Valero Energy Corporation

NYSE:VLO Stok Raporu

Piyasa değeri: US$71.6b

Valero Energy Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Valero Energy 'in gelir ve kazançlarının sırasıyla yıllık 2.1% ve 2.4% oranında düşmesi öngörülüyor. EPS'nin yıllık 5.7% oranında büyümesi bekleniyor. Öz sermaye getirisinin 3 yıl içinde 18.4% olması öngörülüyor.

Anahtar bilgiler

-2.4%

Kazanç büyüme oranı

5.65%

EPS büyüme oranı

Oil and Gas kazanç büyümesi11.3%
Gelir büyüme oranı-2.1%
Gelecekteki özkaynak getirisi18.35%
Analist kapsamı

Good

Son güncelleme13 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • May 20

VLO: Higher Oil Assumptions And Mixed Ratings Will Shape But Limit Future Upside

Analyst fair value estimates for Valero Energy have shifted up by about $9 to $256, with the change framed around a higher assumed future P/E of roughly 15x, as well as recent rounds of price target increases across several firms, offset in part by a few new cautious ratings. Analyst Commentary Recent research on Valero Energy has been active, with several firms adjusting price targets and a few shifting ratings.
Seeking Alpha • May 04

Valero Energy: A Repeat Of The Mega-Cycle From 2022

Summary Valero Energy is structurally advantaged due to the Strait of Hormuz closure, enabling superior access to crude and margin expansion. VLO's industry-leading cost structure and robust Gulf Coast crude sourcing position it as a top beneficiary in the current refining bull cycle. Management and industry commentary suggest elevated refining margins and tight product markets will persist through 2026, supporting a durable investment case. I rate VLO a buy, citing its strengthened balance sheet, aggressive capital returns, and sustained competitive advantages amid global supply disruptions. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Apr 26

VLO: Higher Oil Assumptions And Refining Margins Will Shape But Limit Future Upside

The updated analyst price target for Valero Energy edges higher by about $1 to roughly $247 per share. Analysts point to refined assumptions around fair value, a steadier discount rate, and modest tweaks to revenue growth, profit margin, and future P/E expectations following a cluster of recent target hikes from major firms, alongside one downgrade and a list removal.
Anlatı Güncellemesi • Apr 11

VLO: Higher Oil Assumptions And Refining Margins Will Support But Cap Future Multiple

Valero Energy's updated analyst price target has shifted to $246.67 from $218.39 as analysts factor in higher modeled revenue growth, a stronger profit margin profile, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Valero Energy has centered on higher price targets, changes in oil price assumptions, and shifting views on the risk profile, all of which feed into how analysts are thinking about valuation, execution, and potential growth.
Yeni Anlatı • Apr 01

Record Throughput And Policy Uncertainty Will Pressure Long Term Refining Margins

Catalysts About Valero Energy Valero Energy operates refineries and produces renewable diesel and ethanol, selling transportation fuels and related products. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Mar 27

VLO: Bearish Crude Outlook Will Limit Future Multiple Despite Stronger Refining Margins

Analysts have lifted the fair value estimate for Valero Energy to $218.39 from $202.72, linking the higher price target range across firms to updated oil price assumptions, refined product supply and demand expectations, and adjustments to forward P/E and margin forecasts. Analyst Commentary Recent research on Valero Energy points to a mix of optimism and caution, with several firms revising price targets and updating sector views based on oil price assumptions, geopolitical risks, and refining market expectations.
Yeni Anlatı • Mar 17

Heavy Crude Optionality And Renewable Diesel Platform Will Support Stronger Margins Ahead

Catalysts About Valero Energy Valero Energy operates a large, complex refining, renewable diesel and ethanol platform that converts crude oil and agricultural feedstocks into transportation fuels and related products. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Mar 12

VLO: Bearish Crude Outlook Will Constrain Future Multiple Despite Refining Support

Analysts have nudged their average price target for Valero higher, with our fair value estimate moving from $198.22 to $202.72 as they factor in updated views on future revenue growth and profitability, as well as a slightly lower assumed future P/E multiple. Analyst Commentary Recent Street research on Valero reflects a mix of optimism and caution, with several firms adjusting their price targets and at least one major bank removing the stock from a high conviction list.
Anlatı Güncellemesi • Feb 26

