RXLSF

$40.94-$0.22 (-0.52%)prev close

Change+$17.43

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Metric	Historical average			My assumptions
Metric	1 year	5 years	10 years	Low	Mid	High
ROIC %	7.8%	9.0%		—	—	—
Rev. Growth %	0.7%	9.0%		Rev. Growth Low%	Rev. Growth Mid%	Rev. Growth High%
Profit Margin %	3.0%	3.6%	2.0%	Profit Margin Low%	Profit Margin Mid%	Profit Margin High%
Free Cash Flow Margin %	3.3%	3.8%	3.2%	Free Cash Flow Margin Low%	Free Cash Flow Margin Mid%	Free Cash Flow Margin High%
Exit P/E	—	—	—	Exit P/E Low×	Exit P/E Mid×	Exit P/E High×
Exit P/FCF	—	—	—	Exit P/FCF Low×	Exit P/FCF Mid×	Exit P/FCF High×
Desired Annual Return %	—	—	—	Desired Annual Return Low%	Desired Annual Return Mid%	Desired Annual Return High%

Low

Multiple of earnings (P/E): $51.89
IRR at today’s price (P/E): +7.2%
Fair buy price today (P/E): $23.06
Multiple of cash flow (P/FCF): $40.18
IRR at today’s price (P/FCF): +2.4%
Fair buy price today (P/FCF): $15.79

At today's price, your expected annual return is +7.2% on the P/E track.

Mid

Multiple of earnings (P/E): $66.53
IRR at today’s price (P/E): +12.1%
Fair buy price today (P/E): $32.15
Multiple of cash flow (P/FCF): $59.15
IRR at today’s price (P/FCF): +9.7%
Fair buy price today (P/FCF): $27.57

At today's price, your expected annual return is +12.1% on the P/E track.

High

Multiple of earnings (P/E): $82.62
IRR at today’s price (P/E): +16.7%
Fair buy price today (P/E): $42.14
Multiple of cash flow (P/FCF): $85.26
IRR at today’s price (P/FCF): +17.4%
Fair buy price today (P/FCF): $43.78

At today's price, your expected annual return is +16.7% on the P/E track.

Current price: $40.94Annual dividends: $1.20/shareNet cash / debt per share: -$13.70FMP DCF cross-reference: $67.95

Held · Bookmarked

0 · 0

portfolios · users

Avg position size

—

of holders' portfolios

13F filers

institutions

52-week range

$32.23 – $46.33

62% from low

Exchange

OTC Link

P/E LTM (FWD)

18.0 (15.9)

Run the fair-value model →

P/S (TTM)

0.6

EV / FCF (TTM)

21.4

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$20.8B	+7.4%	$2.58	$2.50–$2.68	15.9×	1
2027	$22.1B	+5.8%	$2.99	$2.90–$3.11	13.7×	1
2028	$23.1B	+4.5%	$3.33	$3.23–$3.47	12.3×	1
2029	$23.8B	+3.1%	$3.86	$3.75–$4.02	10.6×	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 1 of the last 6 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-27	$1.34	$1.31	-2.2%
2026-02-11	$1.38	$1.38	+0.0%
2025-07-28	$1.34	$1.31	-2.2%
2025-02-12	$1.38	$1.28	-7.2%
2024-10-15	$0.38	$-0.02	-106.3%
2024-07-30	$1.31	$1.25	-4.6%

DCF fair valuemodel estimate

Intrinsic value

$67.95

Price

$40.94

Implied upside

+66%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
RXLSFRexel S.A.	$40.94	-0.53%	$12.0B	—
BYDIYBYD Electronic (International) Company Limited	$151.42	+3.26%	$6.8B	—
CCOEFCapcom Co., Ltd.	$26.95	+0.00%	$11.3B	—
CCOEYCapcom Co., Ltd.	$14.01	-0.74%	$11.7B	—
DINRFSCREEN Holdings Co., Ltd.	$86.51

REXEL SA ORD

Held by traders on TradeandTell

No one on the platform currently holds RXLSF.

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in RXLSF as of their last filing.

Insider activity (SEC Form 4)

No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.

Insider activity (SEC Form 4)

Dividend history

TTM yield · 8.79% ($3.60/share)

Ex-date	Per share	Pay date
2026-05-12	$1.2000	2026-05-13
2025-05-15	$1.2000	2025-05-16
2024-05-15	$1.2000	2024-05-17

Recent trades on TradeandTell

No one on the platform has traded RXLSF yet.