After the acquisition of Sinclair Oil, HollyFrontier, now HF Sinclair, is a fully integrated independent company composed of refining, marketing, renewables, specialty lubricants, and midstream businesses.
The Sinclair acquisition adds refining assets complementary to HF’s legacy footprint while adding a marketing business that its portfolio lacked, improving competitiveness.
With a large midcontinent footprint, HF Sinclair is one of the refiners most hit by the narrowing of WTI Brent and other inland heavy crude differentials.
|
Metric
|
DINO
|
MPC
|
PSX
|
|---|---|---|---|
Price/Earnings (Normalized) | 4.92 | 8.47 | 9.95 |
Price/Book Value | 1.12 | 3.00 | 2.21 |
Price/Sales | 0.34 | 0.55 | 0.48 |
Price/Cash Flow | 4.50 | 5.84 | 8.06 |
|
Metric
|
DINO
|
MPC
|
PSX
|
|---|---|---|---|
Quick Ratio | 1.13 | 1.08 | 0.95 |
Current Ratio | 2.22 | 1.59 | 1.26 |
Interest Coverage | 11.79 | 11.53 | 10.94 |
|
Metric
|
DINO
|
MPC
|
PSX
|
|---|---|---|---|
Return on Assets (Normalized) | 10.02% | 11.02% | 9.38% |
Return on Equity (Normalized) | 18.90% | 37.07% | 23.71% |
Return on Invested Capital (Normalized) | 13.82% | 16.50% | 14.85% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
MPC
| Marathon Petroleum Corp | Gwssnmhww | Wmkqxg | $71.9 Bil | |
PSX
| Phillips 66 | Kdnnhdwtn | Knnbls | $66.8 Bil | |
VLO
| Valero Energy Corp | Ycdvvdngm | Fxtbtm | $55.1 Bil | |
NTOIY
| Neste OYJ ADR | — | Hychvt | $18.5 Bil | |
NTOIF
| Neste OYJ | — | Lcbln | $18.5 Bil | |
JXHLY
| ENEOS Holdings Inc ADR | — | Xpzx | $13.9 Bil | |
JXHGF
| ENEOS Holdings Inc | — | Qrp | $13.6 Bil | |
IDKOY
| Idemitsu Kosan Co Ltd ADR | — | Qqrz | $9.2 Bil | |
IDKOF
| Idemitsu Kosan Co Ltd | — | Fgf | $9.1 Bil |
