REX American Resources 향후 성장
Future 기준 점검 0/6
현재 REX American Resources 의 성장과 수익을 예측할 만큼 분석가의 범위가 충분하지 않습니다.
핵심 정보
n/a
이익 성장률
n/a
EPS 성장률
| Oil and Gas 이익 성장 | 11.3% |
| 매출 성장률 | n/a |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | None |
| 마지막 업데이트 | n/a |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Apr 24
REX American Resources Offers Potential, But Uncertainty Is A Problem
Summary REX American Resources Corporation remains a Hold as uncertainty clouds future profitability despite recent REX stock outperformance and strong tax credit-driven earnings growth. REX's Q4 2025 results showed flat revenue, but net income surged to $43.7M, primarily due to $28.1M in 45Z tax credits. Upcoming REX catalysts include One Earth Energy's ethanol expansion and carbon capture projects, but regulatory delays push major tax benefits to 2027 and beyond. REX stock valuation appears fair to slightly expensive on current fundamentals; sustained margin expansion and tax credits could materially improve multiples, but visibility remains limited. Read the full article on Seeking Alpha분석 기사 • Jan 14
We Like These Underlying Return On Capital Trends At REX American Resources (NYSE:REX)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • May 29
Most Shareholders Will Probably Find That The CEO Compensation For REX American Resources Corporation (NYSE:REX) Is Reasonable
Key Insights REX American Resources' Annual General Meeting to take place on 4th of June Salary of US$275.0k is part of...분석 기사 • Apr 04
Investors Will Want REX American Resources' (NYSE:REX) Growth In ROCE To Persist
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Mar 31
REX American Resources: Now It Looks Cheap
Summary REX American Resources Corporation is well-managed and currently undervalued, presenting a buying opportunity despite industry and political headwinds. REX's Q4 EPS of $0.63 beat consensus of $0.37, and I expect Q1 EPS to be closer to last year's $0.58 than the forecasted $0.34. REX's balance sheet remains strong with $359 million in cash and equivalents, and its price to book valuation is near historical lows, making it attractive. My target price for REX remains at $50, supported by $20 per share in cash and an anticipated EPS of $2.00, applying a 15x multiple. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 17
Ethanol Expansion And Carbon Capture Innovations Promise Brighter Fiscal Horizons
Expansion and investment strategies in ethanol production and carbon capture are poised to improve efficiency, profitability, and environmental standings.분석 기사 • Aug 30
US$60.00: That's What Analysts Think REX American Resources Corporation (NYSE:REX) Is Worth After Its Latest Results
REX American Resources Corporation ( NYSE:REX ) came out with its quarterly results last week, and we wanted to see how...분석 기사 • Aug 06
Investors Aren't Buying REX American Resources Corporation's (NYSE:REX) Earnings
REX American Resources Corporation's ( NYSE:REX ) price-to-earnings (or "P/E") ratio of 12x might make it look like a...Seeking Alpha • Aug 03
REX American Resources: Fairly Priced For Bulls
Summary After a volatile and successful 2023, REX has settled around a $50 stock price, as 2024 won't be quite as good for the company. Analysts have reduced their targets despite the improving commodity prices underlying REX's operations for Q2 relative to Q1. I expect Q2 to come in similarly to Q1's EPS and beat analyst expectations. I expect analysts to increase their Q3 EPS estimates and increase FY estimates back to $2.00. My target price of $50 remains intact, assigning $30 per share of value to operations and another $20 per share for working capital. I have a neutral opinion on the stock. Read the full article on Seeking Alpha분석 기사 • May 30
With EPS Growth And More, REX American Resources (NYSE:REX) Makes An Interesting Case
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • May 09
REX American Resources (NYSE:REX) Is Experiencing Growth In Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...분석 기사 • Apr 18
Earnings Not Telling The Story For REX American Resources Corporation (NYSE:REX) After Shares Rise 27%
REX American Resources Corporation ( NYSE:REX ) shareholders have had their patience rewarded with a 27% share price...분석 기사 • Apr 06
REX American Resources (NYSE:REX) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Investors signalled that they were pleased with REX American Resources Corporation's ( NYSE:REX ) most recent earnings...Seeking Alpha • Apr 05
REX American Resources: Net Income May Drop And The Stock Price May Follow
Summary REX American Resources Corporation exceeded expectations in Q4 likely due to effective hedging, leading to a surge in the stock price to $60. The price of ethanol has been eroding, indicating that REX's profitability and valuation will likely decline in 2024. I expect EPS to be around $2.00 for REX's fiscal 2025. A 15 multiple implies a $30 valuation for this component of the business. Net cash and speculative future cash flows from the One Earth Carbon Capture project bring my target on the stock to $50. Read the full article on Seeking Alpha분석 기사 • Feb 13
Some Confidence Is Lacking In REX American Resources Corporation's (NYSE:REX) P/E
With a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...분석 기사 • Jan 12
The Return Trends At REX American Resources (NYSE:REX) Look Promising
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Seeking Alpha • Dec 19
Rex American: An Ethanol Producer Poised For Growth
Summary REX American is a profitable ethanol producer with a track record of success, unlike many other ethanol producers. REX can benefit from subsidies under the Inflation Reduction Act, potentially increasing their earnings power. The company is pursuing carbon sequestration opportunities, which could result in significant financial gains. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
