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Upturn AI Summary - About
CVR Energy Inc(CVI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CVI
10/30/2026: CVI (5-star) is a STRONG-BUY. BUY for 75 days. Simulated Profits (66.68%). Updated daily EoD!
CVR Energy is a diversified energy holding company operating primarily in petroleum refining and nitrogen fertilizer production. Its dual-segment model offers a strategic hedge against commodity cycles, benefiting from a mid-continent U.S. location that provides logistical advantages. While the company's focus on renewable diesel represents a significant growth opportunity within the energy transition, it remains exposed to the inherent volatility of crude oil and natural gas prices. Investors should be aware of the company's reliance on mature assets and its ownership by Icahn Enterprises. It may suit income-oriented investors seeking cyclical, asset-backed opportunities, provided they can tolerate the fluctuations common in commodity-driven stocks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company operates in mature, cyclical industries rather than high-growth sectors. |
| Momentum investor | Mixed fit | Momentum depends on the cyclical upturn in refining and fertilizer commodity spreads. |
| Value investor | Strong fit | CVR Energy is often priced based on its tangible asset base and potential for cash-flow returns. |
| Dividend investor | Strong fit | The company is historically known for providing significant dividend yields supported by operational cash flow. |
| Low-risk investor | Weak fit | High sensitivity to commodity price volatility creates significant stock price risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Profitability is directly tethered to the volatile spread between crude oil and refined products. |
| Valuation risk | Medium | The stock is susceptible to revaluation based on changes in cyclical economic outlooks. |
| Competition risk (Refining/Fertilizer) | Medium / high | Competitors with larger scale and lower costs can squeeze margins. |
| Business quality | Medium | It relies on older, heavy-industry infrastructure that requires consistent capital investment. |
| Dividend income | Medium / high | Dividends are variable and depend on cyclical cash flow, leading to potential unpredictability. |
| Execution risk | Medium | Managing complex refinery operations and transitions to renewables requires high operational precision. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 74.67% | Avg. Invested days 38 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/30/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.87B USD | Price to earnings Ratio 85.84 | 1Y Target Price 48 |
Price to earnings Ratio 85.84 | 1Y Target Price 48 | ||
Volume (30-day avg) 852.2K shares | Beta 0.9 | 52 Weeks Range 19.20 - 63.51 | Updated Date 11/01/2026 |
52 Weeks Range 19.20 - 63.51 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 1.00% | Basic EPS (TTM) 0.68 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Petroleum Refining | Gasoline, diesel, and asphalt sales from regional refineries. | Profit is made from the 'crack spread,' or the difference between the cost of crude oil and the price of finished fuels. |
| Nitrogen Fertilizer | Ammonia and UAN products sold to the agricultural industry. | Profit is driven by agricultural demand and the price of natural gas, which is the primary feedstock. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When Before Market | Estimate 3.09 | Actual - |
Profitability
Profit Margin 0.81% | Operating Margin (TTM) 2.85% |
Management Effectiveness
Return on Assets (TTM) 5.5% | Return on Equity (TTM) 24.25% |
Valuation
Trailing PE 85.84 | Forward PE 40.49 | Enterprise Value 6.93B | Price to Sales(TTM) 0.69 |
Enterprise Value 6.93B | Price to Sales(TTM) 0.69 | ||
Enterprise Value to Revenue 0.82 | Enterprise Value to EBITDA 8.83 | Shares Outstanding 100.53M | Shares Floating 29.32M |
Shares Outstanding 100.53M | Shares Floating 29.32M | ||
Percent Insiders - | Percent Institutions 104.82 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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