HF Sinclair Corporation (DINO) vs PBF Energy Inc. (PBF)

HF Sinclair Corporation and PBF Energy Inc. are both Oil & Gas Refining & Marketing companies. HF Sinclair Corporation is the larger, with a market value of $18.8B against $8.4B — 2.2× the size. PBF Energy Inc. trades at the lower P/E: 6.4× against 10.2×. HF Sinclair Corporation grew revenue faster over the last twelve months: 16.3% against 13.5%. HF Sinclair Corporation has the higher net margin (6.08% vs 3.94%) and the lower return on invested capital (14.9% vs 16.7%). Both pay a dividend; HF Sinclair Corporation yields more (3.04% vs 1.61%). Across the 22 metrics below, HF Sinclair Corporation leads on 14 and PBF Energy Inc. on 8.

Valuation

Metric DINO PBF Oil & Gas Refining & Marketing median
P/E 10.19 6.41 15.04
P/S 0.61 0.25 0.41
P/B 1.85 1.33 1.87
Price to free cash flow 8.54 9.55 8.78
EV/EBITDA 5.72 3.69 7.94
EV/Sales 0.64 0.28 0.59
Earnings yield 9.81% 15.59% 6.15%
Free cash flow yield 11.71% 10.47% 10.47%

Profitability

Metric DINO PBF Oil & Gas Refining & Marketing median
Gross margin 20.08% 11.56% 12.22%
Operating margin 8.28% 5.78% 5.35%
Net margin 6.08% 3.94% 2.08%
Free cash flow margin 7.19% 2.66% 4.25%
Return on equity 19.29% 23.01% 11.39%
Return on assets 10.60% 9.77% 5.22%
Return on invested capital 14.88% 16.73% 11.54%

Growth

Metric DINO PBF Oil & Gas Refining & Marketing median
Revenue growth (TTM) 16.26% 13.54% 13.37%
EPS growth (last fiscal year) 238.46% 69.78% —
Revenue growth, 5-year CAGR 19.16% 14.18% 12.77%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DINO PBF Oil & Gas Refining & Marketing median
Debt to equity 0.27 0.27 0.44
Current ratio 1.97 1.33 1.32
Net debt to EBITDA 0.98 2.71 2.07

Dividend

Metric DINO PBF Oil & Gas Refining & Marketing median
Dividend yield 3.04% 1.61% 3.64%
Payout ratio 0.14 0.03 0.14

Size

Metric DINO PBF Oil & Gas Refining & Marketing median
Market cap 18.81b 8.44b 4.12b

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