REX American Resources Corporation (REX)
NYSEEnergyChemicalsSnapshot 2026-09-04
$41.46-0.38%
Close 2026-09-04 · 1-day change
NYSEEnergyChemicalsSnapshot 2026-09-04
QuarterlyIQ Insights · REX
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $41 REX trades at 11× p/e, below its 23× p/e peer median, but our blended $37 fair value sits below the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $26.58 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $30.13 | — | — | Hist. CAGR | high |
| graham number | 12M | $43.79 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $23.84 | 7.5 | 2.69 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 78% over what the business is worth with no growth; closing that gap needs roughly — years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $1.19/sh free cash flow.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
Trailing four: 2026-Q2, 2026-Q3, 2027-Q1, 2027-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $19.58 |
| 14.1 |
| 1.39 |
| TTM |
| high |
| Peer P/E | 12M | $82.27 | 22.5 | 3.65 | TTM | high |
| Peer P/S | 12M | $34.17 | 1.7 | 19.90 | TTM | high |
| residual income | 12M | $30.71 | — | — | TTM | high |
| Own P/E history | 12M | $57.35 | 15.7 | 3.65 | TTM | high |
| triangulated | 12M | $89.47 | 22.5 | 3.97 | Triangulated | high |
| Peer P/FCF | 3Y | $20.71 | 14.1 | 1.47 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $30.83 | 1.7 | 17.96 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 5Y | $21.50 | 14.1 | 1.53 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $28.79 | 1.7 | 16.77 | Hist. CAGR(prov.) | medium |