Regulatory Pressures Will Strain Refineries While Upgrades Will Bring Hope

AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Published
10 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$24.00
8.4% overvalued intrinsic discount
07 Aug
US$26.02
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1Y
-0.1%
7D
3.8%

Author's Valuation

US$24.0

8.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 30%

Despite a notable downgrade in revenue growth forecasts, CVR Energy’s significantly higher future P/E suggests stronger valuation expectations, driving the consensus price target up from $18.42 to $24.33. What's in the News CVR Energy dropped from multiple Russell indexes, including the Russell 2000, 2500, 3000, and various value and defensive benchmarks.

Shared on30 Apr 25
Fair value Increased 2.91%

AnalystConsensusTarget has increased revenue growth from 0.5% to 2.7%.

Shared on23 Apr 25
Fair value Increased 0.11%

AnalystConsensusTarget has decreased revenue growth from -0.7% to 0.5%.

Shared on17 Apr 25
Fair value Decreased 5.10%

AnalystConsensusTarget has decreased profit margin from 4.5% to 3.3% and increased future PE multiple from 7.4x to 9.5x.

Shared on09 Apr 25
Fair value Decreased 0.89%

AnalystConsensusTarget has increased revenue growth from -1.8% to -0.7%, increased profit margin from 3.4% to 4.5% and decreased future PE multiple from 10.4x to 7.4x.

Shared on02 Apr 25
Fair value Decreased 3.65%

AnalystConsensusTarget has decreased revenue growth from 1.0% to -1.8%, decreased profit margin from 4.3% to 3.4% and increased future PE multiple from 7.7x to 10.4x.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 1.81%

AnalystConsensusTarget has decreased revenue growth from -1.0% to 1.0%, increased profit margin from 2.2% to 4.3% and decreased future PE multiple from 16.0x to 7.9x.