Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
ValeroONEOK

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 c...

Why It's Moving

Valero

Valero boosts dividend amid soft crude prices and sustainable fuel push, signaling strong cash flow confidence.

  • Dividend increase from $1.13 to $1.20 per share reflects steady cash flows, with payment set for March 9 to shareholders of record February 5.
  • Secured Venezuelan crude cargo under U.S. deal, providing cheaper feedstock to boost Gulf Coast refinery margins amid WTI prices below $60.
  • Ongoing investments in SAF production and FCC optimizations, plus planned Benicia refinery idling, sharpen focus on high-margin assets.
Sentiment:
🐃Bullish
ONEOK

ONEOK Boosts Dividend 4% Amid Stable Cash Flows and Expansion Momentum

  • Dividend hike aligns with 3-4% annual growth target, supported by stable revenues from diversified pipeline operations and regulated rates.
  • Recent acquisitions and synergies, including $250 million in targeted 2026 savings, bolster cost efficiencies and profitability.
  • Organic expansions like new LPG export terminal and natural gas pipeline JVs set to deliver incremental cash flows through 2028.
Sentiment:
🐃Bullish

Investment Analysis

Valero

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

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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Valero (VLO) Next Earnings Date

Valero Energy will release its fourth quarter and full year 2025 earnings results on Thursday, January 29, 2026, before market opens. Management will host a conference call at 10:00 a.m. ET to discuss the financial and operational results. This earnings report covers the company's performance for the final quarter and complete fiscal year 2025.

ONEOK (OKE) Next Earnings Date

ONEOK (OKE)'s next earnings date is estimated for February 23, 2026, aligning with the company's historical late-February pattern for year-end releases. This report will cover the Q4 2025 period. Confirmation from the company remains pending, with the earnings call likely following shortly thereafter.

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