ARKO Petroleum Corp.

AI-generated fair value estimate for this company.

Method: 10-year unlevered discretionary-cash-flow DCF: approximately $100M annualized base discretionary cash flow (from Q1/Q2 2026 reported figures, roughly $25-27M per quarter); 3% growth years 1-5, 2% years 6-10; 9% discount rate; 2% terminal growth; $324.2M net debt; 47.57M diluted shares.

Reasoning: ARKO Petroleum Corp (IPO'd Feb 2026, spun out of ARKO Corp) is a mature, low-margin, high-volume wholesale fuel distributor with stable, dividend-paying discretionary cash flow, making a DCF with modest volume-driven growth and a discount rate reflecting fuel-distribution leverage the appropriate method; reported discretionary cash flow better represents owner earnings than net income for this thin-margin business.