Obermatt

Delek Logistics Partners

NYQ:DKL · US24664T1034
Oil, Gas & Consumable FuelsMedium

360

10
EV / EBIT14
Price / Owner Earnings11
Owner Earnings Yield36
Dividend Yield99
Price/Sales34
EV / Gross Profit17
Price/Book100
Return on Capital37
Cash Return on Capital40
EBIT Margin46
Gross Profitability45
Cash Conversion60
Accruals41
Owner Earnings Margin49
Sales growth40
Profit Growth53
Long-Term EPS Growth96
Reinvestment83
Price momentum47
Debt load2
Refinancing41
Debt Payback11
Liquidity14
Analyst ratings20
Opinion Changes50
Price Target Upside6
Market mood58
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Delek Logistics Partners clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryOil, Gas & Consumable Fuels
SizeMedium
TypePublic Company
ExchangeNYSE
Founded2012
Employees114
ISINUS24664T1034
Last UpdateApr 2, 2026
Index & Theme
Freight ServiceDisposal and RecyclingEnergy

Description

Delek Logistics Partners, LP (the Partnership) provides gathering, pipeline, and other transportation services primarily for crude oil and natural gas customers, storage, wholesale marketing, and terminalling services primarily for intermediate and r…

Analysis

Middle-of-the-road

Delek Logistics Partners, LP is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is expensive. You pay 65.8× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 22% yearly growth; analysts expect 22%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is fragile. The company scores 12/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
25
2023202420252026

All-time high

61

Jan 2024

All-time low

25

Jun 2026

Average rank

39

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
34
44
43
33
Price/Earnings
63
30
34
58
Price/Book
100
100
98
100
Dividend Yield
99
100
91
87
Value (overall)
84
85
77
95

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →