Valero Energy Corp (VLO) Buy, Sell or Hold

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Valero Energy Corp (VLO)

308.24

+7.98 (2.66%)

as of Jul 17, 2026, 7:44:12 pm Market Open.

60 watching

Investor Insights

Jul 17, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Valero Energy Corp (VLO) is positioned favorably in the current high oil price environment, particularly due to geopolitical tensions such as the US-Iran war, making it a strong contender among refiners. Experts appreciate VLO's potential for revenue generation, especially if it maintains a favorable spread between crude oil prices and gasoline prices. However, there are indications of cautious sentiment within the trading community, as significant traders seem inactive despite rising crude prices. While some experts point out that VLO may offer less growth potential compared to other energy stocks, it is favored for its consistent dividend payouts, making it an attractive option for income-focused investors. Ultimately, VLO's volatility and market behavior suggest that it is a stock for those who prefer stability combined with potential cash flow from dividends.

Consensus

Positive

Valuation

Fair Value

Similar

PXD

DON'T BUY

Would stay away from the refiners right now. Crack spreads have tightened right now.

TOP PICK

Cracking margin has really blown out. They are a refining company. Lot of refining capability. They have a valuable business model and they have diversity. They are trading at a discount to pier group.

COMMENT

Refining is an ugly business. Not an industry of secular growth but one of cyclical margin swings. Hard to make money at it and plants are hard to run. Sector has just had a bounce off a significant rally. Has a fair amount of debt. If dynamics for the sector continue positive for a little while, they will be more of a beneficiary than the un-levered players. (He just sold a refiner, Frontier Oil (FTO-N).)

BUY

His model price is $44.50, a 45% positive differential. These stocks are very cyclical and pricing has to be exactly right in order for the refiners to make money.

DON'T BUY

(Market Call Minute.) Refining sector has been one of the most horrible ones over the last couple of years. Still too much capacity and too much inventory and nobody is making any money.

SELL

(Market Call Minute) It refines and he is negative on refineries.

HOLD

(Market Call Minute.) Pre-eminent refining company. Refining is in a tough spot but oil prices will go up.

DON'T BUY

While oil price has been going up, demand has not. This one is not attractive enough over the long term to be in it.

COMMENT

Refiners have had a very challenging period. Going forward there are other opportunities to put your money, as he doesn't see a dramatic recovery in the sector.

HOLD

Crack spreads are not moving up. Can refine many grades of crude but they don't get paid for this. Can't see any upside.

COMMENT

Largest independent refinery/gas marketing in North America. Margins are squeezed and it is not profitable to be in this business. Refineries are up for sale or are being closed so in the long run this will be good as capacity comes down.

DON'T BUY

Largest independent oil refiner and marketer in North America. Don't own oil wells. They buy oil, refine and sell through their own gas stations or wholesale it out. Dependent on margins that the market gives them at the time. In the last year or so, it has not been a great business to be in. You have to watch what the margins are.

COMMENT

Refiners tend to do a little bit better in the summer. If you expect energy prices to hold these levels and work higher, you will likely do better in a producer rather than a refiner.

BUY

His model price is $34.87, a 75% positive differential.

COMMENT

Crack spread has been going up nicely from $4 to about $15 in the last 3 weeks. Even though this company is lagging other companies he wouldn't worry about it. One of the biggest and most liquid and will play catch-up. If the crack spread narrows, the price of the stock will drop again.

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Valero Energy Corp (VLO)