REX American Resources Corporation (REX)
NYSEEnergyChemicalsSnapshot 2026-10-29
NYSEEnergyChemicalsSnapshot 2026-10-29
Research Workspace
Put REX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 0% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskREX's high sector standing supports the earnings case, although reported profits lack cash backing. Latest Q2 FY2026 revenue grew 6% year over year, with no release recorded. REX trades at 11× P/E versus the 22× peer median and its 15× historical multiple. The price reflects less growth than our forecast, despite the weak cash backing. The specific risk is management running behind on a stated commitment. Our model puts the next-quarter miss probability near 16%. Peer multiples imply a price about 21% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. REX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Continue this research
Compare REX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Oil & Gas Refining & Marketing — fair value, gap to price, and forward P/E.
Compare the value case
Put REX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Focus on earnings improvement
Doubts about future earnings improvement could hinder growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Mixed results indicate potential earnings improvement issues.

Advances: Focus on earnings improvement
Record EPS indicates strong earnings improvement.

Advances: Complete One Earth Energy ethanol production expansion
Expansion aligns with growth objective and increases production capacity.

Advances: Focus on earnings improvement
Record EPS indicates strong earnings improvement progress.

Record profitability supports earnings improvement objective.
Uncertainty could hinder earnings improvement efforts.
20 consecutive profitable quarters enhance growth outlook.