Valero Energy (VLO) is a oil & gas refining & marketing company in the Energy sector. Listed on the NASDAQ, Valero Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $257.99.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $257.99 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 33.38% |
| Risk / Std Dev (Annualized) | 36.95% |
| Sharpe Ratio (rf=4.5%) | 0.78 |
S&P 500 Context
- Sector: Energy
- Sub-Industry: Oil & Gas Refining & Marketing
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 33.38% with an annualized volatility of 36.95%. The Sharpe ratio of 0.78 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 76.61B |
| Enterprise Value | 85.43B |
| Trailing P/E | 18.83 |
| Forward P/E | 12.19 |
| Price to Book | 3.25 |
| Price to Sales | 0.65 |
| EV/Revenue | 0.72 |
| EV/EBITDA | 9.28 |
| Profitability | | | Profit Margin | 3.57% | | Operating Margin | 6.05% | | ROE | 15.85% | | ROA | 6.49% |
| Growth | | | Revenue Growth | 6.6% |
| Dividend | | | Dividend Yield | 186.0% | | Payout Ratio | 33.53% | | 5Y Avg Yield | 336.0% |
| Financial Health | | | Total Revenue | 117.84B | | Total Debt | 11.49B | | Total Cash | 5.73B | | Free Cash Flow | 4.79B | | Operating Cash Flow | 6.26B |
| Price & Technical | | | 52W High | $265.61$ | | 52W Low | $130.78$ | | 50-Day Avg | $245.04$ | | 200-Day Avg | $197.45$ | | Beta | 0.55 | | Shares Outstanding | 0.3B | | Float Shares | 0.3B | | Insider Holdings | 0.41% | | Institutional Holdings | 87.84% | | Short Ratio | 2.97 | | Short % of Float | 3.6% |
| Analyst Targets | | | Target High | $300.0$ | | Target Low | $181.0$ | | Target Mean | $260.0$ | | Target Median | $270.0$ | | # of Analysts | 19 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.