Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
DKL 
Delek Logistics Partners LP (DKL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: DKL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $43.5
1 Year Target Price $43.5
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -32.12% | Avg. Invested days 34 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.33B USD | Price to earnings Ratio 14.75 | 1Y Target Price 43.5 |
Price to earnings Ratio 14.75 | 1Y Target Price 43.5 | ||
Volume (30-day avg) 3 | Beta 0.63 | 52 Weeks Range 32.77 - 46.81 | Updated Date 08/29/2025 |
52 Weeks Range 32.77 - 46.81 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 10.18% | Basic EPS (TTM) 2.94 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date 2025-08-06 | When - | Estimate 0.87 | Actual 0.83 |
Profitability
Profit Margin 16.58% | Operating Margin (TTM) 21.29% |
Management Effectiveness
Return on Assets (TTM) 4.79% | Return on Equity (TTM) 54.24% |
Valuation
Trailing PE 14.75 | Forward PE 10.33 | Enterprise Value 4537728263 | Price to Sales(TTM) 2.53 |
Enterprise Value 4537728263 | Price to Sales(TTM) 2.53 | ||
Enterprise Value to Revenue 4.93 | Enterprise Value to EBITDA 11 | Shares Outstanding 53463800 | Shares Floating 18809110 |
Shares Outstanding 53463800 | Shares Floating 18809110 | ||
Percent Insiders 64.78 | Percent Institutions 21.41 |
Upturn AI SWOT
Delek Logistics Partners LP
Company Overview
History and Background
Delek Logistics Partners, LP (DKL) was formed in 2012 by Delek US Holdings, Inc. as a master limited partnership (MLP) to own, operate, acquire, and construct midstream energy assets. It has grown through organic projects and acquisitions.
Core Business Areas
- Gathering and Processing: Owns and operates crude oil gathering systems and natural gas gathering and processing facilities, primarily in the Permian Basin.
- Transportation and Storage: Owns and operates pipelines and storage facilities for crude oil, refined products, and other feedstocks.
- Wholesale Marketing and Terminalling: Engages in wholesale marketing of refined products and operates refined products terminals.
Leadership and Structure
Avigal Soreq is the CEO. Delek Logistics is structured as a master limited partnership (MLP), with Delek US Holdings, Inc. as the general partner.
Top Products and Market Share
Key Offerings
- Crude Oil Gathering: DKL gathers crude oil from producers, primarily in the Permian Basin. While specific market share data is not readily available, the Permian Basin is a highly competitive market. Competitors include Plains All American Pipeline, Enterprise Products Partners, and Magellan Midstream Partners.
- Refined Products Transportation: DKL transports refined products via pipelines. Market share data is not publicly available. Competitors include Colonial Pipeline, Buckeye Partners, and MPLX.
- Storage and Terminalling Services: DKL offers storage and terminalling services for refined products. Market share data is not publicly available. Competitors include Kinder Morgan, Valero Energy Partners, and NuStar Energy.
Market Dynamics
Industry Overview
The midstream energy sector is influenced by crude oil and natural gas production volumes, commodity prices, and infrastructure demand. The energy transition and regulatory changes pose significant challenges and opportunities. Demand for refined product transportation and storage is dependent on consumer consumption and refinery outputs.
Positioning
Delek Logistics is a regional player focused on midstream assets supporting Delek US Holdings' refining operations and third-party producers, primarily in the Permian Basin and surrounding areas. Its competitive advantages include its strategic asset locations and relationship with Delek US Holdings.
Total Addressable Market (TAM)
The TAM for midstream energy infrastructure in the U.S. is in the billions of dollars annually. DKL's positioning within this TAM is focused on specific geographic regions and service offerings, contributing to a smaller segment of the overall market.
Upturn SWOT Analysis
Strengths
- Strategic asset locations near Delek US Holdings' refineries
- Stable fee-based revenues
- Strong relationship with Delek US Holdings
- Operational expertise in gathering, transportation, and storage
- Conservative financial management
Weaknesses
- Concentration of assets in specific geographic regions
- Dependence on Delek US Holdings for a significant portion of revenue
- Sensitivity to commodity price fluctuations
- Limited diversification outside of core midstream activities
Opportunities
- Expansion of midstream infrastructure in the Permian Basin
- Acquisitions of complementary assets
- Growth in refined products exports
- Development of carbon capture and storage infrastructure
- Increased demand for storage capacity
Threats
- Decline in crude oil and natural gas production
- Increased regulatory scrutiny
- Competition from larger midstream companies
- Economic downturn
- Energy transition reducing demand for fossil fuels
Competitors and Market Share
Key Competitors
- MPLX (MPLX)
- Enterprise Products Partners (EPD)
- Plains All American Pipeline (PAA)
- Magellan Midstream Partners (MMP)
Competitive Landscape
DKL faces competition from larger, more diversified midstream companies. Its advantages lie in its regional focus and relationship with Delek US Holdings. Its disadvantages stem from its smaller scale and geographic concentration.
Major Acquisitions
3 Bear Delaware Holding u2013 NM, LLC
- Year: 2019
- Acquisition Price (USD millions): 624
- Strategic Rationale: Expanded gathering and processing footprint in the Permian Basin.
Growth Trajectory and Initiatives
Historical Growth: DKL's growth has been driven by acquisitions and organic projects supporting Delek US Holdings' refining operations.
Future Projections: Future growth is dependent on Permian Basin production, energy demand, and the company's ability to execute strategic projects.
Recent Initiatives: Recent initiatives likely include investments in pipeline infrastructure and storage capacity.
Summary
Delek Logistics is a regional midstream player with a strategic focus on supporting Delek US Holdings' refining operations and third-party production in the Permian Basin. While it benefits from stable fee-based revenues and a strong relationship with its parent company, it faces challenges related to its geographic concentration, reliance on Delek US Holdings, and competition from larger players. Future growth hinges on Permian Basin production, strategic acquisitions, and the company's ability to adapt to the energy transition. The company's financial health and dividend payouts are positive, but risks related to market volatility should be noted.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Delek Logistics Partners LP Investor Relations
- SEC Filings
- Yahoo Finance
- Bloomberg
- MarketWatch
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change, so consult with a qualified financial advisor before making investment decisions. Market share estimations are approximate and based on available industry data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Delek Logistics Partners LP
Exchange NYSE | Headquaters Brentwood, TN, United States | ||
IPO Launch date 2012-11-02 | President, CEO & Director of Delek Logistics GP, LLC Mr. Avigal Soreq CPA | ||
Sector Energy | Industry Oil & Gas Refining & Marketing | Full time employees - | Website https://www.deleklogistics.com |
Full time employees - | Website https://www.deleklogistics.com | ||
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 trucks and ancillary assets that provide crude oil, hydrocarbon-based products, intermediate and refined products transportation, and storage services. 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.