Open contest
10 companies value 425 bn revenue 545 bn margin 5.0% free cash flow 35 bn avg. score 5.2
MPC holds 31.3% of the group's value, 1.1x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MPC | Marathon Petroleum United States · score 6.9 | 31% | 133 bn | 154 bn | 5.6% | 13 bn | 9.7% | 0.9% | Oil refining, with 3 million barrels per day · Largest refining capacity in the US | |
| 2 | VLO | Valero Energy United States · score 7.0 | 29% | 125 bn | 139 bn | 5.2% | 8.9 bn | 7.1% | 1.1% | Oil refining, renewable diesel and ethanol · Most efficient refiner by margin and a leader in renewable diesel | |
| 3 | PSX | Phillips 66 United States · score 6.7 | 27% | 116 bn | 152 bn | 4.7% | 8.9 bn | 7.7% | 1.7% | Refining, pipelines, chemicals and gas stations · Refining + midstream + chemicals, the most diversified mix | |
| 4 | DINO | HF Sinclair United States · score 7.2 | 5% | 22 bn | 31 bn | 6.1% | 2.3 bn | 10.5% | 1.6% | Oil refining, lubricants and renewable diesel · Integrated refining with its own gas station and lubricant brands | |
| 5 | PBF | PBF Energy United States · score 6.0 | 2% | 9.6 bn | 34 bn | 3.9% | 0.7 bn | 7.7% | — | Oil refining in the United States · Independent refiner with assets on both US coasts | |
| 6 | CVI | CVR Energy United States · score 5.4 | 1% | 6.0 bn | 8.5 bn | 0.8% | 0.3 bn | 5.8% | 0.2% | Oil refining and nitrogen fertilizers · Refining and nitrogen fertilizers in the US Midwest | |
| 7 | CLMT | Calumet, Inc. /DE United States · score 0.0 | 1% | 4.9 bn | 4.6 bn | -3.0% | 0.1 bn | 1.5% | — | Specialty refining: lubricants, waxes and renewable fuels · Indiana — revenue of $4.6bn | |
| 8 | DK | Delek US Holdings United States · score 6.4 | 1% | 4.6 bn | 12 bn | 1.9% | 0.7 bn | 14.8% | 1.3% | Oil refining and specialty products · Refining and fuel retail in the US South Central region | |
| 9 | PARR | Par Pacific Holdings United States · score 6.4 | 1% | 4.2 bn | 8.6 bn | 9.9% | 0.4 bn | 9.9% | — | Oil refining and gas stations in Hawaii and the Northwest · Regional refining in Hawaii, Wyoming and Washington, markets with little competition | |
| 10 | SKYQ | Sky Quarry Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -104.3% | -0.0 bn | -41.3% | — | Regional refinery of diesel, naphtha and asphalt in Nevada · Utah — revenue of $12m |
Other industries in the same sector
- Sector overview
- Integrated oil 5 companies
- Exploration and production (E&P) 51 companies
- Midstream and pipelines 18 companies
- National and state oil companies 5 companies
- Canadian oil producers 8 companies
- Oilfield services and equipment 27 companies
- Midstream MLPs (partnerships) 10 companies
- LNG and gas exports 11 companies
- Natural gas (E&P) 11 companies
- Oil and land royalties 9 companies
- Uranium and nuclear fuel 17 companies
- Subsea and offshore equipment 3 companies
and 5 industries more
- Offshore drilling 5 companies
- Coal 11 companies
- Fracking and pressure pumping services 13 companies
- Biofuels 14 companies
- Fuel distribution 14 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.