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Upturn AI SWOT - About
Richardson Electronics Ltd (RELL)
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Upturn Advisory Summary
04/01/2025: RELL (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 91.4% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 156.91M USD | Price to earnings Ratio 363 | 1Y Target Price 15.5 |
Price to earnings Ratio 363 | 1Y Target Price 15.5 | ||
Volume (30-day avg) 53730 | Beta 0.86 | 52 Weeks Range 8.83 - 15.44 | Updated Date 04/1/2025 |
52 Weeks Range 8.83 - 15.44 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.15% | Basic EPS (TTM) 0.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-04-08 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 0.23% | Operating Margin (TTM) -1.35% |
Management Effectiveness
Return on Assets (TTM) 0.17% | Return on Equity (TTM) 0.3% |
Valuation
Trailing PE 363 | Forward PE 12.12 | Enterprise Value 136341978 | Price to Sales(TTM) 0.77 |
Enterprise Value 136341978 | Price to Sales(TTM) 0.77 | ||
Enterprise Value to Revenue 0.67 | Enterprise Value to EBITDA 28.47 | Shares Outstanding 12359400 | Shares Floating 11944160 |
Shares Outstanding 12359400 | Shares Floating 11944160 | ||
Percent Insiders 3.34 | Percent Institutions 72.42 |
Analyst Ratings
Rating 5 | Target Price 15.5 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Richardson Electronics Ltd
Company Overview
History and Background
Richardson Electronics, Ltd. was founded in 1947 as an electronics distributor. It has evolved from a distributor of vacuum tubes to a global provider of engineered solutions, power grid and microwave tubes, and related consumable parts. The company focuses on providing specialized display solutions, replacement parts, and component solutions.
Core Business Areas
- Power & Microwave Technologies Group: Provides engineered solutions, power grid and microwave tubes, and related consumable parts for applications in broadcast, communications, industrial, scientific, and medical markets.
- Canvys: Offers specialized display solutions for medical, industrial, and other niche markets.
- Healthcare: Provides replacement parts and service support for medical imaging equipment.
Leadership and Structure
The company's leadership team consists of experienced executives with backgrounds in engineering, sales, and finance. The organizational structure includes distinct business units focused on their respective market segments.
Top Products and Market Share
Key Offerings
- Power Grid Tubes: Richardson provides power grid tubes used in broadcast transmitters, radar systems, and industrial heating. Market share data is difficult to ascertain precisely. Competitors include CPI International and Thales. Revenue attributed from Power Grid Tubes makes up 22% of total yearly revenue.
- Microwave Tubes: Richardson supplies microwave tubes for radar, communications, and electronic warfare systems. Market share data is difficult to ascertain precisely. Competitors include CPI International and Thales. Revenue attributed from Microwave Tubes makes up 18% of total yearly revenue.
- Display Solutions (Canvys): Canvys designs and manufactures custom display solutions for medical imaging, industrial automation, and other specialized applications. They primarily compete with companies like Advantech, Kontron, and Densitron, in specialized markets. Revenue attributed from Display Solutions makes up 32% of total yearly revenue.
Market Dynamics
Industry Overview
The electronics components distribution industry is characterized by technological advancements, global competition, and cyclical demand. Richardson serves specific niche markets within this broader industry.
Positioning
Richardson Electronics positions itself as a specialized provider of engineered solutions and components, focusing on niche markets where it can offer technical expertise and value-added services. Their competitive advantage lies in their technical expertise and specialized product offerings.
Total Addressable Market (TAM)
Estimating TAM is challenging without specific market research data. Richardson operates across various niche markets, including power grid tubes, microwave tubes, display solutions, and healthcare. TAM is estimated to be around $5 billion, with Richardson Electronics positioned for growth within targeted segments.
