Sector Alpha Week of 2026-08-05
Sector Alpha — machine-written from the numbers · Data as of 2026-08-05

REX American Resources Corporation

REX
Materials · Chemicals

REX American Resources Corporation's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it.

Biggest watch item: the price is not yet in a confirmed uptrend — timing risk, not thesis risk.

The price is between stages while the P/E sits at the 18th percentile of its own 1-year range. Underneath, the last four quarters read improving — profit +100.0% year on year, and 124% of the last 3 years' profit arrived as cash. What settles it: the next one or two quarters of delivery.

Stage
Mixed
fundamental trajectory, 12 quarters
Price
$44.4
+74.3% 1Y
P/E
15.8×
18th pctile
of its own 1-year range
Revenue (Apr 26)
$0.2 B
+0.0% YoY
Profit (Apr 26)
$0.0 B
+100.0% YoY
Operating margin
12.5%
+6.2 pp YoY
ROE
16%
FY26
ROIC
19.8%
vs WACC 7.6% → +12.2 pp
Cash conversion
124%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

REX American Resources Corporation trades at $44.4, between stages. That is +12.4% against its own 200-day average. It sits at 75% of a 52-week range of $28 to $50. On relative strength it is currently behind the S&P 500 on a trailing-13-week view (3 weeks and counting).

Today the stock is between stages. At $44.4 it trades +12.4% versus its 200-day average and sits at 75% of its 52-week range ($28–$50).

Aug 26: $44.4 Weekly closing price ($) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 1-year window.
+12.4% versus the 200-day line, week — of stage —
Price50-day avg200-day avg
$52.0$44.9$37.8$30.7$23.5$$44$40Jul 25Oct 25Jan 26May 26Aug 26
$52.0$44.9$37.8$30.7$23.5$$44$40Jul 25Jan 26Aug 26
Beating or trailing, week by week since 2025 Each cell is one week from 2025 to now (57 weeks): the stock's trailing 13-week return minus the S&P 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the S&P 500 reading is not held.
trailing 13-week return vs the S&P 500
Jul 25Aug 26

Against the market, two honest reads. Cumulative: over the last 1.1 years the stock moved +63% while the S&P 500 moved +24% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (3 weeks and counting; last ahead the week of 2026-07-17) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

02 · Valuation

Valuation P/E is the price of $1 of annual profit: how many dollars the market pays for each dollar the company earns in a year.

REX American Resources Corporation trades at 15.8× P/E, near the bottom of its own range — cheaper only 18% of the time. Its long-run median P/E is 17.9×, measured across 1.1 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 15.8× is near the bottom of its own range — cheaper only 18% of the time, against a long-run median of 17.9× measured over 1.1 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 15.8× vs a 17.9× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly step line (right axis). 1.1-year window; loss-period spikes above 23× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
near the bottom of its own range — cheaper only 18% of the time
P/EMedianEPS (TTM) (quarterly)
23.5×$3.020.7×$2.318.0×$1.515.2×$0.812.5×$0.0×$15.84×$3Jul 25Oct 25Jan 26May 26Aug 26
23.5×$3.020.7×$2.318.0×$1.515.2×$0.812.5×$0.0×$15.84×$3Jul 25Jan 26Aug 26
PEG 2.13 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 19 quarters.
above 1.0, the multiple already banks the growth
PEGPEG = 1.0
2.2×1.9×1.6×1.2×0.9××2.13×Oct 21Oct 22Jan 24Jan 25Apr 26
2.2×1.9×1.6×1.2×0.9××2.13×Oct 21Jan 24Apr 26
P/E
15.8×
18th percentile of 1y
PEG
n/m
not derivable — 3-year earnings growth unavailable

Why the multiple sits where it does: over the past year annual EPS moved +51.5% against a +74.3% price move — the price outran earnings, pushing the multiple UP its own range.

Put together: the multiple is low against its own past, so the story rests on the earnings line underneath it, not the multiple.

