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U.S. Oil and Gas Refining and Marketing Industry Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies45
  • 7D-1.5%
  • 3M17.0%
  • 1Y69.9%
  • YTDn/a

The Oil and Gas Refining and Marketing industry is down 1.5% over the last week with Valero Energy the worst performer, down 4.2%. In the past year, the industry has gained 70%. Earnings are forecast to grow by 2.2% annually.

Industry Valuation and Performance

Has the U.S. Oil and Gas Refining and Marketing Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 May 2026US$256.1bUS$558.2bUS$14.9b15.7x17.2x0.5x
Wed, 08 Apr 2026US$260.1bUS$554.6bUS$10.9b18x23.9x0.5x
Fri, 06 Mar 2026US$239.4bUS$554.8bUS$10.8b21.2x22.1x0.4x
Sun, 01 Feb 2026US$205.0bUS$534.0bUS$5.9b22.9x34.6x0.4x
Tue, 30 Dec 2025US$187.3bUS$528.4bUS$5.1b19.5x36.5x0.4x
Thu, 27 Nov 2025US$204.8bUS$528.4bUS$5.1b21x39.9x0.4x
Sat, 25 Oct 2025US$201.0bUS$520.2bUS$3.4b26.3x59.8x0.4x
Mon, 22 Sep 2025US$190.4bUS$521.7bUS$2.6b24.1x72x0.4x
Wed, 20 Aug 2025US$169.3bUS$521.2bUS$2.6b25.4x64.8x0.3x
Fri, 18 Jul 2025US$177.8bUS$552.1bUS$3.3b22x53.6x0.3x
Sun, 15 Jun 2025US$170.3bUS$552.1bUS$3.3b21x51.3x0.3x
Tue, 13 May 2025US$155.0bUS$552.1bUS$3.4b15.9x46.2x0.3x
Thu, 10 Apr 2025US$128.3bUS$565.5bUS$7.9b12.5x16.3x0.2x
Sat, 08 Mar 2025US$157.3bUS$565.6bUS$7.9b12.5x19.9x0.3x
Mon, 03 Feb 2025US$165.3bUS$585.9bUS$10.0b11.5x16.5x0.3x
Wed, 01 Jan 2025US$153.8bUS$592.5bUS$12.1b10.7x12.8x0.3x
Fri, 29 Nov 2024US$178.1bUS$592.7bUS$12.1b11.6x14.8x0.3x
Sun, 27 Oct 2024US$176.9bUS$610.5bUS$19.6b7.5x9x0.3x
Tue, 24 Sep 2024US$183.2bUS$617.7bUS$21.9b7.6x8.4x0.3x
Thu, 22 Aug 2024US$189.2bUS$617.8bUS$21.9b7.7x8.7x0.3x
Sat, 20 Jul 2024US$194.7bUS$614.4bUS$25.4b6.9x7.7x0.3x
Mon, 17 Jun 2024US$198.5bUS$614.6bUS$25.4b6.9x7.8x0.3x
Wed, 15 May 2024US$209.4bUS$615.3bUS$24.1b7.1x8.7x0.3x
Fri, 12 Apr 2024US$242.5bUS$623.9bUS$29.5b7x8.2x0.4x
Sun, 10 Mar 2024US$215.1bUS$624.0bUS$29.5b6.4x7.3x0.3x
Tue, 06 Feb 2024US$210.2bUS$635.5bUS$31.0b5.4x6.8x0.3x
Thu, 04 Jan 2024US$207.6bUS$646.6bUS$35.5b5.2x5.8x0.3x
Sat, 02 Dec 2023US$196.3bUS$646.2bUS$35.5b4.7x5.5x0.3x
Mon, 30 Oct 2023US$189.0bUS$615.0bUS$34.6b4.9x5.5x0.3x
Wed, 27 Sep 2023US$206.2bUS$670.3bUS$40.0b4.9x5.2x0.3x
Fri, 25 Aug 2023US$194.5bUS$670.3bUS$40.0b4.6x4.9x0.3x
Sun, 23 Jul 2023US$187.1bUS$739.2bUS$49.4b4.9x3.8x0.3x
Tue, 20 Jun 2023US$172.5bUS$739.2bUS$49.4b4.7x3.5x0.2x
Thu, 18 May 2023US$166.9bUS$739.2bUS$49.5b4.5x3.4x0.2x
Price to Earnings Ratio

3.4x


Total Market Cap: US$166.9bTotal Earnings: US$49.5bTotal Revenue: US$739.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Refining and Marketing Industry Price to Earnings3Y Average 21.4x202420252026
Current Industry PE
  • Investors are pessimistic on the American Oil and Gas Refining and Marketing industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 17.2x which is lower than its 3-year average PE of 21.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas Refining and Marketing industry have declined 33% per year over the last three years,
  • Revenues have also declined 8.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Oil and Gas Refining and Marketing compare with similar industries?

US Market2.25%
Energy-5.16%
Oil and Gas-5.10%
Oil and Gas Refining and Marketing-1.51%
Coal and Fuels-2.52%
Oil and Gas Storage and Transportation-3.60%
Integrated Oil and Gas-5.37%
Oil and Gas Exploration and Production-7.76%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DINO HF SinclairUS$72.811.4%
+US$183.9m		105.7%PE10.7x
CVI CVR EnergyUS$34.882.0%
+US$68.4m		58.2%PS0.5x
OPAL OPAL FuelsUS$2.190.5%
+US$303.6k		3.8%PE15.5x

Latest News

PBF
US$42.52
PBF Energy
7D
-6.6%
1Y
104.5%
Seeking Alpha • 10h

PBF Energy: Operational Concerns Limit Macro Upside

Summary PBF Energy benefits from elevated crack spreads due to geopolitical disruptions, driving windfall profits and strong near-term financials. Operational reliability is a growing concern, with recent refinery incidents highlighting risks from aggressive cost-cutting and smaller scale versus peers. PBF maintains excellent liquidity and is prioritizing debt reduction, targeting net debt to capital below 20% from the current 36% by 2027. I maintain a 'hold' on PBF, favoring larger, more diversified refiners unless shares pull back closer to $36. Read the full article on Seeking Alpha
OPAL
US$2.19
OPAL Fuels
7D
0.5%
1Y
3.8%
VLO
US$248.13
Valero Energy
7D
-1.4%
1Y
90.2%
CLNE
US$2.07
Clean Energy Fuels
7D
-14.7%
1Y
7.6%
PSX
US$175.36
Phillips 66
7D
-1.7%
1Y
47.8%
DK
US$46.82
Delek US Holdings
7D
-2.5%
1Y
186.7%
CLMT
US$32.32
Calumet
7D
-5.4%
1Y
146.3%
MPC
US$252.48
Marathon Petroleum
7D
-0.02%
1Y
59.7%
Analysis Article • May 08

Marathon Petroleum Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Marathon Petroleum Corporation ( NYSE:MPC ) just released its first-quarter report and things are looking bullish...
PARR
US$64.50
Par Pacific Holdings
7D
-4.2%
1Y
250.9%
DINO
US$72.81
HF Sinclair
7D
1.4%
1Y
105.7%
CVI
US$34.88
CVR Energy
7D
2.0%
1Y
58.2%
Narrative Update • 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.