Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DKL
HoldFallen FavouriteDelek Logistics Partners, LP · Energy · United States · $3.1B · Avg Vol: $10M/d
COMPANY DESCRIPTION
Delek Logistics Partners, LP is a growth-oriented master limited partnership that owns and operates crude oil and refined products logistics assets. Serving as a key midstream partner for Delek US Holdings, the company manages pipelines, terminals, and storage facilities in the Permian Basin and other areas of Texas and Arkansas. Its fee-based business model provides stable cash flows, underpinned by long-term contracts with its sponsor, Delek US.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.0B | 1.0B | 940.6M | 1.0B | -0.7% | 1.2B | 1.4B | 1.4B | 18.5% |
| EPS | 3.66 | 2.90 | 2.99 | 3.30 | -3.4% | 2.89 | 3.49 | 4.36 | 14.9% |
| Shares | 43.6M | 43.6M | 51.5M | 53.5M | +22.8% | 57.8M | — | — | — |
| Debt | 1.7B | 1.7B | 1.9B | 2.4B | 12.3% | 2.4B | — | — | — |
| Equity | 0 | 0 | 0 | 0 | — | — | — | — | — |
| Op CF | 192.2M | 225.3M | 206.3M | 237.1M | 7.3% | 339.7M | — | — | — |
| Inv CF | -770.4M | -89.6M | -384.6M | -444.2M | — | — | — | — | — |
| Fin CF | 581.9M | -139.9M | 179.9M | 212.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of DKL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DKL | Delek Logistics Partners, LP(you) | $3.1B | 37 | Hold |
| IEP | Icahn Enterprises L.P. | $4.8B | 28 | Sell |
| APC | ARKO Petroleum Corp. | $1.5B | 24 | Sell |
| WKC | World Kinect Corporation | $1.8B | 58 | Hold |
| CVI | CVR Energy, Inc. | $4.2B | 69 | Buy |
| DK | Delek US Holdings, Inc. | $4.4B | 77 | Buy |
| PBF | PBF Energy Inc. | $8.4B | 69 | Buy |
| CAPL | CrossAmerica Partners LP | $881M | 79 | Buy |
| PARR | Par Pacific Holdings, Inc. | $4.0B | 100 | Strong Buy |
| CLNE | Clean Energy Fuels Corp. | $359M | 9 | Strong Sell |
Peer medians: ROE 10.1% · P/E 17.6x · Gross margin 43.8%