03 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

REX American Resources Corporation reads as mixed on its fundamental arc. Mixed — the growth curves are steadily positive, but ROCE at 8.8% is below the 15% bar this page requires to call it Consistent. The read is built from 12 quarters across 4 curves, on full evidence.

Growth, year by year: revenue +1.6% in FY26, profit +42.9% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
13%134%3.4%85%−6.3%37%−16%−11%−26%−60%%%1.6%42.9%FY22FY24FY26
13%134%3.4%85%−6.3%37%−16%−11%−26%−60%%%1.6%42.9%FY22FY24FY26
Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from · revenue accelerating, profit accelerating
RevenueProfitEPS
5.2%220%−2.4%147%−9.9%75%−17%0.0%−25%−71%%%3.1%57.1%74.2%Jul 23Oct 24Apr 26
5.2%220%−2.4%147%−9.9%75%−17%0.0%−25%−71%%%3.1%57.1%74.2%Jul 23Oct 24Apr 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
13%11%8.1%5.6%3.1%%8.8%Jul 23Jan 24Oct 24Jul 25Apr 26
13%11%8.1%5.6%3.1%%8.8%Jul 23Oct 24Apr 26
Revenue growth
Flat
latest +3.1% · span −22.9% to +3.1%
Profit growth
Rising
latest +57.1% · span −50.0% to +200.0%
EPS growth
Rising
latest +74.2% · span −50.5% to +167.3%
ROCE
Stuck low
latest 8.8% · span 3.8%–12.3%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; stock price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+1.6%−8.6%
Profit+42.9%+35.7%
EPS+51.5%+47.1%
Stock price+74.3%
Revenue YoY (Apr 26)
+0.0%
latest quarter vs a year ago
Profit YoY (Apr 26)
+100.0%
latest quarter vs a year ago
Revenue 10y
−4.1%
long-run compound pace
04 · 4-Factor Sector Score

4-Factor Sector Score

73.5/100 — rank 1 of 15 in Chemicals · 79% evidence confidence

REX American Resources Corporation scores 73.5 out of 100 against the 15 companies it is compared with in Chemicals, ranking 1. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 26.1 + 15.3 + 15.7 + 16.4 = 73.5. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

REX American Resources Corporation reported $0.2 B of revenue in the Apr 26 quarter, +0.0% year on year. Over 4 years it has compounded at −4.1% a year. The last full year, FY26, came in at $0.7 B. The last four reported quarters add to $0.7 B.

FY26 revenue came in at $0.7 B (+1.6% on the year), capping 4 years at −4.1% compound. The latest quarter (Apr 26) printed $0.2 B, +0.0% year on year.

FY26 revenue $0.7 B (+1.6% YoY) Revenue bars, $ B (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
−4.1% a year over 4 years
RevenueYoY growth
0.913%0.73.4%0.5−6.3%0.2−16%0.0−26%$ B%$1B1.6%FY22FY24FY26
0.913%0.73.4%0.5−6.3%0.2−16%0.0−26%$ B%$1B1.6%FY22FY24FY26
Apr 26: $0.2 B (+0.0% YoY) Quarterly revenue bars, $ B (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Revenue (quarterly)YoY growth
0.249.5%0.18−0.7%0.12−11%0.06−21%0.00−31%$ B%$0B0%Jul 23Oct 24Apr 26
0.249.5%0.18−0.7%0.12−11%0.06−21%0.00−31%$ B%$0B0%Jul 23Oct 24Apr 26

Pace check: the last four quarters averaged +3.2% growth against the decade's −4.1% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +3.1% over the last 4 quarters against −8.0%/yr over the last 8 — accelerating; TTM profit +57.1% vs +17.3%/yr — accelerating.

06 · Operating margin

Operating margin Operating margin is what is left of every $100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

REX American Resources Corporation's operating margin is 12.5% in the Apr 26 quarter, +6.2 percentage points against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 3.5% to 9.4%. The current quarter is running above every full year in that window.

The latest quarter's operating margin is 12.5%, +6.2 pp against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 3.5%–9.4%.