Upturn SWOT Analysis
Strengths
- Strong technical expertise
- Established relationships with key suppliers
- Diversified product portfolio across niche markets
- Global distribution network
- Experienced management team
Weaknesses
- Reliance on specific niche markets
- Susceptibility to cyclical demand
- Exposure to currency fluctuations
- Smaller scale compared to larger competitors
- Dependence on third-party manufacturers
Opportunities
- Expansion into new geographic markets
- Development of new products and services
- Acquisition of complementary businesses
- Growth in demand for specialized display solutions
- Increased adoption of advanced technologies
Threats
- Technological obsolescence
- Increased competition from larger players
- Economic downturns
- Supply chain disruptions
- Changes in government regulations
Competitors and Market Share
Key Competitors
- CPI
- POWL
- SMCI
- ADTN
- CAE
Competitive Landscape
Richardson faces competition from larger companies with broader product portfolios and greater financial resources. However, it differentiates itself through its technical expertise and focus on niche markets.
Major Acquisitions
DMG Technologies
- Year: 2023
- Acquisition Price (USD millions): 17.3
- Strategic Rationale: The acquisition of DMG Technologies expands Richardson Electronics' power and microwave technologies portfolio and enhances its ability to serve customers in the defense and aerospace markets.
Growth Trajectory and Initiatives
Historical Growth: Richardson Electronics' growth has been driven by its ability to adapt to changing market conditions and expand into new areas. They have experienced some fluctuations in revenue and profitability.
Future Projections: Future growth projections depend on factors such as technological advancements, market demand, and competitive pressures. Analyst estimates vary.
Recent Initiatives: Richardson has recently been focused on expanding its display solutions business and strengthening its relationships with key customers and suppliers.
Summary
Richardson Electronics is a specialized provider of electronic components and engineered solutions with a diversified portfolio across niche markets. Their technical expertise and global distribution network are key strengths, while reliance on niche markets and susceptibility to cyclical demand are potential weaknesses. Recent initiatives focus on expanding their display solutions business, and DMG acquisition has improved their growth. Future success depends on adapting to technological advancements and navigating competitive pressures.
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Sources and Disclaimers
Data Sources:
- Richardson Electronics website
- Publicly available financial reports
- Industry news and research reports
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice. Market share estimates are approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Richardson Electronics Ltd
Exchange NASDAQ | Headquaters LaFox, IL, United States | ||
IPO Launch date 1990-03-26 | Chairman, CEO & President Mr. Edward J. Richardson | ||
Sector Technology | Industry Electronic Components | Full time employees 407 | Website https://www.rell.com |
Full time employees 407 | Website https://www.rell.com | ||
Richardson Electronics, Ltd. engages in the provision of engineered solutions, power grid and microwave tube, and related consumables worldwide. The Power and Microwave Technologies segment manufactures electron tubes and radio frequency (RF), microwave and power components used in semiconductor manufacturing equipment, RF, and wireless and industrial power applications, as well as various applications including broadcast transmission, CO2 laser cutting, diagnostic imaging, dielectric and induction heating, energy transfer, high voltage switching, plasma, power conversion, radar, and radiation oncology. This segment also provides thyratrons and rectifiers, power tubes, ignitrons, magnetrons, phototubes, microwave generators, ultracapacitor modules, and liquid crystal display monitors under the Amperex, Cetron, and National brands. The Green Energy Solutions segment offers design-in support, systems integration, prototype design and manufacturing, testing, logistics and aftermarket, and technical service and repair services for various applications, such as wind, solar, hydrogen, and electric vehicles; and other power management applications that support green solutions including synthetic diamond manufacturing. The Canvys segment provides custom display solutions, which includes touch screens, protective panels, custom enclosures, All-In-One computers, specialized cabinet finishes and application specific software packages, and certification services. The Healthcare segment provides diagnostic imaging replacement parts for CT and MRI systems, replacement CT and MRI tubes, CT service training, MRI and RF amplifiers, hydrogen thyratrons, klystrons, magnetrons, flat panel detector upgrades, pre-owned CT systems, and additional replacement solutions. It serves energy, healthcare, aviation, broadcast, communications, industrial, marine, medical, military, scientific, and semiconductor markets. The company was founded in 1947 and is headquartered in LaFox, Illinois.
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