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Company Analysis

Delek Logistics Partners, L.P. DKL

A comprehensive view of key metrics, scores, and financial health for Delek Logistics Partners, L.P.

Overview of Delek Logistics Partners, LP

DKL NYQ
Energy Oil & Gas Refining & Marketing Mid Cap
Delek Logistics Partners, LP (DKL), is a Mid Cap company, in the Oil & Gas Refining & Marketing industry, last closed at $52.97, about 47.9% overvalued vs fair value, +24.2% 1Y return, placing in the top 10% of its sector.
$52.97
0.02%
As of March 13, 2026
Previous close • Vol 90d: 28.1%
52-Week Range
Market Cap
$2.83B
Enterprise Value
$2.86B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.deleklogistics.com
HQ Brentwood, TN
Fiscal year Dec 31

Next Events

Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$25
$28
$30
Current: $52.97 -48% vs base

Engine Room Money Flow™

Mid Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
7.7%%
Gross Profit
$238.5M
-14.7%%
Operating Income
$-436.0K
-100.2%%
EBITDA
None
21.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
0.42x
Fair

Free cash flow relative to net income

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$275.5M
369.5% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
3/4
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Delek Logistics Partners, L.P.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
49
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
31
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing DKL's balance between Growth (30.1%), Profitability (39.5%), and Safety (30.4%). Growth 30% Safety 30% Profitability 40%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

61th percentile vs peers
61
Key Signals
Rev Growth YoY 7.7% 78p Revenue CAGR 3Y -0.8% 63p EPS Growth YoY 3.3% 52p EPS CAGR 3Y -7.6% 38p TSR 34.9% 56p
Strengths
  • D/E Ratio in top 20% of peers (5.75, 88th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

80th percentile vs peers
81
Key Signals
Strengths
Risks
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Safety

61th percentile vs peers
62
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Delek Logistics Partners, L.P..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$27.61
- - -
-47.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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