Added to YB: 2026-01-08
Pitch date: 2026-01-05
RELL [neutral]
Richardson Electronics, Ltd.
-7.12%
current return
Author Info
No bio for this author
Company Info
Richardson Electronics, Ltd. provides engineered solutions, power grid and microwave tube, and related consumables in North America, the Asia Pacific, Europe, and Latin America.
Market Cap
$161.0M
Pitch Price
$11.10
Price Target
N/A
Dividend
2.16%
EV/EBITDA
17.30
P/E
908.72
EV/Sales
0.61
Sector
Electronic Equipment, Instruments and Components
Category
value
Phenom Capital 2025 Portfolio Update (+59%) - Part 1: Richardson Electronics, Ltd.
RELL (holding update): AI-adjacent industrial w/ 3 segments post-healthcare divestment. PMT semiconductor wafer fab exposure up 52% YoY to $20M pace, mgmt sees recovery to prior $40M+ level. Net sales +7% Q125 ex-healthcare. Trades ~1x tangible book, $130M NCAV vs $156M market cap. Solid risk/reward w/ dividend & strong balance sheet despite mgmt concerns.
Read full article (1 min)