Mulya.ai
Ticker
VLO
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?6.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.553
Beta (levered) ?0.615
Terminal OM% ?2.8%
Segment conc. ?92% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

VLO · Valero Energy Corporation

$259.372026-07-21
Sector: Energy; Industry: Oil & Gas Refining & Marketing; Sub-Industry: Oil & Gas Refining & Marketing

Intrinsic Value Range Comparison · Mulya.ai

Bull
$164
-36.9% vs market
Base · active
$0
-144.6% vs market
Bear
$97
-62.5% vs market
Mulya.ai vs Analyst IV Comparison?
Base $-116
Bear $97
Bull $164
Median $259
Market $259
Market Price $259
Mulya.ai Base $-116
Analysts Median $259
Mulya.ai IV range ($97 · $164)
Analysts Range ($178 · $289)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$144.8B8.2%22.2%$9.2B−$329MM$8.9B6.5%28.8%$32.0B$29.65
2024.Q4$144.8B0.0%8.2%18.7%$9.6B$2.3B$11.9B7.6%30.7%$30.7B$29.65
2025.Q1$129.9B-10.3%2.9%6.7%$3.5B$2.8B$6.3B7.0%11.6%$29.7B$9.30
2025.Q4$129.9B0.0%2.9%25.3%$2.8B$2.8B$5.7B7.5%9.8%$27.6B$9.30
2026.Q1$126.2B-2.9%4.6%25.2%$4.3B$2.7B$7.0B6.6%15.2%$29.6B$14.1113.3
italics below = DCF projection · 10yr Rev CAGR: 8%
2027.Q1$137.6B+9.0%4.6%24.7%$4.8B−$1.6B$3.1B6.8%$2.9B15.7%$31.3B$16.0116.2
2028.Q1$149.2B+8.5%4.3%24.2%$4.8B−$1.9B$2.9B7.0%$2.5B14.9%$33.2B$16.1216.1
2029.Q1$161.1B+7.9%3.9%23.7%$4.8B−$2.3B$2.5B7.1%$2.0B13.9%$35.5B$16.0416.2
2030.Q1$197.5B+22.6%3.5%23.1%$5.4B$0MM$5.4B7.3%$4.1B15.1%$35.5B$17.9814.4
2031.Q1$211.0B+6.8%2.8%22.6%$4.6B$0MM$4.6B7.5%$3.3B12.9%$35.5B$15.4016.8
Term. Yr+$283.0B4.1%2.8%20.0%$6.4B−$3.0B$3.3B8.6%$35.6B8.6%
Active scenario IV: $0 (-144.6% vs market)