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Employees: 2,325
Size Rayonier Advanced Materials (RYAM) is a United States Materials company (Chemicals: Specialty) with a market value of $399M, the 2860th largest of 3,117 United States companies the cockpit tracks. Shares closed at $5.90 on 6 Nov 2026.
Performance Over six months the shares fell 35.6%, against -21.6% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 20 in its peer set.
Growth Revenue grew 1.7% over the last twelve months (peer median +7.9%); the operating margin is -0.3% (peer median 8.4%).
Valuation It trades at 16.5× forward earnings against a peer median of 24.8× (3rd cheapest of 9).
Price implies For today's price to make sense, revenue must grow about 32% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +30 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 9.0 points below its cost of capital (8.6% WACC).
Short interest Short interest is 6.9% of the free float (15 Oct 2026).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.50B | $1.47B | $1.63B | $1.64B | $1.72B |
| Revenue growth | — | -10% | -1% | -4% | — |
| Gross profit | $67.4M | $119M | $166M | $88.2M | $123M |
| EBITDA | $162M | $165M | $215M | $143M | $162M |
| Net income | -$366M | -$421M | -$37.9M | -$102M | -$27.4M |
| Free cash flow | $15.3M | -$91.7M | $95.7M | $8.60M | -$69.4M |
| Capital expenditure | $82.9M | $116M | $108M | $128M | $138M |
| Total debt | $771M | $806M | $761M | $797M | $869M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | RYAM | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.9% | -12.1% | 7th lowest of 21 |
| 6-month return | -35.6% | -21.6% | 4th lowest of 20 |
| Distance from 52-week high | -50.2% | -35.9% | 6th lowest of 21 |
| Revenue growth (TTM) | +1.7% | +7.9% | 9th lowest of 21 |
| Operating margin | -0.3% | 8.4% | 5th lowest of 21 |
| Forward P/E | 16.5× | 24.8× | 3rd cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | 32.2% | 8.5% | most demanding of 9 |
| Growth delivered (Del g) | +1.8% | +10.5% | lowest of 9 |
| Hurdle (Req g minus delivered) | +30.4 pp | -7.1 pp | most demanding of 9 |
| ROIC minus cost of capital | -9.0 pp | -3.7 pp | lowest of 19 |
| EV / EBITDA | 6.9× | 17.2× | 3rd cheapest of 8 |
| Net debt / EBITDA | 4.4× | 2.0× | 4th most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Rayonier Advanced Materials RYAM | United States | $399M | -36% | +2% | 0% | 16.5× | 32.2% | +1.8% |
| Trust Chem 001335.SZ | China | $399M | -39% | +5% | 7% | n/a | 25.0% | +5.6% |
| Shaoxing Xingxin New Material 001358.SZ | China | $398M | -25% | -8% | 9% | n/a | n/a | n/a |
| Tatva Chintan Pharma Chem TATVA.NS | India | $398M | +18% | +50% | 13% | 48.5× | n/a | n/a |
| Tronox TROX | United States | $401M | -72% | +4% | -3% | n/a | n/a | n/a |
| Nantex Industry 2108.TW | Taiwan | $401M | 0% | -3% | 13% | n/a | n/a | n/a |
| Qualipoly Chemical 4722.TW | Taiwan | $402M | -32% | -4% | 8% | 24.7× | n/a | n/a |
| Luoyang Jianlong Micro-nano New Materials 688357.SS | China | $393M | -28% | +12% | 13% | 25.0× | 8.5% | +13.2% |
| Vishnu Chemicals VISHNU.NS | India | $393M | -8% | +14% | 13% | 20.0× | n/a | n/a |
| Oriental Union Chemical 1710.TW | Taiwan | $406M | +22% | -13% | -4% | 16.0× | n/a | n/a |
| Jiangsu Jiuwu Hi-Tech 300631.SZ | China | $389M | -26% | +15% | 10% | 30.1× | 17.1% | +3.5% |
| KPIC 006650.KS | South Korea | $387M | -53% | +11% | 4% | 8.7× | -17.8% | +12.2% |
| Shandong Keyuan Pharmaceutical 301281.SZ | China | $387M | +9% | +33% | 15% | n/a | n/a | n/a |
| Shanxi Yongdong Chemistry Industry 002753.SZ | China | $386M | -19% | +18% | 1% | 27.3× | n/a | n/a |
| Jiangsu Yida Chemical 300721.SZ | China | $386M | -22% | +40% | 2% | n/a | 12.8% | +9.7% |
| Steamhouse India STEAMHOUSE.NS | India | $384M | n/a | +24% | 14% | n/a | n/a | n/a |
| Aduro Clean Technologies ACT.TO | Canada | $383M | -15% | -44% | -13,483% | n/a | n/a | n/a |
| Koatsu Gas Kogyo 4097.T | Japan | $416M | +8% | +1% | 6% | n/a | -9.1% | +5.1% |
| Jinsanjiang (Zhaoqing) Silicon Material 301059.SZ | China | $381M | -24% | +27% | 20% | n/a | 8.5% | +18.0% |
| Danhua Chemical Technology 600844.SS | China | $379M | -25% | -6% | -9% | n/a | n/a | n/a |
| China Man-Made Fiber 1718.TW | Taiwan | $377M | +43% | -12% | 38% | n/a | -4.6% | +11.4% |