South 8 Energy Llc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of South 8 Energy Llc (REGX) 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: South 8 Energy Llc vs Its Competitors
- TTM: Trailing 12-month revenue of 123M vs 225,455M combined for tracked competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-47.5% annualized vs trailing 12 months), vs decelerating (-8.6%) for its tracked peer group.
- Growth: South 8 Energy Llc generated -52.7% revenue growth year over year in Q2 2025, vs -5.9% for its tracked competitors combined.
- Profitability: Its 784.0% net margin compares with -1.0% for the peer group.
- Peer revenue share: South 8 Energy Llc accounted for 0.0% of combined revenue among its tracked peer group, down from 0.1% a year earlier.
- Peer differentiation: Revenue per employee of $2.55M compares with $4.23M for the peer group (0.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
REGX Sales vs. its Competitors, Q2 2025
South 8 Energy Llc reported revenue contraction of 52.73 % year on year in Q2 2025, below its competitors' combined revenue change of -5.90 %.
With a net margin of 783.99 %, South 8 Energy Llc achieved higher profitability than its competitors (-1.03 %).
South 8 Energy Llc generated 0.03 % of the combined sales of its peer group, down from 0.06 % a year earlier.
South 8 Energy Llc vs. its Competitors, Q2 2025
Revenue 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 South 8 Energy Llc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| South 8 Energy Llc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across South 8 Energy Llc's competitor groups requires a Commercial License.
For context: the Chemical Manufacturing industry grew revenue 2.6% year over year, combined, vs -52.7% for South 8 Energy Llc. South 8 Energy Llc's share of combined industry revenue moved from 0.04% to 0.02%, a loss of 0.02 percentage points.
South 8 Energy Llc'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 |
|---|---|---|---|---|
| South 8 Energy Llc | Yes | No | No | No |
| Competitors combined (11) | ||||
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 71.40 % (5 of 7) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 37.50 % (3 of 8) |
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.
REGX Stock Performance relative to its Competitors
REGX Stock Performance relative to High-Confidence Competitors
REGX 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 South 8 Energy Llc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
South 8 Energy Llc's Comment on Competition and Industry Peers
We are in direct competition with numerous ethanol producers, many of which have greater resources than we have. Larger ethanol producers may be able to take advantage of economies of scale due to their larger size and increased bargaining power with both customers and raw material suppliers. The Renewable Fuels Association estimates that there are 213 ethanol production facilities in the United States with capacity to produce approximately 15.8 billion gallons of ethanol annually. The RFA also estimates that approximately 2% of the ethanol production capacity in the United States is currently idled. In the past, the ethanol industry experienced consolidation where a few larger ethanol producers emerged who control a large portion of United States ethanol production. The largest ethanol producers include Archer Daniels Midland, Flint Hills Resources, LP, Green Plains Renewable Energy, Pacific Ethanol, POET, and Valero Renewable Fuels, each of which are capable of producing significantly more ethanol than we produce. Collectively this group controls approximately 47% of the ethanol production capacity in the United States.
Our ethanol plant competes with other ethanol producers in the production and sales of distillers grains. Distillers grains are primarily used as an animal feed which replaces corn and soybean meal. As a result, we believe that distillers grains prices are positively impacted by increases in corn and soybean prices. In addition, in recent years the United States ethanol industry has increased exports of distillers grains which management believes has positively impacted demand and prices for distillers grains in the United States. In the event these distillers grains exports decrease, it could lead to an oversupply of distillers grains in the United States which could result in increased competition among ethanol producers for sales of distillers grains and could negatively impact distillers grains prices in the United States.
We compete with many ethanol producers for the sale of corn oil. Many ethanol producers have installed the equipment necessary to separate corn oil from the distillers grains they produce which has increased competition for corn oil sales and has resulted in lower market corn oil prices.
Publicly Traded Peers of South 8 Energy Llc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| South 8 Energy Llc | 40.15 | 122.53 |
| 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 |
| Cardinal Ethanol Llc | 350.87 | 350.34 |
| SUBTOTAL | 157,774.31 | 226,152.63 |
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Sources: South 8 Energy Llc'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 South 8 Energy Llc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
South 8 Energy Llc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Green Plains Renewable Energy | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for South 8 Energy Llc'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.
South 8 Energy Llc'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 |
|---|---|
| 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).
