NYSE:VLO

Valero Energy Corp (VLO)

302.99
+0.60 (0.20%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
FANG
BUY
A pure play refinery. Last quarter was its best quarter ever. Refining has been the place to be.
BUY
A very good company generating almost 2 X free cash flows to its capital expenditures. Unless they have big plans ahead to build new refineries, they should continue to generate a lot of cash.
BUY
No new refineries have been built in North America in the last 30 years so this stock has done very well. Refineries will continue to benefit from scarcity.
HOLD
Has a great suite of refineries. You are coming into the summer driving season and the hurricane season. Cheap on a cash flow metric. One of the few pure plays you can get into. Very valued now.
PAST TOP PICK
(A Top Pick Jan 25/06. Down 2.5%.) Still likes and would recommend it. Refining is incredibly tight right now.
TOP PICK
It's an energy company and it's priced too low. "There's value that's not being realized"
SELL
Last year was a perfect positive storm for them when refinery margins went through the roof. That is now behind us with a lot of hurricane damaged refineries coming back on stream. They have now been producing gasoline at a net loss. You want to own this when refinery margins are going up.
PAST TOP PICK
(A Top Pick Nov 23/05. Up 17%.) Still sees a 60% positive differential on this stock.
TOP PICK
Likes refiners. U.S. looking at changing gas regulations which will increase the through put. Very bullish. Valuation cheap. Wide slat of refiners geographically diverse. Able to handle heavier grades of crude.
TOP PICK
And independent refiner in the US. There is a very strong case for refineries in general. A very tight supply of gasoline. Trading at about 7.2 X persons the other independent refiners which would be at 12/12.4. US is introducing new requirements for low sulphur in diesel and gasoline creating even tighter supplies.
DON'T BUY
At refining and marketing stock. They don't drill for oil, but buy oil and refine it. A play on the refining and marketing margins. Refining margins peaked earlier this year and the stock hasn't done much lately. Too late.
SELL
They are the largest pure oil market and refining in North America. You have probably now seen the best times for refining. Probably time to take your profits.
TOP PICK
Dirt cheap here. Even if it trades at today's valuation a year from now, it will trade at an implied rate of $131. His model price is $163, a 60% differential. It is very volatile.
COMMENT
Refineries are not being built so they are valuable assets to companies. Thinks the US will create some insentives for compaies to expand. They take years to build, so it will be a very slow process.
COMMENT
An oil refiner which is why it has performed so well. There has been no new refining capacity added to the industry in the last 20 years.
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