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Delek Logistics Partners, LP DKL
Energy - Oil & Gas Midstream - NYSE - US
Watchlist
$ 38.72
-2.57 %
$ 2.08 B
Market Cap
12.95
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one DKL stock under the worst case scenario is HIDDEN Compared to the current market price of 38.7 USD, Delek Logistics Partners, LP is HIDDEN

DKL Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one DKL stock under the base case scenario is HIDDEN Compared to the current market price of 38.7 USD, Delek Logistics Partners, LP is HIDDEN

DKL Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one DKL stock under the best case scenario is HIDDEN Compared to the current market price of 38.7 USD, Delek Logistics Partners, LP is HIDDEN

DKL Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart DKL

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1M -13%
6M 4%
1Y 12%
3Y -4%
5Y 618%
All
$45.0$45.0$44.0$44.0$43.0$43.0$42.0$42.0$41.0$41.0$40.0$40.0$39.0$39.0$38.0$38.0$37.0$37.0$36.0$36.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
941 M REVENUE
-7.82%
Growth Rates
1Year -7.82%
3Years 10.30%
5Years 10.00%
7Years 8.31%
10Years 1.12%
203 M OPERATING INCOME
-15.12%
Growth Rates
1Year -15.12%
3Years 2.11%
5Years 10.02%
7Years 12.64%
10Years 9.77%
143 M NET INCOME
13.03%
Growth Rates
1Year 13.03%
3Years -4.69%
5Years 8.08%
7Years 10.84%
10Years 7.22%
206 M OPERATING CASH FLOW
-8.42%
Growth Rates
1Year -8.42%
3Years -9.15%
5Years 9.61%
7Years 13.00%
10Years 9.16%
-385 M INVESTING CASH FLOW
-329.08%
Growth Rates
1Year -329.08%
3Years -186.46%
5Years -21.14%
7Years -43.51%
10Years -29.15%
180 M FINANCING CASH FLOW
228.57%
Growth Rates
1Year 228.57%
3Years 39.16%
5Years 58.40%
7Years 27.35%
10Years 18.06%
210 M REVENUE
-1.97%
Growth Rates
1Year -7.82%
3Years 10.30%
5Years 10.00%
7Years 8.31%
10Years 1.12%
38 M OPERATING INCOME
19.96%
Growth Rates
1Year -15.12%
3Years 2.11%
5Years 10.02%
7Years 12.64%
10Years 9.77%
35.3 M NET INCOME
4.84%
Growth Rates
1Year 13.03%
3Years -4.69%
5Years 8.08%
7Years 10.84%
10Years 7.22%
49.9 M OPERATING CASH FLOW
100.04%
Growth Rates
1Year -8.42%
3Years -9.15%
5Years 9.61%
7Years 13.00%
10Years 9.16%
-70.1 M INVESTING CASH FLOW
76.58%
Growth Rates
1Year -329.08%
3Years -186.46%
5Years -21.14%
7Years -43.51%
10Years -29.15%
18.2 M FINANCING CASH FLOW
-93.41%
Growth Rates
1Year 228.57%
3Years 39.16%
5Years 58.40%
7Years 27.35%
10Years 18.06%
Balance Sheet Delek Logistics Partners, LP
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Current Assets 146 M
Cash & Short-Term Investments 5.38 M
Receivables 54.7 M
Other Current Assets 85.8 M
Non-Current Assets 1.9 B
Long-Term Investments 510 M
PP&E 1.08 B
Other Non-Current Assets 304 M
4.20 %24.99 %52.95 %14.91 %Total Assets$2.0b
Current Liabilities 88.8 M
Accounts Payable 41.4 M
Short-Term Debt 10.7 M
Other Current Liabilities 36.7 M
Non-Current Liabilities 1.92 B
Long-Term Debt 12 M
Other Non-Current Liabilities 1.91 B
94.98 %Total Liabilities$2.0b
EFFICIENCY
Earnings Waterfall Delek Logistics Partners, LP
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Revenue 941 M
Cost Of Revenue 697 M
Gross Profit 244 M
Operating Expenses 40.9 M
Operating Income 203 M
Other Expenses 60.1 M
Net Income 143 M
1b1b900m900m800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m00941m(697m)244m(41m)203m(60m)143mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
25.91% GROSS MARGIN
25.91%
Averages
1Year 25.91%
3Years 25.97%
5Years 29.12%
7Years 27.72%
10Years 25.94%
21.56% OPERATING MARGIN
21.56%
Averages
1Year 21.56%
3Years 21.74%
5Years 24.86%
7Years 23.57%
10Years 21.18%
15.17% NET MARGIN
15.17%
Averages
1Year 15.17%
3Years 14.30%
5Years 18.93%
7Years 17.85%
10Years 16.32%
401.61% ROE
401.61%
Averages
1Year 401.61%
3Years 59.98%
5Years -25.12%
7Years -36.64%
10Years -157.35%
6.99% ROA
6.99%
Averages
1Year 6.99%
3Years 8.05%
5Years 11.69%
7Years 12.27%
10Years 13.44%
10.30% ROIC
10.30%
Averages
1Year 10.30%
3Years 12.75%
5Years 15.91%
7Years 16.90%
10Years 18.13%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Delek Logistics Partners, LP
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300m300m250m250m200m200m150m150m100m100m50m50m00(50m)(50m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 143 M
Depreciation & Amortization 101 M
Capital Expenditures -129 M
Stock-Based Compensation 0
Change in Working Capital -48.8 M
Others -38.5 M
Free Cash Flow 77.3 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Delek Logistics Partners, LP
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Wall Street analysts predict an average 1-year price target for DKL of $43.7 , with forecasts ranging from a low of $36 to a high of $50 .
DKL Lowest Price Target Wall Street Target
36 USD -7.02%
DKL Average Price Target Wall Street Target
43.7 USD 12.78%
DKL Highest Price Target Wall Street Target
50 USD 29.13%
Price
Max Price Target
Min Price Target
Average Price Target
505048484646444442424040383836363434May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
2.84% DIVIDEND YIELD
1.1 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
4.5004.5004.0004.0003.5003.5003.0003.0002.5002.5002.0002.0001.5001.5001.0001.0000.5000.5000.0000.0000.510.590.680.7250.810.8850.910.9751.021.0551.1050.530.610.690.750.820.890.920.981.0251.070.550.630.7050.770.850.90.940.9851.0351.090.572.160.6552.490.7152.790.793.040.883.360.9053.580.953.720.993.931.0454.131.14.311.112015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 11
6. Ownership
Insider Ownership Delek Logistics Partners, LP
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
192 K USD 2
3-6 MONTHS
504 K USD 5
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Wall Street's Most Accurate Analysts Weigh In On 3 Energy Stocks With Over 8% Dividend Yields During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout. benzinga.com - 2 weeks ago
Undercovered Dozen: Delek Logistics, Perma-Fix, Consolidated Water, Rockwell Automation + The 'Undercovered' Dozen series highlights 12 lesser-covered stocks weekly, offering diverse investment ideas and sparking discussions among investors. Investment opportunities range from common equities and preferred stocks to biotech firms and real estate trusts, each with unique risk-reward profiles. Key recommendations include strong buys for Regenxbio Inc. and Sila Realty Trust, and a sell rating for Fortescue Ltd. due to market sensitivity. seekingalpha.com - 3 weeks ago
2 Dividend Stocks That Could Potentially Double Soon (26-33% Free Cash Flow Yields) One stock is trading at just 44% of NAV, with a free cash flow yield over 30% — and a path to possibly doubling in the near future. Another has a publicly traded holding worth more than its market cap and trades at less than 33% of its estimated NAV. These two 6%-yielders could potentially deliver 100% upside in 1-3 years — without chasing hype or mega-cap tech. seekingalpha.com - 3 weeks ago
Delek Logistics: 10% Dividend With Growth Potential Delek Logistics is diversifying its customer base and sources of revenue, increasing the contribution of the water segment. Adjusted EBITDA is expected to grow by 20%, driven by the recent acquisitions in the water segment and the new gas facility. Cash distributions keep increasing, and if the recent acquisitions translate into higher income, they are sustainable. seekingalpha.com - 3 weeks ago
