REX American Resources Corporation (REX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
REX American Resources Corporation (REX) trades at $46.80 with AI Score 92/100 (Grade A+). REX American Resources Corporation produces and sells ethanol, corn, and related products in the United States. Market cap: $1.54B, Sector: Basic materials.
Price as of Jul 20, 2026 · Last analyzed: May 10, 2026Analyst Coverage for REX: REX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates REX against Basic Materials peers across nine fundamental dimensions and assigns a relatively strong fundamental profile based on the underlying data.
REX: 2/3 scored disciplines lean bullish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
REX American Resources Corporation (REX) Materials & Commodity Exposure
REX American Resources Corporation (REX) is a leading ethanol producer in the U.S., also offering corn, distillers grains, and natural gas. With a market capitalization of $1.54B and a P/E ratio of 19.8, REX operates in the specialty chemicals sector, focusing on renewable fuel production.
What Is the Investment Thesis for REX?
REX American Resources Corporation presents a compelling investment case within the renewable energy sector, driven by its ethanol production and diversified product offerings. With a market capitalization of $1.54B and a profit margin of 12.8%, REX demonstrates financial stability and profitability. Key value drivers include the increasing demand for ethanol as a biofuel and the company's ability to efficiently produce and distribute its products. Growth catalysts include potential government incentives for renewable energy and expansion into new markets. However, potential risks include fluctuations in corn prices, changes in government regulations, and competition from other ethanol producers. Investors should monitor these factors to assess the long-term viability and growth potential of REX.
Based on FMP financials and quantitative analysis
REX Key Highlights
- Market capitalization of $1.54B indicates strong investor confidence.
- P/E ratio of 19.8 suggests a reasonable valuation relative to earnings.
- Profit margin of 12.8% demonstrates efficient operations and profitability.
- Gross margin of 14.4% reflects the company's ability to manage production costs effectively.
- Beta of 0.61 indicates lower volatility compared to the overall market.
Who Are REX's Competitors?
REX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ADM Archer-Daniels-Midland Company procures, transports, stores, processes, and merchandises agricultural commodities, products, and ingredients. The company | $85.90 | +3.49% | $41.4B | 65 |
| GPRE Green Plains Inc. | $16.83 | -12.48% | $1.18B | 33 |
| REGI Renewable Energy Group, Inc. | $61.50 | +0.00% | $3.11B | 55 |
| ODC Oil-Dri Corporation of America | $94.52 | -2.77% | $1.32B | 97 |
| ICHMF ISE Chemicals Corporation | $24.73 | +0.00% | $1.26B | 62 |
| HGRAF HydroGraph Clean Power Inc. | $3.51 | +4.15% | $1.23B | 69 |
| TKYMY Tokuyama Corporation | $14.00 | +0.00% | $2.01B | 51 |
| IOSP Innospec Inc. | $83.95 | -0.36% | $2.07B | 86 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are REX's Key Strengths?
- Efficient ethanol production.
- Diversified product portfolio.
- Strong market position in the U.S.
- Experienced management team.
What Are REX's Weaknesses?
- Dependence on corn prices.
- Vulnerability to changes in government regulations.
- Limited geographic diversification.
What Could Drive REX Stock Higher?
- Government incentives for renewable energy production.
- Potential expansion into new geographic markets.
- Increasing demand for ethanol as a biofuel.
- Development of advanced biofuel technologies.
What Are the Key Risks for REX?
- Fluctuations in corn prices.
- Competition from other ethanol producers.
- Changes in government regulations.
- Technological obsolescence.
What Are the Growth Opportunities for REX?
- Expansion into New Markets: REX can expand its geographic reach by targeting new markets with high demand for ethanol. This includes regions with supportive government policies and growing biofuel consumption. Market research and strategic partnerships can facilitate entry into these new markets, increasing revenue streams and diversifying the company's customer base. This expansion could increase revenue by 10-15% over the next three years.
