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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

Tourmaline vs. Vermillion TOU is well-managed. Natural gas has enjoyed nice pop lately. He likes VET for their acquisitions, because they can access an international price on oil (not the much-lower WCS), and have seen strong growth in recent years as the valuation has decreased. Balance sheet is solid.

DON'T BUY
This is primarily a Canadian energy company and therefore getting low prices for oil. It is hard to support the valuation. Yield is almost 8.5%, so should be cautious. Their debt level is not too bad. They are in a very tough sector.
BUY
Great company. They own a lot of oil based on Brent as opposed to Canadian Discount. Their cash flow multiple is cheap. They are being thrown with the sector. Oil has sold off also. When it comes up, this stock will pop. The Federal Government is talking now with the Alberta Government to buy freight cars to move oil. This would be basically a quasi-pipeline. It will help on the differential on a shorter time period than when the pipelines are built, which is probably 2-3 years out.
HOLD
This is a mid cap Canadian Energy player with operations in France, Netherlands and Australia. It should be a long term hold. He thinks there is good value in it and continues to hold it.
RISKY

About 66% of production lies outside Canada. It's trading cheaper than historically. He sees cash flow per share growth. Safe dividend. Good balance sheet. Market didn't like their last quarter because of weakness/concerns in the Caribbean and European operations. They made some acquisitions that'll benefit them. Buy if you feel oil will top $60-70.

TOP PICK
The 8.4% dividend that is secure. This is a very, very cheap stock. The dividend allows lots of time to resolve all the issues. (Analysts’ price target is $52.53)
WAIT
He likes the management team and kudos to them for “stealing” Sparton. They are predominantly international. It trades at a premium multiple. You want to put your money where you will have outsized returns. Vermilion does not fall into this criteria for him. He is looking at other names.
BUY
If you believe commodities are oversold, then these stocks may have a quick run. It’s so beat up, this is really cheap. If he didn’t own it, he’d buy. Really appetizing if you think crude’s going to hold.
PAST TOP PICK
(A Top Pick Feb 02/18, Down 23%) Vermilion acquired Sparton so SPE is no longer listed. She acquired Vermilion stock on the acquisition. Vermillion is down about 20% since the acquisition. Still owns Vermilion stock.
DON'T BUY
There is a strong value but it broke technically. There is a lot of concern about the quality of the assets. Yield is 8.9%. He prefers other names to this. He is worried about the yield. With oil at $59, this will decrease their cash flow.
BUY
It pays a good, safe, dividend. A great deal of its assets are in Europe. Investors don't like that they made an acquisition of a company with a lot of assets in Saskatchewan.
COMMENT

Has long owned this, one of the few oils he has. Money isn't flowing into this sector, but leaving. Oil needs to find buyers. It's not a good sign when Canadian companies seek opportunities in the U.S. It says a lot about Alberta. Vermillion has 60% of its earnings outside Canada and fetches international prices. It's unfortunate, the state of Canadian oil.

SELL
He would not own this one. It pays out $2.76 in dividends and is earning $0.78 – not a good business strategy. The downside risk is $25 per share. This could become another CPG-T, especially with today’s price sell off. He would sell here. (Analysts’ price target is $53)
BUY
Has owned for quite a while. Has been underweight Canadian energy. Likes to own foreign energy companies and VET is really a foreign company, mostly in Europe, getting Brent prices. Dividend of 8% is safe, as part of his cash flow strategy. Sees upside of $55.
WAIT

Another tough day today. They purchased some assets from Sparton and the market has penalized them for that. The sector as a whole is getting beaten up. It is a good company. If you are looking for income, you probably don’t want to look at the energy sector. If you have a time horizon of a couple of years, should be good but there could still be some price decrease.

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