REX American Resources Corporation (REX) vs Rayonier Advanced Materials Inc. (RYAM)

REX American Resources Corporation and Rayonier Advanced Materials Inc. are both Chemicals companies. REX American Resources Corporation is the larger, with a market value of $1.4B against $591.9M — 2.4× the size. Rayonier Advanced Materials Inc. has negative trailing earnings, so its P/E is not meaningful; REX American Resources Corporation trades at 11.7×. REX American Resources Corporation grew revenue faster over the last twelve months: 5.31% against −3.12%. REX American Resources Corporation has the higher net margin (17.6% vs −9.65%) and the higher return on invested capital (16.1% vs −3.50%). Across the 20 metrics below, REX American Resources Corporation leads on 18 and Rayonier Advanced Materials Inc. on 2.

Valuation

Metric REX RYAM Chemicals median
P/E 11.74 n/m —
P/S 2.07 0.39 0.44
P/B 1.84 2.97 1.13
Price to free cash flow 20.59 n/m 7.30
EV/EBITDA 8.32 13.73 9.48
EV/Sales 1.55 0.88 0.86
Earnings yield 8.52% (24.50%) (10.53%)
Free cash flow yield 4.86% (6.32%) 4.86%

Profitability

Metric REX RYAM Chemicals median
Gross margin 21.54% 5.88% 16.03%
Operating margin 14.84% (3.48%) (0.82%)
Net margin 17.61% (9.65%) (3.05%)
Free cash flow margin 10.06% (2.49%) 1.50%
Return on equity 17.19% (52.81%) (5.24%)
Return on assets 15.49% (8.40%) (2.51%)
Return on invested capital 16.09% (3.50%) (0.75%)

Growth

Metric REX RYAM Chemicals median
Revenue growth (TTM) 5.31% (3.12%) 2.53%
EPS growth (last fiscal year) 51.52% (972.88%) —
Revenue growth, 5-year CAGR 11.79% 1.76% 2.20%
Net income growth, 5-year CAGR 94.23% 0.00% 0.00%

Health

Metric REX RYAM Chemicals median
Debt to equity 0.00 3.98 0.71
Current ratio 6.88 1.37 1.99
Net debt to EBITDA (4.43) 4.80 3.49

Dividend

Metric REX RYAM Chemicals median
Dividend yield — — 2.33%
Payout ratio 0.00 0.00 0.00

Size

Metric REX RYAM Chemicals median
Market cap 1.44b 591.89m 643.59m

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