- Product Diversification: REX can diversify its product portfolio by developing new biofuel products and exploring alternative uses for corn and distillers grains. This includes researching and developing advanced biofuels and expanding into related industries such as animal feed and sustainable packaging. Product diversification can reduce reliance on ethanol and create new revenue opportunities. This could lead to a 5-10% increase in overall revenue within five years.
- Technological Advancements: Investing in advanced ethanol production technologies can improve efficiency and reduce costs. This includes implementing innovative processes such as cellulosic ethanol production and carbon capture technologies. Technological advancements can enhance REX's competitive advantage and improve its environmental footprint. This could result in a 10% reduction in production costs over the next two years.
- Government Incentives: Capitalizing on government incentives and subsidies for renewable energy can provide financial benefits and support growth. This includes actively seeking and securing grants, tax credits, and other forms of government support. Government incentives can improve REX's profitability and support its expansion plans. These incentives could contribute an additional 3-5% to the company's net income annually.
- Strategic Partnerships: Forming strategic partnerships with other companies in the renewable energy and agricultural sectors can create synergies and expand market reach. This includes collaborating with biofuel distributors, agricultural cooperatives, and technology providers. Strategic partnerships can enhance REX's competitive position and facilitate access to new markets and technologies. Such partnerships could increase market share by 5% within three years.
What Opportunities Does REX Have?
- Expansion into new markets.
- Development of advanced biofuels.
- Increased government support for renewable energy.
- Strategic partnerships with other companies.
What Threats Does REX Face?
- Fluctuations in corn prices.
- Competition from other ethanol producers.
- Changes in government regulations.
- Technological obsolescence.
What Are REX's Competitive Advantages?
- Efficient ethanol production processes.
- Diversified product portfolio.
- Strategic location in key agricultural regions.
What Does REX Do?
REX American Resources Corporation, founded in 1980 and headquartered in Dayton, Ohio, operates in the renewable energy sector, primarily focusing on the production and sale of ethanol in the United States. Originally known as REX Stores Corporation, the company transitioned to REX American Resources Corporation in 2010, reflecting its strategic shift towards ethanol and related products. REX's operations include the production of ethanol, corn, distillers grains, non-food grade corn oil, gasoline, and natural gas. The company also provides dry distillers grains with solubles (DDGS), a valuable protein source used in animal feed. REX's focus on ethanol production positions it within the broader renewable energy landscape, catering to the increasing demand for alternative fuels. The company's diversified product portfolio, including corn and distillers grains, allows it to capitalize on various market opportunities within the agricultural and energy sectors. With 122 employees, REX maintains a streamlined operation focused on efficiency and sustainability in its production processes. The company's strategic focus on renewable fuels aligns with growing environmental concerns and government initiatives promoting biofuel usage.
What Products and Services Does REX Offer?
- Produces and sells ethanol in the United States.
- Offers corn and distillers grains.
- Provides non-food grade corn oil.
- Sells gasoline and natural gas.
- Supplies dry distillers grains with solubles (DDGS) for animal feed.
- Operates in the renewable energy sector.
How Does REX Make Money?
- Produces ethanol from corn and sells it as a biofuel.
- Generates revenue from the sale of corn, distillers grains, and other related products.
- Utilizes efficient production processes to minimize costs and maximize profitability.
What Industry Does REX Operate In?
REX American Resources Corporation operates within the specialty chemicals industry, focusing on ethanol production. The industry is driven by increasing demand for renewable fuels and government mandates promoting biofuel usage. The competitive landscape includes other ethanol producers and companies involved in alternative energy sources. Market trends include advancements in ethanol production technology and the development of new biofuel products. REX's focus on ethanol and related products positions it to capitalize on the growing demand for renewable energy solutions. The company's diversified product portfolio and efficient operations provide a competitive edge in this evolving market.
Who Are REX's Key Customers?
- Fuel distributors and retailers.
- Animal feed manufacturers.
- Industrial users of ethanol and corn products.
FY2027 estForward Outlook
Wall Street analysts project REX American Resources Corporation revenue of about $769.3M for fiscal 2027, with EPS near $1.50.
