HF Sinclair vs REX American Resources
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KIRAβs take AI analyst
I put HF Sinclair and REX American Resources side by side, using each oneβs latest annual report. Here is what stands out:
- HF Sinclair is the larger business, with $26.9B of revenue in fiscal 2025 against $651M for REX American Resources, about 41 times as much.
- REX American Resources grew revenue faster (1.2%, against β6.0%).
- REX American Resources turned more of its sales into free cash flow (7.6% FCF margin, against 3.2%).
- Investors pay more for each dollar of HF Sinclairβs earnings: a P/E of 11.9x against 10.9x for REX American Resources.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
HF Sinclair
DINO
2/7
5-year growthGross margin
REX American Resources
REX
5/7
Revenue growthNet marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | DINO FY25 | REX FY25 |
|---|---|---|
| Size | ||
| Market cap | $22.5B | $1.3B |
| Revenue | $26.9B | $651M |
| Free cash flow | $866M | $49.4M |
| Net income | $579M | $95.1M |
| Growth | ||
| Revenue growth | β6.0% | 1.2% |
| 5-year growth | 19.2% | 11.8% |
| Share count change | β2.9% | β5.9% |
| Profitability | ||
| Gross margin | 19.0% | 14.4% |
| Operating margin | 3.5% | β |
| Net margin | 2.2% | 14.6% |
| FCF margin | 3.2% | 7.6% |
| Return on capital | 6.6% | β |
| Return on equity | 6.3% | 16.2% |
| Balance sheet | ||
| Net debt | $1.9B | β |
| Net debt / EBITDA | 1.0x | β |
| Dividends and buybacks | $730M | $33.4M |
| Valuation & quality | ||
| P/E | 11.9x | 10.9x |
| Piotroski F-score | 8 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.