Enterprise Optimization And Midstream Investment Will Strengthen US Refining

Published
24 Mar 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$22.17
10.4% overvalued intrinsic discount
14 Aug
US$24.47
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1Y
17.6%
7D
12.5%

Author's Valuation

US$22.2

10.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 40%

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 13%

AnalystConsensusTarget has increased revenue growth from -3.0% to -2.5%, decreased profit margin from 0.9% to 0.5%, increased future PE multiple from 15.0x to 21.1x and decreased discount rate from 11.4% to 7.1%.

Shared on09 Apr 25
Fair value Decreased 1.20%

AnalystConsensusTarget has decreased revenue growth from -1.4% to -3.0%.

Shared on02 Apr 25
Fair value Decreased 2.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 3.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.