Rex American Resources Corporation
References to we , us , our , REX or the Company refer to REX American Resources Corporation and its majority owned subsidiaries. Fiscal Year All references in this report to a particular fiscal year are to REX s fiscal year ended January 31.
$40.80
+$0.27 (+0.67%)
EOD Oct 21, 2026
Operating margin is thin at 9.39%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue growth slowed to 1.2%, essentially flat. This is a business that needs a catalyst.
Even for strong businesses, today's 11x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
11.2x earnings, 19.7x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$659M
▲ +1.2% YoY
Net Income (TTM)
$121M
▲ +42.6% YoY
Op. Margin
15.43%
▼ -0.6pp YoY
ROIC
12.53%
▲ +0.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$69M
▲ +793.1% YoY
Op. Cash Flow (TTM)
$143M
▲ +83.6% YoY
Net Debt
-$362M
Net Cash Position
Cash & Equiv.
$380M
5Y CAGR: +11.8%
Continue Research
SourceComputed from the 10-Q filed 2 Sept 2026, covering the period ending 31 Jul 2026, as reported to the SEC. Data last refreshed 4 Sept 2026. How this is calculated.
Price from market data, last close as of 21 Oct 2026. Fiscal year ends Jan. Sector medians are approximate S&P 500 benchmarks and update periodically.
Is Rex American Resources (REX) overvalued?
At a P/E of 11.2 and a price-to-free-cash-flow of 19.7, Rex American Resources (REX) trades around a two-stage DCF intrinsic value of about $46.83 per share, so at $40.80 the stock looks around fair value (14.8% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Rex American Resources scores 79/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is Rex American Resources's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $46.83 per share for REX, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $35.12. At today's $40.80, that puts the stock about 14.8% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Is Rex American Resources a high-quality business?+
Rex American Resources scores 79 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 15.4% operating margin and a 12.5% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Is Rex American Resources a good stock to buy right now?+
That depends on valuation and quality together, not either alone. REX currently trades around its estimated intrinsic value and scores 79/100 on quality (solid). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.
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Spot a number that looks wrong? Check it in REX's SEC filings or
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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