CVR Energy Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Mark Pytosh
Amministratore delegato
US$3.2m
Compenso totale
| Percentuale dello stipendio del CEO | 21.12% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | n/a |
| Durata media del management | 4.8yrs |
| Durata media del Consiglio di amministrazione | 2.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 14
CVI: Elevated Oil And Crack Assumptions Will Restrict Future Share Returns
Narrative Update The updated analyst fair value for CVR Energy has moved from $25.00 to $27.00 as analysts factor in higher oil and refining crack assumptions. This is reflected in a higher future P/E and slightly lower projected margins and revenue growth, alongside recent price target increases and rating changes across the Street.
Aggiornamento della narrazione • May 31
CVI: Higher Oil And Crack Assumptions Will Shape Mixed Future Returns
Analysts have lifted their price target on CVR Energy to $35, supported by updated assumptions that include a higher discount rate, an adjusted revenue growth outlook, stronger profit margin expectations, and a lower future P/E multiple tied to revised oil and refining crack forecasts. Analyst Commentary Recent research points to a mixed but increasingly engaged view on CVR Energy, with price targets moving higher even where ratings remain cautious.Seeking Alpha • May 27
CVR Energy: Margin Capture Is Weak, But The Macro Is Improving
Summary CVR Energy’s refining setup improved materially as Group 3 crack spreads strengthened sharply and 2026 should be a much cleaner operational year. The main problem is not weak refining benchmarks, but weak margin capture, as elevated RIN costs absorbed much of the benefit from stronger cracks in 1Q26. Despite the recent re-rating, CVI still lagged refining peers, suggesting the market remains skeptical that better refining economics will fully translate into EBITDA and free cash flow. If margin capture partially recovers while Group 3 cracks stay strong, CVR Energy’s earnings power could rebound sharply. Read the full article on Seeking AlphaAggiornamento della narrazione • May 04
CVI: Higher Long Term Oil Outlook And Mixed Sentiment Will Shape Future Returns
Analysts have lifted their average price target for CVR Energy by $3, citing updated oil price assumptions and mixed but generally recalibrated views across recent research coverage. Analyst Commentary Recent research shows a mix of views on CVR Energy, but there is a clear cluster of bullish analysts who are leaning more constructive on the stock, particularly as assumptions for future oil prices are updated.Aggiornamento della narrazione • Apr 18
CVI: Higher Oil Price Outlook Will Support Future Earnings Upside
Narrative Update on CVR Energy The analyst price target for CVR Energy has been revised to $35.00. This reflects updated assumptions around a lower discount rate, slightly stronger revenue growth and profit margin inputs, and a modestly lower future P/E multiple as analysts factor in recent sector research and mixed rating actions.Aggiornamento della narrazione • Apr 04
CVI: Elevated 2026 Oil Assumptions Will Pressure Future Returns
Narrative Update Overview The updated analyst fair value for CVR Energy has shifted from $17.00 to $25.00, reflecting analysts' revised oil price assumptions, slightly less severe revenue decline expectations, improved profit margin estimates, and a higher assumed future P/E multiple following recent price target changes from firms covering the stock. Analyst Commentary Recent Street research on CVR Energy shows a mix of cautious and skeptical views even as some targets move higher.Aggiornamento della narrazione • Mar 21
CVI: Elevated Oil Assumptions Will Pressure Future Returns
Narrative Update on CVR Energy The updated fair value estimate for CVR Energy moves to $17.00 from $19.00, reflecting analysts' adjustments to price targets in the $25.00 to $32.00 range and their evolving views on oil price expectations and company fundamentals. Analyst Commentary Recent Street research around CVR Energy is cautious, even where headline price targets appear supportive.Aggiornamento della narrazione • Mar 07
CVI: Revised Earnings Framework And New CEO Will Support Future Upside
Analysts have reduced their price target on CVR Energy by $1 to reflect revised views on discount rates, revenue growth, profit margins and future P/E assumptions, while maintaining their fair value estimate at $35.00. Analyst Commentary Street research on CVR Energy in recent days has focused on fine tuning discount rates, revenue expectations, margins and future P/E assumptions, which led to the modest US$1 reduction in published price targets while leaving a US$35.00 fair value view intact.Aggiornamento della narrazione • Feb 21
CVI: New Leadership And Earnings Execution Will Support Future Upside Potential
Analysts trimmed their price target on CVR Energy by $1, keeping fair value estimates steady while modestly adjusting assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the business. Analyst Commentary Recent Street research on CVR Energy has centered on fine tuning price targets rather than making wholesale changes to fundamental views, with a couple of closely watched reports cutting targets by $1 while leaving broader valuation frameworks largely intact.Aggiornamento della narrazione • Feb 06
CVI: Cost Discipline And New Leadership Will Support Future Upside Potential
Analysts have raised their price target for CVR Energy from US$34.87 to US$35.00, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on CVR Energy has included adjustments to price targets that reflect refreshed views on discount rates, revenue expectations, profit margins and assumed P/E multiples.Aggiornamento della narrazione • Jan 22
CVI: Cost Discipline And Deleveraging Will Drive Future Upside Potential
Analysts reduced their price target on CVR Energy to about US$34.87 from US$35.00, citing updated assumptions around growth, profitability and valuation multiples reflected in recent research commentary. Analyst Commentary Bullish Takeaways Bullish analysts view the revised price target near US$34.87 as still supportive of the current valuation framework.
