Wall Street analyst estimates for Valero Energy Corporation (VLO): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Valero Energy Corporation functions as a global producer and marketer of transportation fuels and petrochemicals, with operations spanning the United States, Canada, the United Kingdom, Ireland, and other international territories. The company organizes its business across three primary divisions: Refining, Renewable Diesel, and Ethanol.
Consensus price target
$451.11 (+16 % vs price $388.48)
between $394.00 and $530.00 · 20 targets published in the last quarter
Closing price, Oct 28
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $164B | $150B – $178B | $59.20 | 9 |
| 2027E | $146B | $123B – $173B | $52.80 | 11 |
| 2028E | $118B | $75.0B – $147B | $27.96 | 5 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 1 |
| Buy | 19 |
| Hold | 16 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 37 |
| Avg rating (−2 sell to +2 buy) | 0.54 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-02-04 | $19.41 | ||
| 2026-10-22 | $23.90 | $21.17 | +12.9% |
| 2026-07-30 | $12.54 | $10.11 | +24.0% |
| 2026-04-30 | $4.22 | $3.16 | +33.5% |
| 2026-01-29 | $3.82 | $3.27 | +16.8% |
| 2025-10-23 | $3.66 | $3.05 | +20.0% |
| 2025-07-24 | $2.28 | $1.75 | +30.3% |
| 2025-04-24 | $0.89 | $0.41 | +116.9% |
Valuation Ratios
| P/E Ratio | 8.74 |
| Price / Book | 3.96 |
| EV / EBITDA | 5.42 |
| Dividend Yield | 1.22% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $75.66B | $93.98B | $117.03B | $108.32B | $64.91B | $113.98B | $176.38B | $144.77B | $129.88B | $122.69B |
| Cost of Revenue | $71.32B | $89.48B | $111.49B | $103.60B | $65.70B | $110.89B | $159.63B | $131.88B | $125.12B | $117.32B |
| Gross Profit | $4.34B | $4.50B | $5.54B | $4.72B | -$788.0M | $3.08B | $16.75B | $12.89B | $4.76B | $5.37B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $715.0M | $835.0M | $925.0M | $868.0M | $756.0M | $865.0M | $934.0M | $998.0M | $961.0M | $1.04B |
| Operating Expenses | $715.0M | $896.0M | $970.0M | $889.0M | $791.0M | $952.0M | $1.06B | $1.03B | $1.00B | $1.06B |
| Operating Income | $3.57B | $3.60B | $4.57B | $3.84B | -$1.58B | $2.13B | $15.69B | $11.86B | $3.75B | $4.31B |
| EBITDA | $5.51B | $5.59B | $6.67B | $6.14B | $904.0M | $4.55B | $18.34B | $14.66B | $7.03B | $6.72B |
| Interest Expense | $446.0M | $468.0M | $470.0M | $454.0M | $563.0M | $603.0M | $562.0M | $592.0M | $556.0M | $556.0M |
| Pre-tax Income | $3.18B | $3.21B | $4.23B | $3.49B | -$2.01B | $1.54B | $15.31B | $11.77B | $3.70B | $3.00B |
| Income Tax | $765.0M | -$949.0M | $879.0M | $702.0M | -$903.0M | $255.0M | $3.43B | $2.62B | $692.0M | $759.0M |
| Net Income | $2.29B | $4.07B | $3.12B | $2.42B | -$1.43B | $930.0M | $11.53B | $8.84B | $2.77B | $2.35B |
| EPS | $4.94 | $9.17 | $7.33 | $5.85 | $-3.50 | $2.27 | $29.08 | $24.95 | $8.58 | $7.57 |
| EPS (Diluted) | $4.94 | $9.16 | $7.29 | $5.85 | $-3.50 | $2.27 | $29.00 | $24.95 | $8.58 | $7.57 |
| Shares Outstanding (Diluted) | 464.0 M | 444.0 M | 428.0 M | 413.0 M | 407.0 M | 407.0 M | 396.0 M | 353.0 M | 322.0 M | 309.0 M |
Price
| Price | $388.48 (closing price, October 28, 2026) |
| Market Cap | $111.9B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Energy · Oil & Gas Refining & Marketing
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