ARKO Petroleum Corp. (APC) AI Stock Analysis

ARKO Petroleum Corp. operates as a fuel distributor in North America and is a subsidiary of Arko Convenience Stores LLC. Incorporated in 2025 and based in Richmond, Virginia, the company employs 360 people and operates across three reporting segments: Wholesale, Fleet Fueling, and GPMP. The Wholesale segment supplies fuel to third-party dealer gas stations, sub-wholesalers, and bulk and spot purchasers. Fleet Fueling operates proprietary and third-party cardlock locations serving light industrial trucks, commercial vehicles, and municipal entities. The GPMP segment sells and supplies fuel directly to ARKO retail locations.

In FY2025, revenue increased 20.0% to $7.64B, rebounding from $6.37B in FY2024 and $6.97B in FY2023. Gross margin reached 3.4% in FY2025, up from 2.8% in FY2024 and 2.6% in FY2023, while operating margin held steady at 1.3%. Net income dropped to $22.7M in FY2025, resulting in EPS of $0.31 and a net margin of 0.3%. Over the trailing twelve months ending June 30, 2026, revenue stood at $5.97B with an operating margin of 1.3% and net profit margin of 0.6%. For the latest quarter ended June 30, 2026, quarterly revenue grew 27.4% year-over-year, while quarterly earnings declined 10.2%.

As of June 30, 2026, ARKO Petroleum held $14.6M in cash and short-term investments alongside total debt of $783.4M, resulting in net debt of $768.8M. Total assets were $1.39B against shareholders' equity of $257.8M, yielding a debt-to-equity ratio of 3.04 and a current ratio of 1.18. In FY2025, operating cash flow was $192.6M and free cash flow was $65.3M. Capital expenditures totaled $127.3M, while cash returns to shareholders included $28.0M in share buybacks and $19.4M in dividends paid.

At a last close of $16.36, ARKO Petroleum traded at a market capitalization of $778.2M and an enterprise value of $1.58B. The stock traded at a trailing P/E of 19.2x, above the 15.0x median of its US-listed Energy peers. Its EV/EBITDA of 10.8x also sat above the peer median of 8.0x, though its price-to-sales ratio of 0.1x was below the peer median of 1.8x. Over the 52 weeks ended October 16, 2026, shares traded between a low of $14.50 and a high of $21.72.

ARKO Petroleum pays a quarterly dividend with an annual forward payout of $0.50, yielding 3.07% at the last close price of $16.36. The dividend payout ratio was 100.2%, with the most recent ex-dividend date occurring on August 18, 2026. In FY2025, total dividends paid were $19.4M.

Wall Street coverage includes 4 Strong Buy ratings, with 0 Buy, 0 Hold, 0 Sell, and 0 Strong Sell recommendations. The mean price target is $22.25, representing a 36.0% premium over the last close of $16.36. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $6.39B and EPS of $0.95. For FY2027, the single reporting analyst expects revenue of $6.35B and EPS of $1.06. The next earnings date is November 5, 2026.

This page is an AI-written research summary of ARKO Petroleum Corp. (APC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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