NYSE:VLO

Valero Energy Corp (VLO)

302.99
+0.60 (0.20%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
60 watching
0
Investor Insights
star iconAug 6, 2026, 12:00 am

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

Valero Energy Corp (VLO) is viewed positively by experts, particularly in the current context of rising oil prices due to geopolitical tensions, such as the US-Iran conflict. Multiple analysts highlight that refiners will benefit significantly in this environment, positioning VLO as a strong option for investors looking for exposure to the energy sector. While the stock is seen as a good play for those who prefer stability and dividends, there are reminders of potential volatility for those seeking growth. It has been noted that maintaining favorable spreads between oil and gas prices could yield impressive profits for the company. Ultimately, VLO is viewed as a solid choice for conservative investors, while alternative picks might cater to those seeking more risky and high-reward opportunities.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
FANG
DON'T BUY
Has done exceptionally well recently. Crack spread has been very attractive recently. Refineries have a tendency to blow up and catch fire. Would be cautious on them.
BUY
One of the very few pure refiner plays. Good name from a fundamental standpoint, but does not lend itself well to a trading strategy. This is a stock you buy before the summer driving season.
BUY
Refinery capacity in the US is rather constrained. This is one of the biggest refineries.
BUY
The largest independent oil refining and marketing company in North America. You want to own refining stocks when margins are going up which they are currently doing.
PAST TOP PICK
(A Top Pick Feb 3/06. Down 1.2%.) Had a strong run in the summer. One of that few pure play refiners. Still buying. Cheap.
TOP PICK
(A Top Pick Oct 17/06. Up 6.7%.) The model price is $95 giving it a positive differential of 75%. Got hit with the drop in oil prices, which makes no sense as they are a refinery.
BUY
He has a model price of $93.52, that's an 85% positive differential.
TOP PICK
(A Top Pick Jan 25/06. Down 16.2%.) A pure play refinery. Has a very complicated suite of refineries that is able to process different blends and should get a premium. Dirt cheap.
COMMENT
Great company and is an interesting sector. Trades at less than 6 X earnings. Hasn't been a new refinery built in North America in 25 years. Would have to look at its fundamentals, but likes the company and what they're doing and are well positioned.
BUY
Refinery with most assets in the southern US. Has dropped since August. The fight centres on how expensive gasoline will be. Refining is in short supply. Gasoline demand goes up about 1.5% per year.
HOLD
Volatile. As a refiner, it is highly leveraged to the price of oil and the margins it makes on each barrel. Has come off very sharply. For less volatility, look at Chevron (CVX-N), Exxon (XOM-N), ConocoPhilips (COP-N) or Petro Canada (PCA-T).
TOP PICK
His model price is $95.50 which is a positive 80% differential. Huge earnings coming on the balance sheet make it cheaper literally every day. Very volatile. Could go to $62.50 without any sweat.
TRADE
The biggest refinery in the US. Stock has gone down. Believes we are near the turn down of oil. Improving outlook.
BUY
This is a cyclical company. Very small dividend but plenty of free cash flow so that they can expand or build a refinery if they have to.
WAIT
Largest refiner in North America. Gasoline prices have dropped and this comes out of the refiner's pockets. Margins are declining, especially as we are off the summer driving season. Buy on weakness over the next couple of months. Good company.
Showing 106 to 120 of 143 entries