Professional
Added to YB: 2024-07-24
Pitch date: 2024-07-09
DINO [bullish]
HF Sinclair Corporation
+188.45%
current return
Author Info
No bio for this author
Company Info
HF Sinclair Corporation operates as an independent energy company in the United States. It operates through five segments: Refining, Renewables, Marketing, Lubricants & Specialties, and Midstream.
Market Cap
$18.9B
Pitch Price
$44.27
Price Target
64.00 (-50%)
Dividend
1.98%
EV/EBITDA
6.01
P/E
10.19
EV/Sales
0.64
Sector
Oil, Gas and Consumable Fuels
Category
value
HF Sinclair Shares Look Undervalued as Payouts Ramp Up
DINO: Integrated refiner w/ 678mb/d capacity. Acquired Sinclair Oil, adding West Coast refinery & marketing. 380M gal/yr renewable diesel. Narrow moat from cost-advantaged crude. FV $64, 5.5x 2024E EBITDA. Risks: EV adoption, narrowing crude differentials. Strong balance sheet, 50% payout ratio. Renewable diesel IRRs 20-30%.
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