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HF Sinclair

DINO Energy Unknown Updated July 31, 2026
$91.40
52W $42.16 – $94.22
57/100
$16.49B
8.7
0.71
AI Committee Verdict
Buy
Conviction: Contested · 43% agreement · 7 analysts
-30.1%
Contested

Is DINO Bullish or Bearish?

Bullish. Innellis AI committee rates HF Sinclair (DINO) Buy with a composite score of 57/100 , based on 7 analysts with 43% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +18.17 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -1.83 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 13.5 is inexpensive for the broad market. Risk Analyst remains cautious — bollinger bandwidth of 31.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 13.5 is inexpensive for the broad market — Value
  • Price-to-book of 0.9x is a discount to asset value — Value
  • EPS growing 665.7% YoY — Growth
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
Bear Case
  • Revenue declining -27.1% YoY -- this is not a growth story right now — Growth
  • RSI at 74 is in overbought territory — Technical
  • Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
  • Weekly RSI at 83 -- overbought on the larger timeframe too — Technical
  • Bollinger bandwidth of 31.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
57/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 40%
of 40 Energy peers
Value Analyst bullish
77 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 13.5 is inexpensive for the broad market
Growth Analyst bullish
66 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 665.7% YoY
− Revenue declining -27.1% YoY -- this is not a growth story right now
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 74 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 31.3% signals elevated volatility
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
60 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 57.7 to 56.8.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: stance neutral->bullish; score 53->60 (+7).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: stance bullish->neutral; score 63->57 (-6); +2 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
67.6
Neutral
MACD Histogram
0.036
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Bollinger %B
0.74
Inside Bands
Price vs Moving Averages
EMA 9
$89.76 Above
EMA 21
$85.31 Above
EMA 50
$78.13 Above
EMA 200
$63.41 Above

Fundamental Analysis

Valuation
100
Growth
95
Profitability
0
Financial Health
99
Cash Flow
37
Valuation
P/E Ratio 8.7×
P/B Ratio 1.60×
PEG Ratio 0.00
Dividend Yield 0.02%
52W High $94.22
52W Low $42.16
Quality & Growth
ROE 6.3%
ROA 3.5%
Gross Margin 12.8%
Operating Margin 8.6%
Revenue Growth YoY
Debt / Equity 0.28
AI Fundamental Assessment
P/E ratio of 8.7 (inexpensive relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.1%; Current ratio of 1.97 (healthy short-term liquidity); Debt-to-equity of 0.28; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (11.65); Most recent quarter beat estimates by 15.3%; 5 consecutive earnings beats; EPS growth accelerating (-42.5% -> +669.6% QoQ); Average YoY EPS growth of 212.3%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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