VLO: Refining Setup And Dividend Policy Will Offset Bearish Crude Outlook

Analysts have raised their average price targets for Valero Energy by a mid to high double digit dollar amount, with updated P/E assumptions and views on refining supply demand and crude differentials helping explain why several firms recently moved their targets higher, even as one trimmed its forecast to $217. Analyst Commentary Recent research on Valero Energy has centered on refining supply demand, crude differentials and updated P/E frameworks, with several firms adjusting their price targets by single digit to high double digit dollar amounts.
Anlatı Güncellemesi • Feb 10

VLO: Refining Margins And Dividend Policy Will Balance Bearish Crude Outlook

Analysts have raised their blended price target for Valero Energy by about US$8 to reflect updated views on modestly higher revenue growth, slightly lower profit margins, and a higher future P/E multiple, supported by a series of recent target increases across major research firms. Analyst Commentary Recent research updates present a mixed picture, with several firms lifting their price targets by double digit dollar amounts, while at least one has trimmed its target as it reassesses sector headwinds going into 2026.
Anlatı Güncellemesi • Jan 26

VLO: Complex Refining Margins And Dividend Support Will Offset Bearish Crude Sentiment

Narrative Update on Valero Energy The updated analyst price target for Valero Energy has moved higher by about US$3 to roughly US$190, as analysts point to tighter refining supply and demand, crude differential tailwinds, and the company's ability to run cheaper feedstocks into higher value products, even as views on crude remain cautious. Analyst Commentary Recent research on Valero Energy reflects a generally constructive tone, with price targets being adjusted while views on crude and sector performance remain cautious.
Analiz Makalesi • Jan 26

Valero Energy's (NYSE:VLO) Upcoming Dividend Will Be Larger Than Last Year's

Valero Energy Corporation's ( NYSE:VLO ) dividend will be increasing from last year's payment of the same period to...
Anlatı Güncellemesi • Jan 12

VLO: Complex Refining Margins And Capital Returns Will Offset Bearish Crude Sentiment

Analysts have inched their price expectations for Valero higher, with the fair value estimate moving from about $185.78 to $187.11. This reflects updated views that factor in recent price target changes, a slightly higher future P/E assumption, and ongoing support from refining market conditions highlighted in recent research.
Anlatı Güncellemesi • Dec 15

VLO: Capital Returns And Complex Refining Margins Will Shape Future Performance

Analysts have made a slight upward adjustment to their price target on Valero Energy to about $186 per share, citing the company’s complex refining capabilities, improving operating margins, and stronger than expected recent earnings performance as key drivers of the improved outlook. Analyst Commentary Recent Street research on Valero Energy reflects a generally constructive view on the stock, with multiple firms boosting price targets and initiating coverage at favorable ratings.
Anlatı Güncellemesi • Dec 01

VLO: Ongoing Capital Returns And Margin Resilience Will Shape Near-Term Performance

Valero Energy's analyst price target has increased from $182.22 to $185.83 per share, as analysts highlight stronger operating performance, robust refinery margins, and ongoing optimism in earnings and capital returns. Analyst Commentary Analysts remain largely constructive on Valero Energy, emphasizing multiple factors supporting a positive outlook.
Anlatı Güncellemesi • Nov 17

VLO: Future Performance Will Reflect Industry Cyclicality And Robust Capital Return

Valero Energy's analyst price target has increased modestly from $180.78 to $182.22 per share. Analysts cite the company's strong earnings momentum, robust operating margins, and a constructive outlook for high-quality product demand as key drivers of the upward revision.
Anlatı Güncellemesi • Nov 03

VLO: Dividend Growth And Refining Margins Will Drive Performance Into 2026

Valero Energy's analyst price target has risen from $175.63 to $180.78. This increase reflects analysts' optimism following a strong earnings report and continued favorable outlooks for refining margins and capital returns.
Anlatı Güncellemesi • Oct 20

St Charles SEC Unit Will Yield High-Value Products

Valero Energy's analyst price target has increased from $169 to approximately $175.63 per share, as analysts note improved sector sentiment and resilient refining margins are supporting upward valuation adjustments. Analyst Commentary Recent research reports reflect a range of perspectives about Valero Energy's near-term performance and long-term prospects.
Anlatı Güncellemesi • Oct 06

