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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
valuation icon
Valuation
Undervalued
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Similar
TOU
BUY
They were taken down with other energy names. He has always been attracted by its non-Canadian production. They have production in the North Sea. It is a well run company. He worries how safe the dividend is. You don’t buy resource companies for the dividend. Put it away and hope they don't cut the dividend.
DON'T BUY
The issue with this stock is that the dividend is $2.76 and expected earning is $1.59. When the dividend is too high the market fears a cut. Doesn't have a lot of upside potential. He would be careful. You don't want to be there when the dividend is not trusted.
DON'T BUY
It is one of the stronger companies out there. They look better than most of the industry. It is overdue for a bounce. Analyst reports suggest the stocks are a buy these days but they use $60 oil, yet we are at $45. He has a less optimistic outlook on energy long term. The move to eclectic vehicles is going to take away a great deal of long term demand. He would gravitate to transporters of oil.
TOP PICK
A case of throwing out the baby with the bathwater as Canadian oil stocks got killed due to a wide WCS differential. But VET has not exposed to that oil differential. The dividend is safe. Debt loads are still low. Good managers. A safe spot to park money and earn a dividend. (Analysts’ price target is $48.32)
DON'T BUY
The dividend payout ratio 46% of trailing cash flows. Sales growth was up 57%. Earnings growth have been reduced lately. The PE ratio of 16 times is reasonable and the company is cash flow positive. He thinks the dividend is safe, but the slow down in earnings growth would keep him from buying this. Yield is near 10%.
RISKY
It depends on the price of crude. Good balance sheet. Decent growth profile. With oil at $53 this is a good pick. 2/3 of their exposure is international. All in a good bet if you are constructive on oil.
BUY
Disciplined managers: balance sheet, dividend and growth are their priorities. They've never cut their dividend, good. 40% of their production is Brent-related. Like other Canadian oil, they are frustrated with the oil price and situation. Doing exploratory drilling in central Europe which is new.
TOP PICK
They had a 9.5% dividend yield last Friday. They never cut their dividend when the price went down. They have lots of production coming from Europe and Ireland. He thinks the market will be wrong on this one once again. (Analysts’ price target is $49.04)
WATCH
Is the dividend safe? He has not owned this for years, due to the high premium it trades at because of the dividend. It still trades at a premium. He struggles to understand how they can pay the dividend without taking on debt. Another 6 months of low oil prices could jeopardize the dividend. Yield 9%
BUY
Well-run and diversified. Has a solid balance sheet. Buy, if you're long-term. The sell-off has been overdone. VET gets international prices for its products, unlike many Canadian energy companies. The yield is safe.
BUY ON WEAKNESS
He likes to see dividends be paid out of earnings and not funny accounting means. This company is not paying out of earnings and this will damage the balance sheet. He sees the recent move below $34 as a technical signal of further weakness to come and he might become interested when it trades at $24.
DON'T BUY
Extremely well run, more conservative company. But to own these companies, you have to be bullish on oil. Shale boom has thrown world oil markets upside down. Not overly bullish on the sector, doesn't own any Canadian companies. No energy company's dividend is safe if oil stays at $50. Global price of oil and pipelines are in trouble equally.
PAST TOP PICK
(A Top Pick Sep 08/17, Down 12%) Likes this stock because it's essentially a European operation with a Canadian side, so it's a safer market. Good dividend, over 8%. Energy stocks have a big black cloud over them, and people don't realize they're trading at well below book value.
DON'T BUY
Vermilion (VET-T) vs Crescent Point (CPG-T) Neither of the two. Not overly optimistic on energy. He is underweight energy and sees little opportunities. Doesn't see supply cutting down anytime soon and we need that to happen for oil prices to rise. Prefers Suncor (SU-T) which is more conservative and integrated and has a decent dividend.
TOP PICK
Their investor day yesterday was impressive. They are very well diversified into European assets and Brent pricing. Yield 8.5%. (Analysts’ price target is $51.29)
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