VLO

Valero Energy Corp.

DOUBTFUL — METHODS DIFFERstock

Is VLO Halal?

Oil refiner — financial ratios pass but refining and ethanol activity remain methodology-dependent.

What You Should Know

Valero's March 31, 2026 filing reports debt/assets of 18.49%, liquidity/assets of 9.23% and receivables plus cash/assets of 30.81%; gross interest income is not separately disclosed. Petroleum refining, ethanol and renewable-fuel activities require scholar-specific review even though the examined financial ratios pass.

⚠️ Concerns

  • Refining and petroleum products require activity review
  • Ethanol and renewable-fuel production
  • Accounts-receivable sales and finance-lease structures
  • Gross interest income and a universal prohibited-revenue numerator are unavailable

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
18.49%Within limit
Below 33.333% under FTSE Yasaar

11,491 / 62,142

Cash + interest-bearing securities / assets
9.23%Within limit
Below 33.333% under FTSE Yasaar

5,733 / 62,142

Receivables + cash / assets
30.81%Within limit
Below 50% under FTSE Yasaar

19,143 / 62,142

FTSE Yasaar
v4.6, February 2026
Financial
Incomplete
Overall
Incomplete

Debt is 18.49% of total assets, liquidity is 9.23% and receivables plus cash are 30.81%, below the examined limits; gross interest income is unavailable, so the FTSE-style financial result remains incomplete.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Pass
Overall
Incomplete

Debt is 18.49%, liquidity is 9.23% and receivables plus cash are 30.81% of total assets, below the examined MSCI total-assets limits; business classification remains incomplete.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Pass
Overall
Incomplete

Debt/assets is 18.49% and liquidity/assets is 9.23%, below the examined Malaysia SAC limits; business activity remains incomplete and this is not an official classification.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Not calculated

A properly licensed and reproducible 24- or 36-month issuer market-cap history is not stored, so market-cap methods are not estimated from a current spot price.

Business-activity disclosure

Valero refines petroleum and produces and markets renewable diesel, ethanol and other fuels. Refining and renewable-fuel activities may be viewed differently across scholars, while fossil-fuel products, ethanol, commodity contracts, environmental liabilities and finance leases require qualitative review.

Limitation: The filing does not allocate revenue into a universal prohibited-revenue numerator by product, end use or customer; no exact activity percentage is asserted.

Purification

Gross interest income is not separately disclosed and no scholar-approved purification percentage is prescribed; no fixed amount is estimated.

Inputs, assumptions and primary sources
  • Amounts are USD millions from Valero's March 31, 2026 Form 10-Q.
  • Interest-bearing debt includes $1,026 million of current debt and finance lease obligations and $10,465 million of debt and finance lease obligations less current portion; operating leases are excluded.
  • Cash and cash equivalents are $5,733 million. Benefit-plan investments and separately restricted assets are not added as unrestricted interest-bearing securities.
  • Receivables, net are $13,410 million and first-quarter revenue is $32,381 million.
  • The filing does not separately disclose gross interest income or a universal prohibited-revenue numerator.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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