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TSE:VET

Vermilion Energy Inc (VET.TO)

17.36
-0.27 (1.53%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
585 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Vermilion Energy Inc. (VET-T) has garnered mixed reviews from experts, highlighting its diverse geographical exposure which includes assets in Europe, Australia, and Canada. While some analysts express concerns over the lack of focus and the company's extensive international footprint, others point out that recent management efforts to streamline operations and concentrate on Canadian assets are promising. The company is noted for having significant natural gas production, particularly in Europe, which is expected to benefit from rising demand amidst energy supply challenges. Despite being perceived as undervalued and having improved performance metrics, some experts caution about inherent volatility and urge vigilance regarding geopolitical impacts on gas prices. Overall, while there's optimism about future growth, particularly in natural gas, doubts about the company’s strategic execution and catalysts persist.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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Similar
TOU
TOP PICK
He has owned it for a few years. It is still earning about 8%. He likes it because of their European natural gas pricing. They are not exposed to the pipeline issue. He likes the management team and the torque to higher international oil prices. (Analysts’ price target is $42.71)
COMMENT
Dividend is sustainable, he thinks. Stable, healthy balance sheet on debt to earnings. Would need a major shock to the oil price for there to be a dividend cut. Good operator. With increase in Canadian exposure, stock has suffered on that perception.
BUY ON WEAKNESS
It is one of the big market caps. They pay an 8.2% dividend yield and he has a $50 target on it. They now have more holdings in Canada. People are worried about a dividend cut. He thinks this is a name to own; buy under $30.
BUY
Cash flow per share was in line in Q4. He sees 9% production growth and 8% cash flow per share growth. It's cheap at 6.7x though peers are at 4.5 x. Good balance sheet at 1.9x debt-to-cash flow. Their dividend is sustainable. It's one of the few oil stocks that hasn't cut its dividend. If you're comfortable with the direction of oil in the mid-term, then own this.
BUY ON WEAKNESS
The dividend is sustainable. He has it as a 2% allocation within his energy portfolio. They benefit from operating outside of North America.
DON'T BUY
It trades at a higher premium than some of its peers. You do get some foreign exposure with this. Can get higher returns with other names and slightly better balance sheets.
PAST TOP PICK
(A Top Pick Feb 02/18, Down 17%) He's holding onto this, because they hold many off-shore European assets and they generate a lot of cash flow. A safe dividend. Under the same cloud as all Canadian oil stocks, though.
BUY ON WEAKNESS
They are on BNN this afternoon. They reported results yesterday. They did a $1.46 in cash flow. He likes the stock and his target is $50. There is a fabulous dividend of 7.5%. Anytime this stock backs off below $30 it is a buy and you are getting a fabulous yield.
HOLD
Their payout ratio is measured differently. On a EPS basis is was a net loss. The management team pays the dividend on a sustainable basis. So he likes the quicker payback on his capital. He does own it. Yield 8.2%
WEAK BUY
They produce in France, not western Canada, and are exposed to international oil prices, not WCS. VET is respectible in their sector, but he prefers Parex. But anyone selling at international oil prices deserves a nod.
BUY
One of the few names on oil land where he sees production growth and CF growth. It trades cheaper than its 5 year average. He is constructive on the name. It's balance sheet isn't the most pristine but OK. OK to own as long as you see oil in the $55 -$65 range.
WAIT
One of her favourite energy stocks. We've had several false bottoms, so she's not sure this is the bottom. Good geographic diversification, and not reliant on Canadian prices. Likes the management. (Analysts’ price target is $41.27)
COMMENT
It has good valuation relative to all stocks. The balance sheet is in good shape but they have bad price momentum.
COMMENT
Dividend sustainable? She thinks you need to watch that the dividend does not become too high relative to earnings per share, but she does think the yield is sustainable. She holds almost 0% in energy at this time. They started buying Canadian properties, which has caused the market to question that when they hold so many assets in higher priced markets. Yield 9%.
HOLD
Hold it. The near-9% dividend and their non-North American focus are positives, but VET is getting painted with the same brush (Canadian oil). You're getting paid to wait; time is your best friend.
Showing 196 to 210 of 607 entries