Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Valero Energy Corporation

NYSE:VLO

Oil Refining/Marketing · benchmarked against Energy Minerals inside the XLE constituent company universe.

Active tabFinancial reports

Current readGood

Last close312.11

1M return+15.46%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 4, 11:59 PM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 4, 11:59 PM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyValero Energy Corporation

Overview scoring

Fundamental overview

57/100 blended · 97/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 62/100; Cash flow 49/100; Balance sheet 62/100; Valuation 50/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 56/100; Oil Refining/Marketing 70/100; Energy Minerals 56/100; XLE constituent company universe 61/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #5 of 13; Oil Refining/Marketing #2 of 3; Energy Minerals #5 of 13; XLE constituent company universe #4 of 21.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 62/100; Cash flow 47/100; Balance sheet 61/100; Valuation 47/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration13/24

Dividend yield has the largest second-order move at -39.03%. 13 metrics are accelerating favorably and 11 are decelerating.

Fundamental PM review

Growth and cash quality5/5

EPS TTM is 13.77 with +80.07% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review2 watch items

Current ratio is 1.58 with -4.18% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 122.7B; Revenue quarter 32.4B; Operating income TTM 6.3B; Operating margin +5.10%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue +0.24%; Revenue quarter +12.27%; Operating income TTM +2.79%; Operating margin +2.38%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 70/100; Cash 32/100; Quality 95/100; Balance 54/100; Valuation 32/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	122.7B	-0.29%-355M	+0.24%+303M	stable	11
Revenue quarterRevenue	32.4B	+6.61%+2B	+12.27%+3.8B	accelerating	12
Revenue next quarterRevenue	36.1B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	6.3B	+42.20%+1.9B	+2.79%+613M	accelerating	12
Operating marginProfitability	+5.10%	+42.20%+1.51 pts	+2.38%+0.49 pts	accelerating	12
EPS TTMEarnings	13.77	+80.07%+6.12	+20.88%+3.28	accelerating	8
EPS next quarterEarnings	8.41	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+5.88%	+32.31%+1.44 pts	+0.94%+0.37 pts	improving	12
Net marginQuality	+3.35%	+75.98%+1.45 pts	+18.40%+0.75 pts	accelerating	12
Gross-to-net conversionQuality	+56.99%	+33.01%+14.14 pts	+13.06%+7.02 pts	accelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	157B	34.4B	—	14.8B	+9.42%	—	—	+10.06%	+6.94%	+69.03%
Oct 2, 2023	151.1B	38.5B	—	14.6B	+9.66%	—	—	+10.34%	+7.09%	+68.55%
Jan 2, 2024	144.8B	35.4B	—	11.7B	+8.09%	—	—	+8.80%	+6.08%	+69.09%
Apr 1, 2024	140.1B	31.7B	—	9.4B	+6.73%	—	—	+7.49%	+4.99%	+66.60%
Jul 1, 2024	140.2B	34.5B	—	8.1B	+5.75%	17.50	—	+6.51%	+4.23%	+65.01%
Oct 7, 2024	134.5B	32.9B	—	4.9B	+3.66%	11.15	—	+4.43%	+2.74%	+61.74%
Jan 6, 2025	129.8B	30.7B	—	3.7B	+2.86%	8.49	—	+3.63%	+2.13%	+58.63%
Apr 7, 2025	128.3B	30.3B	—	2.3B	+1.81%	2.84	—	+2.57%	+0.72%	+28.00%
Jul 7, 2025	123.7B	29.9B	—	2.1B	+1.73%	2.41	—	+2.54%	+0.61%	+24.18%
Oct 6, 2025	123.1B	32.2B	—	3.2B	+2.56%	4.80	—	+3.38%	+1.21%	+35.72%
Jan 5, 2026	122.7B	30.4B	—	4.4B	+3.59%	7.65	—	+4.45%	+1.91%	+42.84%
May 4, 2026	122.7B	32.4B	36.1B	6.3B	+5.10%	13.77	8.41	+5.88%	+3.35%	+56.99%