Vermilion Energy Inc. (VET) AI Stock Analysis

Vermilion Energy Inc. is an oil and gas company engaged in the acquisition, exploration, development, and production of petroleum and natural gas across North America, Europe, and Australia. In Canada, it holds working interests in 636,714 net developed acres and 301,026 net undeveloped acres, alongside 130,715 net acres in the Powder River basin in the United States. Internationally, the company operates across the Aquitaine and Paris Basins in France, holds acreage in the Netherlands, Germany, Croatia, Hungary, and Slovakia, owns a 20% interest in the offshore Corrib gas field in Ireland, and operates the Wandoo offshore oil field across 59,553 acres in Western Australia.

Vermilion experienced rapid expansion early in the decade, with revenue reaching $3.72B and net income of $1.31B in FY2022. Top-line results subsequently contracted, declining 40.9% in FY2023 to $2.20B and falling 15.0% in FY2025 to $1.76B, alongside a net margin of -37.0% and net income of -$653.1M. For the five years from FY2020 to FY2025, revenue grew at a CAGR of 7.2%. Over the trailing twelve months ended June 30, 2026, revenue stood at $1.84B with an operating margin of 49.3% and a profit margin of -24.2%. In the latest quarter, quarterly revenue grew 23.1% year-over-year, while quarterly earnings declined 94.9%.

As of June 30, 2026, Vermilion held $81.8M in cash and short-term investments against total debt of $1.36B, resulting in net debt of $1.27B. The company closed the quarter with a current ratio of 1.00 and a debt-to-equity ratio of 0.63 against shareholders' equity of $2.16B. During FY2025, Vermilion generated operating cash flow of $942.9M and free cash flow of $326.1M. Capital allocation in FY2025 included $616.7M in capital expenditures, $35.7M directed toward share buybacks, and $98.3M paid out in dividends.

Trading at $13.20 as of October 16, 2026, Vermilion has a market cap of $2.02B and an enterprise value of $2.70B. The stock trades at a forward P/E of 15.2x, above the median of 12.7x for its US-listed Energy peers. Its EV to EBITDA ratio is 11.2x compared to the peer median of 8.0x, though its price-to-sales ratio of 1.1x is below the peer median of 1.8x. Over the past year, Vermilion gained 88.1%, outperforming the S&P 500 (SPY) return of 16.8%, while its 5-year return of 39.6% trailed the index return of 83.0%.

Vermilion pays a quarterly dividend with an annualized forward rate of $0.38 per share, representing a dividend yield of 2.89%. The company has paid dividends for 5 consecutive years, though its 5-year annualized dividend growth declined 2.8%. The payout ratio stands at 141.7%, and the most recent ex-dividend date was September 15, 2026.

Wall Street sentiment includes 3 Strong Buy, 2 Buy, and 6 Hold ratings, with 0 Sell or Strong Sell ratings. The mean price target is $27.22, reflecting an upside of 106.2% above the last close of $13.20. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $2.09B and EPS of $1.01. Over the last four quarters, Vermilion exceeded EPS estimates in 1 quarter. The company's next earnings date is scheduled for November 4, 2026.

This page is an AI-written research summary of Vermilion Energy Inc. (VET). 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.

Related: VET income statement, VET balance sheet, VET key metrics, VET analyst forecast, VET chart. See the VET stock overview for the latest quote and news.