Aggiornamento della narrazione • Jan 07
CVI: Deleveraging Progress And Dividend Reinstatement Prospects Will Support Future Upside
Analysts have nudged their target for CVR Energy higher to a range of about $25 to $26, citing updated assumptions around deleveraging progress, the potential for a dividend reinstatement, and sector wide revisions across U.S. refiners and integrated names. Analyst Commentary Recent Street research offers a mixed read on CVR Energy, with price targets clustered around the mid $20s and a clear focus on balance sheet progress and income potential.Articolo di analisi • Dec 31
CVR Energy, Inc. (NYSE:CVI) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough
The CVR Energy, Inc. ( NYSE:CVI ) share price has fared very poorly over the last month, falling by a substantial 27...Aggiornamento della narrazione • Dec 22
CVI: Dividend Reinstatement And Deleveraging Will Drive Future Upside Potential
The analyst price target for CVR Energy has been raised to $35 from $27, reflecting analysts' expectations for sector tailwinds, improving profitability, and the potential reinstatement of the dividend. Analyst Commentary Bullish analysts have become more constructive on CVR Energy's outlook, lifting price targets in response to improving sector fundamentals and company specific catalysts.Articolo di analisi • Dec 12
Is CVR Energy (NYSE:CVI) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Aggiornamento della narrazione • Dec 08
CVI: Dividend Reinstatement Hopes Will Face Persistent Refining Margin Uncertainty
We are modestly increasing our analyst price target for CVR Energy to approximately $27.70 per share, reflecting analysts' higher sector-wide forecasts and expectations for improving refining margins, gradual deleveraging, and a potential dividend reinstatement, despite generally cautious stock ratings. Analyst Commentary Street research on CVR Energy has turned incrementally more constructive on valuation, with multiple firms lifting price targets while maintaining generally cautious stock ratings.Aggiornamento della narrazione • Nov 24
CVI: Dividend Reinstatement Hopes Will Remain Under Pressure From Margin Concerns
Analysts have raised their price targets for CVR Energy, with notable increases up to $37. They cite sector tailwinds, expectations for improved profitability, and the potential for a dividend reinstatement.Aggiornamento della narrazione • Nov 09
CVI: Margin Uncertainty Will Weigh On Dividend Reinstatement Hopes
Analysts have modestly lowered their fair value estimate for CVR Energy to $27.67 per share. This is a slight decrease of $0.17, reflecting cautious sentiment on revenue growth and profit margin forecasts, despite recently raised price targets driven by anticipation of sector tailwinds and potential dividend reinstatement.Aggiornamento della narrazione • Oct 26
Dividend Prospects And Sector Tailwinds Will Drive Renewed Optimism And Efficiency
Analysts have raised their price target for CVR Energy by $1.00 to $27.83, citing improved outlooks on sector tailwinds, potential dividend reinstatement, and better than expected near-term indicators. Analyst Commentary Recent research updates have presented a mix of positive and cautious perspectives on CVR Energy’s outlook, valuation, and operational execution.Aggiornamento della narrazione • Oct 12
Coffeyville Recovery And Renewables Will Improve Operational Efficiency
Analysts have raised their average price target for CVR Energy from $25.67 to $26.83. They cite sector tailwinds, recent industry margin trends, and the potential for dividend reinstatement as contributing factors.Aggiornamento della narrazione • Sep 28
Coffeyville Recovery And Renewables Will Improve Operational Efficiency