REX American Resources: Sell On Strong Q3 Results, Q4 Won't Be Nearly As Good
Summary REX American Resources Corporation's stock rose 33% after strong Q3 results, despite flat revenue. The company's macro environment has deteriorated since the end of Q3. Q4 numbers are likely to be far weaker than Q3, creating an opportunity for shorts. Mitigating factors to a heavy decline in stock price include REX's strong balance sheet, capable management team and stock buyback program. There is a gap in the chart above $41.63 that is highly likely to get filled. Price target of $35-$40 for the near term. Read the full article on Seeking Alpha분석 기사 • Dec 01
Is Now The Time To Put REX American Resources (NYSE:REX) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Nov 11
REX American Resources: Don't See Any Appeal Here
Summary REX American Resources Corporation's share price has steadily improved over the past year, but it carries unnecessary risk for investors. The company is engaged in the production and sale of ethanol and other commodities, but its average selling prices and margins are declining. REX has the potential to tap into the bioethanol market and generate strong growth, but its net margins and valuation are concerning. Read the full article on Seeking Alpha분석 기사 • Aug 26
Calculating The Fair Value Of REX American Resources Corporation (NYSE:REX)
Key Insights The projected fair value for REX American Resources is US$48.67 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Jun 06
REX American Resources Corporation: Phenomenal Balance Sheet Brings Stability
Summary REX American Resources Corporation specializes in alternative energy solutions focusing on the production and distribution of biofuels including ethanol and distillers grains. The company has a strong financial position with a growing cash position and no long-term debt, allowing for continued share buybacks. Despite recent growth in sales and margins, the current valuation does not justify a buy rating, making REX best suited as a hold for investors seeking exposure to the ethanol industry and distillers corn growth. Read the full article on Seeking Alpha분석 기사 • Mar 26
Results: REX American Resources Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates
Last week, you might have seen that REX American Resources Corporation ( NYSE:REX ) released its annual result to the...분석 기사 • Mar 13
Here's What To Make Of REX American Resources' (NYSE:REX) Decelerating Rates Of Return
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...분석 기사 • Oct 21
REX American Resources (NYSE:REX) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Aug 30
REX American Resources GAAP EPS of $0.63 beats by $0.03, revenue of $240.33M beats by $3.33M
REX American Resources press release (NYSE:REX): Q2 GAAP EPS of $0.63 beats by $0.03. Revenue of $240.33M (+22.7% Y/Y) beats by $3.33M.Seeking Alpha • Jul 28
REX American Resources: Cash-Rich Renewable Energy Refiner
REX is well positioned to benefit from an uptick in U.S. ethanol demand caused by tightening gasoline supplies. The company trades close to book value, with 40% of the share quote backed by direct cash holdings. Leading margins in the industry, with no debt and few liabilities, could support significantly higher operating profitability in the years ahead. Technical trading evidence is pointing to a rise in the share quote. REX American Resources (REX) is a corn refiner and distiller, focused on ethanol production, based in Ohio. The company offers corn, distiller grains, plus non-food grade corn oil, gasoline, and natural gas. REX also provides dry distillers grains with solubles, a protein in animal feed. It owns a portion of 6 different refineries in the U.S. Midwest with production capacity of nearly 700 million gallons of ethanol yearly (280 million as a percentage owned). The investment thesis is developing shortages of U.S. gasoline supply (new oil/gas refineries are not being built) will increasingly be gap filled with biofuel product additives like ethanol. And, REX is one of the corn refiners best positioned to benefit with its existing low-cost infrastructure, utilizing no debt at the corporate level. U.S. gasoline stocks/inventories have been running materially below seasonal norms during the summer. EIA Report, U.S. Gasoline Stocks - July 2022 REX does not pay a dividend. Instead, it has engaged in regular share buybacks with its outstanding cash flow generation, repurchasing 25% of float the last decade. A 3-for-1 stock split is coming on Friday. So, you may need to divide all my per share numbers by 3, when you get around to reading this article. The share count will move from 6 million to 18 million over the next week, as share price moves from $90 to $30. December 2021 Investor Presentation Fortress Balance Sheet Outside of the bright demand future for renewable energy ethanol (similar to 2022 results for the company), the main attraction for investors is REX’s super-conservative balance sheet. At the end of March, $234 million in cash (nearly $40 per share) stands out vs. $540 million in equity market capitalization at a share price around $90 per share. All told, $343 million in current assets were owned vs. just $54 million in “total” liabilities. That represents almost $50 per share in liquid book value, with another $148 million in depreciated plant & equipment, plus $58 million in long-term investments and tax assets held. With $73.65 per share in tangible, easy-to-sell book value vs. a $90 share quote, few other oil/gas related