Valero vs Baker Hughes
This page compares Valero Energy Corp. and Baker Hughes Company, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines how each operates, the sectors they serve, and the factors shaping their outlook. Educational content, not financial advice.
This page compares Valero Energy Corp. and Baker Hughes Company, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines how each operates,...
Why It's Moving
VLO Stock Warning: Why Analysts See -5% Downside Risk
- Q4 earnings crushed expectations with EPS of $3.82 versus $3.27 forecast and revenue of $30.37B topping $28.20B estimates, underscoring robust refining operations.
- Company boosted its quarterly dividend to $1.20 from prior levels, signaling confidence in cash flow amid favorable energy market dynamics.
- Recent analyst actions mixed, with Zacks downgrading to hold and others like JPMorgan lifting targets, but high valuations after 19% YTD gains spark caution on further upside.
BKR Faces Downside Warnings Despite Dividend Boost and Analyst Optimism
- Board declared $0.23 per share quarterly dividend payable Feb. 27, reinforcing cash flow confidence from operations amid stable energy demand.
- Analysts lifted average price target 10.75% to $60.20, driven by upward earnings revisions and a track record of beating estimates by 12.7%.
- Modest insider selling of 18,023 shares at $57.29 tempers enthusiasm, as shares hit a 12-month high near $59 amid LNG partnership news.
VLO Stock Warning: Why Analysts See -5% Downside Risk
- Q4 earnings crushed expectations with EPS of $3.82 versus $3.27 forecast and revenue of $30.37B topping $28.20B estimates, underscoring robust refining operations.
- Company boosted its quarterly dividend to $1.20 from prior levels, signaling confidence in cash flow amid favorable energy market dynamics.
- Recent analyst actions mixed, with Zacks downgrading to hold and others like JPMorgan lifting targets, but high valuations after 19% YTD gains spark caution on further upside.
BKR Faces Downside Warnings Despite Dividend Boost and Analyst Optimism
- Board declared $0.23 per share quarterly dividend payable Feb. 27, reinforcing cash flow confidence from operations amid stable energy demand.
- Analysts lifted average price target 10.75% to $60.20, driven by upward earnings revisions and a track record of beating estimates by 12.7%.
- Modest insider selling of 18,023 shares at $57.29 tempers enthusiasm, as shares hit a 12-month high near $59 amid LNG partnership news.
Investment Analysis
Valero
VLO
Pros
- Valero Energy has demonstrated strong stock price gains with a 38.2% increase year-to-date and 26.7% over the past year, reflecting solid market performance.
- The company shows positive momentum from improving refining margins and infrastructure investment optimism, supporting its near-term growth prospects.
- Valero maintains diversified operations with segments in refining, renewable diesel, and ethanol, providing exposure to both traditional and lower-carbon fuel markets.
Considerations
- Valero’s valuation scores low on certain metrics, indicating some market concerns about its price versus fundamental value despite recent gains.
- Supply chain challenges and oil price volatility continue to inject uncertainty into Valero’s operational and earnings stability.
- Price forecasts for Valero suggest potential near-term downward trends, with some predictions pointing to an 11% drop by the end of 2025, reflecting market caution.
Baker Hughes
BKR
Pros
- Baker Hughes capitalises on growing demand in natural gas infrastructure and energy-efficient data centre technologies, supporting diversified revenue streams.
- The company maintains a competitive position with a leading role in the energy transition through investments in cleaner energy solutions and digital innovation.
- Baker Hughes trades at a lower price-to-earnings ratio relative to sector averages, suggesting comparative valuation attractiveness in the energy industry.
Considerations
- Baker Hughes faces near-term headwinds from upstream spending declines, which may pressure revenue and profitability.
- Higher price-to-book and price-to-sales ratios versus peers indicate Baker Hughes may be valued at a premium, raising valuation risk concerns.
- Execution risks remain as Baker Hughes continues to expand its Industrial Energy Technology segment amid fluctuating market conditions and energy demand.
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Valero (VLO) Next Earnings Date
Valero Energy (VLO) released its Q4 2025 earnings on January 29, 2026, which has already occurred. The next earnings report is expected on April 23, 2026, covering the Q1 2026 quarter. This aligns with Valero's historical pattern of late-April releases for first-quarter results.
Baker Hughes (BKR) Next Earnings Date
Baker Hughes (BKR) is scheduled to report its next earnings on April 21, 2026, covering Q1 2026 results. This follows the company's most recent Q4 2025 earnings release on January 26, 2026, which posted EPS of $0.78 against expectations of $0.67. Analysts project Q1 2026 EPS at approximately $0.53, aligning with historical quarterly patterns.
Valero (VLO) Next Earnings Date
Valero Energy (VLO) released its Q4 2025 earnings on January 29, 2026, which has already occurred. The next earnings report is expected on April 23, 2026, covering the Q1 2026 quarter. This aligns with Valero's historical pattern of late-April releases for first-quarter results.
Baker Hughes (BKR) Next Earnings Date
Baker Hughes (BKR) is scheduled to report its next earnings on April 21, 2026, covering Q1 2026 results. This follows the company's most recent Q4 2025 earnings release on January 26, 2026, which posted EPS of $0.78 against expectations of $0.67. Analysts project Q1 2026 EPS at approximately $0.53, aligning with historical quarterly patterns.
Which Baskets Do They Appear In?
Oil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
Explore BasketWhich Baskets Do They Appear In?
Oil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
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