Richardson Electronics Ltd/United States (RELL)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-15
$16.280.00%
Close 2026-09-15 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-15
Research Workspace
Put RELL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electronic Components is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Operating income rises to at least $1.5 million in 2026-Q3: Operating income not reported.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 25% in its worst 12-month stretch.
View RiskRELL's growth depends on the semiconductor fabrication upcycle continuing to drive revenue. Recent earnings showed a 27.6% revenue increase, with a strong backlog reported. It trades at 41× P/E versus a 44× peer median, indicating modest expectations compared to our view. If RELL cuts guidance on the next call, that could negatively impact the stock. Peer multiples imply a price about 11% above where it trades. Our read is provisional.
Trailing returns as of 2026-09-15. RELL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 1 analyst currently covering RELL (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare RELL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RELL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Components — fair value, gap to price, and forward P/E.
Compare the value case
Put RELL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue growth
Growth outlook aligns with revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue growth
Growth plan aligns with revenue growth objective.
Advances: Increase revenue growth
Analysts support growth inflection, boosting revenue outlook.
Advances: Increase revenue growth
New deployment aligns with revenue growth objectives.
