Renewable Energy Group Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Renewable Energy Group Inc (REGI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Renewable Energy Group Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 3,640M vs 227,158M combined for tracked competitors (1.6% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+10.1% annualized vs trailing 12 months), vs decelerating (-19.3%) for its tracked peer group.
- Growth: Renewable Energy Group Inc generated 92.8% revenue growth year over year in Q1 2019, vs -0.6% for its tracked competitors combined.
- Profitability: Its 48.4% net margin compares with 4.0% for the peer group.
- Peer revenue share: Renewable Energy Group Inc accounted for 2.1% of combined revenue among its tracked peer group, up from 1.1% a year earlier.
- Peer differentiation: Revenue per employee of $5.18M compares with $4.24M for the peer group (1.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
REGI Sales vs. its Competitors, Q1 2019
Renewable Energy Group Inc reported revenue growth of 92.78 % year on year in Q1 2019, above its competitors' combined revenue change of -0.55 %.
With a net margin of 48.41 %, Renewable Energy Group Inc achieved higher profitability than its competitors (3.97 %).
Renewable Energy Group Inc generated 2.14 % of the combined sales of its peer group, up from 1.12 % a year earlier.
Renewable Energy Group Inc vs. its Competitors, Q1 2019
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Renewable Energy Group Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Renewable Energy Group Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Renewable Energy Group Inc's competitor groups requires a Commercial License.
For context: the Chemical Manufacturing industry grew revenue 2.6% year over year, combined, vs 92.8% for Renewable Energy Group Inc. Renewable Energy Group Inc's share of combined industry revenue moved from 0.57% to 1.07%, a gain of 0.50 percentage points.
Renewable Energy Group Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Renewable Energy Group Inc | Yes | Yes | Yes | No |
| Competitors combined (17) | ||||
| High-Confidence Competitors (5) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 14.30 % (1 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
REGI Stock Performance relative to its Competitors
REGI Stock Performance relative to High-Confidence Competitors
REGI Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Alto Ingredients Inc | 282.9% | Outperformed |
| 2 | Valero Energy Corp | 282.9% | Outperformed |
| 3 | Green Plains Inc | 282.9% | Outperformed |
| 4 | Rex American Resources Corporation | 282.9% | Outperformed |
| 5 | Archer daniels midland Co | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Renewable Energy Group Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Renewable Energy Group Inc's Comment on Competition and Industry Peers
In the RFS2 advanced biofuel market, we also compete with other producers and importers of advanced biofuels, such as Brazilian sugarcane ethanol producers and producers of biogas used in transportation. We face increasing competition from imported biomass-based diesel and expect this to continue. In January 2015, the EPA announced the approval of a plan submitted by CARBIO, a consortium of Argentinean renewable fuel producers, which allows for Argentinian biodiesel made from soybean oil to generate RINs. Imported biomass-based diesel that does not qualify under RFS2, also competes in jurisdictions where there are biomass-based diesel blending requirements.
We also face competition from independent biodiesel producers. Most of these competitors own only one biodiesel plant and thus, do not enjoy the benefits of scale that we do. Many of these competitors own biodiesel plants that can process only higher cost virgin vegetable oils. Furthermore, in our marketing and distribution, we face competition from biomass-based diesel traders such as US Oil, NGL, Noble, Shell, Tenaska, Vitol and others. These trading companies may have greater financial resources than we do and are able to take significant biomass-based diesel positions in the marketplace. These competitors are often customers and/or suppliers of ours as well.
Publicly Traded Peers of Renewable Energy Group Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Renewable Energy Group Inc | 3,109.37 | 3,640.30 |
| Valero Energy Corp | 114,533.58 | 139,397.00 |
| Archer daniels midland Co | 38,984.30 | 82,099.00 |
| Rex American Resources Corporation | 1,409.96 | 658.58 |
| Green Plains Inc | 1,250.51 | 1,829.36 |
| Ah Realty Trust Inc | 444.22 | 213.90 |
| SUBTOTAL | 161,767.39 | 230,797.85 |
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Sources: Renewable Energy Group Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Renewable Energy Group Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Renewable Energy Group Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Futurefuel Corp | Named by the company | 85% |
| SVII | Named by the company | 85% |
| Spring Valley Acquisition Corp Ii | Named by the company | 85% |
| Nuscale Power Corporation | Named by the company | 85% |
| Valero Energy Corp | Named by the company | 85% |
| Louis Dreyfus Commodities Group | Named by the company | 85% |
| Archer Daniels Midland Company | Named by the company | 85% |
| Darling International | Named by the company | 85% |
| Ag Processing Inc | Named by the company | 85% |
| Cargill Incorporated | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Renewable Energy Group Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Renewable Energy Group Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Renewable Energy Group Inc | Biomass-based Diesel 90.62 % |
