Delek Logistics Partners, LP

Delek Logistics Partners, LP

DKLยทNYSE

$51.14

+0.020%
EnergyOil & Gas Midstream

Delek Logistics Partners, LP owns and operates logistics and marketing assets for crude oil, and intermediate and refined products in the United States. It operates through three segments: Pipelines and Transportation, Wholesale Marketing and Terminalling, and Investment in Pipeline Joint Ventures. The Pipelines and Transportation segment includes pipelines, trucks, and ancillary assets that provide crude oil gathering, crude oil intermediate and refined products transportation, and storage services primarily in support of the Tyler, El Dorado, and Big Spring refineries, as well as offers crude oil and other products transportation services to third parties. This segment operates approximately 400 miles of crude oil transportation pipelines; 450 miles of refined product pipelines; and approximately 900 miles of crude oil gathering, and intermediate and refined products storage tanks with an aggregate of approximately 10.2 million barrels of active shell capacity. The Wholesale Marketing and Terminalling segment provides wholesale marketing, transporting, storage, and terminalling services related to refined products to independent third parties. The Investments in Pipeline Joint Ventures Segment owns a portion of three joint ventures that have constructed separate crude oil pipeline systems and related ancillary assets, which serves third parties and subsidiaries. Delek Logistics GP, LLC serves as the general partner of the company. Delek Logistics Partners, LP was incorporated in 2012 and is headquartered in Brentwood, Tennessee. Delek Logistics Partners, LP operates as a subsidiary of Delek US Holdings, Inc.

At a Glance

Live Snapshot
Market Cap$2.72B
EPS3.3000
P/E Ratio15.50
Earnings Date08/05/2026
Delek Logistics Partners, LP

Delek Logistics Partners, LP Fair Value Envelope

DKL ยท NYSE

Our analysis suggests that DKL has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $51.14, this represents a potential HIDDEN relative to our calculated worth for Delek Logistics Partners, LP.

Intrinsic Value
Current Price: $51.14

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$159.6M
+ Cash & Equivalents$10.9M
Firm Value$170.5M
- Debt$35.2M
Equity Value$135.3M
/ Shares Outstanding53,480,400B
DCF Value$3
OVERVALUED BY 95%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$118.6M
$59.3M
$29.6M
$14.8M
$7.4M
$3.7M
$1.9M
$926.2K
$463.1K
$231.6K
Maintenance CapEx
-$26.8M
-$13.4M
-$6.7M
-$3.3M
-$1.7M
-$836.7K
-$418.4K
-$209.2K
-$104.6K
-$52.3K
Owner Earnings
$91.8M
$45.9M
$22.9M
$11.5M
$5.7M
$2.9M
$1.4M
$717.0K
$358.5K
$179.3K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$85.0M
$39.3M
$18.2M
$8.4M
$3.9M
$1.8M
$836.8K
$387.4K
$179.4K
$83.0K
Terminal Value represents 0.9% of Enterprise Value