HF Sinclair Corporation (DINO) Stock

HF Sinclair Corporation (DINO) is a Industrials stock trading at $92.72 (as of 2026-08-20), with a market capitalization of $16.48B and a trailing P/E of 8.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

HF Sinclair Corporation is an independent energy company that refines and markets petroleum products, including gasoline, diesel, jet fuel, renewable diesel, and asphalt, and also produces specialty lubricants and chemicals. It operates refineries in multiple states and sells fuel through Sinclair-branded stations and brand licensing, serving customers in regional U.S. markets.

Understand HF Sinclair Corporation: how it makes money

HF Sinclair Corporation produces and markets transportation fuels and related products (including gasoline, diesel, jet fuel, renewable diesel, lubricants, and specialty chemicals) and operates refineries, then sells refined products largely in the Southwest, Rocky Mountains, Pacific Northwest, and nearby Plains states, also supplying fuels to independent Sinclair-branded stations.

Profit is primarily generated through refining operations, as reflected by the largest operating metric among the provided segment measures (Refining Segment EBITDA), with additional contributions from midstream and lubricants and specialties, and smaller activity from marketing and renewables.

Business quality (Mixed): The company’s core business and segment names are clear, but the provided segment breakdown values do not sum to the reported total revenue for the quarter, so segment-level revenue visibility is limited.

Valuation: At 11× earnings, DINO trades 39% below the Transportation average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Integrated refining plus downstream product offerings: The company operates refineries and markets a range of refined products (including transportation fuels), which supports multiple sources of segment EBITDA (refining, midstream, and lubricants and specialties).
  • Refining is the dominant operating driver in the provided metrics: Among the supplied operating metrics, Refining Segment EBITDA is the largest listed segment measure (0.19 USD_B), suggesting refining operations are central to quarterly operating performance.

Bear case

  • Commodity and margin pressure can quickly affect results: Refining and marketing performance is exposed to changing crude and product conditions, and the provided metrics also include an operational driver related to crude oil costs (Average Crude Oil Charge Rate).
  • Renewables contribution appears minimal in the provided measures: The provided renewables segment operating metrics are near zero (for example, Renewables Segment EBITDA is 0.0 USD_B), indicating limited visible contribution from that segment in this quarter.
  • One-offs or optimization benefits may distort comparability: The provided set includes a specific benefit line tied to renewable identification number optimization (Small Refinery Waiver Benefit - Higher Revenue from Renewable Identification Number Optimization), which may not be repeatable the same way each period.
Valuation — source: SEC EDGAR (first-party)
Price$92.72
Market Cap$16.48B
P/E Ratio8.6
EV / EBITDA4.9
Price / Book1.59
Price / Sales0.53
FCF Yield14.0%
DCF Value (model)$37.97
DCF Upside vs Price-59.0%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$26.87B
Net Margin2.2%
Revenue Growth (YoY)53.2%
EPS Growth (YoY)348.2%
FCF Growth (YoY)192.4%
Financial Health — source: SEC EDGAR
Altman Z-Score3.82 (safe)
Valuation vs Sector & Industry
Stock P/E8.6
Sector P/E (Industrials)25.9
Industry P/E (Transportation)16.9
vs Sector-66.8%
vs Industry-49.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($1.17B)
Institutional Holders Tracked10
Congressional Trades (recent)3
Company
SectorIndustrials
IndustryTransportation
CEOTimothy Go
Employees5,297
CountryUS
IPO Date1980-03-17

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DINO earnings history · DINO institutional & insider holders · DINO KPIs & operating metrics · DINO financials · DINO investor presentations & press releases · DINO SEC filings · DINO peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.