Vermilion Energy Inc (VET.TO) Buy, Sell or Hold

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Vermilion Energy Inc (VET.TO)

17.36

-0.27 (1.53%)

as of Aug 28, 2026, 8:00:00 pm Market Open.

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Investor Insights

Aug 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

Mixed

Valuation

Undervalued

Similar

TOU

BUY ON WEAKNESS

Haven't liked it for the over global diversification, dividend cut, and other issues. However, the stock is deep value. Trading at 2.1x cashflow. 49% free cashflow yield. Has short reserve life. Low so they need to add to inventory. Can privatize themselves in 2 years however. 10% of the stock is short. Trading at a discount, and it could trade at 4x mutliple.

DON'T BUY

Took on debt and got caught with a high dividend yield which the industry economics couldn't sustain. Has benefited from the recovery in energy prices, but it's still in the penalty box. Prefers CNQ and ARX, with cleaner balance sheets.

HOLD

Underperformed. A lot of people owned it for the yield, paying more than they should. Once they cut the dividend, many people exited. Might be an opportunity as an international play. Leveraged to oil price.

DON'T BUY

Not a name you should buy. Deleveraging due to excess debt from paying dividends longer than they should have and acquisitions. The stock is trading at 3.7x which is a premium to the group. Free cashflow is at 31% yield at $70 oil. Could see meaningful dividend but there are better names.

DON'T BUY

There are better oil names. He bought and sold it recently and made some money. But it can't de-lever as quickly as its peers. Expect 5-6 years for them to pay off their debt. VET is not bad--you're leveraged to international prices, but other names will move higher, sooner and faster.

SELL

Their balance sheet needs to be fixed, assets are scattered all over the world so operational focus is difficult. Their valuation is not compelling compared to other names. He has been a sell for years.

COMMENT

Would prefer TOU over VET. The challenge is the stressed balance sheet for these energy providers. VET has some of the worst price momentum, value, volatility and earnings profile in terms of current return on equity. They can move quickly if they look like they will survive. If you are looking for a huge amount of leverage and upside for a recovery, you could own VET but TOU is the more stable choice.

COMMENT

A good operator with fine internationally diversification. They cut their high dividend, but had to and won't return to that level. We live in a different world with lower oil prices and demand. VET's balance sheet is okay and this will survive. That said, he prefers Tourmaline Oil which has more cash.

DON'T BUY

Look like value, going to be volatile. If oil spikes, you can make a quick buck. Very good company, but in a tough industry. If he were to own energy, he'd look at the bigger players like SU or CNQ. This would be a gamble. Better places for your money than in energy.

COMMENT

One of the better managed oil companies in western Canada and did well expanding to France and Ireland. They've paid a handsome dividend for years. He's confident VET will restore that dividend and the stock will come back. Oil prices won't rise until a place like India demands more to build their economy.

DON'T BUY

Doesn't own any energy producers because of the commodity outlook. She has infrastructure energy names instead. Oil will be stuck around $40. Doesn't pay a dividend anymore.

COMMENT

They have a strong international footprint, half in Alberta and the rest in Europe and elsewhere. Distinguishing them from Canadian peers is that European production exposes them to higher Brent oil pricing. Like its peers, VET had to cut their dividend by around 75% last spring, but this reduced the cash burn and bought them time for oil prices to recover. This was a good strategy.

DON'T BUY

VET vs OVV? They are both stocks he would not own. OVV participated well on expected index buying in the US, but they are no longer able to attract US investors based on their share price. It is a non-starter for sure. VET cut the dividend and they changed management, but it will be a long road. They can't sell assets to help reduce debt and they can't raise the dividend. They are in far too many geographical areas and he thinks they have lost focus.

DON'T BUY

The only change you will see from the company is less dividends with debt pay down being the focus. Everything else is really the commodity price. Energy is generally out of favour. It has typically been a good quality dividend payer. He got out before the major downdraft. They will focus on paying down debt before re-instating the dividend. If you are looking for an energy stock, then why not get one paying a dividend like CNQ-T.

BUY ON WEAKNESS

Because they had a darling dividend that was cut and caused its price to drop, he bought more in Mid-March at about $4.40. He likes their assets around the world in Europe, Germany, the Netherlands, Australia and North America. They took an impairment Q4 and they are guiding debt of $2 billion and equity now of $1.2 billion. Debt now exceeds equity. The dividend has been cut to zero. He would still be a buyer below $5.

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