Added to YB: 2025-11-14
Pitch date: 2025-11-12
RYAM [neutral]
Rayonier Advanced Materials Inc.
-0.17%
current return
Author Info
No bio for this author
Company Info
Rayonier Advanced Materials Inc. manufactures and sells cellulose specialty products in the United States, China, Europe, Japan, rest of Asia, Canada, Latin America, and internationally.
Market Cap
$374.6M
Pitch Price
$5.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.52
P/E
-0.89
EV/Sales
0.77
Sector
Chemicals
Category
turnaround
Watchlist Radar - Week 46 - Rayonier Advanced Materials Inc.
RYAM (watchlist): 85-yr specialty cellulose producer in duopoly w/ high switching costs. Tight supply/demand since 2011, no new capacity = pricing power runway to $100-150M FCF. Paperboard sale delayed, tariffs hurt margins. Biomaterials projects advancing from free options to high ROIC. $700M debt refinancing adds FCF leverage.
Read full article (1 min)