Delek Logistics Partners, L.P. DKL

Competitive advantage analysis · energy

Corporate Default
Overall moat score
62/100
Moderate

Ranked against 18 peers in Oil & Gas Refining & Marketing

About Delek Logistics Partners, L.P.

Delek Logistics Partners, LP provides gathering, pipeline, transportation, and other services for crude oil, intermediates, refined products, natural gas, storage, wholesale marketing, terminalling water disposal and recycling customers in the United States. The company operates in four segments: gathering and processing, wholesale marketing and terminalling, storage and transportation, and investments in pipeline joint ventures. It offers tanks, offloading facilities, and … Full DKL analysis →

Key strengths

  • Margins Consistently Above Peers Gross margin at 20.9% (top 12%) and operating margin at 18.0% (top 6%) indicate strong pricing power.
  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.94), suggesting sticky customer base.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
71
Premium

Signals, strengths and risks for Pricing Power

Premium

Signals, strengths and risks for Cost Advantage

Premium

Signals, strengths and risks for Customer Stickiness

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Resilience

Premium

Signals, strengths and risks for Scale & Market Position

Where DKL ranks in Oil & Gas Refining & Marketing

Delek Logistics Partners, L.P. ranks #4 of 19 scored companies in Oil & Gas Refining & Marketing by moat score — the top 21%. The widest moat in the group is Star Group L.P. (SGU) at 81/100.

# Company Moat score Rating
1 Star Group L.P. SGU 81/100 Strong
2 Par Pacific Holdings, Inc. Comm PARR 74/100 Moderate
3 Ultrapar Participacoes S.A. (Ne UGP 67/100 Moderate
4 Delek Logistics Partners, L.P. DKL 62/100 Moderate
5 Sunoco LP SUN 61/100 Moderate
6 CrossAmerica Partners LP CAPL 60/100 Moderate
7 Marathon Petroleum Corporation MPC 58/100 Moderate
8 Cosan S.A. CSAN 57/100 Moderate
9 Phillips 66 PSX 55/100 Moderate

See every Commodities & Mining company ranked by moat score →

How DKL scores on the Corporate Default defenses

Pricing Power

Score 70 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 65 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 76 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 70 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 42 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 48 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding DKL's moat

What is Delek Logistics Partners, L.P.'s moat score?

Delek Logistics Partners, L.P. (DKL) scores 62 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #4 of 19 scored companies in Oil & Gas Refining & Marketing, the top 21%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 18 companies in Oil & Gas Refining & Marketing. Its strongest defense is Customer Stickiness (76/100) and its weakest is Resilience (42/100).

How does Delek Logistics Partners, L.P. compare with other Oil & Gas Refining & Marketing companies?

Delek Logistics Partners, L.P. ranks #4 of 19 scored companies in Oil & Gas Refining & Marketing by moat score. The widest moat in Oil & Gas Refining & Marketing is Star Group L.P. (SGU) at 81/100. The companies ranked closest are Ultrapar Participacoes S.A. (Ne (UGP) at 67 just above it and Sunoco LP (SUN) at 61 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 18 companies in Oil & Gas Refining & Marketing. The defenses are then weighted to produce the overall score out of 100.

Why is Delek Logistics Partners, L.P. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Delek Logistics Partners, L.P.?

The Corporate Default template measures 6 defenses, and DKL scores: Pricing Power (70), Cost Advantage (65), Customer Stickiness (76), Capital Efficiency (70), Resilience (42), Scale & Market Position (48). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

Send Feedback
Please select a category.
0/1000