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Vital Energy (Vital Energy) ROE % : 49.39% (As of Dec. 2023)


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What is Vital Energy ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Vital Energy's annualized net income for the quarter that ended in Dec. 2023 was $1,126 Mil. Vital Energy's average Total Stockholders Equity over the quarter that ended in Dec. 2023 was $2,279 Mil. Therefore, Vital Energy's annualized ROE % for the quarter that ended in Dec. 2023 was 49.39%.

The historical rank and industry rank for Vital Energy's ROE % or its related term are showing as below:

VTLE' s ROE % Range Over the Past 10 Years
Min: -260.81   Med: 26.1   Max: 116.04
Current: 40.9

During the past 13 years, Vital Energy's highest ROE % was 116.04%. The lowest was -260.81%. And the median was 26.10%.

VTLE's ROE % is ranked better than
91.25% of 1017 companies
in the Oil & Gas industry
Industry Median: 7.82 vs VTLE: 40.90

Vital Energy ROE % Historical Data

The historical data trend for Vital Energy's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Vital Energy ROE % Chart

Vital Energy Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -33.97 -213.10 58.91 77.75 35.68

Vital Energy Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 44.79 39.02 83.37 1.16 49.39

Competitive Comparison of Vital Energy's ROE %

For the Oil & Gas E&P subindustry, Vital Energy's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Vital Energy's ROE % Distribution in the Oil & Gas Industry

For the Oil & Gas industry and Energy sector, Vital Energy's ROE % distribution charts can be found below:

* The bar in red indicates where Vital Energy's ROE % falls into.



Vital Energy ROE % Calculation

Vital Energy's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=695.078/( (1110.746+2785.257)/ 2 )
=695.078/1948.0015
=35.68 %

Vital Energy's annualized ROE % for the quarter that ended in Dec. 2023 is calculated as

ROE %=Net Income (Q: Dec. 2023 )/( (Total Stockholders Equity (Q: Sep. 2023 )+Total Stockholders Equity (Q: Dec. 2023 ))/ count )
=1125.736/( (1773.064+2785.257)/ 2 )
=1125.736/2279.1605
=49.39 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Dec. 2023) net income data. ROE % is displayed in the 30-year financial page.


Vital Energy  (NYSE:VTLE) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Dec. 2023 )
=Net Income/Total Stockholders Equity
=1125.736/2279.1605
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1125.736 / 1778.084)*(1778.084 / 4787.9165)*(4787.9165 / 2279.1605)
=Net Margin %*Asset Turnover*Equity Multiplier
=63.31 %*0.3714*2.1007
=ROA %*Equity Multiplier
=23.51 %*2.1007
=49.39 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Dec. 2023 )
=Net Income/Total Stockholders Equity
=1125.736/2279.1605
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (1125.736 / 1263.792) * (1263.792 / 547.136) * (547.136 / 1778.084) * (1778.084 / 4787.9165) * (4787.9165 / 2279.1605)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8908 * 2.3098 * 30.77 % * 0.3714 * 2.1007
=49.39 %

Note: The net income data used here is four times the quarterly (Dec. 2023) net income data. The Revenue data used here is four times the quarterly (Dec. 2023) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Vital Energy ROE % Related Terms

Thank you for viewing the detailed overview of Vital Energy's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Vital Energy (Vital Energy) Business Description

Traded in Other Exchanges
Address
521 East Second Street, Suite 1000, Tulsa, OK, USA, 74120
Vital Energy is an independent energy company. Its business is focused on the acquisition, exploration and development of oil and natural gas properties in the Permian Basin of West Texas. The Company has identified one operating segment: exploration and production.
Executives
Lori A Lancaster director 302 WEST 86TH STREET. APT. 4C, NEW YORK NY 10024
Maple Energy Holdings, Llc 10 percent owner C/O RIVERSTONE HOLDINGS LLC, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Riverstone/gower Mgmt Co Holdings, L.p. 10 percent owner C/O RIVERSTONE HOLDINGS, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Riverstone Management Group, L.l.c. 10 percent owner C/O RIVERSTONE HOLDINGS, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Riverstone Holdings Llc 10 percent owner 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Lapeyre Pierre F Jr 10 percent owner C/O RIVERSTONE HOLDINGS, 712 FIFTH AVENUE 36TH FLOOR, NEW YORK NY 10019
David M Leuschen 10 percent owner C/O RIVERSTONE HOLDINGS, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Riverstone Credit Partners - Direct, L.p. 10 percent owner C/O RIVERSTONE HOLDINGS LLC, 712 FIFTH AVENUE, 19TH FLOOR, NEW YORK NY 10019
Riverstone Strategic Credit Partners A-2 Aiv, L.p. 10 percent owner 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Riverstone Credit Partners Ii - Direct, L.p. 10 percent owner 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Rcp Ii F2 Gp, L.p. 10 percent owner C/O RIVERSTONE HOLDINGS LLC, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Riverstone Maple Investor, Llc 10 percent owner C/O RIVERSTONE HOLDINGS LLC, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Rcp Strategic Credit Partners (a) Gp, L.l.c. 10 percent owner C/O RIVERSTONE HOLDINGS LLC, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Rcp F1 Gp, L.l.c. 10 percent owner C/O RIVERSTONE HOLDINGS LLC, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019
Rcp F2 Gp, L.p. 10 percent owner C/O RIVERSTONE HOLDINGS LLC, 712 FIFTH AVENUE, 36TH FLOOR, NEW YORK NY 10019