Company Analysis Valero Energy
1. Summary
Advantages
- Price (132 $) is less than fair price (190.33 $)
- Dividends (3.08%) are higher than the sector average (2.68%).
- Current debt level 15.18% is below 100% and has decreased over 5 years from 20.35%.
- The company's current efficiency (ROE=33.53%) is higher than the sector average (ROE=10.99%)
Disadvantages
- The stock's return over the last year (-21.08%) is lower than the sector average (19.36%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Valero Energy | Financials | Index | |
|---|---|---|---|
| 7 days | -1.4% | -0.4% | 2.7% |
| 90 days | 11.1% | 7.6% | -4.5% |
| 1 year | -21.1% | 19.4% | 10% |
VLO vs Sector: Valero Energy has significantly underperformed the "Financials" sector by -40.44% over the past year.
VLO vs Market: Valero Energy has significantly underperformed the market by -31.12% over the past year.
Stable price: VLO is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: VLO with weekly volatility of -0.4053% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (132 $) is lower than the fair price (190.33 $).
Price significantly below the fair price: The current price (132 $) is 44.2% lower than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (5.28) is lower than that of the sector as a whole (62.98).
P/E vs Market: The company's P/E (5.28) is lower than that of the market as a whole (73.05).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.64) is higher than that of the sector as a whole (1.47).
P/BV vs Market: The company's P/BV (1.64) is lower than that of the market as a whole (22.32).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.3223) is lower than that of the sector as a whole (3.6).
P/S vs Market: The company's P/S indicator (0.3223) is lower than that of the market as a whole (15.91).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (3.63) is higher than that of the sector as a whole (-77.97).
EV/Ebitda vs Market: The company's EV/Ebitda (3.63) is lower than that of the market as a whole (23.05).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -179.19% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-179.19%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-71.87%).
5.4. ROE
ROE vs Sector: The company's ROE (33.53%) is higher than that of the sector as a whole (10.99%).
ROE vs Market: The company's ROE (33.53%) is higher than that of the market as a whole (25.12%).
5.5. ROA
ROA vs Sector: The company's ROA (13.7%) is higher than that of the sector as a whole (3.23%).
ROA vs Market: The company's ROA (13.7%) is higher than that of the market as a whole (6.65%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (9.37%) is higher than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (9.37%) is higher than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.08% is higher than the average for the sector '2.68%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.08% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 3.08% has been growing weakly or stagnant over the past 5 years. Growth over only 2 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (16.43%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 18.01.2024 | Riggs R. Lane CEO & President |
Purchase | 129.12 | 4 679 180 | 36 239 |
| 28.04.2023 | EBERHART PAULETT Director |
Purchase | 110.75 | 212 640 | 1 920 |
| 16.11.2022 | Simmons Gary K. EVP & CCO |
Sale | 135.16 | 236 530 | 1 750 |
| 16.11.2022 | Simmons Gary K. EVP & CCO |
Purchase | 48.56 | 84 980 | 1 750 |
| 20.01.2022 | Fraser Jason W. EVP & CFO |
Purchase | 77.93 | 1 972 950 | 25 317 |
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