AU · rank #17 · 2026-07-23
RXL
PARIS · EUR · $12.70B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.456 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.10 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $40.02 | +4.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +0.01% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.92 |
| Gross margin TTM | +25.1% |
| 52w high | $39.80 |
| Market cap (USD) | $12.70B |
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 (RXL@PARIS) is a global electrical-products distributor serving residential, commercial and industrial customers, with growing exposure to electrification, energy efficiency, data centers and energy-transition infrastructure.
Rationale
The analyst-upside screen is reinforced by positive EPS revisions over 30/60/90 days, 87.5% revision agreement, 6 net upward revisions, and a consensus target upside of 4.7% with a favorable recommendation mean.
Material risks
- 1Rexel remains exposed to cyclical construction and industrial demand, so a macro slowdown could quickly soften volumes and compress margins before the upside is realized.
- 2The Revere Electric Supply acquisition adds integration/execution risk and any U.S. disruption could blunt the intended North American growth contribution.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.