Rayonier Advanced Materials is trying to push through higher prices in its specialty cellulose products and lean on newer biomaterials projects, but weak demand and cheaper imports could blunt the recovery. The key question is whether the company can execute well enough—across plant operations and new products—to turn the plan into steadier profits and cash generation.Read more

US$14

35.6% undervalued

AnalystLowTarget's

Fair Value

Profit Margin

20.18%

Future PE

3.87x

Price in 2029

US$18.34

Rayonier Advanced Materials

RYAM: New Sustainable Packaging Will Drive Profitable Momentum This Year

Rayonier Advanced Materials is betting that the shift toward sustainable, plant-based materials will boost demand for its specialty cellulose and help it regain pricing power as trade tensions ease. The upside hinges on cutting costs through automation and turning new biomaterials projects into real sales, while recurring plant disruptions and weak markets in parts of its portfolio could hold progress back.Read more

US$14.5

37.8% undervalued

AnalystConsensusTarget's

Fair Value

Profit Margin

9.1%

Future PE

8.43x

Price in 2029

US$18.75

Trending Discussion

What a ridiculous pretence at valuation when the biggest single factor in the company's value is not even mentioned; the outcome of RYAM's failed duty case. In August 2025 RYAM filed a duty case with the US ITC/ Department of Commerce seeking anti-dumping duties against their foreign competitors, Bracell and Borregaard of 168% and 226% respectively. Subsequently, these claims were reduced to 62% for Bracell and 110% against Borregaard. On May 19th the interim cash duty rates were announced; 6%. RYAM's failure in the duty cases has produced an outcome where in the first year, any price increases won't be sufficient to cover their legal costs from the case. But the legal costs are minor when compared to the complete loss of customer goodwill, worldwide. The cash impact on the perpetually loss-making RYAM, is at least $500 per tonne on at least 455,000 tonnes a year. That is, at least $220 million a year in lost profits and guarantees that they will be losing money for years to come.

Snowflake Analysis

Undervalued with imperfect balance sheet.

1 Risk

2 Rewards

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Rayonier Advanced Materials Inc. Key Details

Last Reported Earnings

Jun 27, 2026

Next Reporting Earnings

n/a

: -2.09
: 5.85%
: -9.63%
: 374.4%

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About RYAM

Founded: 1926
Employees: 2325
CEO: Daniel Krawczyk
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.