Underinvestment And Supply Consolidation Will Empower US Refining

Published
03 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$22.00
5.9% overvalued intrinsic discount
14 Aug
US$23.29
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1Y
-36.6%
7D
6.3%

Author's Valuation

US$22.0

5.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 May 25
Fair value Increased 19%

Shared on30 Apr 25
Fair value Decreased 4.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 6.83%

AnalystConsensusTarget has decreased revenue growth from -1.1% to -1.3%, decreased profit margin from 1.4% to 1.0% and increased future PE multiple from 6.7x to 8.9x.

Shared on09 Apr 25
Fair value Decreased 4.95%

AnalystConsensusTarget has decreased revenue growth from -0.5% to -1.1% and increased discount rate from 8.1% to 8.9%.

Shared on02 Apr 25
Fair value Decreased 8.40%

AnalystConsensusTarget has decreased revenue growth from 1.2% to -0.5% and decreased discount rate from 9.5% to 8.1%.

Shared on26 Mar 25
Fair value Decreased 0.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 5.38%

AnalystConsensusTarget has decreased revenue growth from 1.4% to 1.2%.

Shared on11 Mar 25
Fair value Increased 37%

AnalystConsensusTarget has decreased revenue growth from -4.2% to 1.4%, increased profit margin from 0.6% to 1.4%, decreased future PE multiple from 23.1x to 7.3x and increased discount rate from 8.3% to 9.3%.