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DINO Stock Analysis - HF Sinclair Corp AI Rating

DINO NYSE Pipe Lines (No Natural Gas) DE CIK: 0001915657
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 DINO Key Takeaways

Revenue: $26.9B
Net Margin: 2.2%
Free Cash Flow: $866.0M
Current Ratio: 1.94x
Debt/Equity: 0.30x
EPS: $3.08
AI Rating: HOLD with 62% confidence

Investment Thesis

Claude

HF Sinclair demonstrates solid operational efficiency with strong interest coverage (22.8x) and healthy free cash flow generation ($866M), but faces headwinds from declining revenue (-6.0% YoY) and modest profitability margins (2.2% net margin). The company maintains a conservative capital structure with reasonable leverage (0.30x debt/equity) and adequate liquidity, though the pipeline sector is capital-intensive and growth appears constrained.

DINO Strengths

Claude
  • + Robust interest coverage ratio of 22.8x indicates strong debt service capacity
  • + Free cash flow of $866M with 3.2% FCF margin provides capital flexibility for dividends or debt reduction
  • + Conservative leverage at 0.30x debt/equity with solid equity base of $9.2B
  • + Strong current ratio of 1.94x demonstrates adequate short-term liquidity

DINO Risks

Claude
  • ! Revenue declined 6.0% year-over-year, suggesting volume pressures or market headwinds
  • ! Net profit margin of only 2.2% leaves limited room for operational disruptions
  • ! Operating margin of 3.5% is thin for a capital-intensive pipeline business
  • ! Quick ratio of 0.90x below 1.0x indicates potential working capital management pressure
  • ! Single Form 4 insider filing in 90 days suggests limited insider confidence signals

Key Metrics to Watch

Claude
  • * Revenue trend stabilization and return to growth
  • * Operating margin expansion through efficiency gains or rate increases
  • * Free cash flow sustainability and deployment strategy
  • * Debt reduction progress relative to operating cash flow generation
  • * Utilization rates on pipeline capacity and volume throughput

DINO Financial Metrics

Revenue
$26.9B
Net Income
$579.0M
EPS (Diluted)
$3.08
Free Cash Flow
$866.0M
Total Assets
$16.5B
Cash Position
$978.0M

💡 AI Analyst Insight

The relatively thin 3.2% FCF margin may limit capital allocation flexibility.

DINO Profitability Ratios

Gross Margin N/A
Operating Margin 3.5%
Net Margin 2.2%
ROE 6.3%
ROA 3.5%
FCF Margin 3.2%

DINO vs Energy Sector

How HF Sinclair Corp compares to Energy sector averages

Net Margin
DINO 2.2%
vs
Sector Avg 12.0%
DINO Sector
ROE
DINO 6.3%
vs
Sector Avg 14.0%
DINO Sector
Current Ratio
DINO 1.9x
vs
Sector Avg 1.3x
DINO Sector
Debt/Equity
DINO 0.3x
vs
Sector Avg 0.6x
DINO Sector

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

DINO Balance Sheet & Liquidity

Current Ratio
1.94x
Quick Ratio
0.90x
Debt/Equity
0.30x
Debt/Assets
44.0%
Interest Coverage
22.78x
Long-term Debt
$2.8B

DINO 5-Year Financial Trend

DINO 5-year financial data: Year 2022: Revenue $38.2B, Net Income -$601.4M, EPS $-3.72. Year 2023: Revenue $38.2B, Net Income $558.3M, EPS $3.39. Year 2024: Revenue $38.2B, Net Income $2.9B, EPS $14.28. Year 2025: Revenue $32.0B, Net Income $1.6B, EPS $8.29.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: HF Sinclair Corp's revenue has declined by 16% over the 5-year period, indicating business contraction. The most recent EPS of $8.29 reflects profitable operations.

DINO Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
3.2%
Free cash flow / Revenue

DINO Quarterly Performance

Quarterly financial performance data for HF Sinclair Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $7.2B -$76.0M $-0.40
Q2 2025 $6.8B $152.0M $0.79
Q1 2025 $6.4B -$4.0M $-0.02
Q3 2024 $7.2B -$75.9M $-0.40
Q2 2024 $7.8B $151.8M $0.79
Q1 2024 $7.0B $314.7M $1.57
Q3 2023 $8.9B $790.9M $4.23
Q2 2023 $7.8B $507.7M $2.62

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

DINO Capital Allocation

Operating Cash Flow
$1.3B
Cash generated from operations
Stock Buybacks
$354.0M
Shares repurchased (TTM)
Capital Expenditures
$449.0M
Investment in assets
Dividends Paid
$376.0M
Returned to shareholders

DINO SEC Filings

Access official SEC EDGAR filings for HF Sinclair Corp (CIK: 0001915657)

📋 Recent SEC Filings

Date Form Document Action
Mar 6, 2026 8-K dino-20260306.htm View →
Mar 4, 2026 4 xslF345X05/ownership.xml View →
Feb 27, 2026 10-K dino-20251231.htm View →
Feb 18, 2026 8-K dino-20260218.htm View →
Dec 9, 2025 8-K dino-20251208.htm View →

Frequently Asked Questions about DINO

What is the AI rating for DINO?

HF Sinclair Corp (DINO) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are DINO's key strengths?

Claude: Robust interest coverage ratio of 22.8x indicates strong debt service capacity. Free cash flow of $866M with 3.2% FCF margin provides capital flexibility for dividends or debt reduction.

What are the risks of investing in DINO?

Claude: Revenue declined 6.0% year-over-year, suggesting volume pressures or market headwinds. Net profit margin of only 2.2% leaves limited room for operational disruptions.

What is DINO's revenue and growth?

HF Sinclair Corp reported revenue of $26.9B.

Does DINO pay dividends?

HF Sinclair Corp pays dividends, with $376.0M distributed to shareholders in the trailing twelve months.

Where can I find DINO SEC filings?

Official SEC filings for HF Sinclair Corp (CIK: 0001915657) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DINO's EPS?

HF Sinclair Corp has a diluted EPS of $3.08.

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.

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