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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
10/02/2026: CVI (5-star) is a STRONG-BUY. BUY for 55 days. Simulated Profits (56.57%). Updated daily EoD!
CVR Energy is a diversified energy holding company primarily focused on petroleum refining and nitrogen fertilizer production in the Mid-Continent region. Its core strengths include a geographically strategic refining footprint and a vertically integrated fertilizer operation that provides income diversification. While the company offers an attractive dividend profile for income-focused investors, its business model is highly cyclical and sensitive to commodity price fluctuations, particularly crack spreads and natural gas costs. Significant risks include regulatory environmental compliance costs and the inherent volatility of energy markets. The stock may best suit value-oriented investors who monitor cyclical energy trends and management's capital allocation decisions carefully.
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 with limited long-term secular growth. |
| Momentum investor | Mixed fit | Momentum can be strong during energy market upswings but is subject to rapid reversals. |
| Value investor | Strong fit | The company is often priced based on tangible asset values and cyclical cash flow generation. |
| Dividend investor | Strong fit | CVR Energy is known for prioritizing capital returns to shareholders through dividends. |
| Low-risk investor | Weak fit | High exposure to commodity price volatility makes the stock unsuitable for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Revenues fluctuate significantly based on oil and fertilizer commodity prices. |
| Valuation risk | Medium | The stock is highly sensitive to cyclical peaks and troughs in the energy sector. |
| Competition risk (Commodity producers) | Medium / high | Larger peers have better economies of scale and lower production costs. |
| Business quality | Medium | The business relies on assets that require constant, expensive maintenance. |
| Dividend income | Medium / high | Dividends are variable and depend on cyclical cash flow, not fixed earnings. |
| Execution risk | Medium | Operational disruptions in refineries can lead to significant profit loss. |
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 62.5% | Avg. Invested days 32 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
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 5.46B USD | Price to earnings Ratio 78.78 | 1Y Target Price 34 |
Price to earnings Ratio 78.78 | 1Y Target Price 34 | ||
Volume (30-day avg) 1.2M shares | Beta 0.84 | 52 Weeks Range 19.20 - 56.00 | Updated Date 10/02/2026 |
52 Weeks Range 19.20 - 56.00 | Updated Date 10/02/2026 | ||
Dividends yield (FY) 1.12% | Basic EPS (TTM) 0.69 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Petroleum Refining | Sale of gasoline, diesel, and jet fuel refined in the Mid-Continent. | Profit is driven by the 'crack spread,' the difference between crude oil costs and refined product prices. |
| Nitrogen Fertilizer | Production and sale of ammonia, UAN, and other nitrogen-based fertilizers. | Profitability depends heavily on natural gas costs and agricultural planting cycles. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 78.78 | Forward PE 40.49 | Enterprise Value 6.27B | Price to Sales(TTM) 0.65 |
Enterprise Value 6.27B | Price to Sales(TTM) 0.65 | ||
Enterprise Value to Revenue 0.74 | Enterprise Value to EBITDA 7.99 | Shares Outstanding 100.53M | Shares Floating 29.32M |
Shares Outstanding 100.53M | Shares Floating 29.32M | ||
Percent Insiders - | Percent Institutions 104.67 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About CVR Energy Inc
Exchange NYSE | Headquarters Sugar Land, TX, United States | ||
IPO Launch date 2007-10-23 | President, CEO & Director Mr. Dane J. Neumann CPA | ||
Sector Energy | Industry Oil & Gas Refining & Marketing | Full time employees 1532 | Website https://www.cvrenergy.com |
Full time employees 1532 | Website https://www.cvrenergy.com | ||
CVR Energy, Inc., together with its subsidiaries, engages in renewable fuels and petroleum refining and marketing, and nitrogen fertilizer manufacturing activities in the United States. It operates through three segments: Petroleum, Renewables, and Nitrogen Fertilizer. The Petroleum segment refines and markets transportation fuels, such as gasoline, diesel, jet fuel, and distillates; and includes crude gathering and logistics activities that support refinery operations. This segment also owns and operates a coking, medium-sour crude oil refinery in Kansas; and a crude oil refinery in Oklahoma. This segment serves retailers, railroads, farm cooperatives, and other refiners/marketers. The Renewables segment refines renewable feedstocks, including soybean oil, corn oil, and other renewable feedstocks into renewable diesel; and marketing of renewables products. The Nitrogen Fertilizer segment owns and operates a nitrogen fertilizer plant in Coffeyville, Kansas that utilizes a pet coke gasification process to produce nitrogen fertilizer products; and a nitrogen fertilizer facility in East Dubuque, Illinois that produces nitrogen fertilizers in the form of ammonia and urea ammonium nitrate (UAN) and nitric acid. This segment primarily markets UAN products to agricultural customers; and ammonia products to agricultural and industrial customers. The company was founded in 1906 and is headquartered in Sugar Land, Texas. CVR Energy, Inc. is a subsidiary of Icahn Enterprises Holdings L.P.
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