American Resources Corporation engages in the production of rare earth and critical mineral concentrates for the infrastructure and electrification markets. It operates through the American Infrastructure (AIC), ReElements (RLMT), and Electrified Materials Corporation (EMC) segments. The American Infrastructure segment engages in the extraction, processing, transportation, and distribution of coal with a focus on metallurgical quality coal to the steel industry. …
Full AREC analysis →
Competitive advantage assessment
Key strengths
Consistent Cash GenerationCash generation is strong and consistent (score 1.00).
Cash Generation ConsistentCash generation is consistent (score 1.00), indicating reliable business model.
Key risks
Commodity Pressure / Weak DifferentiationGross margin at 0th percentile with high volatility suggests weak pricing power or commoditized products.
Below-Peer Operating EfficiencyOperating margin at 0th percentile indicates below-peer efficiency.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
Upgrade to unlock the signals and evidence behind each defense.
Premium access
Unlock full defense analysis
Get key signals, strengths, and risks for every moat dimension.
Where AREC ranks in Materials: Construction, Forest & Carbon Materials
American Resources Corporation ranks #32 of 36
scored companies in Materials: Construction, Forest & Carbon Materials by moat score — the top 89%.
The widest moat in the group is United States Lime & Minerals, (USLM)
at 82/100.
Moat scores for companies ranked near AREC in Materials: Construction, Forest & Carbon Materials
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 0
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 61
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 20
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 57
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 0
· 15% of the moat score
Scale matters only when it converts into economics.
What is American Resources Corporation's moat score?
American Resources Corporation (AREC) scores 23 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as weak. It ranks #32 of 36 scored companies in Materials: Construction, Forest & Carbon Materials, the top 89%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 35 companies in Materials: Construction, Forest & Carbon Materials. Its strongest defense is Customer Stickiness (61/100) and its weakest is Cost Advantage (0/100).
How does American Resources Corporation compare with other Materials: Construction, Forest & Carbon Materials companies?
American Resources Corporation ranks #32 of 36 scored companies in Materials: Construction, Forest & Carbon Materials by moat score. The widest moat in Materials: Construction, Forest & Carbon Materials is United States Lime & Minerals, (USLM) at 82/100. The companies ranked closest are West Fraser Timber Co. Ltd (WFG) at 23 just above it and ReTo Eco-Solutions, Inc. (RETO) at 19 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 35 companies in Materials: Construction, Forest & Carbon Materials. The defenses are then weighted to produce the overall score out of 100.
Why is American Resources Corporation scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for American Resources Corporation?
The Corporate Default template measures 6 defenses, and AREC scores: Pricing Power (1), Cost Advantage (0), Customer Stickiness (61), Capital Efficiency (20), Resilience (57), Scale & Market Position (0). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
We value your privacy
We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. By clicking 'Accept All', you consent to our use of cookies.
Read our cookie policy
Cookie Preferences
Manage your cookie preferences. Essential cookies are always enabled.