St Charles SEC Unit Will Yield High-Value Products

Valero Energy's analyst price target has increased from $166.06 to $169.00 per share, as analysts cite persistent market tightness and resilient refining margins as factors supporting a more positive outlook. Analyst Commentary Recent research updates reveal a dynamic range of perspectives among analysts regarding Valero Energy’s valuation and growth outlook.
Anlatı Güncellemesi • Sep 21

St Charles SEC Unit Will Yield High-Value Products

Valero Energy’s consensus price target has been raised to $166.06 as analysts cite persistent refining margin strength, resilient product markets, and strong recent earnings, despite some valuation concerns following recent outperformance. Analyst Commentary Bullish analysts highlight persistent global refining margin strength, with product markets remaining tight and defying expectations of a decline.
Anlatı Güncellemesi • Sep 06

St Charles SEC Unit Will Yield High-Value Products

Analysts have raised Valero Energy’s price target slightly to $157.94, reflecting increased confidence in structurally higher refining margins and Valero’s competitive advantage in renewables, although some remain cautious on valuation after recent outperformance. Analyst Commentary Bullish analysts highlight a structural upcycle in refining, positioning Valero to benefit from favorable long-term industry trends.
Analiz Makalesi • Jun 02

We Think Valero Energy (NYSE:VLO) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha • Mar 28

Valero's Exposure To Renewable Energy And More

Summary Valero Energy Corporation is recognized for its low-cost operations and strong safety record, contributing to its financial success and investor confidence. Despite weak margins in 2024 in both renewables and older refining, the trend is turning positive in early 2025 and is likely to continue. The renewable diesel market faces uncertainty due to regulatory changes, but long-term demand for hydrocarbon-based fuels is expected to grow, supported by OPEC+ forecasts. The SAF market presents opportunities with infrastructure challenges; Valero's DGD facilities are well-positioned to capitalize on this growing sector. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Valero Energy Flexes With Energy Policy Changes (Rating Upgrade)

Summary Valero Energy Corporation is a top US independent oil refiner, producing essential fuels like gasoline, diesel, jet fuel, and ethanol, with significant barriers to entry for competitors. I am upranking Valero, a $39.4 billion company, to a buy due to its strong position in traditional and renewable fuel markets, a 3.6% dividend, and relatively low stock price. Although tariffs are a big unknown, Valero may benefit from lower crude prices and a much friendlier-to-all US national energy policy. Read the full article on Seeking Alpha
Seeking Alpha • Jan 29

Valero: Low Crack Spreads Offset Shareholder-Friendly Moves

Summary I maintain a hold rating on Valero Energy due to fair valuation and mixed chart indicators ahead of its Q4 earnings report. Valero's Q3 results showed strong revenue but declining refining and renewable diesel segment profits, with shares down 1.2% post-report. Key risks include declining US crack spreads, regulatory changes, and natural disasters, though Valero's free cash flow yield remains impressive. Valero's stock is in a downtrend, trading below its 200-day moving average, with support near $110 and resistance between $144-$146. Read the full article on Seeking Alpha
Seeking Alpha • Nov 18

Valero Energy's Third Quarter Highlights 2 Futures: Conventional And Renewable Energies

Summary Valero Energy reported muted Q3 2024 results, with crack spread collapsing in September. The company remains committed to shareholder returns, achieving an 80% payout ratio year-to-date. Valero's strategic growth projects, including the Diamond Green Diesel SAF project, are on track, positioning the company well for future better market conditions. Crack spreads and renewable credits seem to be bottoming out, offering a lucrative investment going forward. Read the full article on Seeking Alpha
Seeking Alpha • Nov 08

The Valero Downtrend Post Q3 Earnings Presents An Opportunity

Summary Valero Energy Corporation's share price dropped 25% since early 2024 highs, but it continues to generate substantial cash flow, making it a valuable investment. Quarterly results showed $1.14 per share, a YoY decline due to weaker refining margins, yet the company maintains a 3.14% dividend. Refining margins in 2024 are weaker compared to 2023, but Valero's renewable diesel and ethanol segments help stabilize overall earnings. Valero's reliance on refining spreads poses risks, especially with potential economic downturns, but its strong assets and shareholder commitment make it an interesting investment. Read the full article on Seeking Alpha
Seeking Alpha • Oct 23

