Seek Returns

EXE vs. VLO: Expand Energy vs. Valero Energy Stock Comparison

How do Expand Energy (EXE) and Valero Energy (VLO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Expand Energy (EXE) and Valero Energy (VLO) both belong to the Oil, Gas & Consumable Fuels industry, though EXE is classified under Oil & Gas Exploration & Production while VLO falls under Oil & Gas Refining & Marketing.

Valero Energy (VLO) has more than two decades of public-market history since January 4, 1982, whereas Expand Energy (EXE) listed on February 10, 2021 and has a much shorter record to draw on.

Company profile comparison for Expand Energy (EXE) and Valero Energy (VLO)
Profile ItemEXEVLO
NameExpand Energy CorpValero Energy Corporation
Country/RegionUnited StatesUnited States
GICS SectorEnergyEnergy
GICS Industry GroupEnergyEnergy
GICS IndustryOil, Gas & Consumable FuelsOil, Gas & Consumable Fuels
GICS Sub-IndustryOil & Gas Exploration & ProductionOil & Gas Refining & Marketing
Market Capitalization19.54 billion USD96.62 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateFebruary 10, 2021January 4, 1982
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EXE
VLO
GSPC
Loading price history…
Expand Energy (EXE) vs. Valero Energy (VLO), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Expand Energy (EXE) and Valero Energy (VLO). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Expand Energy (EXE) and Valero Energy (VLO). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Expand Energy (EXE) and Valero Energy (VLO)
MetricEXEVLO
Total Return (1Y)-22.30%107.71%
Total Return (3Y, Annualized)4.93%47.89%
Total Return (5Y, Annualized)9.88%39.74%

Risk Profile

Drawdown History

EXE
VLO
GSPC
Loading price history…
Expand Energy (EXE) vs. Valero Energy (VLO), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Expand Energy (EXE) and Valero Energy (VLO). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Expand Energy (EXE) and Valero Energy (VLO)
MetricEXEVLO
Volatility (1Y, Annualized)29.72%39.31%
Beta (5Y)0.400.60
Max Drawdown (5Y)-30.37%-41.22%
Avg. Volume (3M)3.10M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
EXE and VLO are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Expand Energy (EXE) and Valero Energy (VLO)
MetricEXEVLO
Sharpe Ratio (1Y)-0.892.63
Sortino Ratio (1Y)-1.274.08

Profitability

ROE (TTM)

Valero Energy (VLO) at 46.87% sits in the top ROE quartile, while Expand Energy (EXE) at 14.62% is closer to the peer norm — stronger capital efficiency for VLO.

EXE

Energy industry group

14.62%

Max
53.85%
Q3
24.79%
EXE
14.62%
Median
12.85%
Q1
2.03%
Min
-29.09%

VLO

Energy industry group

46.87%

Max
53.85%
VLO
46.87%
Q3
24.79%
Median
12.85%
Q1
2.03%
Min
-29.09%
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their ROE against the Energy industry group benchmark.

Net Margin (TTM)

Both Expand Energy (EXE) at 21.26% and Valero Energy (VLO) at 8.83% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

EXE

Energy industry group

21.26%

Max
56.92%
Q3
22.92%
EXE
21.26%
Median
10.10%
Q1
0.07%
Min
-27.38%

VLO

Energy industry group

8.83%

Max
56.92%
Q3
22.92%
Median
10.10%
VLO
8.83%
Q1
0.07%
Min
-27.38%
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their net margin against the Energy industry group benchmark.

Operating Margin (TTM)

Both Expand Energy (EXE) at 23.18% and Valero Energy (VLO) at 20.47% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

EXE

Energy industry group

23.18%

Max
71.31%
Q3
33.75%
EXE
23.18%
Median
18.73%
Q1
6.94%
Min
-24.52%

VLO

Energy industry group

20.47%

Max
71.31%
Q3
33.75%
VLO
20.47%
Median
18.73%
Q1
6.94%
Min
-24.52%
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their operating margin against the Energy industry group benchmark.

Profitability Metrics

Profitability metrics for Expand Energy (EXE) and Valero Energy (VLO)
MetricEXEVLO
ROE (TTM)14.62%46.87%
ROA (TTM)8.17%17.68%
Net Margin (TTM)21.26%8.83%
Operating Margin (TTM)23.18%20.47%
Gross Margin (TTM)45.86%19.52%

Growth

Revenue Growth

Expand Energy (EXE) at 188.77% clears its industry range for revenue growth, far stronger top-line momentum than Valero Energy (VLO) at -5.54%, which is closer to a typical peer reading.

Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Valero Energy (VLO) reports EPS growth of -11.77%, ranked against its industry; Expand Energy (EXE) has no EPS growth figure this period.

Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Expand Energy (EXE) and Valero Energy (VLO)
MetricEXEVLO
Revenue Growth (YoY)188.77%-5.54%
Revenue Growth (3Y CAGR)2.13%-11.40%
EPS Growth (YoY)---11.77%
EPS Growth (3Y CAGR)-39.01%-36.12%

Financial Strength

Current Ratio (MRQ)

Both Expand Energy (EXE) at 0.90 and Valero Energy (VLO) at 1.72 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

EXE

Energy industry group

0.90

Max
3.64
Q3
2.21
Median
1.41
EXE
0.90
Q1
0.88
Min
0.24

VLO

Energy industry group

1.72

Max
3.64
Q3
2.21
VLO
1.72
Median
1.41
Q1
0.88
Min
0.24
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their current ratio against the Energy industry group benchmark.

Debt / Equity (MRQ)

Expand Energy (EXE) at 0.24 keeps leverage in the lower industry quartile, while Valero Energy (VLO) at 0.35 runs a more typical debt-to-equity mix.

EXE

Energy industry group

0.24

Max
1.75
Q3
0.93
Median
0.54
Q1
0.30
EXE
0.24
Min
0.00

VLO

Energy industry group

0.35

Max
1.75
Q3
0.93
Median
0.54
VLO
0.35
Q1
0.30
Min
0.00
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their debt-to-equity ratio against the Energy industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Expand Energy (EXE) and Valero Energy (VLO)
MetricEXEVLO
Current Ratio (MRQ)0.901.72
Debt / Equity (MRQ)0.240.35
Net Debt / EBITDA0.680.06

Dividends

Dividend Yield (TTM)

Both Expand Energy (EXE) at 2.70% and Valero Energy (VLO) at 1.35% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

EXE

Energy industry group

2.70%

Max
8.57%
Q3
3.58%
EXE
2.70%
Median
1.71%
Q1
0.00%
Min
0.00%

VLO

Energy industry group

1.35%

Max
8.57%
Q3
3.58%
Median
1.71%
VLO
1.35%
Q1
0.00%
Min
0.00%
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their dividend yield against the Energy industry group benchmark.

Dividend Payout Ratio (TTM)

Both Expand Energy (EXE) at 19.84% and Valero Energy (VLO) at 10.76% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

EXE

Energy industry group

19.84%

Max
133.24%
Q3
53.31%
Median
25.24%
EXE
19.84%
Q1
0.00%
Min
0.00%

VLO

Energy industry group

10.76%

Max
133.24%
Q3
53.31%
Median
25.24%
VLO
10.76%
Q1
0.00%
Min
0.00%
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their payout ratio against the Energy industry group benchmark.

Dividend Metrics

Dividend metrics for Expand Energy (EXE) and Valero Energy (VLO)
MetricEXEVLO
Dividend Yield (TTM)2.70%1.35%
Dividend Payout Ratio (TTM)19.84%10.76%

Valuation

P/E Ratio (TTM)

Expand Energy (EXE) at 7.30 sits in the cheaper P/E ratio quartile, while Valero Energy (VLO) at 7.88 is closer to its industry’s usual earnings multiple — a discount for EXE, though growth and earnings durability still matter.

EXE

Energy industry group

7.30

Max
39.54
Q3
21.72
Median
12.19
Q1
7.71
EXE
7.30
Min
2.99

VLO

Energy industry group

7.88

Max
39.54
Q3
21.72
Median
12.19
VLO
7.88
Q1
7.71
Min
2.99
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their P/E ratio against the Energy industry group benchmark.

P/S Ratio (TTM)

Valero Energy (VLO) at 0.66 sits in the cheaper P/S ratio quartile while Expand Energy (EXE) at 1.51 prices around its industry’s middle — VLO costs less per dollar of sales, though read it alongside growth and margins.

EXE

Energy industry group

1.51

Max
5.40
Q3
2.85
Median
1.69
EXE
1.51
Q1
0.88
Min
0.00

VLO

Energy industry group

0.66

Max
5.40
Q3
2.85
Median
1.69
Q1
0.88
VLO
0.66
Min
0.00
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their P/S ratio against the Energy industry group benchmark.

P/B Ratio (MRQ)

Expand Energy (EXE) at 1.00 looks cheap against book in the lower P/B ratio quartile, while Valero Energy (VLO) at 3.45 carries a premium in the upper quartile — a clear price-to-book gap.

EXE

Energy industry group

1.00

Max
4.21
Q3
2.38
Median
1.51
Q1
1.08
EXE
1.00
Min
0.01

VLO

Energy industry group

3.45

Max
4.21
VLO
3.45
Q3
2.38
Median
1.51
Q1
1.08
Min
0.01
Loading chart…
Expand Energy (EXE) vs. Valero Energy (VLO): A comparison of their P/B ratio against the Energy industry group benchmark.

Valuation Metrics

Valuation metrics for Expand Energy (EXE) and Valero Energy (VLO)
MetricEXEVLO
P/E Ratio (TTM)7.307.88
P/S Ratio (TTM)1.510.66
P/B Ratio (MRQ)1.003.45
Free Cash Flow Yield (TTM)7.00%13.02%