REX American Resources Corporation (REX)

FairStock Score: 59/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

REX American Resources is an ethanol producer, and I start with the business, not the stock. Ethanol is a commodity chemical: the company sells corn-based fuel, distillers grains, and corn oil, so price swings in corn, natural gas, and ethanol drive profits. There is no wide moat here; scale and low-cost operations matter, but customers can buy from many producers. Still, the balance sheet is excellent. Debt to equity is 0.02, Altman Z is 12.00, and the Piotroski F-score is 8/9. Return on equity is 19.59%, though return on capital employed is only 8.16%, a reminder that this is capital-intensive and cyclical. The recent record is improving. In fiscal Q2 2026, the quarter ended 2026-07-31, revenue was $168.5M, net income $40.6M, and diluted EPS $1.06, versus revenue $158.6M, net income $9.3M, and EPS $0.22 in fiscal Q2 2025. For full fiscal 2025, ended 2026-01-31, revenue was $650.5M and net income $95.1M, or $2.50 per diluted share. Free cash flow is $68.6M, a 4.8% yield. At the 2026-10-13 close of $42.74, the FairStock P/E is 11.71 and P/B is 2.11. The Graham Number is $40.81, so the price is slightly above that defensive value marker. The FairStock Score is 59/100. I see a financially sound, cyclical operator with a fair-to-slightly-full price, not a bargain.

In plain English: REX American Resources makes ethanol and related products from corn, including fuel and animal feed. The company looks financially strong now, with very little debt, rising profits, and positive cash flow, but its results depend heavily on commodity prices. At $42.74, the stock looks close to fair value compared with its earnings and asset value, not a clear bargain.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-07-31) · fiscal Q1 2026 10-Q (period ended 2026-04-30) · fiscal Q3 2025 10-Q (period ended 2025-10-31) · fiscal Q2 2025 10-Q (period ended 2025-07-31) · FY2025 10-K (period ended 2026-01-31) · FY2024 10-K (period ended 2025-01-31) · FY2023 10-K (period ended 2024-01-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer