Rayonier Advanced Materials Inc. (RYAM) AI Stock Analysis

Rayonier Advanced Materials Inc. specializes in the manufacturing and global distribution of cellulose specialty products, serving markets across the United States, China, Canada, Japan, Europe, Latin America, and other regions worldwide. Established in 1926 and based in Jacksonville, Florida, the company operates across three segments: High Purity Cellulose, Paperboard, and High-Yield Pulp. Its flagship cellulose specialties are natural polymers utilized in consumer products such as impact-resistant plastics, liquid crystal displays, pharmaceuticals, cosmetics, and cigarette filters, as well as industrial hoses, tires, paints, and food casings. The company also produces commodity viscose pulp, absorbent fluff fibers, paperboards for packaging and printing, and high-yield pulps.

Annual revenue decreased 10.1% to $1.47B in FY2025, down from $1.63B in FY2024 and $1.64B in FY2023, reflecting a 5-year revenue CAGR of 1.8% from FY2020 to FY2025. Gross margin contracted to 8.1% in FY2025 compared to 10.2% in FY2024, while operating margin fell to 0.8%. Net income slumped to -$422.5M in FY2025 from -$39.0M in FY2024, resulting in diluted EPS of -$6.30. In the latest quarter ended June 30, 2026, quarterly revenue grew 10.6% year-over-year, but quarterly earnings declined 70.4% year-over-year, leaving trailing twelve-month EPS at -$2.10.

As of June 30, 2026, Rayonier Advanced Materials held $57.0M in cash and short-term investments alongside total debt of $774.8M, resulting in net debt of $717.8M. The company has a current ratio of 1.37 and a debt-to-equity ratio of 3.98 against shareholders' equity of $194.8M. Operating cash flow in FY2025 dropped to $24.0M, down from $203.6M in FY2024. With capital expenditures of $116.0M in FY2025, free cash flow was -$92.0M. The company allocated $3.0M toward share buybacks in FY2025.

Rayonier Advanced Materials trades at a forward P/E of 8.0x, below the 13.4x forward P/E median of its US-listed Basic Materials peers. Its price-to-sales multiple is 0.3x compared to the peer median of 1.8x, while its EV-to-EBITDA stands at 15.7x versus the peer median of 10.5x. Over the past year, the stock fell 3.9%, trailing the S&P 500 (SPY) gain of 16.8%. Over a 5-year horizon, the stock declined 8.9% compared to an 83.0% gain for the S&P 500.

Consensus ratings include 1 Buy, 0 Strong Buy, 0 Hold, 0 Sell, and 0 Strong Sell recommendations. The mean price target is $14.00, representing a 100.3% upside compared to the last close of $6.99 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$1.06 on revenue of $1.46B. For the next fiscal year, 2 analysts project EPS of $1.18 on revenue of $1.50B. The company recorded 0 EPS beats over the last 4 quarters, with its next earnings date scheduled for November 3, 2026.

This page is an AI-written research summary of Rayonier Advanced Materials Inc. (RYAM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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