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Cvr Energy Inc. (CVI) Stock Fundamental Analysis & AI Rating 2026

CVI NYSE Petroleum Refining DE CIK: 0001376139
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 27, 2026 (in 11 days) • TBD ET • All earnings →
Combined AI Rating
SELL
77% Confidence
STRONG AGREEMENT
SELL
72% Conf
SELL
82% Conf

📊 CVI Key Takeaways

Revenue: $7.2B
Net Margin: 0.4%
Free Cash Flow: $-41.0M
Current Ratio: 1.79x
Debt/Equity: 2.33x
EPS: $0.27
AI Rating: SELL with 72% confidence
Cvr Energy Inc. (CVI) receives a SELL rating with 77% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $7.2B, net profit margin of 0.4%, and return on equity (ROE) of 3.7%, Cvr Energy Inc. demonstrates mixed fundamentals in the Energy sector. Below is our complete CVI stock analysis for 2026.

Is Cvr Energy Inc. (CVI) a Good Investment?

Claude

CVR Energy exhibits severely deteriorated profitability with net income declining 70% YoY despite modest revenue base, while negative free cash flow of -$41M indicates operational cash generation is insufficient to cover capital expenditures. The company carries substantial leverage at 2.33x debt-to-equity with only 6.7x interest coverage in a cyclical refining industry facing margin compression, creating financial fragility.

ChatGPT

CVR Energy's fundamentals point to a weak earnings profile: revenue declined, net income fell sharply year over year, and margins remain very thin, with operating margin at 2.5% and net margin at 0.4%. While liquidity is acceptable and cash on hand provides some buffer, high leverage, modest returns on capital, and negative free cash flow suggest limited financial flexibility and weak growth quality.

Why Buy Cvr Energy Inc. Stock? CVI Key Strengths

Claude
  • + Adequate liquidity with 1.79x current ratio and $511M cash position provides near-term financial flexibility
  • + Interest coverage ratio of 6.7x remains serviceable despite profitability pressures, reducing immediate default risk
  • + Operating cash flow of $144M demonstrates some underlying business cash generation capability
ChatGPT
  • + Acceptable near-term liquidity with a 1.79x current ratio and $511M in cash
  • + Positive operating income and net income indicate the business remains profitable on an absolute basis
  • + Interest coverage of 6.7x suggests debt service is currently manageable

CVI Stock Risks: Cvr Energy Inc. Investment Risks

Claude
  • ! Severe profitability deterioration: net income down 70% YoY with razor-thin 0.4% net margin indicates structural profitability challenges
  • ! Negative free cash flow of -$41M signals capital expenditures exceed operating cash generation, unsustainable long-term
  • ! High financial leverage (2.33x debt-to-equity, $1.7B debt) combined with weak profitability leaves limited cushion for cyclical downturns in petroleum refining
  • ! Revenue decline of 5.9% YoY in core refining business reflects industry headwinds and margin compression
ChatGPT
  • ! Profitability is fragile, with very low operating and net margins and a 70% year-over-year drop in net income
  • ! Leverage is elevated, with $1.70B of long-term debt and debt-to-equity of 2.33x
  • ! Free cash flow is negative, indicating operating cash generation is not fully covering capital needs

Key Metrics to Watch

Claude
  • * Free cash flow trend - critical to monitor if company can return to positive FCF without reducing capex
  • * Operating margin trajectory - must stabilize above 2.5% to justify current debt levels
  • * Debt levels and refinancing needs - watch for covenant pressure if EBITDA deteriorates further
ChatGPT
  • * Operating margin and net margin trend
  • * Free cash flow and operating cash flow conversion

Cvr Energy Inc. (CVI) Financial Metrics & Key Ratios

Revenue
$7.2B
Net Income
$27.0M
EPS (Diluted)
$0.27
Free Cash Flow
$-41.0M
Total Assets
$3.7B
Cash Position
$511.0M

💡 AI Analyst Insight

Cvr Energy Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CVI Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 2.5%
Net Margin 0.4%
ROE 3.7%
ROA 0.7%
FCF Margin -0.6%

CVI vs Energy Sector: How Cvr Energy Inc. Compares

How Cvr Energy Inc. compares to Energy sector averages

Net Margin
CVI 0.4%
vs
Sector Avg 12.0%
CVI Sector
ROE
CVI 3.7%
vs
Sector Avg 14.0%
CVI Sector
Current Ratio
CVI 1.8x
vs
Sector Avg 1.3x
CVI Sector
Debt/Equity
CVI 2.3x
vs
Sector Avg 0.6x
CVI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Cvr Energy Inc. Stock Overvalued? CVI Valuation Analysis 2026

Based on fundamental analysis, Cvr Energy Inc. shows some fundamental concerns relative to the Energy sector in 2026.