Despite a notable decline in projected revenue growth, a significant improvement in net profit margin has led analysts to raise CVR Energy’s consensus price target from $24.00 to $25.67. What's in the News CEO Dave Lamp to retire effective December 31, 2025; Mark A.Aggiornamento della narrazione • Sep 11
Coffeyville Recovery And Renewables Will Improve Operational Efficiency
The consensus Analyst Price Target for CVR Energy has edged up to $24.00, primarily reflecting a modest increase in the Future P/E multiple while revenue growth expectations remain steady. What's in the News CEO Dave Lamp announced plans to retire effective December 31, 2025; Mark A.Articolo di analisi • Sep 03
CVR Energy, Inc. (NYSE:CVI) Soars 27% But It's A Story Of Risk Vs Reward
Despite an already strong run, CVR Energy, Inc. ( NYSE:CVI ) shares have been powering on, with a gain of 27% in the...Aggiornamento della narrazione • Aug 27
Coffeyville Recovery And Renewables Will Improve Operational Efficiency
With both consensus revenue growth forecasts and discount rate estimates for CVR Energy holding steady, analysts have left their fair value price target unchanged at $23.50. What's in the News CEO Dave Lamp to retire at year-end 2025; Mark A.Articolo di analisi • Jul 03
CVR Energy, Inc. (NYSE:CVI) Held Back By Insufficient Growth Even After Shares Climb 27%
CVR Energy, Inc. ( NYSE:CVI ) shares have continued their recent momentum with a 27% gain in the last month alone...Articolo di analisi • Jun 13
Health Check: How Prudently Does CVR Energy (NYSE:CVI) Use Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • May 04
CVR Energy, Inc.'s (NYSE:CVI) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
CVR Energy, Inc. ( NYSE:CVI ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...Seeking Alpha • Mar 25
CVR Energy: Robust Refinery Mid-Cycle, Hold For Lower Valuation
Summary CVR Energy operates in petroleum refining, nitrogen fertilizer, and renewable diesel, with refining being the main revenue driver and fertilizer boosting margins through pet coke usage. The Group 3 2-1-1 crack spread is crucial for CVI's refining margins, showing a strong correlation with the company's profitability. Renewable diesel capacity hedges against RIN price volatility, despite uncertainties in government subsidies and future expansion. CVR Energy's strong dividend policy and potential takeover by Carl Icahn present both opportunities and risks for investors. Read the full article on Seeking AlphaArticolo di analisi • Mar 15
Does CVR Energy (NYSE:CVI) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Feb 21
Renewable And Regulatory Uncertainty Suggests Continuing Trouble For CVR Energy
Summary CVR Energy stock has significantly underperformed, with a -38% return in 2024, mainly due to a failed Citgo bid and dividend suspension. Despite a positive Q4 2024 earnings report, I maintain a Sell rating on CVI stock due to poor macroeconomic outlook for refiners and renewables. The new Trump administration's energy policies create uncertainty for CVR Energy's renewable investments, making future returns highly uncertain. CVR Energy's peers like PBF Energy and Delek US Holdings also face negative performance and regulatory challenges, reinforcing a cautious stance on the sector. Read the full article on Seeking AlphaArticolo di analisi • Feb 19
CVR Energy, Inc.'s (NYSE:CVI) Share Price Is Matching Sentiment Around Its Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.2x CVR Energy, Inc. ( NYSE:CVI ) is a stock worth...Seeking Alpha • Feb 03
CVR Energy: Difficult Macro But A Potential Icahn Floor Under Shares
