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REX American Resources Corporation

Rank #415Capital ReturnWatchlistCompare with other stocks

REX · NYSE · Basic Materials

REX American Resources Corporation (REX) — Rank #415 by gross profitability (GP/assets 0.11) · ROE 12.3% · Piotroski F-Score N/A.

As-of 2026-10-30 · CIK 0000744187 · all metrics point-in-time as of the filing date.

About

REX American Resources Corporation, together with its subsidiaries, produces and sells ethanol in the United States.

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The company provides corn, distillers grains, ethanol, distillers corn oil, gasoline, and natural gas. It also offers dry distillers grains with soluble, which is used as a protein in animal feed. REX American Resources Corporation was formerly known as REX Stores Corporation and changed its name to REX American Resources Corporation in June 2010.

The company was founded in 1980 and is headquartered in Dayton, Ohio.

Industry
Chemicals
Sector
Basic Materials
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
January 31

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

132

Industry

Chemicals

Exchange

NYSE

10/10

Flags passed

REX passes 10/10 quality flags

  • PASS
    Gross margin holding
  • PASS
    Dilution within 2%
  • PASS
    FCF not negative from investment
  • PASS
    Disclosure consistent
  • PASS
    Revenue not declining
  • PASS
    Free cash flow intact
  • PASS
    Passes safety gate
  • PASS
    No competitive retreat
  • PASS
    SBC not compressing margin
  • PASS
    No valuation convergence

Strengths Revenue growth accelerating · Sequential beat (rev + EPS)

No data Operating margin · Balance sheet — not counted as a pass.

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

Quality Profile

Profitability

1/1 pass
GP / assets
0.11
Return on equity
12.3%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.11
Current ratio
6.88×
Net cash
$379.51M

Cash Flow

2/3 pass
Positive FCF
PASS
Cash-backed earnings
WARN
Accruals healthy
PASS
SBC / revenue
0.6%

Growth

2/2 pass
Revenue growth
1.2%
Piotroski F-Score
N/A
Share dilution
-5.9%

FCF yield, shareholder yield, and buyback activity are the primary reads at this stage.

Profitability

Does it make money well?

No warning flags · GP/assets 18th percentile of 39 SIC 28 peers

Gross profitability (GP / assets)

0.11

Primary signal (Novy-Marx).

18th pctl of 39 SIC 28 peers

Return on equity

12.3%

Gross margin

14.4%

13th pctl of 39 SIC 28 peers

Revenue growth (YoY)

1.2%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2023202420252026
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

-8.7%

Revenue CAGR (5Y)

11.8%

Earnings CAGR (3Y)

44.1%

FCF CAGR (3Y)

8.0%

Cash Flow Health

Is the cash real?

No warning flags · FCF 40% below net income

Free cash flow

$49.39M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF vs net income

-40.5%

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

WARN

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.6%

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

No warning flags · net cash $379.51M

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.11

97th pctl of 35 SIC 28 peers (best = lowest)

Current ratio

6.88×

95th pctl of 39 SIC 28 peers

Quick ratio

6.06×

Net cash

$379.51M

Cash & equivalents minus total debt.

Piotroski F-Score

N/A

Only 8/9 components determinable.

Valuation

Is the price reasonable?

No warning flags

Capital allocation quality

Composite score

4.0 / 5

Strong
Share count trend(net buybacks)
-5.9%5/5 Strong
Buyback timing
N/AN/A
Dividend growth consistency(non-payer or broken streak)
0 yr3/5 Good
Net debt trajectory(deleveraging)
2.1%4/5 Strong

Lifecycle Phase History

20212026
Capital Return
Hypergrowth
Op. Leverage
Value

Price History

REX+218.9% · +26.0% CAGRSPY+82.9% · +12.8% CAGR

View full financial statements →

Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports