AU · rank #19 · 2026-07-22
RXL
PARIS · EUR · $12.67B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.289 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.10 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $40.02 | +5.0% |
| Momentum acceleration 3-month minus 12-month momentum. | -1.14% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.92 |
| Gross margin TTM | +25.1% |
| 52w high | $39.80 |
| Market cap (USD) | $12.67B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Rexel S.A. is a multi-specialist global distributor of low- and ultra-low-voltage electrical and energy-management products serving residential, commercial, and industrial markets.
Rationale
High analyst consensus (87.5% agreement) on positive EPS revisions is fundamentally validated by strong data-center demand (+50% Q4 growth) and management's improved 2026 guidance targeting an adjusted EBITDA margin above 7% [1].
Material risks
- 1Margin compression or disintermediation could occur if large OEMs or key customers bypass Rexel to source directly, exploiting the distributor's lack of proprietary, patent-protected technology [1].
- 2Integration and execution friction from the U.S. acquisition of Revere Electric Supply Co. could disrupt North American operations and fail to deliver targeted top-line growth [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.