WallStSmart

Materion Corporation (MTRN)vsREX American Resources Corporation (REX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Materion Corporation generates 192% more annual revenue ($1.92B vs $656.20M). REX leads profitability with a 14.1% profit margin vs 4.0%. MTRN appears more attractively valued with a PEG of 1.28. REX earns a higher WallStSmart Score of 61/100 (C+).

MTRN

Buy

52

out of 100

Grade: C-

Growth: 6.7Profit: 5.5Value: 4.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.91

REX

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 6.0Value: 6.7Quality: 9.0
Piotroski: 4/9Altman Z: 7.21
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MTRN.

REXUndervalued (+24.1%)

Margin of Safety

+24.1%

Fair Value

$46.99

Current Price

$42.22

$4.77 discount

UndervaluedFair: $46.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MTRN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
30.8%10/10

Revenue surging 30.8% year-over-year

REX5 strengths · Avg: 9.2/10
EPS GrowthGrowth
117.5%10/10

Earnings expanding 117.5% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
7.2110/10

Safe zone — low bankruptcy risk

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

MTRN4 concerns · Avg: 2.5/10
Profit MarginProfitability
4.0%3/10

4.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
67.0x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-19.60M2/10

Negative free cash flow — burning cash

REX4 concerns · Avg: 3.3/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

Market CapQuality
$1.55B3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-13.73M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : MTRN

The strongest argument for MTRN centers on Revenue Growth. Revenue growth of 30.8% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bull Case : REX

The strongest argument for REX centers on EPS Growth, Debt/Equity, Altman Z-Score.

Bear Case : MTRN

The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 67.0x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.

Bear Case : REX

The primary concerns for REX are PEG Ratio, Revenue Growth, Market Cap.

Key Dynamics to Monitor

MTRN profiles as a hypergrowth stock while REX is a value play — different risk/reward profiles.

MTRN carries more volatility with a beta of 1.03 — expect wider price swings.

MTRN is growing revenue faster at 30.8% — sustainability is the question.

REX generates stronger free cash flow (-14M), providing more financial flexibility.

Bottom Line

REX scores higher overall (61/100 vs 52/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Materion Corporation

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.

REX American Resources Corporation

BASIC MATERIALS · CHEMICALS · USA

REX American Resources Corporation, produces and sells ethanol in the United States. The company is headquartered in Dayton, Ohio.

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