Vital Energy Stock Alpha and Beta Analysis

VTLE Stock   17.92  0.21  1.16%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Vital Energy. It also helps investors analyze the systematic and unsystematic risks associated with investing in Vital Energy over a specified time horizon. Remember, high Vital Energy's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Vital Energy's market risk premium analysis include:
Beta
0.0369
Alpha
0.19
Risk
3.12
Sharpe Ratio
0.14
Expected Return
0.44
Please note that although Vital Energy alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Vital Energy did 0.19  better than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Vital Energy stock's relative risk over its benchmark. Vital Energy has a beta of 0.04  . As returns on the market increase, Vital Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vital Energy is expected to be smaller as well. At present, Vital Energy's Tangible Book Value Per Share is projected to decrease significantly based on the last few years of reporting. The current year's Enterprise Value Over EBITDA is expected to grow to 6.38, whereas Price Book Value Ratio is forecasted to decline to 0.46.

Enterprise Value

3.07 Billion

Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.

Vital Energy Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Vital Energy market risk premium is the additional return an investor will receive from holding Vital Energy long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vital Energy. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Vital Energy's performance over market.
α0.19   β0.04

Vital Energy Fundamentals Vs Peers

Comparing Vital Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Vital Energy's direct or indirect competition across all of the common fundamentals between Vital Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Vital Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Vital Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Vital Energy by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Vital Energy to competition
FundamentalsVital EnergyPeer Average
Return On Equity-0.55-0.31
Return On Asset0.0537-0.14
Profit Margin(0.69) %(1.27) %
Operating Margin0.27 %(5.51) %
Current Valuation3.02 B16.62 B
Shares Outstanding38.69 M571.82 M
Shares Owned By Insiders21.98 %10.09 %

Vital Energy Opportunities

Vital Energy Return and Market Media

The Stock received substential amount of media coverage during this period.
 Price Growth (%)  
       Timeline  
1
Disposition of 350 shares by Hill Kathryn Anne of Vital Energy at 17.07 subject to Rule 16b-3
10/03/2025
2
Reviewing Vital Energy Hallador Energy
10/07/2025
3
Disposition of 614 shares by Hill Kathryn Anne of Vital Energy at 15.71 subject to Rule 16b-3
10/31/2025
4
Acquisition by Driver John of 2617 shares of Vital Energy subject to Rule 16b-3
11/10/2025
5
Crescent Energy to Acquire Vital Energy in Strategic Merger - TipRanks
11/12/2025
6
Can Vital Energy Inc. stock deliver consistent EPS growth - July 2025 Levels Weekly High Return Opportunities - newser.com
11/18/2025
7
Piper Sandler Cuts Vital Energy Price Target to 25.00
11/21/2025
8
Creative Planning Takes 1.01 Million Position in Vital Energy, Inc. VTLE - MarketBeat
12/01/2025
9
Vital Energy Stockholders Approve Merger with Crescent Energy
12/12/2025
10
Disposition of 11317 shares by Hollingsworth Jarvis V. of Vital Energy subject to Rule 16b-3
12/15/2025
11
Crescent Energy Company Stock Slides on Dec. 16 After Vital Energy Deal Closes Latest News, Analyst Forecasts, and What to Watch - ts2.tech
12/16/2025
12
Acquisition by Kuran Shihab A. of 2141 shares of Vital Energy subject to Rule 16b-3
12/19/2025

About Vital Energy Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Vital or other stocks. Alpha measures the amount that position in Vital Energy has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
 2023 2024 2025 2026 (projected)
Payables Turnover2.587.236.517.83
Days Of Inventory On Hand12.144.715.426.31

Vital Energy Upcoming Company Events

As portrayed in its financial statements, the presentation of Vital Energy's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Vital Energy's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Vital Energy's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Vital Energy. Please utilize our Beneish M Score to check the likelihood of Vital Energy's management manipulating its earnings.
21st of February 2024
Upcoming Quarterly Report
View
14th of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
21st of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

Build Portfolio with Vital Energy

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When determining whether Vital Energy is a strong investment it is important to analyze Vital Energy's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Vital Energy's future performance. For an informed investment choice regarding Vital Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.
You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Vital Energy technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
A focus of Vital Energy technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Vital Energy trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...