Return on Equity
3.7%
Sector avg: 14%
Net Profit Margin
0.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.33x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Cvr Energy Inc. Balance Sheet: CVI Debt, Cash & Liquidity

Current Ratio
1.79x
Quick Ratio
1.13x
Debt/Equity
2.33x
Debt/Assets
0.0%
Interest Coverage
6.72x
Long-term Debt
$1.7B

CVI Revenue & Earnings Growth: 5-Year Financial Trend

CVI 5-year financial data: Year 2021: Revenue $7.2B, Net Income $380.0M, EPS $3.78. Year 2022: Revenue $10.9B, Net Income -$256.0M, EPS $-2.54. Year 2023: Revenue $10.9B, Net Income $25.0M, EPS $0.25. Year 2024: Revenue $10.9B, Net Income $463.0M, EPS $4.60. Year 2025: Revenue $9.2B, Net Income $769.0M, EPS $7.65.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cvr Energy Inc.'s revenue has grown significantly by 28% over the 5-year period, indicating strong business expansion. The most recent EPS of $7.65 reflects profitable operations.

CVI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-0.6%
Free cash flow / Revenue

CVI Quarterly Earnings & Performance

Quarterly financial performance data for Cvr Energy Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.8B -$22.0M $-0.22
Q2 2025 $1.8B $21.0M $0.21
Q1 2025 $1.6B $82.0M $0.81
Q3 2024 $1.8B -$22.0M $-0.22
Q2 2024 $2.0B $21.0M $0.21
Q1 2024 $1.9B $82.0M $0.81
Q3 2023 $2.5B $93.0M $0.92
Q2 2023 $2.2B $130.0M $1.29

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Cvr Energy Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$144.0M
Cash generated from operations
Capital Expenditures
$185.0M
Investment in assets
Dividends
None
No dividend program

CVI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Cvr Energy Inc. (CIK: 0001376139)

📋 Recent SEC Filings

Date Form Document Action
Feb 24, 2026 4 xslF345X05/form4.xml View →
Feb 24, 2026 8-K cvi-20260224.htm View →
Feb 20, 2026 4 xslF345X05/wk-form4_1771622129.xml View →
Feb 18, 2026 10-K cvi-20251231.htm View →
Feb 18, 2026 8-K cvi-20260218.htm View →

Frequently Asked Questions about CVI

What is the AI rating for CVI?

Cvr Energy Inc. (CVI) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 77% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CVI's key strengths?

Claude: Adequate liquidity with 1.79x current ratio and $511M cash position provides near-term financial flexibility. Interest coverage ratio of 6.7x remains serviceable despite profitability pressures, reducing immediate default risk. ChatGPT: Acceptable near-term liquidity with a 1.79x current ratio and $511M in cash. Positive operating income and net income indicate the business remains profitable on an absolute basis.

What are the risks of investing in CVI?

Claude: Severe profitability deterioration: net income down 70% YoY with razor-thin 0.4% net margin indicates structural profitability challenges. Negative free cash flow of -$41M signals capital expenditures exceed operating cash generation, unsustainable long-term. ChatGPT: Profitability is fragile, with very low operating and net margins and a 70% year-over-year drop in net income. Leverage is elevated, with $1.70B of long-term debt and debt-to-equity of 2.33x.

What is CVI's revenue and growth?

Cvr Energy Inc. reported revenue of $7.2B.

Does CVI pay dividends?

Cvr Energy Inc. does not currently pay dividends.

Where can I find CVI SEC filings?

Official SEC filings for Cvr Energy Inc. (CIK: 0001376139) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CVI's EPS?

Cvr Energy Inc. has a diluted EPS of $0.27.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CVI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Cvr Energy Inc. has a SELL rating with 77% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CVI stock overvalued or undervalued?

Valuation metrics for CVI: ROE of 3.7% (sector avg: 14%), net margin of 0.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CVI stock in 2026?

Our dual AI analysis gives Cvr Energy Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CVI's free cash flow?

Cvr Energy Inc.'s operating cash flow is $144.0M, with capital expenditures of $185.0M. FCF margin is -0.6%.

How does CVI compare to other Energy stocks?

Vs Energy sector averages: Net margin 0.4% (avg: 12%), ROE 3.7% (avg: 14%), current ratio 1.79 (avg: 1.3).

Is Cvr Energy Inc. carrying too much debt?

CVI has a debt-to-equity ratio of 2.33x, which is above the Energy sector average of 0.6x. However, the current ratio of 1.79 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI