the company is.

Exceptional 3-Year Average ROE
Exceptional ROE
Exceptional ROIC
ROE is Increasing
70/100
Profitability
Score

Rexel SA's profitability score is 70/100. The higher the profitability score, the more profitable the company is.

RXL Solvency Score
Solvency Due Diligence

Rexel SA's solvency score is 67/100. The higher the solvency score, the more solvent the company is.

High Interest Coverage
High Altman Z-Score
Low D/E
Short-Term Solvency
67/100
Solvency
Score

Rexel SA's solvency score is 67/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

RXL Price Targets Summary
Rexel SA

Wall Street analysts forecast RXL stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for RXL is 27.67 EUR with a low forecast of 19.19 EUR and a high forecast of 36.75 EUR.

Lowest
Price Target
19.19 EUR
24% Downside
Average
Price Target
27.67 EUR
10% Upside
Highest
Price Target
36.75 EUR
46% Upside
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Dividends

Dividend Yield
Lowest
Average
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Dividend Per Share
N/A
Growth 3Y
Growth 5Y
Growth 10Y
Dividend Safety Score
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0
25
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Shareholder Yield

Current shareholder yield for RXL is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

Shareholder Yield
Dividend Yield
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Buyback Yield
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Debt Paydown Yield
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Ownership

RXL Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
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Profile

Rexel SA Logo
Rexel SA

Country

France

Industry

Trading Companies & Distributors

Market Cap

7.5B EUR

Dividend Yield

4.78%

Description

Rexel SA operates as a holding company, which engages in the distribution of electrical products. The company is headquartered in Paris, Ile-De-France and currently employs 24,630 full-time employees. The company went IPO on 2007-04-04. The Group offers electrical products and solutions to professionals for buildings and for residential, industrial, and tertiary infrastructures, through its points of sale. The firm serves principally three markets: tertiary, industrial and residential. The firm's product range comprises electrical installation equipment, conversion systems and energy storage, conduits and cables, lighting, security and communication, climate control, hand and power tools, measuring instruments, protective equipment and white and brown products. Rexel SA operates through subsidiaries, including Rexel Developpement SAS, Rexel Central Europe Holding GmbH, Rexel Holdings USA Corp, Australian Regional Wholesalers Pty Ltd, Lenn International, Cordia SA and Brohl & Appell Inc, a Sandusky-based wholesaler and distributor of industrial automation devices, among others.

Contact

ILE-DE-FRANCE
Paris
13 boulevard du Fort de Vaux, Paris Cedex 17
+33142858500.0
www.rexel.com

IPO

2007-04-04

Employees

24 630

Officers

CEO & Director
Mr. Guillaume Jean Philippe Texier
Group Chief Financial Officer
Mr. Laurent Delabarre
Investors Relations Director
Mr. Ludovic Debailleux
Legal Counsel
Ms. Sarah Dulyere
Group Chief Human Resources & Communications Officer
Ms. Sabine Haman
Group Chief Digital & Marketing Officer
Mr. Guillaume Dubrule
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Chief Financial Officer of Europe
Mr. Grégoire Bertrand
Chief Executive Officer of Rexel USA
Mr. Roger Little
Chief Executive Officer of United Kingdom & Ireland - Benelux
Mr. Pierre Benoit
Chief Executive Officer of France
Mr. Thomas Moreau
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See Also

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What is the Intrinsic Value of one RXL stock?

The intrinsic value of one RXL stock under the Base Case scenario is 38.97 EUR.

Is RXL stock undervalued or overvalued?

Compared to the current market price of 25.1 EUR, Rexel SA is Undervalued by 36%.

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