Valero Energy Earnings Preview: Industry Best Operating Costs Shine Bright In A Weak Market

Summary Valero Energy is the lowest-cost refiner, providing a wide moat advantage and strong financial results even in weak markets. I project VLO will exceed Q3 earnings estimates despite a 17% decline in refining margins, driven by its industry-best operating costs. Four refinery closures in 2025 will improve market fundamentals, potentially boosting crack spreads and benefiting VLO's Gulf Coast operations. I rate VLO as a HOLD, expecting better price opportunities before the next cyclical upswing in refining margins during summer 2025. Read the full article on Seeking Alpha
Seeking Alpha • Sep 03

Valero Energy Corporation: A Stalling Bullish Trend

Summary Valero Energy Corporation has experienced a significant decline from its April 2024 peak due to falling crack spreads, impacting revenues and earnings potential. Despite the bearish trend and seasonal weakness in gasoline demand, Valero's attractive dividend policy and stable factor grades make it a compelling long-term investment. The upcoming U.S. election could influence Valero shares significantly, with potential changes in energy and tax policies affecting the company's future performance. I recommend buying Valero shares on significant price corrections, particularly at technical support levels of $120 and $100, anticipating a rebound during peak driving seasons. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:VLO - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028114,0605,6045,7928,1767
12/31/2027125,4436,0666,4859,03812
12/31/2026135,5558,5088,55411,18110
3/31/2026117,8414,1965,5526,264N/A
12/31/2025115,9392,3415,0305,826N/A
9/30/2025116,5531,4913,9604,839N/A
6/30/2025117,5497623,3414,253N/A
3/31/2025122,3569244,8335,789N/A
12/31/2024123,9742,7625,7766,683N/A
9/30/2024128,7313,6815,9926,852N/A
6/30/2024134,3305,9327,9958,865N/A
3/31/2024134,3566,9937,0597,905N/A
12/31/2023139,0018,8088,3189,229N/A
9/30/2023145,45510,71011,01412,086N/A
6/30/2023151,76010,9029,50810,823N/A
3/31/2023169,08713,64013,59415,156N/A
12/31/2022171,18911,48510,89312,574N/A
9/30/2022165,1579,3919,16010,932N/A
6/30/2022149,8267,0478,56410,336N/A
3/31/2022124,6452,5314,7896,499N/A
12/31/2021108,3329244,1945,859N/A
9/30/202189,220-4431,8383,501N/A
6/30/202175,780-1,3706102,217N/A
3/31/202160,187-281-747945N/A
12/31/202060,115-1,426-840948N/A
9/30/202071,240-106832,560N/A
6/30/202082,6201,0631,8833,824N/A
3/31/2020100,5304252,5644,605N/A
12/31/2019102,7292,415N/A5,531N/A
9/30/2019103,6822,308N/A5,501N/A
6/30/2019107,3432,554N/A4,568N/A
3/31/2019109,3652,785N/A5,110N/A
12/31/2018111,4073,113N/A4,371N/A
9/30/2018108,9534,524N/A4,353N/A
6/30/2018101,5574,510N/A4,894N/A
3/31/201892,8824,215N/A4,632N/A
12/31/201788,4074,051N/A5,482N/A
9/30/201782,9672,058N/A4,820N/A
6/30/201779,1031,830N/A4,646N/A
3/31/201776,3472,096N/A5,168N/A
12/31/201670,1662,282N/A4,820N/A
9/30/201667,9582,216N/A4,309N/A
6/30/201670,7482,980N/A4,808N/A
3/31/201676,2393,518N/A4,818N/A
12/31/201581,8243,987N/A5,611N/A
9/30/201592,4094,844N/A6,121N/A
6/30/2015105,7764,527N/A6,625N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: VLO şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -2.4% ).

Kazançlar ve Piyasa: VLO şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -2.4% ).

Yüksek Büyüme Kazançları: VLO şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: VLO şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi bekleniyor (yılda -2.1% ).

Yüksek Büyüme Geliri: VLO şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -2.1% ).

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: VLO 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 18.4 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 05:03
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Valero Energy Corporation 40 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
William SeleskyArgus Research Company
Theresa ChenBarclays
Mark GilmanBenchmark Company