Why the margin moved: operating margin went +6.2 pp year on year while gross margin went +12.5 pp — the gain came mostly from the gross line: input costs and pricing.

FY26: 9.2% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 5-year window.
within a 3.5–9.4% band over 5 years
operating marginYoY change (pp)
9.9%5.7%8.2%2.7%6.5%−0.3%4.7%−3.4%3.0%−6.4%%%9.2%−0.2%FY22FY24FY26
9.9%5.7%8.2%2.7%6.5%−0.3%4.7%−3.4%3.0%−6.4%%%9.2%−0.2%FY22FY24FY26
Apr 26: 12.5% operating margin (+6.2 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
19%15%15%9.9%11%4.7%7.5%−0.5%3.8%−5.6%%%12.5%6.2%Jul 23Oct 24Apr 26
19%15%15%9.9%11%4.7%7.5%−0.5%3.8%−5.6%%%12.5%6.2%Jul 23Oct 24Apr 26
07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

REX American Resources Corporation earned $0.0 B of net profit in the Apr 26 quarter, +100.0% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was $0.1 B. The 4-year compound rate is 13.6%. That is 12.5% of the quarter's revenue. The same quarter a year earlier earned $0.0 B.

Apr 26 profit was $0.0 B, +100.0% year on year — the 2nd consecutive quarter of growth. On the full year, FY26 printed $0.1 B (+42.9%), and the 4-year compound rate is 13.6%.

FY26 profit $0.1 B (+42.9% YoY) Net profit bars, $ B (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
13.6% a year over 4 years
Net profitYoY growth
0.11111%0.0872%0.0533%0.03−5.3%0.00−44%$ B%$0B42.9%FY22FY24FY26
0.11111%0.0872%0.0533%0.03−5.3%0.00−44%$ B%$0B42.9%FY22FY24FY26
Apr 26: $0.0 B (+100.0% YoY) Quarterly net profit bars, $ B (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
2nd straight quarter of growth
Net profit (quarterly)YoY growth
0.05437%0.04302%0.03167%0.0131%0.00−104%$ B%$0B100%Jul 23Oct 24Apr 26
0.05437%0.04302%0.03167%0.0131%0.00−104%$ B%$0B100%Jul 23Oct 24Apr 26

Why profit moved: revenue contributed +0.0% and the margin +6.2 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +112.5% vs revenue +3.2%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra dollar of revenue drops more to the bottom line.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 124% of REX American Resources Corporation's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was $0.1 B of operating cash against $0.1 B of profit. After $0.1 B of capital spending, $0.1 B was left as free cash.

FY26: operating cash of $0.1 B against reported profit of $0.1 B, leaving free cash of $0.1 B after $0.1 B of capital spending. Across the last 3 fiscal years the conversion rate is 124% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO $0.1 B vs profit $0.1 B Operating cash flow and net profit by fiscal year, $ B; the line is free cash flow (CFO minus capital spending). 5-year window, annual resolution.
124% of 3-year profit arrived as cash
Operating cashNet profitFree cash
0.140.100.060.02−0.02$ B$0B$0B$0BFY22FY24FY26
0.140.100.060.02−0.02$ B$0B$0B$0BFY22FY24FY26
Apr 26: operating cash $0.0 B = 0% of the quarter's profit Operating cash per quarter, $ B (bars); conversion = operating cash as % of net profit (line, right). Last 12 quarters. Dashed line = 100%.
Operating cash (quarterly)Conversion100%
0.06324%0.05237%0.03150%0.0263%0.00−24%$ B%$0B0%Jul 23Oct 24Apr 26
0.06324%0.05237%0.03150%0.0263%0.00−24%$ B%$0B0%Jul 23Oct 24Apr 26

Why: conversion is measured cleanly, but the working-capital day-counts behind it sit below what we hold — the move is shown without inventing its driver.

Router verdict: the visible cash user is investment — the next section checks what the spending is buying.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

REX American Resources Corporation does not report the debtor, inventory and payable day-counts a cash cycle is built from, so this section reads the investment side instead. Capital spending ran $0.0 B over the last 3 years. Averaged over those years that is 0.0% of FY26 revenue a year.

