After the acquisition of Sinclair Oil, HF Sinclair is a fully integrated, independent company comprising refining, marketing, renewables, specialty lubricants, and midstream businesses. Integration arguably improves its competitive position, but poor refining performance has weighed on earnings and the share price.
The Sinclair acquisition adds refining assets complementary to HF’s legacy footprint while adding a marketing business that its portfolio lacked, improving competitiveness.
HF Sinclair's refining operating costs are much higher than those of its peers, and efforts to bring them in line will not be successful, while its diversified model reduces exposure to rising refining margins.
|
Metric
|
DINO
|
VLO
|
MPC
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.81 | 18.50 | 20.77 |
Price/Book Value | 1.33 | 3.22 | 4.61 |
Price/Sales | 0.48 | 0.63 | 0.59 |
Price/Cash Flow | 7.72 | 10.81 | 8.73 |
|
Metric
|
DINO
|
VLO
|
MPC
|
|---|---|---|---|
Quick Ratio | 0.85 | 1.08 | 0.69 |
Current Ratio | 1.79 | 1.58 | 1.18 |
Interest Coverage | 8.32 | 11.10 | 6.12 |
|
Metric
|
DINO
|
VLO
|
MPC
|
|---|---|---|---|
Return on Assets (Normalized) | 6.62% | 7.10% | 7.19% |
Return on Equity (Normalized) | 12.08% | 17.74% | 35.48% |
Return on Invested Capital (Normalized) | 9.99% | 12.28% | 12.51% |
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1-Day Chart
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United States