Summary CVR Energy has faced significant challenges, including a 40% stock decline and dividend suspension, but Carl Icahn's actions have stabilized the stock. Icahn Enterprises increased its stake in CVI, signaling confidence and creating a near-term floor for the stock price. The Company's liquidity measures, including a $325 million term loan and potential asset sales, should cover upcoming costs despite a weak refining market. Crack spreads are crucial for CVR's future performance; I expect improvement given solid demand, making CVI a buy at $19 with a potential upside of $30. Read the full article on Seeking AlphaArticolo di analisi • Jan 29
CVR Energy (NYSE:CVI) Will Be Looking To Turn Around Its Returns
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Articolo di analisi • Nov 28
CVR Energy (NYSE:CVI) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$42m |
| Dec 31 2025 | US$3m | US$671k | US$27m |
| Sep 30 2025 | n/a | n/a | US$166m |
| Jun 30 2025 | n/a | n/a | -US$333m |
| Mar 31 2025 | n/a | n/a | -US$198m |
| Dec 31 2024 | US$3m | US$651k | US$7m |
| Sep 30 2024 | n/a | n/a | US$69m |
| Jun 30 2024 | n/a | n/a | US$547m |
| Mar 31 2024 | n/a | n/a | US$656m |
| Dec 31 2023 | US$3m | US$629k | US$769m |
| Sep 30 2023 | n/a | n/a | US$790m |
| Jun 30 2023 | n/a | n/a | US$530m |
| Mar 31 2023 | n/a | n/a | US$564m |
| Dec 31 2022 | US$3m | US$608k | US$463m |
| Sep 30 2022 | n/a | n/a | US$337m |
| Jun 30 2022 | n/a | n/a | US$328m |
| Mar 31 2022 | n/a | n/a | US$158m |
| Dec 31 2021 | US$2m | US$590k | US$25m |
| Sep 30 2021 | n/a | n/a | -US$29m |
| Jun 30 2021 | n/a | n/a | -US$209m |
| Mar 31 2021 | n/a | n/a | -US$208m |
| Dec 31 2020 | US$3m | US$568k | -US$256m |
| Sep 30 2020 | n/a | n/a | -US$144m |
| Jun 30 2020 | n/a | n/a | US$71m |
| Mar 31 2020 | n/a | n/a | US$192m |
| Dec 31 2019 | US$3m | US$551k | US$380m |
Compensazione vs Mercato: La retribuzione totale di Mark ($USD 3.18M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.92M ).
Compensazione vs guadagni: La retribuzione di Mark è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Mark Pytosh (61 yo)
less than a year
Mandato
US$3,176,693
Compensazione
Mr. Mark A. Pytosh is Director of The Fertilizer Institute. Mr. Mark A. Pytosh has been a Director of CVR GP, LLC at CVR Partners, LP since June 2011. He has been the Chief Executive Officer and President...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$3.18m | Nessun dato | |
| Executive VP | 4.8yrs | US$2.21m | Nessun dato | |
| Executive VP & COO | 4.4yrs | US$1.92m | Nessun dato | |
| Executive VP | 7.9yrs | US$2.63m | Nessun dato | |
| VP, Chief Accounting Officer & Corporate Controller | 4.8yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Refined Products & Risk Management | 16.4yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Commercial Officer | 5.3yrs | US$1.60m | Nessun dato | |
| Executive VP & Chief Commercial Officer | less than a year | Nessun dato | Nessun dato |
4.8yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di CVI è considerato esperto (durata media dell'incarico 4.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$3.18m | Nessun dato | |
| Director | 8.4yrs | US$8.60m | Nessun dato | |
| Independent Director | 2.3yrs | US$55.00k | Nessun dato | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 14.1yrs | US$57.00k | Nessun dato | |
| Independent Director | 2.1yrs | US$56.00k | Nessun dato | |
| Director | 2.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 6.2yrs | US$54.26k | Nessun dato | |
| Chairman | 1.3yrs | Nessun dato | Nessun dato | |
| Director | 1.3yrs | Nessun dato | Nessun dato |
2.2yrs
Durata media
55.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CVI non è considerato esperto (durata media del mandato 2.2 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/17 21:41 |
| Prezzo dell'azione a fine giornata | 2026/06/17 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CVR Energy, Inc. è coperta da 14 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Prashant Rao | Citigroup Inc |
| Paul Sankey | Deutsche Bank |
| Neil Mehta | Goldman Sachs |