Working-capital day-counts are not in our numbers for this stock, so this section reads the investment side — where the cash is being put to work.

On the investment side: capital spending of $0.0 B over the last 3 fiscal years.

FY26: capex $0.1 B Capital spending per fiscal year, $ B (bars).
steady investment
Capex
0.080.060.040.020.00$ B$0BFY22FY24FY26
0.080.060.040.020.00$ B$0BFY22FY24FY26
Apr 26: capex $0.0 B in the quarter Capital spending per quarter, $ B (bars, left); free cash flow, $ B (line, right). Last 12 quarters.
Capex (quarterly)Free cash
0.0320.060.0240.030.0160.010.008−0.010.000−0.04$ B$ B$0B$0BJul 23Oct 24Apr 26
0.0320.060.0240.030.0160.010.008−0.010.000−0.04$ B$ B$0B$0BJul 23Oct 24Apr 26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

10 · Return on equity

Return on equity Return on equity (ROE) is the profit the business earns on its shareholders’ money. With the full capital-employed split not in our numbers, ROE is the cleanest long ladder we can draw here.

REX American Resources Corporation earns a ROE of 14% in FY26. That is up from a trough of 8% in FY23. Return on invested capital clears the cost of that capital by +12.2 percentage points, so growth here adds value rather than only size. The wiring behind it is 15.4% net margin on 0.81× asset turns.

FY26 ROE is 14%, recovered from a FY23 trough of 8% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 15.4% net margin × 0.81× asset turns × 1.14× balance-sheet leverage ≈ 14.2% on equity. Margin is doing the heavy lifting; leverage is modest — this is an earned return, not a borrowed one.

The capstone test — ROIC − WACC: 19.8% − 7.6% = a +12.2 pp spread. The 7.6% is an estimate of this company's own cost of capital — read the sign and the size of the spread, not the decimals. A spread this wide means every dollar reinvested creates more than a dollar of value — the engine compounds.

FY26: ROE 14% Return on equity by fiscal year, % (line); ROIC by fiscal year, % (line). 5-year window, dips included. Dashed line = the 7.6% cost of capital used on this page.
the climb back from FY23's 8%
ROEROIC (annual)WACC
24%20%15%11%6.4%%14.3%20.1%FY22FY24FY26
24%20%15%11%6.4%%14.3%20.1%FY22FY24FY26
Apr 26: ROIC 21.0% (TTM) vs WACC 7.6% Trailing-twelve-month ROIC and ROE, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROIC (TTM)ROE (TTM)WACC
25%20%15%10%5.6%%21%16%Jul 23Oct 24Apr 26
25%20%15%10%5.6%%21%16%Jul 23Oct 24Apr 26
11 · Dividend

Dividend

REX American Resources Corporation pays no dividend. Across the last 12 reported quarters it has declared no dividend per share, so there is no payout history to chart and no yield to quote. Companies at this stage typically reinvest earnings rather than distribute them, which makes the cash-flow and reinvestment sections the place that cash shows up.

REX American Resources Corporation does not currently pay a dividend. Across the last 12 reported quarters the company has declared no dividend per share, so there is no payout history to chart and no yield to quote. Companies at this stage typically reinvest earnings instead of distributing them.

12 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

REX American Resources Corporation carries total debt of $0.0 B against shareholder equity of $0.7 B as of Apr 26, a debt-to-equity of 0.03 — effectively unlevered. On the annual view that ratio went from 0.02 in FY22 to 0.03 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.

Apr 26: total debt of $0.0 B against shareholder equity of $0.7 B — a debt-to-equity of 0.03. On the annual view, debt-to-equity went from 0.02 (FY22) to 0.03 (FY26). The returns on this page are earned, not borrowed.

