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

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies45
  • 7D3.7%
  • 3M46.9%
  • 1Y66.6%
  • YTDn/a

The Oil and Gas Refining and Marketing industry is up 3.7% in the last week, with Marathon Petroleum up 5.3%. In the same time, Sky Quarry was down 40%. This means that the industry has gained 67% over the past year. As for the next few years, earnings are expected to grow by 11% per annum.

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
Fri, 27 Mar 2026US$258.1bUS$554.6bUS$10.8b19x23.8x0.5x
Sun, 22 Feb 2026US$219.0bUS$561.5bUS$10.4b16.6x21.1x0.4x
Tue, 20 Jan 2026US$202.3bUS$527.9bUS$5.1b22.4x40x0.4x
Thu, 18 Dec 2025US$192.8bUS$528.4bUS$5.1b20.3x37.6x0.4x
Sat, 15 Nov 2025US$205.9bUS$528.4bUS$5.1b21.1x40.1x0.4x
Mon, 13 Oct 2025US$185.6bUS$521.7bUS$2.6b24.2x70.2x0.4x
Wed, 10 Sep 2025US$190.2bUS$521.2bUS$2.6b26.1x72.9x0.4x
Fri, 08 Aug 2025US$167.3bUS$532.7bUS$1.8b25.7x90.4x0.3x
Sun, 06 Jul 2025US$181.5bUS$552.1bUS$3.3b22.2x54.7x0.3x
Tue, 03 Jun 2025US$162.0bUS$552.1bUS$3.3b20.1x48.8x0.3x
Thu, 01 May 2025US$146.1bUS$556.7bUS$5.5b12.4x26.5x0.3x
Sat, 29 Mar 2025US$163.8bUS$565.5bUS$7.9b13x20.7x0.3x
Mon, 24 Feb 2025US$170.6bUS$573.8bUS$8.6b12.6x19.8x0.3x
Wed, 22 Jan 2025US$171.7bUS$592.5bUS$12.1b12.2x14.2x0.3x
Fri, 20 Dec 2024US$154.1bUS$592.5bUS$12.1b10.3x12.8x0.3x
Sun, 17 Nov 2024US$177.6bUS$592.5bUS$12.0b11.9x14.8x0.3x
Tue, 15 Oct 2024US$189.0bUS$617.8bUS$21.9b7.7x8.6x0.3x
Thu, 12 Sep 2024US$177.3bUS$617.7bUS$21.9b7.3x8.1x0.3x
Sat, 10 Aug 2024US$195.1bUS$617.9bUS$21.9b7.8x8.9x0.3x
Mon, 08 Jul 2024US$199.7bUS$614.6bUS$25.4b6.9x7.8x0.3x
Wed, 05 Jun 2024US$203.3bUS$614.6bUS$25.4b6.9x8x0.3x
Fri, 03 May 2024US$208.2bUS$616.4bUS$24.4b6.8x8.5x0.3x
Sun, 31 Mar 2024US$237.9bUS$623.9bUS$29.5b7.5x8.1x0.4x
Tue, 27 Feb 2024US$212.3bUS$624.2bUS$29.4b6.5x7.2x0.3x
Thu, 25 Jan 2024US$200.8bUS$646.6bUS$35.5b4.8x5.6x0.3x
Sat, 23 Dec 2023US$204.5bUS$646.6bUS$35.5b5.1x5.8x0.3x
Mon, 20 Nov 2023US$190.1bUS$646.2bUS$35.5b4.9x5.4x0.3x
Wed, 18 Oct 2023US$199.2bUS$670.3bUS$40.0b4.8x5x0.3x
Fri, 15 Sep 2023US$212.5bUS$670.3bUS$40.0b4.7x5.3x0.3x
Sun, 13 Aug 2023US$204.4bUS$670.4bUS$40.1b4.7x5.1x0.3x
Tue, 11 Jul 2023US$175.6bUS$739.2bUS$49.4b4.7x3.6x0.2x
Thu, 08 Jun 2023US$167.7bUS$739.2bUS$49.5b4.7x3.4x0.2x
Sat, 06 May 2023US$161.9bUS$739.2bUS$49.4b4.3x3.3x0.2x
Mon, 03 Apr 2023US$198.0bUS$746.6bUS$44.4b4.9x4.5x0.3x
Price to Earnings Ratio

4.5x


Total Market Cap: US$198.0bTotal Earnings: US$44.4bTotal Revenue: US$746.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Refining and Marketing Industry Price to Earnings3Y Average 20.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Oil and Gas Refining and Marketing industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 23.8x which is higher than its 3-year average PE of 20.6x.
  • 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 37% per year over the last three years,
  • Revenues have also declined 9.4% 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 Market-1.62%
Energy4.23%
Oil and Gas4.12%
Oil and Gas Refining and Marketing3.69%
Oil and Gas Exploration and Production5.76%
Integrated Oil and Gas4.25%
Oil and Gas Storage and Transportation2.63%
Coal and Fuels-0.40%
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
MPC Marathon PetroleumUS$248.315.3%
+US$3.7b		68.5%PE18.1x
PSX Phillips 66US$184.013.2%
+US$2.3b		47.5%PE16.8x
VLO Valero EnergyUS$248.142.5%
+US$1.8b		86.2%PE31.7x
DINO HF SinclairUS$63.224.5%
+US$492.1m		90.0%PE19.9x
PBF PBF EnergyUS$50.377.6%
+US$413.9m		160.4%PS0.2x

Latest News

VLO
US$248.14
Valero Energy
7D
2.5%
1Y
86.2%
CLMT
US$30.79
Calumet
7D
9.8%
1Y
134.0%
PARR
US$63.01
Par Pacific Holdings
7D
8.6%
1Y
325.7%
PSX
US$184.01
Phillips 66
7D
3.2%
1Y
47.5%

PSX: Future Cash Flows Will Reflect Midstream Execution And Venezuela Crude Realignment

Analysts have lifted the Phillips 66 fair value estimate from $160.15 to $165.45. The revision reflects a series of higher price targets that cite updated oil price assumptions, discussions with management on midstream growth, and refreshed models following recent commodity and geopolitical developments.
PBF
US$50.37
PBF Energy
7D
7.6%
1Y
160.4%
MPC
US$248.31
Marathon Petroleum
7D
5.3%
1Y
68.5%
OPAL
US$2.24
OPAL Fuels
7D
-3.4%
1Y
16.7%

OPAL Fuels: A Tough Business In A Tough Market

Mar 24
GPRE
US$16.50
Green Plains
7D
-0.06%
1Y
205.6%

GPRE: New Leadership Execution And Higher Earnings Power Will Drive Shares Toward 19

Analysts have raised the Green Plains price target from $17 to $19, citing updated assumptions for fair value, discount rate, growth and margins following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Green Plains has leaned clearly positive, with several bullish analysts lifting price targets and upgrading their views after reassessing the company’s fair value, discount rate, growth assumptions and margin outlook.
CVI
US$34.35
CVR Energy
7D
6.9%
1Y
70.6%

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.
VGAS
US$1.72
Verde Clean Fuels
7D
-1.7%
1Y
-51.3%
DINO
US$63.22
HF Sinclair
7D
4.5%
1Y
90.0%
SKYQ
US$2.02
Sky Quarry
7D
-40.2%
1Y
-58.3%

Investors Give Sky Quarry Inc. (NASDAQ:SKYQ) Shares A 25% Hiding

Feb 13
Investors Give Sky Quarry Inc. (NASDAQ:SKYQ) Shares A 25% Hiding