HollyFrontier

HollyFrontier is a petroleum refiner that produces products such as gasoline, diesel fuel, jet fuel, other lubricant products, and specialty and modified asphalt. The company's segments are: Refining, which involves the purchase and refining of crude oil and wholesale and marketing of refined products; Lubricants and Specialty Products, which includes the production of lubricant products such as base oils, white oils, other products and finished lubricants; and the company's subsidiary, Holly Energy Partners, L.P., which owns and operates logistics and refinery assets consisting of petroleum product and crude oil pipelines, terminals, tankage, loading rack facilities and processing units.
  • TickerHFC
  • ISINUS4361061082
  • ExchangeNew York Stock Exchange
  • SectorOil & Gas Producers
  • CountryUnited States

HollyFrontier Corp.: HollyFrontier's acquisition of Puget Sound refinery is credit positive, but industry conditions are still weak

The acquisition of the Puget Sound refinery is a credit positive, improving geographic diversification without increasing leverage, but boosting over-the-cycle EBITDA and credit metrics.

Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

HFC - Embedded Expectations Analysis - 2021 04 16

HollyFrontier Corporation (HFC:USA) currently trades at a premium relative to Uniform assets, with a 1.1x Uniform P/B. At these levels, the market has bullish expectations for the firm, but management may have concerns about their renewable diesel business, Mid-Con capture rates, and RIN prices Specifically, management may have concerns about increases in spending on their renewables business, the sustainability of capital contributions from the renewable diesel business, and continued rises in RIN prices. Furthermore, they may be concerned about the impact of their inventory valuation on Mid...

HollyFrontier Corp. - December 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Dramatic improvement Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a broad-based advance. We highlight these improvements below, along with what we would like to see in order to have confidence in labeling this a bull market. • 10-year Treasury yield. We continue to believe that a bottom in Treasury yields is necessary before we see a decisive breakout for the broad equity market. We are seeing signs of this bottom happening -- not only in the absolute chart of the 10-year Treasury yield, but also in ...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

• A number of Healthcare names are pulling back to logical support areas. (ex. EW, EGRX, ARWR, RGEN, LCI, CTLT, and PBH) • The Technology Sector continues to have a number of technically attractive names that are pulling back to support levels. (ex. FORM, MKSI, NVDA, MU, SYNA, ANSS, COHR, and WDC) • Defensive Sectors such REITs and Consumer Staples remain leadership. (ex. LW, PEP, UHT, NSA, COR, and LSI)

1 director sold

A director at HollyFrontier Corp sold 9,000 shares at 55.270USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of bo...

Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

HFC - Embedded Expectations Analysis - 2021 04 16

HollyFrontier Corporation (HFC:USA) currently trades at a premium relative to Uniform assets, with a 1.1x Uniform P/B. At these levels, the market has bullish expectations for the firm, but management may have concerns about their renewable diesel business, Mid-Con capture rates, and RIN prices Specifically, management may have concerns about increases in spending on their renewables business, the sustainability of capital contributions from the renewable diesel business, and continued rises in RIN prices. Furthermore, they may be concerned about the impact of their inventory valuation on Mid...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

HollyFrontier Corp.: HollyFrontier's acquisition of Puget Sound refinery is credit positive, but industry conditions are still weak

The acquisition of the Puget Sound refinery is a credit positive, improving geographic diversification without increasing leverage, but boosting over-the-cycle EBITDA and credit metrics.

HollyFrontier Corp. - December 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

HollyFrontier Corp. - September 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

HollyFrontier Corp. - June 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Moody's rates HollyFrontier's new unsecured notes Baa3

Rating Action: Moody's rates HollyFrontier's new unsecured notes Baa3. Global Credit Research- 14 Sep 2020. New York, September 14, 2020-- Moody's Investors Service assigned Baa3 ratings to HollyFrontier Corp.' s proposed senior unsecured notes due in 2023 and in 2030. HFC's unsecured debt issuance will primarily be used to pre-fund capital spending pertaining to its planned renewable diesel projects.

An increasingly favourable environment allows HOLLYFRONTIER to improve to Neutral

The independent financial analyst theScreener just upgraded the general evaluation of HOLLYFRONTIER (US), a company active in the Exploration & Production industry. As regards its fundamental valuation, the title confirms its rating of 3 out of 4 stars while its market behaviour remains as risky. theScreener believes, however, that a more enabling environment allows the title to increase its general evaluation to Neutral. As of the analysis date February 19, 2021, the closing price was USD 36.59 and its expected value was estimated at USD 29.20.

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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