FY26: debt $0.0 B at 0.03× equity Total debt by fiscal year, $ B (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
0.0220.042×0.0160.036×0.0110.030×0.0050.024×0.0000.018×$ B×$0B0.03×FY22FY24FY26
0.0220.042×0.0160.036×0.0110.030×0.0050.024×0.0000.018×$ B×$0B0.03×FY22FY24FY26
Apr 26: debt $0.0 B, debt-to-equity 0.03 Total debt per quarter, $ B (bars); debt-to-equity, × (line). Last 12 quarters.
Total debt (quarterly)Debt-to-equity
0.0320.052×0.0240.044×0.0160.035×0.0080.026×0.0000.018×$ B×$0B0.03×Jul 23Oct 24Apr 26
0.0320.052×0.0240.044×0.0160.035×0.0080.026×0.0000.018×$ B×$0B0.03×Jul 23Oct 24Apr 26
13 · Ownership

Ownership There is no quarter-by-quarter holder register to read here, so we read the crowd through short interest — the slice of tradable shares currently sold short, positioned for a fall.

2.3% of REX American Resources Corporation's tradable float is currently sold short — some money is positioned against it. At typical trading volumes those positions would take about 3.1 days to buy back. There is no quarter-by-quarter holder register to read for this filer, so the crowd is read through short interest instead.

The latest reading: 2.3% of the float is sold short, and at typical trading volumes it would take about 3.1 days to buy those positions back. Some money is positioned against it. This is a single point-in-time reading — we do not yet hold its history, so we show no trend chart.

Short interest
2.3%
of the tradable float
Days to cover
3.1
at typical volumes

Why it sits there: who is doing the shorting, and why, does not travel with the number — the level is shown without inventing its story.

14 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

REX American Resources Corporation: the Z-score reads 10.24. A Z-score above roughly 3 reads as safe and below roughly 1.8 as the distress zone, so this sits well clear of distress. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure.

Why it matters: a Z-score of 10.24 sits well clear of the distress zone — the balance sheet is not the risk here.

The safety line in one sentence: the Z-score reads 10.24.

