Valero vs ONEOK
Valero and ONEOK are examined side by side to show how their business models, financial performance, and market context compare. This page presents a neutral overview to help readers understand each company’s approach, strengths, and positioning within the energy sector. Educational content, not financial advice.
Valero and ONEOK are examined side by side to show how their business models, financial performance, and market context compare. This page presents a neutral overview to help readers understand each c...
Why It's Moving
VLO Stock Warning: Why Analysts See -5% Downside Risk
- Citigroup hiked its price target to $212 from $190 but kept a neutral stance, fueling a brief 52-week high of $204.14 before the pullback.
- Q4 earnings crushed expectations with EPS of $3.82 versus $3.27 forecast and revenue of $30.37B topping $28.20B estimates, underscoring refining strength.
- Board approved a dividend increase to $1.20 quarterly ($4.80 annualized, 2.4% yield), signaling management confidence in cash flow amid sector volatility.
ONEOK Shares Climb as Institutions Pile In Ahead of Earnings Spotlight
- Texas Yale Capital scooped up 15,450 shares, while M&G PLC boosted its stake by 8.3%, reflecting institutional bets on OKE's steady pipeline operations.
- Stock opened at $86.09 with a robust 5% dividend yield after recent hike to $1.07 quarterly, attracting income-focused players.
- Upcoming Feb 23 earnings project $9.49B revenue surge of 35.6% YoY, though EPS may dip 5.1%; recent quarter's +2% beat keeps upside hopes alive.
VLO Stock Warning: Why Analysts See -5% Downside Risk
- Citigroup hiked its price target to $212 from $190 but kept a neutral stance, fueling a brief 52-week high of $204.14 before the pullback.
- Q4 earnings crushed expectations with EPS of $3.82 versus $3.27 forecast and revenue of $30.37B topping $28.20B estimates, underscoring refining strength.
- Board approved a dividend increase to $1.20 quarterly ($4.80 annualized, 2.4% yield), signaling management confidence in cash flow amid sector volatility.
ONEOK Shares Climb as Institutions Pile In Ahead of Earnings Spotlight
- Texas Yale Capital scooped up 15,450 shares, while M&G PLC boosted its stake by 8.3%, reflecting institutional bets on OKE's steady pipeline operations.
- Stock opened at $86.09 with a robust 5% dividend yield after recent hike to $1.07 quarterly, attracting income-focused players.
- Upcoming Feb 23 earnings project $9.49B revenue surge of 35.6% YoY, though EPS may dip 5.1%; recent quarter's +2% beat keeps upside hopes alive.
Investment Analysis
Valero
VLO
Pros
- Valero has delivered a strong 38% year-to-date price gain in 2025, indicating recent market momentum.
- The company maintains a robust balance sheet with $23.5 billion in current assets and $4.76 billion in cash equivalents providing liquidity.
- Valero returned $1.3 billion to shareholders in Q3 2025 through dividends and share repurchases, demonstrating strong capital return capacity.
Considerations
- Valero's valuation alarms, scoring only 2 out of 6 in checks, suggesting possible overvaluation or value gaps to consider.
- Ongoing supply chain challenges and oil price volatility create operational and margin risks for the company.
- Forecasts suggest a potential short-term price decline to around $150 by end of 2025, reflecting near-term market uncertainties.
ONEOK
OKE
Pros
- ONEOK operates a large-scale midstream energy infrastructure business with diversified assets in natural gas gathering and processing.
- The company's market capitalization of about $42.7 billion reflects substantial size with solid liquidity backing its operations.
- ONEOK's focus on natural gas positions it well to benefit from increasing demand for cleaner energy sources amid energy transition trends.
Considerations
- ONEOK's stock performance is weaker year-to-date compared to peers, experiencing about a 27% decline.
- The company faces commodity price exposure and regulatory risks inherent in the midstream energy sector.
- Recent market sentiment and AI scoring indicate lower fundamental and technical outlooks relative to competitors.
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Related Market Insights
The Venezuelan Crude Comeback: Why Energy Stocks Are Stirring
Venezuelan crude oil is flowing back to U.S. refineries after years of sanctions, creating opportunities for specialised energy companies equipped to handle heavy crude processing and transportation.
Aimee Silverwood | Financial Analyst
August 16, 2025
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Valero (VLO) Next Earnings Date
Valero Energy Corporation (VLO) is scheduled to release its next earnings on April 23, 2026, covering the first quarter of 2026 results. This date aligns with market consensus and the company's historical late-April pattern for Q1 reports. Management will likely host a conference call following the pre-market release to review financial and operational performance.
ONEOK (OKE) Next Earnings Date
ONEOK's next earnings date is scheduled for February 23, 2026, covering the Q4 2025 period. This release aligns with the company's historical pattern of reporting fourth-quarter results in late February. A conference call is anticipated the following day.
Valero (VLO) Next Earnings Date
Valero Energy Corporation (VLO) is scheduled to release its next earnings on April 23, 2026, covering the first quarter of 2026 results. This date aligns with market consensus and the company's historical late-April pattern for Q1 reports. Management will likely host a conference call following the pre-market release to review financial and operational performance.
ONEOK (OKE) Next Earnings Date
ONEOK's next earnings date is scheduled for February 23, 2026, covering the Q4 2025 period. This release aligns with the company's historical pattern of reporting fourth-quarter results in late February. A conference call is anticipated the following day.
Which Baskets Do They Appear In?
The Venezuelan Crude Comeback
Chevron is resuming crude oil shipments from Venezuela to the U.S. after receiving a new license. This development could benefit American refiners and logistics companies that specialize in handling heavy crude oil.
Published: August 16, 2025
Explore BasketOil & 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?
The Venezuelan Crude Comeback
Chevron is resuming crude oil shipments from Venezuela to the U.S. after receiving a new license. This development could benefit American refiners and logistics companies that specialize in handling heavy crude oil.
Published: August 16, 2025
Explore BasketOil & 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 BasketBuy VLO or OKE in Nemo
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