Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RYN
SellRayonier Inc. · Real Estate · United States · $6.1B · Avg Vol: $57M/d
COMPANY DESCRIPTION
Rayonier Inc. is a leading pure-play timberland REIT, owning and managing over 2.7 million acres of timberland in the U.S. South and New Zealand, generating revenue primarily from timber sales and land transactions. Its competitive advantage lies in its vast, strategically located timberland base and sustainable forestry management practices, providing a renewable resource with long-term capital appreciation potential. The company's business model offers stable cash flows derived from timber harvests and potential value from higher and better use land sales.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 909.1M | 788.4M | 987.9M | 484.5M | -18.9% | 968.3M | 1.5B | 1.6B | 82.2% |
| EPS | 0.36 | 0.58 | 1.19 | 3.07 | 104.8% | 0.46 | 2.25 | 3.31 | 3.9% |
| Shares | 300.7M | 300.7M | 300.7M | 161.4M | -46.3% | — | — | — | — |
| Debt | 1.6B | 1.5B | 1.1B | 1.1B | -12.9% | 1.9B | — | — | — |
| Equity | 1.9B | 1.9B | 1.8B | 2.2B | 5.8% | — | — | — | — |
| Op CF | 269.2M | 298.4M | 261.6M | 256.7M | -1.6% | 313.1M | — | — | — |
| Inv CF | -516.4M | 124.1M | 354.0M | 615.1M | — | — | — | — | — |
| Fin CF | -4.6M | -328.9M | -479.4M | -372.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of RYN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RYN | Rayonier Inc.(you) | $6.1B | 30 | Sell |
| WY | Weyerhaeuser Company | $17.0B | 27 | Sell |
| CCI | Crown Castle Inc. | $33.3B | 35 | Sell |
| FRMI.L | Fermi Inc. | $3.4B | 2 | Strong Sell |
| BXDC | Blackstone Digital Infrastructure Trust Inc. | $2.0B | 12 | Strong Sell |
| OUT | OUTFRONT Media Inc. | $5.2B | 71 | Buy |
| GLPI | Gaming and Leisure Properties, Inc. | $12.7B | 65 | Buy |
| IRM | Iron Mountain Incorporated | $35.0B | 45 | Hold |
| SBAC | SBA Communications Corporation | $20.3B | 60 | Hold |
| UNIT | Uniti Group Inc. | $2.4B | 65 | Buy |
Peer medians: ROE 4.9% · P/E 25.0x · Gross margin 67.2%