15 · Related companies · Chemicals
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1REX American Resources Corporationthis pageREX 73.5/100Favorable setup79% evidence ASLEEP 26.1/35 Revenue 1.6% · PAT 51.4% · OPM change 7.1 pp 95% evidence 15.3/25 ROCE 2.8% · OPM 12.4% 76% evidence 15.7/20 P/E 17.3× · PEG 0.26 65% evidence 16.4/20 RS sector 13.4% · RS bench 5.4% · 1Y 69.2%4 of 12 weeks ahead 70% evidence
Exact sum: 26.1 + 15.3 + 15.7 + 16.4 = 73.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Westlake Chemical Partners LPWLKP 60.2/100Mixed-positive evidence75% evidence BASING 22.6/35 Revenue 13.4% · PAT 5.3% · OPM change 8.7 pp 83% evidence 17.4/25 ROCE 7.2% · OPM 28.3% 76% evidence 12.8/20 P/E 13.5× · PEG 1.34 65% evidence 7.4/20 RS sector -4.3% · RS bench -10.2% · 1Y -3%0 of 12 weeks ahead 70% evidence
Exact sum: 22.6 + 17.4 + 12.8 + 7.4 = 60.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Methanex CorporationMEOH 59.2/100Thin evidence · provisional58% evidence ASLEEP 18.8/35 Revenue — · PAT — · OPM change -15.7 pp 45% evidence 15.6/25 ROCE 7.4% · OPM 8.6% 76% evidence 9.5/20 P/E 44.8× · PEG — 15% evidence 15.3/20 RS sector 10% · RS bench 1.6% · 1Y 61.7%3 of 12 weeks ahead 100% evidence
Exact sum: 18.8 + 15.6 + 9.5 + 15.3 = 59.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Green Plains Inc.GPRE 59.0/100Thin evidence · provisional55% evidence ASLEEP 19.7/35 Revenue -21.4% · PAT — · OPM change 20.4 pp 62% evidence 12.3/25 ROCE 3.4% · OPM 10% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 17.0/20 RS sector 27.1% · RS bench 17.3% · 1Y 130.1%1 of 12 weeks ahead 70% evidence
Exact sum: 19.7 + 12.3 + 10 + 17 = 59 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Dow Inc.DOW 51.1/100Thin evidence · provisional58% evidence ASLEEP 19.6/35 Revenue — · PAT — · OPM change 1.4 pp 45% evidence 11.0/25 ROCE 1.8% · OPM -0.3% 76% evidence 8.7/20 P/E 87.3× · PEG — 15% evidence 11.8/20 RS sector 1.1% · RS bench -6.7% · 1Y 42.9%1 of 12 weeks ahead 100% evidence
Exact sum: 19.6 + 11 + 8.7 + 11.8 = 51.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Celanese CorporationCE 46.8/100Mixed-negative evidence64% evidence BASING 16.7/35 Revenue -5.5% · PAT — · OPM change 2.3 pp 62% evidence 12.5/25 ROCE 1.1% · OPM 9.2% 76% evidence 10.0/20 P/E 27.4× · PEG — 15% evidence 7.6/20 RS sector -10.7% · RS bench -17.1% · 1Y -5.8%0 of 12 weeks ahead 100% evidence
Exact sum: 16.7 + 12.5 + 10 + 7.6 = 46.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Tronox Holdings plcTROX 42.8/100Thin evidence · provisional58% evidence ASLEEP 16.7/35 Revenue -3.9% · PAT — · OPM change 2.9 pp 62% evidence 6.3/25 ROCE -0.8% · OPM -5.4% 76% evidence 11.5/20 P/E 4.5× · PEG — 15% evidence 8.3/20 RS sector -1.8% · RS bench -10.8% · 1Y 89.2%0 of 12 weeks ahead 70% evidence
Exact sum: 16.7 + 6.3 + 11.5 + 8.3 = 42.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8ASP Isotopes Inc.ASPI 41.8/100Thin evidence · provisional55% evidence ASLEEP 25.8/35 Revenue 100% · PAT — · OPM change 63.1 pp 62% evidence 3.0/25 ROCE -10.3% · OPM -297.7% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 3.0/20 RS sector -40.6% · RS bench -42.8% · 1Y -54%6 of 12 weeks ahead 70% evidence
Exact sum: 25.8 + 3 + 10 + 3 = 41.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9LSB Industries, Inc.LXU 41.1/100Thin evidence · provisional58% evidence ASLEEP 17.5/35 Revenue — · PAT — · OPM change 10.6 pp 45% evidence 10.7/25 ROCE -0.3% · OPM 13.7% 76% evidence 10.5/20 P/E 21.6× · PEG — 15% evidence 2.4/20 RS sector -10.6% · RS bench -17.6% · 1Y 37%1 of 12 weeks ahead 100% evidence
Exact sum: 17.5 + 10.7 + 10.5 + 2.4 = 41.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Rayonier Advanced Materials Inc.RYAM 37.0/100Thin evidence · provisional58% evidence ASLEEP 7.6/35 Revenue -10.4% · PAT — · OPM change -16.2 pp 62% evidence 3.9/25 ROCE -4.4% · OPM -20.5% 76% evidence 11.3/20 P/E 5.4× · PEG — 15% evidence 14.2/20 RS sector 8.3% · RS bench 0.1% · 1Y 92.5%0 of 12 weeks ahead 70% evidence
Exact sum: 7.6 + 3.9 + 11.3 + 14.2 = 37 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11Huntsman CorporationHUN 36.7/100Thin evidence · provisional58% evidence ASLEEP 16.6/35 Revenue — · PAT — · OPM change -4.1 pp 45% evidence 8.2/25 ROCE 0.7% · OPM -1.1% 76% evidence 9.8/20 P/E 44.1× · PEG — 15% evidence 2.1/20 RS sector -11.5% · RS bench -17.8% · 1Y 10.3%4 of 12 weeks ahead 100% evidence
Exact sum: 16.6 + 8.2 + 9.8 + 2.1 = 36.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Valhi, Inc.VHI 36.6/100Mixed-negative evidence65% evidence BASING 9.3/35 Revenue -0.7% · PAT -140.3% · OPM change -3.6 pp 83% evidence 10.9/25 ROCE 1.1% · OPM 4.4% 76% evidence 10.2/20 P/E 24.7× · PEG — 15% evidence 6.2/20 RS sector -8.4% · RS bench -13.6% · 1Y -11.6%0 of 12 weeks ahead 70% evidence
Exact sum: 9.3 + 10.9 + 10.2 + 6.2 = 36.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Olin CorporationOLN 36.4/100Thin evidence · provisional58% evidence BASING 15.0/35 Revenue — · PAT — · OPM change -7.6 pp 45% evidence 9.9/25 ROCE 0.8% · OPM -4.9% 76% evidence 9.3/20 P/E 54.3× · PEG — 15% evidence 2.2/20 RS sector -22.4% · RS bench -27.5% · 1Y 0.7%0 of 12 weeks ahead 100% evidence
Exact sum: 15 + 9.9 + 9.3 + 2.2 = 36.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14AdvanSix Inc.ASIX 32.2/100Adverse evidence65% evidence BASING 6.9/35 Revenue -0.6% · PAT -89.3% · OPM change -12.6 pp 83% evidence 7.0/25 ROCE -1.4% · OPM -4.6% 76% evidence 9.0/20 P/E 65.9× · PEG — 15% evidence 9.3/20 RS sector -1.4% · RS bench -8% · 1Y 11.7%2 of 12 weeks ahead 70% evidence
Exact sum: 6.9 + 7 + 9 + 9.3 = 32.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
15Ascent Industries Co.ACNT 40.9/100Thin evidence · provisional47% evidence BREAKING OUT 15.2/35 Revenue — · PAT — · OPM change -0.8 pp 32% evidence 4.8/25 ROCE -2.3% · OPM -12.2% 76% evidence 8.5/20 P/E 121× · PEG — 15% evidence 12.4/20 RS sector 3% · RS bench -2.8% · 1Y 17.3%1 of 12 weeks ahead 70% evidence
Exact sum: 15.2 + 4.8 + 8.5 + 12.4 = 40.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

