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Valero Energy Corporation (VLO) Stock Analysis

Score A+

Compounder · Grade A · Bullish

Energy · Oil & Gas Refining & Marketing

$262.07

Fair Value

$328.09

+25.2%

Conviction

10/10

Quality

A

Classification

Compounder

Investment Thesis

High quantitative score: Solid company with strong risk/reward at 6.6:1.

For New Investors

Quantitative score: high

For Current Holders

Quantitative score: neutral

Buy if

  • Price drops 15-20% (improves asymmetry)
  • Bull scenario catalysts materialize
  • Market-wide correction creates opportunity

Sell if

  • Bear scenario triggers occur
  • Quality metrics deteriorate (ROIC declining)
  • Better alternatives emerge

Valuation

Fair Value estimate: $328.09 (+25.2%). Significantly undervalued.

PEG-Based EPS

$340.69

FCF DCF Model

$340.69

EV/EBITDA

$340.69

Blended Fair Value

$328.09

Confidence

High

Methods

PEG-Based EPS, FCF 2-Stage DCF, EV/EBITDA

Quality Analysis

A

90/120 points

Investable

ROE (3Y Avg)

18.2%

ROIC-WACC Spread

2.6%

D/E Ratio

0.5x

Current Ratio

1.6x

Interest Coverage

8x

FCF Positive Years

3/3

Quality Flags

  • ROIC spread: 2.7pp (got 7/25 pts)
  • Leverage: D/E 0.5x (13/15 pts)

Market Sentiment

Wall Street Consensus

$209.00

-20.3% Upside

19 analysts

Range: $178.00$263.00

Rating: Buy

Our model is slightly more bullish than Wall Street.

Trend & Technical

Bullish

Price ($261.92) is 39.1% above SMA 200 ($188.36). Bullish trend confirmed.

Technical Score85/100

Tech Score 85/100 — MOMENTUM ALIGNMENT. Healthy uptrend confirmed by RSI and MACD. Technical tailwind.

Risk & Reward

Asymmetry Ratio

6.59:1

Expected Return

+31.4%

Bull Upside

+65.9%

Bear Downside

-10.0%

Excellent asymmetry: 6.59:1 ratio. Upside significantly outweighs downside.

Verdict: Very Favorable

Scenario Analysis

Bear

Base

Bull

Buy Zone & Action Plan

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Technical Analysis

RSI, MACD, moving averages, trend signals, and momentum indicators.

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Frequently Asked Questions

What is the fair value of VLO?

Based on our multi-method conviction analysis, the estimated fair value of Valero Energy Corporation (VLO) is $328.09. This is calculated by blending PEG-Based EPS, FCF 2-Stage DCF, EV/EBITDA and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is high.

Is VLO a buy, sell, or hold?

VLO currently has a STRONG_BUY rating with a conviction score of 10/10. High quantitative score: Solid company with strong risk/reward at 6.6:1. Quantitative score: high.

Is VLO a high-quality stock?

Valero Energy Corporation has a quality grade of A (90/120 points), rated as Investable. Key metrics include ROE of 18.2%, ROIC-WACC spread of 2.6%, and D/E ratio of 0.5x.

What type of stock is VLO?

VLO is classified as a "compounder" in our framework. Low dividend (reinvesting): 1.8%, Mature growth: -3.8%, High revenue volatility: 33.4% std dev, Cyclical sector: Energy, Dividend paying: 1.8%

What do Wall Street analysts say about VLO?

19 Wall Street analysts have a consensus price target of $209.00 for VLO, representing -20.3% upside. Targets range from $178.00 to $263.00. The consensus recommendation is "Buy". Our model is slightly more bullish than Wall Street.

What are the risks of investing in VLO?

The risk/reward asymmetry ratio for VLO is 6.59:1, rated as Very Favorable. Excellent asymmetry: 6.59:1 ratio. Upside significantly outweighs downside. The expected return is +31.4%, with bull case upside of +65.9% and bear case downside of -10.0%.

What is the current trend for VLO?

VLO is in a bullish trend. Price ($261.92) is 39.1% above SMA 200 ($188.36). Bullish trend confirmed. The technical score is 85/100.

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Last updated: May 19, 2026 · Framework version 3.7

This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.