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Valero Energy Corp.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Weak signals across every dimension
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0 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
3/4
Debt & liquidity
2/3
Efficiency
1/2
Valero's operating margin of 2.6% runs -86% below the sector median 18.2%, which is the sharpest drag on its composite score of 37/100 against the sector. The balance sheet offers a partial offset: the current ratio of 1.65 sits +36% above the sector median 1.21, and ROIC of 8.7% exceeds the sector median 7.0% by +24%, suggesting the capital that is deployed earns a reasonable return even when margins are thin. Valuation, however, does not reflect that weakness — P/B of 3.7× runs +107% above the sector median 1.8×, placing it in the bottom quartile on price. The F-Score of 6/9 points to stable rather than deteriorating fundamentals, and the last quarter's EPS beat consensus by a wide margin; consensus and the realized growth record are broadly aligned here, so the market's forward models are not obviously stretched.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| COP | ConocoPhillips | 5/9 | 12% |
The market prices in earnings growth; analyst sentiment is weakening; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Valero reports on July 30, track operating margin against the current 18.2% sector median — at 86% below that figure, any sequential improvement is the key signal to watch. Also check whether ROIC holds above its 7.02% reading, as that 24% sector premium is one of the few clear strengths in this F-Score 6/9 profile.
Pull Valero's most recent 10-K on SEC EDGAR and focus on Management's Discussion around crack spread assumptions and throughput volumes. The compressed operating margin sits well below the sector median, so understanding how management frames margin cyclicality and capital allocation is essential context before drawing conclusions from the P/B of 1.80x.
From the alphabetical same-sector table in section 06, pick two or three companies and line up one metric — operating margin or current ratio are the most relevant given VLO's 1.21 current ratio and below-median margin. No company in that table is ranked; the exercise is to place Valero's figures in a fuller sector context of your own choosing.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +189%-26%-37%—
Over 4 years: 0.590.772.132.55
Over 4 years: +55%-18%-10%-6%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 8 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +8% |
| — |
| CVX | Chevron | 6/9 | 7% | -7% | — |
| DVN | Devon Energy | 6/9 | 18% | +8% | — |
| EOG | EOG Resources | 4/9 | 17% | -4% | 28% |
| FANG | Diamondback Energy | 4/9 | 4% | +36% | 8% |
| HAL | Halliburton | 6/9 | -5% | +30% | 7% |
| KMI | Kinder Morgan | 7/9 | 10% | +12% | 28% |
| MPC | Marathon Petroleum | 7/9 | 23% | -4% | 6% |
| OXY | Occidental Petroleum | 4/9 | 7% | -2% | — |
| PSX | Phillips 66 | 7/9 | 16% | -8% | — |
| SLB | Schlumberger | 4/9 | 14% | -2% | — |
| VLO | Valero Energy Corp. | 6/9 | 10% | -6% | 3% |
| WMB | Williams Companies | 7/9 | 21% | +14% | 35% |
A sample of 13 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.