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Rayonier Advanced Materials Inc. Stock Price

NYSE:RYAM Community·US$584.7m Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

RYAM Share Price Performance

US$8.55
4.69 (121.50%)
US$14.50
Fair Value
US$8.55
4.69 (121.50%)
41.0% undervalued intrinsic discount
US$14.50
Fair Value
Price US$8.55
AnalystConsensusTarget US$14.50
AnalystLowTarget US$9.00

RYAM Community Narratives

·
Fair Value US$14.5 41.0% undervalued intrinsic discount

RYAM: New Sustainable Packaging Will Drive Profitable Momentum This Year

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·
Fair Value US$9 5.0% undervalued intrinsic discount

Cellulose Specialties Pricing And Biomaterials Execution Will Limit Long Term Earnings Recovery

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US$9
5.0% undervalued intrinsic discount
Profit Margin
10.59%
Future PE
4.47x
Price in 2029
US$11.77

Trending Discussion

Updated Narratives

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RYAM: Governance Shift And CEO Transition Will Support Future Upside Potential

Fair Value: US$14.5 41.0% undervalued intrinsic discount
3 users have set this as their fair value
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Cellulose Specialties Pricing And Biomaterials Execution Will Limit Long Term Earnings Recovery

Fair Value: US$9 5.0% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with very low risk.

2 Risks
2 Rewards

Rayonier Advanced Materials Inc. Key Details

US$1.4b

Revenue

US$1.3b

Cost of Revenue

US$87.1m

Gross Profit

US$562.0m

Other Expenses

-US$474.8m

Earnings

Last Reported Earnings
Mar 28, 2026
Next Reporting Earnings
n/a
-7.04
6.08%
-33.14%
308.9%
View Full Analysis

About RYAM

Founded
1926
Employees
2325
CEO
n/a
WebsiteView website
ryam.com

Rayonier Advanced Materials Inc. manufactures and sells cellulose specialty products in the United States, China, Europe, Japan, rest of Asia, Canada, Latin America, and internationally. It operates through Cellulose Specialties, Biomaterials, Cellulose Commodities, Paperboard, and High-Yield Pulp. The company’s products include cellulose specialties, which are natural polymers that are used as raw materials to manufacture a range of consumer-oriented products, such as liquid crystal displays, impact-resistant plastics, thickeners for food products, pharmaceuticals, cosmetics, cigarette filters, high-tenacity rayon tire cords and industrial hoses, food casings, paints, lacquers, munitions, and explosives; and biomaterials, including biofuels, lignosulfonates, prebiotics, tall oil soap, and HCE and turpentine. It also offers commodity products, such as commodity viscose used in woven applications, including rayon textiles for clothing and other fabrics, as well as in non-woven applications comprising baby wipes, cosmetic and personal wipes, industrial wipes, and mattress ticking; and absorbent materials consisting of fluff that are used as an absorbent medium in disposable baby diapers, feminine hygiene products, incontinence pads, convalescent bed pads, industrial towels and wipes, and non-woven fabrics. In addition, the company provides paperboards for packaging, printing documents, brochures, promotional materials, paperback books and catalog covers, file folders, freezer, tags, and lottery tickets; and high-yield pulps to produce hardwood aspen, maple, and birch species for paperboard, packaging, printing and writing papers, and various other paper products. Rayonier Advanced Materials Inc. was founded in 1926 and is headquartered in Jacksonville, Florida.

Recent RYAM News & Updates

Seeking Alpha Apr 22

Rayonier Advanced Materials: Priced For A Success That Isn't There Yet

Summary Rayonier Advanced Materials Inc. has surged 3-4x in a year, but current valuation reflects mid-cycle multiples despite still-depressed earnings and high leverage. RYAM’s upside now hinges on flawless execution: translating recent pricing gains in Cellulose Specialties into sustainable EBITDA growth, cost discipline, and deleveraging. The market already prices in moderate EBITDA improvement; further equity upside requires EBITDA to reach $200M+, with significant risk if targets are missed. I rate RYAM a Hold, as current price assumes partial success not yet realized; upcoming earnings must show EBITDA growth, positive FCF, and net debt reduction. Read the full article on Seeking Alpha

Recent updates

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