Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RELL
Strong BuyPremium GrowerFLAGRichardson Electronics, Ltd. · Technology · United States · $263M · Avg Vol: $3M/d
Insufficient evidence for a screen-pass. Richardson Electronics, Ltd.: fails the quant gate on value (Q58/V47/M70; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.
COMPANY DESCRIPTION
Richardson Electronics, Ltd. manufactures, distributes, and provides engineering support for specialized electronic components, including electron devices, microwave components, and custom display solutions. The company maintains a strong market position by serving niche industrial and medical applications that require high-value, often mission-critical, components and technical expertise. RELL differentiates itself through its dual role as both a distributor of leading brands and a manufacturer of proprietary, highly engineered solutions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 224.6M | 262.7M | 196.5M | 208.9M | 228.6M | 0.4% | 228.6M | 245.4M | 267.9M | 8.3% |
| EPS | 1.35 | 1.62 | 0.00 | -0.32 | 0.45 | -24.0% | 0.44 | 0.57 | 0.83 | 36.0% |
| Shares | 13.7M | 14.2M | 14.3M | 14.4M | 14.6M | +6.7% | 12.8M | — | — | — |
| Debt | 3.0M | 2.5M | 2.8M | 2.3M | 1.4M | -17.7% | 1.4M | — | — | — |
| Equity | 135.8M | 159.3M | 158.0M | 156.7M | 163.7M | 4.8% | — | — | — | — |
| Op CF | 1.9M | -8.2M | 6.5M | 10.6M | 0.8M | -20.5% | 0.8M | — | — | — |
| Inv CF | -8.1M | -2.2M | -4.0M | 4.0M | -3.1M | — | — | — | — | — |
| Fin CF | -0.4M | 0.4M | -2.9M | -3.2M | -2.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of RELL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RELL | Richardson Electronics, Ltd.(you) | $263M | 80 | Strong Buy |
| MPTI | M-tron Industries, Inc. | $335M | 72 | Buy |
| LYTS | LSI Industries Inc. | $724M | 82 | Strong Buy |
| DAKT | Daktronics, Inc. | $932M | 86 | Strong Buy |
| MEI | Methode Electronics, Inc. | $646M | 67 | Buy |
| CTS | CTS Corporation | $1.6B | 79 | Buy |
| ALNT | Allient Inc. | $1.6B | 71 | Buy |
| BHE | Benchmark Electronics, Inc. | $2.6B | 75 | Buy |
| KN | Knowles Corporation | $2.9B | 75 | Buy |
| ROG | Rogers Corporation | $2.2B | 60 | Hold |
Peer medians: ROE 4.7% · P/E 34.3x · Gross margin 51.8%