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v0.1
REX$49.39+5.62%
Fair $49.39+0.0%

REX

REX American Resources Corporation

Basic Materials / ChemicalsNYSE

$49.39

+2.63 (+5.62%)

Fairly Valued+0.0%Fair Value $49.39Fund rank 34/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $49.4M · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · REXLocal privado en este navegador · REX American Resources Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.6B

P/E

17.6x

↑

EV/EBITDA

17.5x

↑

ROE

13.6%

↑

Gross Margin

14.4%

↓

Debt/Equity

0.03

↓
52-Week Range$49
$20$53

TradingView lightweight chart

REX price, volumen y niveles de valoración

Último $49.39Periodo +1879.3%
Fair value: $49.39

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2026 · 16 años de histórico normalizado

Revenue CAGR

+8.8%

FCF CAGR

—

FCF margin

7.6%

FCF / Net income

0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $650.5M · net income $83.0M · FCF $49.4M

2010-FY → 2026-FY

Gross margin

14.4%+2.1% pts

Operating margin

9.4%— pts

Net margin

12.8%+7.7% pts

FCF margin

7.6%+22.1% pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$650.5M$650.5M$642.5M$833.4M$855.0M$774.8M$372.7M$417.7M$485.9M$452.2M$453.8M$436.5M$572.2M$666.0M$656.6M$408.9M$235.5M$169.8M
Net Income$83.0M$83.0M$58.2M$60.9M$27.7M$52.4M$3.0M$7.4M$31.6M$39.7M$32.3M$31.4M$87.3M$35.1M$-2.3M$28.3M$5.1M$8.7M
EBITDA$84.3M$84.3M$86.0M$91.9M$49.1M—————————————
EPS2.502.501.651.740.791.460.080.20—1.000.820.721.790.71-0.050.510.090.15
Gross Margin14.4%14.4%14.2%11.8%5.7%11.7%5.2%4.9%6.2%9.8%15.7%11.6%24.8%9.7%2.1%8.5%14.2%12.3%
Operating Margin9.4%9.4%10.0%8.3%3.0%—————————————
Net Margin12.8%12.8%9.1%7.3%3.2%6.8%0.8%1.8%6.5%8.8%7.1%7.2%15.3%5.3%-0.3%6.9%2.2%5.1%
Balance Sheet
Debt/Equity0.030.030.040.020.03————————0.230.37———
Current Ratio6.766.76————————————————
Cash Flow
Free Cash Flow$49.4M$49.4M$-7.1M$90.3M$39.2M$86.6M$-1.8M$6.6M$37.2M$17.0M$54.9M$24.7M$127.3M$60.9M$13.4M$27.6M$21.9M$-24.7M
Returns
ROE13.6%13.6%10.4%11.9%6.2%12.2%0.8%1.9%8.1%10.4%9.5%10.1%25.0%12.6%-0.9%11.2%2.1%—
Valuation
P/E17.5817.5812.2412.6021.10—————————————
EV/EBITDA17.4817.486.246.0710.79—————————————
P/B2.692.691.271.491.30—————————————
Growth & Yield
Revenue Growth1.2%1.2%-22.9%-2.5%—107.9%-10.8%-14.0%7.5%-0.4%4.0%-23.7%-14.1%1.4%60.6%73.6%38.7%—
EPS Growth51.5%51.5%-4.9%121.0%—1687.8%-58.5%——22.6%14.2%-60.0%150.8%1632.1%-109.1%492.3%-42.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

20.6%

exigente

EPS terminal req.

$4.38

Spread vs growth

30.9%

5Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$5.30

Spread vs growth

35.3%

10Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$8.54

Spread vs growth

38.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +134.4%

Total return

+134.4%

Start / end P/E

12.8x → 19.8x

EPS bridge

1.65 → 2.50

Residual

+28.2%

EPS growth+51.5%
Multiple rerating+54.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term+28.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.