F-Score 6/9Financial Health
REX American Resources Corporation's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 14.02 places it in the safe zone, indicating low near-term bankruptcy risk.
REX Valuation & Market Position
Relative to its peer group, REX's quantitative score of 92/100 is above the peer average of 62/100.
REX Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in REX's future prospects, indicating that executives believe the company is undervalued.
- Community sentiment has shifted positively, with discussions highlighting REX's potential in the renewable energy sector, especially amid rising demand.
- Market perception is buoyed by REX's strategic partnerships, which are seen as a pathway to growth and innovation in sustainable practices.
- Recent developments in legislation supporting renewable energy are viewed as beneficial for REX, aligning the company with favorable market trends.
Bear Case
- Despite positive sentiment, some analysts express concerns over REX's reliance on government incentives, which could be volatile and uncertain.
- There are apprehensions regarding competition in the renewable energy space, as new entrants may challenge REX's market position.
- Recent earnings reports have raised questions about operational efficiency, leading some investors to doubt the company's short-term profitability.
- Community discussions reveal skepticism about REX's ability to scale operations effectively, with some believing that growth may not meet expectations.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
REX Latest News
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Stocks That Hit 52-Week Lows On Thursday
benzinga · Oct 20, 2022
REX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for REX.
Price Targets
Wall Street price target analysis for REX.
REX MoonshotScore
What does this score mean?
The MoonshotScore rates REX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Zafar A. Rizvi
CEO
Zafar A. Rizvi serves as the CEO of REX American Resources Corporation. His background includes extensive experience in the energy and agricultural sectors. He has held various leadership positions within the company, contributing to its strategic direction and operational efficiency. Rizvi's expertise in renewable energy and commodity markets has been instrumental in driving REX's growth and profitability. His leadership focuses on innovation, sustainability, and shareholder value.
Track Record: Under Zafar A. Rizvi's leadership, REX American Resources Corporation has expanded its ethanol production capacity and diversified its product offerings. He has overseen significant investments in advanced technologies and strategic partnerships, enhancing the company's competitive position. Rizvi has also focused on improving operational efficiency and reducing costs, contributing to REX's strong financial performance. His tenure has been marked by consistent growth and value creation for shareholders.
What Investors Ask About REX American Resources Corporation (REX) — Basic Materials
What does the AI Score mean for REX?
REX holds an AI Score of 92/100 (Grade: A+). This is an educational research signal, not a buy or sell recommendation. REX American Resources Corporation produces and sells ethanol, corn, and related products in the United States. The company operates in the renewable energy sector, focusing on ethanol production.
What does REX American Resources Corporation do?
REX American Resources Corporation is primarily involved in the production and sale of ethanol in the United States. The company also offers corn, distillers grains, non-food grade corn oil, gasoline, and natural gas. Additionally, REX provides dry distillers grains with solubles (DDGS), which serves as a protein source in animal feed.
What do analysts say about REX stock?
Analyst consensus on REX American Resources Corporation is mixed, reflecting the inherent volatility of the renewable energy sector and commodity markets. Key valuation metrics such as the P/E ratio of 19.8 are closely monitored. Growth considerations include the company's ability to capitalize on government incentives and expand into new markets.
What are the main risks for REX?
The main risks for REX American Resources Corporation include fluctuations in corn prices, which directly impact the cost of ethanol production. Changes in government regulations regarding biofuel mandates and subsidies can also significantly affect the company's profitability. Competition from other ethanol producers and the potential for technological obsolescence pose ongoing challenges. Investors should carefully assess these risks and their potential impact on REX's financial performance and long-term viability.
What are the key factors to evaluate for REX?
REX American Resources Corporation (REX) holds an AI score of 92/100 (high). P/E: 19.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does REX data refresh on this page?
REX's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven REX's recent stock price performance?
REX American Resources Corporation (REX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Efficient ethanol production. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider REX overvalued or undervalued right now?
REX American Resources Corporation (REX) trades at 19.8x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research REX before investing?
Before investing in REX American Resources Corporation (REX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data as of 2026-05-10.
- Financial metrics are subject to change based on market conditions.