Analisi facoltativa del prodotto
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Marathon Petroleum Corporation's published Reduce conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $123.3B | |
|---|---|---|
| P/E (forward) | 5.5x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $119.98B | $177.45B | $148.38B | $138.86B | $132.70B | +2.6% |
| Gross profit | $6.61B | $22.57B | $16.51B | $9.29B | $10.00B | +10.9% |
| Operating income | $4.30B | $21.47B | $14.51B | $6.80B | $8.29B | +17.8% |
| Net income | $9.74B | $14.52B | $9.68B | $3.45B | $4.05B | -19.7% |
| EPS (diluted) | $15.24 | $28.12 | $23.63 | $10.08 | $13.22 | -3.5% |
| EBITDA | $7.45B | $24.88B | $18.56B | $10.60B | $11.68B | +11.9% |
| R&D | — | — | — | — | — | — |
| SG&A | $2.54B | $2.77B | $3.04B | $3.22B | $3.35B | +7.2% |
Recent company headlines from major financial publishers.
Refining margins normalize gradually from peak FY2026 levels (8.5% operating margin) toward mid-cycle levels of 5.5%. Throughput utilization stabilizes near 92-94%, supported by high system complexity and lowest-decade unplanned downtime. MPLX continues delivering mid-single-digit EBITDA growth, funding steady share count contraction at approximately 3.0% annually and supporting the composite fair value of $340.57.
Geopolitical refining capacity constraints across Europe and Russia persist, keeping global refined product inventories lean and supporting structurally elevated distillate and jet fuel crack spreads. Refining utilization remains above 94%, while prompt market capture and heavy crude processing deliver operating margins near cycle peaks. Expanding MPLX distributions cover dividends and capex, enabling aggressive share repurchases that drive per-share value toward the upper valuation range.
| Ke ↓ / g → | 1.0% | 1.5% | 2.0% | 2.5% | 3.0% |
|---|---|---|---|---|---|
| 6.8% | $340 | $355 | $373 | $395 | $424 |
| 7.3% | $322 | $334 | $348 | $365 | $387 |
| 7.8% | $306 | $316 | $341 | $341 | $358 |
| 8.3% | $292 | $300 | $310 | $321 | $335 |
| 8.8% | $279 | $286 | $294 | $304 | $315 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