enterprises can be purchased as close to underlying cash-centered, zero debt, cost-accounting value. Below is a 10-year graph comparing cash holdings to debt levels. YCharts Free cash flow generation has been quite amazing for a cyclical business. One of the advantages of zero expense on debt, from an intelligently run enterprise, is profits and cash flow are typically far better than peer and competitor companies holding high debt levels. Below is a decade-long graph looking at cash flow generation vs. capital expenditures, with the difference representing the standard definition of “free” cash flow. Only a few quarters in 2020, during the COVID-19 economic shutdowns, could drag free cash flow into negative territory. YCharts With no debt and tight cost controls on selling/marketing expense and general overhead, final profit margins closely track gross margins on the chart below. Notice how current margins are relatively average vs. the last 10 years. Plenty of room for improvement in profitability may be coming if gasoline inventories remain low for years in America (which may or may not come to pass). YCharts More good news for the REX earnings outlook, industrywide profit margins just turned positive in the middle of 2022, after several years of losses. (Red area over black line on graph below.) Ethanol Margins Industrywide, Iowa State University - CARD Wall Street analysts are projecting steady gains in EPS, even if sales stagnate at the current level. The thinking is ethanol refinery margins have been too low for years, and will grow to fill gasoline shortages. Seeking Alpha, Analyst Estimates - July 26th, 2022 Inexpensive Valuation of Operating Business Forward P/Es of 12x or 10x are absolutely worthy of extra research, especially from a stock valuation backed by 40%+ in cash. I figure today’s overall REX valuation on operating metrics is 30% to 40% below 10-year averages. Here are the reasons why investors should get excited about this bargain setup. When we split the cash position from actual operating business performance, free cash flow generation (including almost zero interest income on the cash stash) measured against enterprise value is an exceptional 16.9% on a trailing 12-month basis. This number is nicely above the decade-norm closer to 10%, and represents 4x the equivalent S&P 500 index EV income yield under 4%. YCharts However, the asset-adjusted free cash flow story is only the beginning. Enterprise value calculations on EBITDA and revenues are a solid 40% discount to 10-year averages for REX. YCharts YCharts On a closer zoomed in review, price to trailing earnings, sales, and cash flow are trading at 5-year lows, even lower than the 2020 pandemic selloff in the stock. YCharts The intrinsic market-based price for company shares seems to be anticipating a decent downturn in refining margins and overall ethanol demand. A recession in the U.S. economy looks all but assured to me, but gasoline shortages may or may not remain. For example, a major hurricane hitting Texas later this summer could upend the gasoline market, as oil/gas refineries are shut-in for weeks or damaged for months. If this is the case, a real opportunity in ethanol could be open today. Constructive Technical Chart The trading momentum indicators I track are actually quite positive on REX in July. A flat share quote over the last 12 months is far better than the negative performance of the S&P 500 and other U.S. market indexes, for starters. On the 18-month chart below, I have circled in green the low 14-day ADX score, which could be telling us a short-term base pattern is being completed, similar to August-October 2021. You have to go back to early 2021 to find another instance of rising Negative Volume Index and On Balance Volume readings. The red arrow points to a rapidly improving NVI score, and a blue arrow points to the big jump in OBV over the past 6 weeks. Taken together with the low ADX number, it appears buying pressure could soon push price into an uptrend, maybe with dramatically higher quotes in 6-12 months. StockCharts.com, Author Reference Points Final Thoughts My quant-sorting momentum formulas are now highlighting REX American as a clear buy idea in July. It’s a defensive and growth play at the same time. A superior/conservative balance sheet with lots of cash and no debt are incredibly supportive of the $90 quote. I doubt a recession can pull price below its $76 and rising book value, at least not for long. On the growth side of the equation, continued tightness and shortages in U.S. gasoline supply should bring even stronger profitability in the years ahead. Lastly, a push for greener, more renewable energy solutions could encourage more investor attention in the ethanol sector, helping out the valuation of its business operations.분석 기사 • Jul 20
Returns On Capital At REX American Resources (NYSE:REX) Have Hit The Brakes
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Seeking Alpha • May 02
REX American: A Profitable Biofuel Producer
REX offers exposure to biofuel use but is not hemorrhaging money like other competitors. While never providing groundbreaking gains, I find the current share price is fair and offers safety in the current market. As such, I believe the company is worth further due diligence for more value and low-risk investors who want diversification into the sector.분석 기사 • Feb 15
The Returns At REX American Resources (NYSE:REX) Aren't Growing
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...이 섹션에서는 일반적으로 전문 애널리스트들의 컨센서스 추정치를 기반으로 매출 및 이익 성장 전망을 제시하여 투자자들이 회사의 수익 창출 능력을 이해하도록 돕습니다. 그러나 REX American Resources는 과거 데이터가 충분하지 않고 애널리스트 예측도 없어, 과거 데이터를 단순히 외삽하거나 애널리스트 전망을 사용하여 향후 이익을 신뢰할 수 있게 계산할 수 없습니다.