South 8 Energy Llc'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 |
|---|---|---|---|
| South 8 Energy Llc | 40 | 2,552,787 | 2,691,315 |
| 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 |
| Cardinal Ethanol Llc | 351 | 4,379,203 | 409,072 |
| PEERS TOTAL | 157,734 | 4,225,256 | 174,915 |
South 8 Energy Llc's Position in Industry Market Structure
Market-capitalization share and concentration across all 79 companies in South 8 Energy Llc's industry classification, broader than the peer set above. Market cap in millions of $.South 8 Energy Llc ranks #0 of 79 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,024, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Linde Plc | 217,945 | 41.32 % |
| 2 | Air Products And Chemicals Inc | 62,697 | 11.89 % |
| 3 | Corteva Inc | 52,519 | 9.96 % |
| 4 | Ppg Industries Inc | 23,742 | 4.50 % |
| 5 | International Flavors and Fragrances Inc | 1,234 | 5.2% |
| 6 | Lyondellbasell Industries N v | 1,234 | 5.2% |
| 7 | Rpm International Inc | 1,234 | 5.2% |
| 8 | Element Solutions Inc | 1,234 | 5.2% |
| 9 | Westlake Corporation | 1,234 | 5.2% |
| 10 | Newmarket Corporation | 1,234 | 5.2% |
| 0 | South 8 Energy Llc | 153 | 0.00 % |
Market cap and industry share for the rest of South 8 Energy Llc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2024-02-16.
South 8 Energy Llc'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 | 9.04 % | 30.74 % (avg) | -21.7 pp |
| Operating Margin | 3.76 % | industry median | -2.2 pp |
| EBITDA Margin | 111.15 % | 3.22 % (avg) | +107.9 pp |
| Capital Intensity (Capex / Revenue) | 2.79 % | 7.98 % (avg) | -5.2 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.
South 8 Energy Llc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -3.64 % | -2.24 % | 0.74 % | -8.39 % | 59.71 % | 31.80 % | -1.10 % | -29.27 % |
| Operating Margin | 0.53 % | -2.81 % | -5.57 % | 3.41 % | 17.20 % | 3.96 % | 2.97 % | -1.74 % |
| Return on Invested Capital | 0.39 % | -2.17 % | -4.68 % | 2.66 % | 17.02 % | 3.45 % | 2.79 % | -1.22 % |
| P/E | 15.0x | - | - | - | - | - | - | - |
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.
South 8 Energy Llc's Strategic Group Map
Every company in South 8 Energy Llc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. South 8 Energy Llc 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.
South 8 Energy Llc'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 |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 2,024 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.79 % vs industry average 7.98 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See South 8 Energy Llc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See South 8 Energy Llc'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.
South 8 Energy Llc'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.
South 8 Energy Llc falls in the Low attractiveness / Medium strength cell: Harvest.
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.
South 8 Energy Llc'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
- Return on equity 185.0 points above the industry aggregate.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-47.5% annualized vs trailing 12 months).
Opportunities
- A meaningful share of tracked competitors (45.50 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Linde Plc, holding 41.32 % of industry market cap.
- Tracked peer group's revenue run-rate is broadly decelerating (-8.6% 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.
South 8 Energy Llc'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 |
|---|---|---|---|
| South 8 Energy Llc | 1.65 | 3.63 | 0.23 |
| 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 |
| Cardinal Ethanol Llc | 1.58 | 3.20 | 0.26 |
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.
South 8 Energy Llc'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 |
|---|---|---|---|
| South 8 Energy Llc | Q1 2025 | -52.7 % | - |
| 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 % | - |
| Cardinal Ethanol Llc | Q2 2024 | -29.6 % | -62.3 % |
| PEERS TOTAL | +30.6 % | +577.4 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
South 8 Energy Llc'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 |
|---|---|---|---|
| South 8 Energy Llc | Q1 2025 | -66.9 % | -59.7 % |
| 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 % |
| Cardinal Ethanol Llc | Q2 2024 | -28.2 % | -93.8 % |
South 8 Energy Llc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| South 8 Energy Llc | 144.50% | 115.94% | 192.30% |
| 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% |
| Cardinal Ethanol Llc | 12.75% | 15.18% | 19.26% |
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).
South 8 Energy Llc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| South 8 Energy Llc | 11.29 | 0.33 |
| 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 |
| Cardinal Ethanol Llc | 10.71 | 1.00 |
| PEERS AVERAGE | 16.63 | 0.70 |
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.