| Valero Energy Corp | Refining 95.14 % |
| Archer daniels midland Co | Ag Services and Oilseeds 76.86 % |
| Green Plains Inc | Ethanol Production 88.24 % |
| Cardinal Ethanol Llc | Ethanol 88.64 % |
| Gevo inc | Gevo North Dakota Segment 88.55 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Renewable Energy Group Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Renewable Energy Group Inc | 3,109 | 5,178,229 | 266,108 |
| Valero Energy Corp | 114,534 | 14,208,236 | 777,699 |
| Archer daniels midland Co | 38,984 | 1,978,480 | 42,872 |
| Rex American Resources Corporation | 1,410 | 4,989,212 | 1,040,894 |
| Green Plains Inc | 1,251 | 2,849,477 | 193,986 |
| Ah Realty Trust Inc | 444 | - | - |
| PEERS TOTAL | 158,658 | 4,242,446 | 177,472 |
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Renewable Energy Group Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Renewable Energy Group Inc | United States 86.19 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Renewable Energy Group Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Chemical Manufacturing industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (96 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 9.99 % | 30.74 % (avg) | -20.8 pp |
| Operating Margin | 5.49 % | industry median | -1.0 pp |
| EBITDA Margin | 6.97 % | 3.22 % (avg) | +3.8 pp |
| Capital Intensity (Capex / Revenue) | 4.05 % | 7.98 % (avg) | -3.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Renewable Energy Group Inc's Valuation vs Competitive Position
Valuation multiples vs the Chemical Manufacturing industry average (96 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 14.3x | 27.8x | -13.5x |
| EV / EBITDA | 9.7x | 16.1x | -6.4x |
| P/B | 1.6x | 3.9x | -2.2x |
| Return on Equity | 11.05 % | industry aggregate | -5.56 % |
| Return on Invested Capital | 5.05 % | 0.90 % (avg) | 4.15 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Renewable Energy Group Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -13.09 % | 8.91 % | 47.13 % | 5.73 % | 10.60 % | 9.98 % | -18.31 % | 51.27 % |
| Operating Margin | 6.71 % | -11.15 % | 2.31 % | -3.42 % | 12.54 % | 14.61 % | 6.26 % | 6.89 % |
| Return on Invested Capital | 5.29 % | -9.06 % | 3.08 % | -5.21 % | 18.26 % | 23.45 % | 5.51 % | 5.97 % |
| P/E | - | - | 8.6x | - | 3.6x | 2.8x | 25.7x | 10.7x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Renewable Energy Group Inc's Strategic Group Map
Every company in Renewable Energy Group Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Renewable Energy Group Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Renewable Energy Group Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 4.05 % vs industry average 7.98 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Renewable Energy Group Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Renewable Energy Group Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Renewable Energy Group Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Renewable Energy Group Inc falls in the Low attractiveness / High strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Renewable Energy Group Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+10.1% annualized vs trailing 12 months).
Weaknesses
- Return on equity 5.6 points below the industry aggregate.
Opportunities
- Trades at a lower P/E than the industry average (14.3x vs 27.8x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of tracked competitors (46.70 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-19.3% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Renewable Energy Group Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Renewable Energy Group Inc | 2.10 | 6.32 | 0.32 |
| Valero Energy Corp | 0.35 | 1.61 | 0.32 |
| Archer daniels midland Co | 0.47 | 1.36 | 0.36 |
| Rex American Resources Corporation | 2.53 | 6.65 | - |
| Green Plains Inc | 0.56 | 1.83 | 0.53 |
| Ah Realty Trust Inc | 0.97 | 13.97 | 1.58 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Renewable Energy Group Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Renewable Energy Group Inc | Q4 2019 | +73.4 % | -68.2 % |
| Valero Energy Corp | Q2 2026 | +48.8 % | +514.3 % |
| Archer daniels midland Co | Q2 2026 | +7.2 % | +320.3 % |
| Rex American Resources Corporation | Q2 2026 | +6.3 % | +335.7 % |
| Green Plains Inc | Q2 2026 | -19.3 % | - |
| Ah Realty Trust Inc | Q2 2026 | +3.6 % | - |
| PEERS TOTAL | +30.9 % | +522.7 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Renewable Energy Group Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Renewable Energy Group Inc | Q4 2019 | +86.3 % | +458.2 % |
| Valero Energy Corp | Q2 2026 | +36.2 % | - |
| Archer daniels midland Co | Q2 2026 | +4.8 % | -10.8 % |
| Rex American Resources Corporation | Q2 2026 | -7.4 % | +6.0 % |
| Green Plains Inc | Q2 2026 | -34.8 % | -4.0 % |
| Ah Realty Trust Inc | Q2 2026 | +11.8 % | - |
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Renewable Energy Group Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Renewable Energy Group Inc | 7.45% | 8.25% | 11.05% |
| Valero Energy Corp | 12.54% | 16.22% | 28.12% |
| Archer daniels midland Co | 3.33% | 5.61% | 7.77% |
| Rex American Resources Corporation | 17.11% | 16.54% | 19.26% |
| Green Plains Inc | 7.84% | 9.27% | 15.53% |
| Ah Realty Trust Inc | - | - | - |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Renewable Energy Group Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Renewable Energy Group Inc | 16.23 | 0.85 |
| Valero Energy Corp | 16.21 | 0.82 |
| Archer daniels midland Co | 22.03 | 0.47 |
| Rex American Resources Corporation | 11.67 | 2.14 |
| Green Plains Inc | 9.37 | 0.68 |
| Ah Realty Trust Inc | - | 2.08 |
| PEERS AVERAGE | 16.69 | 0.70 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.