REX American Resources Corporation (REX)
NYSEEnergyChemicalsSnapshot 2026-09-04
NYSEEnergyChemicalsSnapshot 2026-09-04
Research Workspace
Put REX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 0% over the past year.
View GrowthManagement screens strong on capital allocation, market reaction to earnings.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskREX's growth depends on its ability to expand ethanol production and improve earnings. Revenue grew 6% year over year, and the latest earnings report showed record EPS of $1. The stock trades at 11× P/E versus a peer median of 22×, indicating the market prices in more growth than forecast. The risk lies in management's delay on commitments, which could lead to a guidance cut. Peer multiples imply a price about 11% below where it trades.
Trailing returns as of 2026-09-04. REX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
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Compare REX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Oil & Gas Refining & Marketing — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put REX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Mixed results indicate potential earnings improvement issues.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Focus on earnings improvement
Record EPS indicates strong earnings improvement.

Advances: Complete One Earth Energy ethanol production expansion
Expansion aligns with growth objective and increases production capacity.

Advances: Focus on earnings improvement
Record EPS indicates strong earnings improvement progress.

Record profitability supports earnings improvement objective.
Uncertainty could hinder earnings improvement efforts.
20 consecutive profitable quarters enhance growth outlook.
Beating EPS estimates supports earnings improvement.