RELL
Richardson Electronics, Ltd.
RELL has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over RELL overall, supported by stronger valuation and stronger fundamentals.
RELL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Healthy |
RELL's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
RELL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.8x | $6.45 | -67% |
| Fair | 16x | $10.71 | -46% |
| Forward | 26x | $19.74 | — |
| Current | 30x | $19.74 | — |
| Expensive | 111x | $73.11 | +270% |
Historical ranges are pointers, not guarantees.
RELL's PE is in its fair range at 30x. If earnings grow as analysts expect, today's price would be 26x next year's earnings.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK has the edge over RELL in the historical PE scenario, which offers more potential upside but is not a forecast.
RELL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for RELL, with profitability improving.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for SNDK, with profitability improving.
RELL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.75 | +14% |
| Q3 2026 | $0.66 | +3200% |
| Q2 2026 | $0.50 | +$0.59 |
| Q1 2026 | $0.30 | +$0.49 |
| Q4 2025 | $0.06 | +100% |
| Q3 2025 | $0.02 | +$0.09 |
| Q2 2025 | -$0.09 | -$0.08 |
| Q1 2025 | -$0.19 | -158% |
| Q4 2024 | $0.03 | -96% |
RELL has the edge over SNDK in the latest year-over-year earnings comparison.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has returned to profit: it earned $125.61 per share over the past year, after losing money the year before.
RELL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $64.9M | +19% |
| Q2 2026 | $66.2M | +28% |
| Q1 2026 | $55.5M | +3.1% |
| Q4 2025 | $52.3M | +5.7% |
| Q3 2025 | $54.6M | +1.6% |
| Q2 2025 | $51.9M | +9.5% |
| Q1 2025 | $53.8M | +2.7% |
| Q4 2024 | $49.5M | +12% |
RELL's revenue has grown year over year for nine quarters in a row: $65M last quarter, up 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.9% | +6.1 points |
| Q2 2026 | 5.8% | +4.6 points |
| Q1 2026 | 2.7% | +7.8 points |
| Q4 2025 | 0.3% | +1.6 points |
| Q3 2025 | 1.8% | +1.2 points |
| Q2 2025 | 1.2% | +1.5 points |
| Q1 2025 | -5.1% | -7 points |
| Q4 2024 | -1.4% | +3.2 points |
RELL's operating margin was 7.9% last quarter, up 6.1 points from the same quarter a year ago.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK's revenue has grown year over year for six quarters in a row: $11B last quarter, up 378% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over RELL on profitability, with a higher operating margin.
RELL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.2M | +1121% |
| Q2 2026 | $1.2M | +$1.9M |
| Q1 2026 | -$3.4M | -184% |
| Q4 2025 | -$1.7M | -134% |
| Q3 2025 | $342K | +$856K |
| Q2 2025 | -$745K | -112% |
| Q1 2025 | $4.1M | +$7M |
| Q4 2024 | $4.9M | +$5.7M |
RELL still generates free cash flow, though less than at its 2024 peak: $213,000 over the past year.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK has the edge over RELL on cash flow, with more consistent year-over-year improvement.
RELL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.6% | +334K shares |
| 1 year | +3.8% | +480K shares |
| 3 years | +3.9% | +485K shares |
| 5 years | +14% | +1.6M shares |
| Available history | -0.8% | -111K shares |
RELL has 13M diluted shares, up 3.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2020 | — |
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has the edge over RELL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
RELL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.6x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -4.2x | Net Cash |
| Q4 2025 | -11.7x | Net Cash |
| Q3 2025 | -16.8x | Net Cash |
| Q2 2025 | -23.3x | Net Cash |
| Q1 2025 | -40.0x | Net Cash |
| Q4 2024 | -5.6x | Net Cash |
RELL has the edge over SNDK on leverage, with a lower net debt burden relative to earnings.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has more cash than debt.
RELL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.9 | Neutral |
| Stochastic | 55.8 | Neutral |
RELL's weekly RSI is 57 (neutral) and its Stochastic is 56 (neutral).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
RELL PE vs Technology Sector
| Metric | RELL | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 28x | 7% above |
| PE % | 59 | 35 | 24 pts above |
RELL is trading at 30x earnings, in line with the Technology sector's median of 28x.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over RELL on valuation relative to its sector.
RELL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $18.8 | 5.1% above |
| 20 week MA | $18.2 | 8.3% above |
| 50 week MA | $15.2 | 30% above |
| 100 week MA | $13.0 | 52% above |
| 200 week MA | $13.3 | 49% above |
RELL has stronger trend alignment. RELL is above 5 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
RELL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.61 | $4.50 | -20% |
| 2021 | $4.50 | $12.4 | +176% |
| 2022 | $12.4 | $21.5 | +73% |
| 2023 | $21.5 | $13.4 | -38% |
| 2024 | $13.4 | $13.9 | +3.9% |
| 2025 | $13.9 | $10.6 | -23% |
| 2026 YTD | $10.6 | $19.7 | +86% |
RELL is up 86% so far in 2026, after finishing lower in three of the previous six years.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over RELL on returns for 2026, with the stronger performance.