Simply Wall St가 다루는 기업 중 97%는 과거 재무 데이터를 보유하고 있기 때문에, 이는 상당히 드문 상황입니다.
이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 1/31/2026 | 650 | 83 | 49 | 118 | N/A |
| 10/31/2025 | 651 | 50 | 18 | 89 | N/A |
| 7/31/2025 | 650 | 51 | 11 | 71 | N/A |
| 4/30/2025 | 640 | 57 | 10 | 63 | N/A |
| 1/31/2025 | 642 | 58 | -7 | 64 | N/A |
| 10/31/2024 | 672 | 68 | 31 | 102 | N/A |
| 7/31/2024 | 718 | 69 | 57 | 127 | N/A |
| 4/30/2024 | 782 | 66 | 81 | 140 | N/A |
| 1/31/2024 | 833 | 61 | 90 | 128 | N/A |
| 10/31/2023 | 846 | 49 | 36 | 66 | N/A |
| 7/31/2023 | 845 | 26 | 40 | 61 | N/A |
| 4/30/2023 | 873 | 28 | 40 | 58 | N/A |
| 1/31/2023 | 855 | 28 | 39 | 55 | N/A |
| 10/31/2022 | 867 | 41 | 87 | 95 | N/A |
| 7/31/2022 | 850 | 51 | 70 | 75 | N/A |
| 4/30/2022 | 805 | 45 | 55 | 60 | N/A |
| 1/31/2022 | 775 | 48 | 87 | 92 | N/A |
| 10/31/2021 | 689 | 30 | 30 | 38 | N/A |
| 7/31/2021 | 610 | 24 | 27 | 35 | N/A |
| 4/30/2021 | 453 | 17 | 15 | 22 | N/A |
| 1/31/2021 | 373 | 2 | -2 | 9 | N/A |
| 10/31/2020 | 368 | 3 | 26 | 34 | N/A |
| 7/31/2020 | 330 | -7 | -19 | -11 | N/A |
| 4/30/2020 | 397 | -3 | 1 | 9 | N/A |
| 1/31/2020 | 418 | 4 | 7 | 10 | N/A |
| 10/31/2019 | 410 | 4 | N/A | 17 | N/A |
| 7/31/2019 | 448 | 18 | N/A | 42 | N/A |
| 4/30/2019 | 470 | 25 | N/A | 53 | N/A |
| 1/31/2019 | 487 | 32 | N/A | 48 | N/A |
| 10/31/2018 | 483 | 50 | N/A | 36 | N/A |
| 7/31/2018 | 480 | 51 | N/A | 46 | N/A |
| 4/30/2018 | 460 | 45 | N/A | 29 | N/A |
| 1/31/2018 | 453 | 40 | N/A | 41 | N/A |
| 10/31/2017 | 465 | 33 | N/A | 62 | N/A |
| 7/31/2017 | 460 | 29 | N/A | 71 | N/A |
| 4/30/2017 | 467 | 34 | N/A | 84 | N/A |
| 1/31/2017 | 454 | 32 | N/A | 69 | N/A |
| 10/31/2016 | 439 | 24 | N/A | 60 | N/A |
| 7/31/2016 | 434 | 22 | N/A | 49 | N/A |
| 4/30/2016 | 432 | 30 | N/A | 29 | N/A |
| 1/31/2016 | 436 | 31 | N/A | 40 | N/A |
| 10/31/2015 | 457 | 48 | N/A | 44 | N/A |
| 7/31/2015 | 485 | 63 | N/A | 78 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: REX 의 예상 수익 증가율이 절약률(3.5%)보다 높은지 판단하기에는 데이터가 부족합니다.
수익 vs 시장: REX 의 수익이 US 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.
고성장 수익: REX 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.
수익 대 시장: REX 의 수익이 US 시장보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.
고성장 매출: REX 의 수익이 연간 20%보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: REX의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 15:18 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
REX American Resources Corporation는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Katja Jancic | Sidoti & Company, LLC |
| Jordan Levy | Truist Securities |