Why Delek Logistics Partners (DKL) Might be Well Poised for a Surge Delek Logistics Partners (DKL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions. zacks.com - 4 weeks ago
Delek Logistics Partners (DKL): Strong Industry, Solid Earnings Estimate Revisions Delek Logistics Partners (DKL) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well. zacks.com - 1 month ago
Jump On These Over 9% Dividend Yielding Stocks Today The recent inflation read came in below market expectations at 2.8%. 247wallst.com - 1 month ago
Delek Logistics Partners, LP 2024 K-1 Tax Packages Available on Website BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) today announced that 2024 K-1 tax packages are now available on our third-party provider's website, https://www.taxpackagesupport.com/DelekLogistics. Printing and mailing of these tax packages are currently underway. Questions regarding the 2024 Tax Reporting Package can be addressed by contacting 1-833-263-0144 between 8:00 a.m. and 5:00 p.m. CST, Monday through Friday. About Delek Logistics Partners, LP Delek Logistic. businesswire.com - 1 month ago
Are Oils-Energy Stocks Lagging Delek Logistics Partners (DKL) This Year? Here is how Delek Logistics Partners, L.P. (DKL) and OMV AG (OMVKY) have performed compared to their sector so far this year. zacks.com - 1 month ago
The More They Drop, The More I Buy (Up To 11% Yields) These 4 dividend stocks have dropped sharply. Here's why they are worth doubling down on. Buy the dip in these high-yield stocks before the market catches on—valuation resets could drive big upside. seekingalpha.com - 1 month ago
Delek Logistics Partners, LP 2024 Form 10-K Available on Website BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) (“Delek Logistics”) today announced that its Annual Report on Form 10-K for the fiscal year ended December 31, 2024 was filed with the U.S. Securities and Exchange Commission on February 26, 2025 and can be viewed on the Partnership's website at www.deleklogistics.com. The filing can be accessed by selecting the “SEC Filings” link. Also, upon written request, limited partners may receive, free of charge, a printed copy. businesswire.com - 1 month ago
Dividend Income For Early Retirement: Well-Covered 7-11% Yields With Strong Growth How to retire early with a portfolio built for passive income. 3 stocks that offer enticing dividends and strong long-term growth. Inflation-proof your retirement with dividend stocks that pay you to wait and grow your wealth over time. seekingalpha.com - 1 month ago
8. Profile Summary

Delek Logistics Partners, LP DKL

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COUNTRY US
INDUSTRY Oil & Gas Midstream
MARKET CAP $ 2.08 B
Dividend Yield 2.84%
Description 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.
Contact 7102 Commerce Way, Brentwood, TN, 37027 https://www.deleklogistics.com
IPO Date Nov. 2, 2012
Employees 0
Officers Mr. Joseph Israel Executive Vice President of Operations Mr. Avigal Soreq CPA President, Chief Executive Officer & Director of Delek Logistics GP, LLC Ms. Denise Clark McWatters Executive Vice President, General Counsel & Secretary of Delek Logistics GP LLC Mr. Robert Wright Senior Vice President, Deputy Chief Financial Officer & Chief Accounting Officer of Delek Logistics GP, LLC Mr. Jared Paul Serff Executive Vice President of Delek Logistics GP LLC Mr. Reuven Avraham Spiegel Executive Vice President, Chief Financial Officer, Treasurer & Director of Delek Logistics GP, LLC Mr. Ezra Uzi Yemin Executive Chairman of Delek Logistics GP LLC