REX American Resources Corporation (REX) Fair Value & Analysis
Basic Materials · US · Market cap $1.4B
REX American Resources Corporation
REX · US
Fair value as of: Jul 21, 2026
From 25 valuation models · updated 20 days ago
Share price −9.9% over the past month.
A solid business, but screening 45% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($29.62). The favourable scenario is already priced in.
- Solid but not exceptional quality (63/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
60‑month range $12.28 – $51.16 · fair‑value band $18.99 – $29.62 · the $42.80 price screens above the $23.70 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.
Analysis
REX American Resources Corporation (REX) currently trades at $42.80, while our model-based Fair Value estimate is $23.70, implying the stock looks roughly 44.6% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, REX American Resources Corporation generated revenue of $656M at a net margin of 14.1%. Revenue grew 3.6% year over year. It earns a return on equity of 15.8%. The balance sheet holds a net cash position of $167M. Fundamentals as of Jul 21, 2026
Our scenario range runs from $18.99 (bear case) to $29.62 (bull case); at $42.80, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 20% below its 52-week high and 80% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at -45%, REX screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: Growth Earnings ($29.26) versus Dividend Discount ($1.14). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 74
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
REX American Resources Corporation, together with its subsidiaries, produces and sells ethanol in the United States. The company provides corn, distillers grains, ethanol, distillers corn oil, gasoline, and natural gas. It also offers dry distillers grains with soluble, which is used as a protein in animal feed.
Full company description
REX American Resources Corporation, together with its subsidiaries, produces and sells ethanol in the United States. The company provides corn, distillers grains, ethanol, distillers corn oil, gasoline, and natural gas. It also offers dry distillers grains with soluble, which is used as a protein in animal feed. REX American Resources Corporation was formerly known as REX Stores Corporation and changed its name to REX American Resources Corporation in June 2010. The company was founded in 1980 and is headquartered in Dayton, Ohio.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
REX American Resources Corporation reported revenue of $650M in FY2026 versus $775M in FY2022, a compound −4.3%/yr. Reported net income was $83.0M in FY2026, compounding +12.2%/yr from FY2022.
REX screens 45% overvalued. Compare with BASF SE →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- REX: Tax Credits & Falling Corn Prices Fuel Record Quarter – Quarterly Update Report
- REX American Resources Corporation Q1 2026 Earnings Call Summary
- Rex (REX) Q1 2026 Earnings Call Transcript
- REX American Resources Corporation Bottom Line Advances In Q1
Peer Group
Chemicals · 334 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Chemicals median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| BASF SE BASN | 1,034 MXN | 532.13 MXN | -49% |
| Ningxia Baofeng Energy Group 600989 | ¥20.32 | ¥20.17 | -1% |
| Zhejiang Juhua Co 600160 | ¥42.85 | ¥23.35 | -46% |
| PT Barito Pacific Tbk, BRPT | 1,690 IDR | 1,628 IDR | -4% |
| LG Chem, Ltd 051910 | 260,500 KRW | 587,755 KRW | +126% |
| Formosa Chemicals & Fibre Corporation 1326 | 66.10 TWD | 6.79 TWD | -90% |
| PTT Global Chemical Public Company PTTGC | 35.50 THB | 18.21 THB | -49% |
| 542812 542812 | ₹4,369 | ₹791.05 | -82% |
| Indorama Ventures Public Company IVL | 24.50 THB | 17.95 THB | -27% |
| Navin Fluorine International Limited NAVINFLUOR | ₹8,650 | ₹2,146 | -75% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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