16 · Frequently asked questions

Frequently asked questions

What is REX American Resources Corporation's stock price today?

REX American Resources Corporation trades at $44.4, +74.3% over the past year. The company is valued at $1.0 B. The stock sits at 75% of its 52-week range of $28–$50, +12.4% versus its 200-day average. Against the S&P 500 it has been behind on a trailing-13-week view for 3 weeks. — as of 5 August 2026.

What were REX American Resources Corporation's latest quarterly results?

REX American Resources Corporation reported revenue of $0.2 B and net profit of $0.0 B for the Apr 26 quarter. Revenue rose 0.0% and profit rose 100.0% year on year. Earnings per share were $0.56. The operating margin was 12.5%, 6.2 pp higher than a year earlier. — as of 5 August 2026.

What is REX American Resources Corporation's revenue?

REX American Resources Corporation reported revenue of $0.2 B in the Apr 26 quarter, +0.0% year on year. For the full FY26 fiscal year, revenue was $0.7 B (+1.6%). Over the last 4 years revenue compounded at −4.1% a year. — as of 5 August 2026.

What is REX American Resources Corporation's profit?

REX American Resources Corporation earned $0.0 B of net profit in the Apr 26 quarter, +100.0% year on year — the 2nd straight quarter of growth. Full-year FY26 profit was $0.1 B. The operating margin ran 12.5% in the latest quarter. — as of 5 August 2026.

What is REX American Resources Corporation's market cap?

REX American Resources Corporation's market capitalisation is $1.0 B at a stock price of $44.4. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 5 August 2026.

What is REX American Resources Corporation's P/E ratio?

REX American Resources Corporation trades at a P/E of 15.8×, at the 18th percentile of its own 1-year range, against a long-run median of 17.9×. This is a comparison with the stock's own history, not a value call — as of 5 August 2026.

Does REX American Resources Corporation pay a dividend?

