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Upturn AI SWOT - About
RELL 
Richardson Electronics Ltd (RELL)
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Upturn Advisory Summary
09/18/2025: RELL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $11.5
1 Year Target Price $11.5
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 40.12% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 150.18M USD | Price to earnings Ratio - | 1Y Target Price 11.5 |
Price to earnings Ratio - | 1Y Target Price 11.5 | ||
Volume (30-day avg) 1 | Beta 0.99 | 52 Weeks Range 7.47 - 15.24 | Updated Date 09/18/2025 |
52 Weeks Range 7.47 - 15.24 | Updated Date 09/18/2025 | ||
Dividends yield (FY) 2.40% | Basic EPS (TTM) -0.08 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.55% | Operating Margin (TTM) -1.18% |
Management Effectiveness
Return on Assets (TTM) 0.39% | Return on Equity (TTM) -0.73% |
Valuation
Trailing PE - | Forward PE 26.6 | Enterprise Value 111123889 | Price to Sales(TTM) 0.72 |
Enterprise Value 111123889 | Price to Sales(TTM) 0.72 | ||
Enterprise Value to Revenue 0.53 | Enterprise Value to EBITDA 16.76 | Shares Outstanding 12433000 | Shares Floating 11955570 |
Shares Outstanding 12433000 | Shares Floating 11955570 | ||
Percent Insiders 3.91 | Percent Institutions 69.15 |
Upturn AI SWOT
Richardson Electronics Ltd
Company Overview
History and Background
Richardson Electronics, founded in 1947, started as a distributor of electron tubes. Over time, it expanded its product lines to include power and microwave components, display solutions, and custom engineered solutions, evolving into a global provider of engineered solutions, power grid and microwave tubes, and related consumables.
Core Business Areas
- Power & Microwave Technologies Group: This segment focuses on providing engineered solutions, power grid and microwave tubes, and related consumables for various applications, including broadcast, industrial, medical, and scientific markets.
- Canvys: This segment offers display solutions and related services for medical, industrial, and other specialized applications, including customized displays.
Leadership and Structure
The leadership team includes Edward J. Richardson as Chairman, President and CEO. The organizational structure is divided into the Power & Microwave Technologies Group and Canvys, with each segment having its own management team.
Top Products and Market Share
Key Offerings
- Power Grid Tubes: Richardson Electronics supplies power grid tubes used in various applications. Competitors include CPI and Thales. Market share data specific to Richardson is difficult to obtain precisely, but they are a significant player in the specialized tube market, estimated to be worth about $100 million annually. Revenue from this product varies but is a significant portion of the Power & Microwave Technologies group.
- Microwave Components: Offers microwave components such as amplifiers and radar tubes for various industries. Competitors include MACOM Technology Solutions and Analog Devices. The market for microwave components is substantially larger than grid tubes, estimated at several billions annually and Richardson's market share is about 1%.
- Display Solutions (Canvys): Canvys provides custom display solutions to medical and industrial customers. Competitors include Advantech and Siemens. This product line generates a significant portion of the revenue, but exact market share is unavailable. The displays used are specialized, and their revenue is approximately $100 million per year.
Market Dynamics
Industry Overview
The industries Richardson Electronics serves are specialized, including power and microwave components, display solutions. The industries are characterized by moderate growth with cyclical patterns, technological innovation, and specific compliance requirements.
Positioning
Richardson Electronics is positioned as a niche player, focusing on specialized high-value components and solutions. Their competitive advantage lies in their extensive technical expertise, custom engineering capabilities, and long-standing customer relationships.
Total Addressable Market (TAM)
The total addressable market across Richardson's segments (power grid tubes, microwave components, and display solutions) is estimated to be several billions of dollars annually. The company is positioned to capture a portion of this market through its focused approach and specialized solutions. Market size varies drastically based on what portion of the industry is being looked at.
Upturn SWOT Analysis
Strengths
- Strong customer relationships
- Technical expertise
- Custom engineering capabilities
- Global distribution network
Weaknesses
- Reliance on specific industries
- Limited scale compared to larger competitors
- Fluctuations in demand
Opportunities
- Expansion into new markets
- Development of new products and services
- Acquisition of complementary businesses
Threats
- Technological obsolescence
- Economic downturns
- Increased competition
Competitors and Market Share
Key Competitors
- CPI (CPI)
- MACOM (MTSI)
- TTI, Inc (Not Publicly Traded)
Competitive Landscape
Richardson Electronics operates in a competitive landscape with both large and niche players. Its advantages include specialized expertise, custom engineering capabilities, and long-standing customer relationships. Its disadvantages include limited scale and reliance on specific industries.
Major Acquisitions
Samsung Display America, Inc.u2019s Display and Components Business
- Year: 2022
- Acquisition Price (USD millions): 27.6
- Strategic Rationale: To grow the Canvys display business and strengthen its capabilities in the medical display market.
Growth Trajectory and Initiatives
Historical Growth: Richardson Electronics has experienced moderate growth over the past decade, driven by strategic acquisitions and expansion into new markets.
Future Projections: Analyst estimates project moderate revenue growth in the coming years, driven by demand for specialized components and solutions. Growth depends on growth across the whole industry.
Recent Initiatives: Recent strategic initiatives include expanding the Canvys business segment and investing in new technologies.
Summary
Richardson Electronics is a niche player with expertise in specialized components and display solutions. The company has been growing moderately through acquisitions and strategic initiatives. Richardson Electronics needs to focus on expanding into new markets, improving operational efficiency, and diversifying its product portfolio to maintain a healthy competitive edge. In order to fully realize its potential, it should improve margins and control expenses.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Richardson Electronics Ltd. Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and analyst estimates. Actual results may vary. This is not financial advice. Market share data is estimated.
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 396 | Website https://www.rell.com |
Full time employees 396 | Website https://www.rell.com | ||
Richardson Electronics, Ltd. provides engineered solutions, power grid and microwave tube, and related consumables in North America, the Asia Pacific, Europe, and Latin America. The company's 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. Its Green Energy Solutions segment operates as a designer, manufacturer, technology partner, and distributor of products for green energy applications, such as wind, solar, hydrogen, and electric vehicles; and other power management applications that support green solutions comprising synthetic diamond manufacturing. The company's Canvys segment provides custom display solutions consisting of touch screens, protective panels, custom enclosures, all-in-one computers, specialized cabinet finishes and application-specific software packages, and certification. Its Healthcare segment offers diagnostic imaging replacement parts for CT and MRI systems, replacement CT and MRI tubes, CT service training, MRI and RF amplifiers, hydrogen thyratrons, klystrons, flat panel detector upgrades, pre-owned CT systems, and replacement solutions for the healthcare market. The company 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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