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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 $50.86, about 45.7% overvalued vs fair value, +29.6% 1Y return, placing in the top 10% of its sector.
Metrics Rev Growth 7.7% ROE 5772.3%
$50.86
0.73%
As of April 28, 2026
Previous close • Vol 90d: 29.5%
52-Week Range
Market Cap
$2.72B
Enterprise Value
$2.75B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Good
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Good
Valuation
Fair
Completeness: 82%
Confidence: 87%
Updated: Mar 8
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: $50.86 -46% 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

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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
50
/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

Commodities & Mining vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing DKL's balance between Growth (28.9%), Profitability (40.2%), and Safety (30.9%). Growth 29% Safety 31% Profitability 40%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

60th percentile vs peers
60
Key Signals
Rev Growth YoY 7.7% 76p Revenue CAGR 3Y -0.8% 60p EPS Growth YoY 3.3% 55p TSR 34.9% 56p EPS CAGR 3Y -7.6% 37p
Strengths
  • D/E Ratio in top 20% of peers (5.75, 91th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

83th percentile vs peers
84
Key Signals
Strengths
Risks
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Safety

64th percentile vs peers
64
Key Signals
Strengths
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Two Futures

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

Loading valuation model...
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
- - -
-45.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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