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Rayonier Inc. (RYN) Stock Fundamental Analysis & AI Rating 2026

RYN NYSE Real Estate Investment Trusts NC CIK: 0000052827
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
BUY
76% Conf
Pending
Analysis scheduled

📊 RYN Key Takeaways

Revenue: $484.5M
Net Margin: 97.9%
Free Cash Flow: $209.7M
Current Ratio: 3.26x
Debt/Equity: 0.38x
EPS: $3.03
AI Rating: BUY with 76% confidence
Rayonier Inc. (RYN) receives a BUY rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $484.5M, net profit margin of 97.9%, and return on equity (ROE) of 21.5%, Rayonier Inc. demonstrates strong fundamentals in the Real Estate sector. Below is our complete RYN stock analysis for 2026.

Is Rayonier Inc. (RYN) a Good Investment?

Claude

Rayonier demonstrates strong fundamental financial health with exceptional free cash flow generation (43.3% FCF margin) and a conservative balance sheet (0.38x debt/equity). However, revenue stagnation (+0.3% YoY) and an unusually high net margin (97.9%) indicating non-operational items are material concerns for long-term growth sustainability.

Why Buy Rayonier Inc. Stock? RYN Key Strengths

Claude
  • + Exceptional free cash flow generation at $209.7M annually with 43.3% FCF margin, providing substantial capital for distributions and debt service
  • + Conservative capital structure with low leverage (0.38x debt/equity), strong liquidity (3.26x current ratio), and robust interest coverage (8.6x)
  • + Strong returns on capital with 21.5% ROE and 13.9% ROA, demonstrating efficient asset deployment and operational performance

RYN Stock Risks: Rayonier Inc. Investment Risks

Claude
  • ! Revenue stagnation at +0.3% YoY growth indicates minimal organic growth and potential market headwinds in core business segments
  • ! Net margin of 97.9% is unsustainably high and likely driven by one-time gains or non-operational items, obscuring true operating performance
  • ! EPS growth (26.8%) decoupled from net income (-1.3%) suggests reliance on share buybacks or accounting adjustments rather than underlying business improvement

Key Metrics to Watch

Claude
  • * Revenue growth acceleration and segment-level performance trends
  • * Operating cash flow sustainability and capital expenditure requirements
  • * Dividend per share and payout ratio relative to operating cash flow

Rayonier Inc. (RYN) Financial Metrics & Key Ratios

Revenue
$484.5M
Net Income
$474.4M
EPS (Diluted)
$3.03
Free Cash Flow
$209.7M
Total Assets
$3.4B
Cash Position
$842.9M

💡 AI Analyst Insight

The 43.3% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 3.26x current ratio provides a solid financial cushion.

RYN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 17.2%
Net Margin 97.9%
ROE 21.5%
ROA 13.9%
FCF Margin 43.3%

RYN vs Real Estate Sector: How Rayonier Inc. Compares

How Rayonier Inc. compares to Real Estate sector averages

Net Margin
RYN 97.9%
vs
Sector Avg 20.0%
RYN Sector
ROE
RYN 21.5%
vs
Sector Avg 8.0%
RYN Sector
Current Ratio
RYN 3.3x
vs
Sector Avg 1.5x
RYN Sector
Debt/Equity
RYN 0.4x
vs
Sector Avg 1.5x
RYN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Rayonier Inc. Stock Overvalued? RYN Valuation Analysis 2026

Based on fundamental analysis, Rayonier Inc. appears fundamentally strong relative to the Real Estate sector in 2026.

Return on Equity
21.5%
Sector avg: 8%
Net Profit Margin
97.9%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.38x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Rayonier Inc. Balance Sheet: RYN Debt, Cash & Liquidity

Current Ratio
3.26x
Quick Ratio
3.23x
Debt/Equity
0.38x
Debt/Assets
49.5%
Interest Coverage
8.55x
Long-term Debt
$845.3M

RYN Revenue & Earnings Growth: 5-Year Financial Trend

RYN 5-year financial data: Year 2021: Revenue $1.1B, Net Income $59.1M, EPS $0.46. Year 2022: Revenue $1.1B, Net Income $37.1M, EPS $0.27. Year 2023: Revenue $1.1B, Net Income $152.6M, EPS $1.08. Year 2024: Revenue $1.3B, Net Income $107.1M, EPS $0.73. Year 2025: Revenue $986.4M, Net Income $173.5M, EPS $1.17.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Rayonier Inc.'s revenue has declined by 11% over the 5-year period, indicating business contraction. The most recent EPS of $1.17 reflects profitable operations.

RYN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
43.3%
Free cash flow / Revenue

RYN Quarterly Earnings & Performance

Quarterly financial performance data for Rayonier Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $123.6M $28.8M $0.19
Q2 2025 $99.3M $1.9M $0.01
Q1 2025 $82.6M $1.4M $0.01
Q3 2024 $194.5M $19.2M $0.13
Q2 2024 $173.2M $1.9M $0.01
Q1 2024 $167.8M $1.4M $0.01
Q3 2023 $194.9M $19.2M $0.13
Q2 2023 $208.5M $19.0M $0.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Rayonier Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$256.7M
Cash generated from operations
Stock Buybacks
$2.9M
Shares repurchased (TTM)
Capital Expenditures
$46.9M
Investment in assets
Dividends Paid
$292.1M
Returned to shareholders

RYN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Rayonier Inc. (CIK: 0000052827)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 4 xslF345X06/wk-form4_1775508407.xml View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775508362.xml View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775508304.xml View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775508269.xml View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775508226.xml View →

Frequently Asked Questions about RYN

What is the AI rating for RYN?

Rayonier Inc. (RYN) has an AI rating of BUY with 76% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RYN's key strengths?

Claude: Exceptional free cash flow generation at $209.7M annually with 43.3% FCF margin, providing substantial capital for distributions and debt service. Conservative capital structure with low leverage (0.38x debt/equity), strong liquidity (3.26x current ratio), and robust interest coverage (8.6x).

What are the risks of investing in RYN?

Claude: Revenue stagnation at +0.3% YoY growth indicates minimal organic growth and potential market headwinds in core business segments. Net margin of 97.9% is unsustainably high and likely driven by one-time gains or non-operational items, obscuring true operating performance.

What is RYN's revenue and growth?

Rayonier Inc. reported revenue of $484.5M.

Does RYN pay dividends?

Rayonier Inc. pays dividends, with $292.1M distributed to shareholders in the trailing twelve months.

Where can I find RYN SEC filings?

Official SEC filings for Rayonier Inc. (CIK: 0000052827) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RYN's EPS?

Rayonier Inc. has a diluted EPS of $3.03.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is RYN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Rayonier Inc. has a BUY rating with 76% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is RYN stock overvalued or undervalued?

Valuation metrics for RYN: ROE of 21.5% (sector avg: 8%), net margin of 97.9% (sector avg: 20%). Higher ROE suggests strong returns relative to peers.

Should I buy RYN stock in 2026?

Our dual AI analysis gives Rayonier Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is RYN's free cash flow?

Rayonier Inc.'s operating cash flow is $256.7M, with capital expenditures of $46.9M. FCF margin is 43.3%.

How does RYN compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 97.9% (avg: 20%), ROE 21.5% (avg: 8%), current ratio 3.26 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI