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Posted by
Two Blokes May 22, 2025 -
Filed in
Stock
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6 views
Marathon Petroleum's value is anchored by its MPLX stake, providing stable cash flows and supporting aggressive share buybacks. Refining margins are recovering, with improving crack spreads and lower turnaround costs expected to drive a strong Q2 rebound. The refining business is attractively valued at just ~3x cash flow, enabling substantial capital returns and long-term EPS growth.