No — REX American Resources Corporation has declared no dividend per share in any of its last 12 reported quarters, so there is no payout history and no yield to quote. That is a reading of the filed statements, not an estimate. — as of 5 August 2026.

Is REX American Resources Corporation overvalued?

On its own history, REX American Resources Corporation looks cheap against its own history: its P/E of 15.8× has been cheaper only 18% of the time in 1 years (long-run median 17.9×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 5 August 2026.

Is REX American Resources Corporation growing?

Yes — REX American Resources Corporation is growing: latest-quarter revenue +0.0% year on year, profit +100.0%, and the margin +6.2 pp at 12.5%. The 4-year compound rates are −4.1% (revenue) and 13.6% (profit). The earnings engine currently reads: improving — as of 5 August 2026.

How is REX American Resources Corporation performing?

REX American Resources Corporation's latest readings are below. Its latest quarter's revenue rose 0.0% and profit rose 100.0% year on year. Against the S&P 500 it has been behind on a trailing-13-week view for 3 weeks. This describes what the data did, not a rating. — as of 5 August 2026.

What stage is REX American Resources Corporation in?

Mixed — the growth curves are steadily positive, but ROCE at 8.8% is below the 15% bar this page requires to call it Consistent. The read comes from the last 12 quarters of growth (revenue growth +3.1% latest, profit growth +57.1% latest, eps growth +74.2% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 5 August 2026.

Is REX American Resources Corporation beating the market?

Not lately — on a trailing-13-week view REX American Resources Corporation is currently behind the S&P 500 (3 weeks and counting; last ahead the week of 2026-07-17), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 1.1 years the stock moved +63% against the S&P 500's +24% — ahead of the index over the full window. — as of 5 August 2026.

Will REX American Resources Corporation's stock price go up?

This page publishes no price forecast for REX American Resources Corporation. What it measures instead: the stock price is $44.4. Its P/E of 15.8× sits at the 18th percentile of its own 1-year range. Direction is not something this site claims to know. — as of 5 August 2026.

Is the market betting against REX American Resources Corporation?

Somewhat — short interest is 2.3% of REX American Resources Corporation's tradable float, about 3.1 days to cover at typical volumes. A moderate reading: some money is positioned against it. With no quarter-by-quarter holder register here, short interest is the cleanest crowd read we hold — as of 5 August 2026.

Does REX American Resources Corporation have too much debt?

No — REX American Resources Corporation's debt-to-equity is 0.03. A year-by-year borrowings ladder is not in our numbers for this stock, so the latest reading is the cleanest hold. The returns on this page are earned, not borrowed — as of 5 August 2026.

What is REX American Resources Corporation's capex?

REX American Resources Corporation spent $0.0 B on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was $0.1 B. — as of 5 August 2026.

What is REX American Resources Corporation's cash flow?

REX American Resources Corporation generated $0.1 B of operating cash flow in FY26 and $0.1 B of free cash flow after $0.1 B of capital spending. Reported profit that year was $0.1 B, so operating cash ran ahead of profit. — as of 5 August 2026.

Is REX American Resources Corporation's profit real cash?

Yes — over the last 3 fiscal years, 124% of REX American Resources Corporation's reported profit arrived as operating cash. In FY26, operating cash was $0.1 B against reported profit of $0.1 B. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 5 August 2026.

How financially safe is REX American Resources Corporation?

On the balance sheet, the Z-score reads 10.24 — above roughly 3 is safe, below roughly 1.8 is the distress zone. That sits well clear of trouble. — as of 5 August 2026.

Where is REX American Resources Corporation in its business cycle?

REX American Resources Corporation's FY26 operating margin was 9.2%, against a 5-year band of 3.5%–9.4%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 12.5%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 5 August 2026.

What could break the REX American Resources Corporation story?

Biggest watch item: the price is not yet in a confirmed uptrend — timing risk, not thesis risk. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 5 August 2026.

Is REX American Resources Corporation a stock worth studying right now?

This is not investment advice. The machine read: REX American Resources Corporation's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it. The sharpest open question: the next one or two quarters of delivery. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 5 August 2026.

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