0.31%
4.72%
2.30%
9.52%
3.91%
31.23%
138.08%

Company Description

Rexel S.A., together with its subsidiaries, distributes electrical products and services for the residential, commercial, and industrial energy markets worldwide.The company offers smart cameras, sensors, controllers, and monitoring software; light sources, lights, and control switches; climate control products, including heat pumps, air conditioning, and water heaters; fire alarms, surveillance equipment, access controls devices, and emergency lightings; and connection cables, and switches and routers, as well as enclosures, mounts, and racks.It also provides solar modules and inverters; connected lighting, intelligent home system, home control touch screen, and smart thermostat products; residential chargers, commercial stations, and charging cables for electric vehicles; electric motors, variable speed drives, programmable logic controllers, and computers and operator interface; and fastening systems, electrical power and control, and valves and instrumentation products.


The company offers products, services, and solutions in the fields of technical supply, automation, and energy management related to the construction, renovation, maintenance, and production.It operates a network of approximately 1,900 branches in 24 countries.The company was founded in 1967 and is headquartered in Paris, France.

Market Data

Last Price 25.76
Change Percentage 0.31%
Open 25.67
Previous Close 25.68
Market Cap ( Millions) 7550
Volume 70509
Year High 28.88
Year Low 20.3
M A 50 24.84
M A 200 25.1

Financial Ratios

FCF Yield 12.10%
Dividend Yield 4.74%
ROE 12.58%
Debt / Equity 79.22%
Net Debt / EBIDTA 330.72%
Price To Book 1.37
Price Earnings Ratio 10.9
Price To FCF 8.26
Price To sales 0.39
EV / EBITDA 9.45

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Warehouse

Expected Growth : 8 %

What the company do ?

Rexel S.A.'s warehouse is a centralized storage facility that manages inventory, packaging, and shipping of electrical supplies to customers, ensuring efficient logistics and timely delivery.

Why we expect these perspectives ?

Rexel S.A.'s warehouse segment growth of 8% is driven by increasing demand for energy-efficient solutions, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on digitalization and e-commerce platforms has improved customer experience, leading to increased sales. Furthermore, Rexel's efforts to optimize its logistics and supply chain have resulted in cost savings, which have been reinvested in growth initiatives.

Segment nΒ°2 -> Direct

Expected Growth : 10 %

What the company do ?

Direct from Rexel S.A. refers to a business model where Rexel, a French multinational company, sells its products directly to customers, bypassing intermediaries.

Why we expect these perspectives ?

Rexel S.A.'s 10% growth driven by increasing demand for energy-efficient solutions, expansion in emerging markets, and strategic acquisitions. Additionally, the company's focus on digital transformation, cost savings initiatives, and strong relationships with suppliers contribute to its growth momentum.

Segment nΒ°3 -> Rebates, Discount and Services

Expected Growth : 7 %

What the company do ?

Rexel S.A. offers rebates on bulk purchases, discounts for loyal customers, and services like technical support and training for electrical contractors and professionals.

Why we expect these perspectives ?

Rexel S.A.'s 7% growth driven by strategic rebates to loyal customers, competitive discounts on bulk purchases, and value-added services such as energy-efficient solutions and technical support, enhancing customer stickiness and attracting new clients in the electrical distribution market.

Rexel S.A. Products

Product Range What is it ?
Electrical Distribution Rexel S.A. offers a wide range of electrical distribution products, including circuit breakers, switchgear, and electrical panels, designed to ensure safe and efficient distribution of electrical power.
Lighting and Luminaires Rexel S.A. provides a comprehensive range of lighting and luminaire products, including LED lighting, industrial lighting, and emergency lighting, designed to meet specific application requirements.
Industrial Automation and Control Rexel S.A. offers industrial automation and control products, including programmable logic controllers (PLCs), human-machine interfaces (HMIs), and sensors, designed to optimize industrial processes and improve efficiency.
HVAC and Refrigeration Rexel S.A. provides heating, ventilation, and air conditioning (HVAC) and refrigeration products, including air conditioning units, heating systems, and refrigeration equipment, designed to maintain comfortable indoor environments.
Security and Access Control Rexel S.A. offers security and access control products, including CCTV cameras, intrusion detection systems, and access control systems, designed to ensure safety and security.
Data and Communication Rexel S.A. provides data and communication products, including network infrastructure, data cabling, and communication equipment, designed to support high-speed data transmission and communication.

Rexel S.A.'s Porter Forces

Rexel S.A. operates in the electrical distribution industry, where substitutes are limited. However, the increasing adoption of energy-efficient solutions and renewable energy sources may pose a moderate threat to the company's business.

Rexel S.A. has a diverse customer base, including electrical contractors, industrial companies, and retailers. While some large customers may have bargaining power, the company's broad customer base mitigates this risk.

Rexel S.A. relies on a network of suppliers for its products. While the company has established relationships with its suppliers, it is still exposed to supplier concentration risks and potential price increases.

The electrical distribution industry has high barriers to entry, including significant capital requirements and complex logistics. New entrants would need to invest heavily to establish a competitive presence.

The electrical distribution industry is highly competitive, with several established players competing for market share. Rexel S.A. faces intense competition from rivals, which may lead to pricing pressure and margin erosion.

Capital Structure

Value
Debt Weight 35.49%
Debt Cost 5.85%
Equity Weight 64.51%
Equity Cost 11.83%
WACC 9.71%
Leverage 55.02%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
IDR.MC Indra Sistemas, S.A. operates as a technology and consulting company worldwide. It designs, develops, produces, integrates, operates, maintains, repairs, and markets systems, solutions, and services based on the use of …
CCC.L Computacenter plc provides information technology (IT) infrastructure and operations services in the United Kingdom, Germany, France, North America, and internationally. The company offers workplace solutions, including endpoint management, field and …
AVT Avnet, Inc., a technology solutions company, markets, sells, and distributes electronic components. The company operates through two segments, Electronic Components and Farnell. The Electronic Components segment markets, sells, and distributes …
ABE.WA AB S.A., together with its subsidiaries, distributes IT products primarily in Poland, the Czech Republic, and Slovakia. The company assembles, wholesales, retails, imports, exports, and repairs computers, telecommunications, multimedia, and …
ALSN.SW ALSO Holding AG operates as a technology service provider for the ICT industry in Switzerland, Germany, the Netherlands, Poland, and internationally. It offers various ICT product categories of hardware, software, …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
25.76$
Current Price
25.76$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

πŸ₯‡

AB Logo
AB
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

πŸ₯ˆ

Avnet Logo
Avnet
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

πŸ₯‰

Rexel Logo
Rexel
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

4

Computacenter Logo
Computacenter
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

5

Indra Sistemas Logo
Indra Sistemas
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

6

ALSO Holding Logo
ALSO Holding
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->