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Upturn AI SWOT - About
DKL 
Delek Logistics Partners LP (DKL)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -25.48% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.34B USD | Price to earnings Ratio 14.47 | 1Y Target Price 44.75 |
Price to earnings Ratio 14.47 | 1Y Target Price 44.75 | ||
Volume (30-day avg) 200647 | Beta 1.97 | 52 Weeks Range 33.21 - 44.56 | Updated Date 04/1/2025 |
52 Weeks Range 33.21 - 44.56 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 10.22% | Basic EPS (TTM) 2.99 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.17% | Operating Margin (TTM) 18.27% |
Management Effectiveness
Return on Assets (TTM) 6.67% | Return on Equity (TTM) - |
Valuation
Trailing PE 14.47 | Forward PE 10.33 | Enterprise Value 4203014044 | Price to Sales(TTM) 2.49 |
Enterprise Value 4203014044 | Price to Sales(TTM) 2.49 | ||
Enterprise Value to Revenue 4.47 | Enterprise Value to EBITDA 10.65 | Shares Outstanding 53667500 | Shares Floating 19087928 |
Shares Outstanding 53667500 | Shares Floating 19087928 | ||
Percent Insiders 64.49 | Percent Institutions 21.48 |
Analyst Ratings
Rating 4 | Target Price 43.75 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
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. to own, operate, acquire, and construct midstream energy assets. It primarily focuses on gathering, processing, transporting, storing and marketing crude oil and refined products.
Core Business Areas
- Gathering and Processing: Owns and operates crude oil gathering systems and natural gas processing plants. These assets are crucial for connecting upstream production to downstream markets.
- Transportation: Operates pipelines and trucking assets for transporting crude oil, refined products, and other products.
- Storage: Provides storage services for crude oil, refined products, and other products.
- Wholesale Marketing and Terminalling: Engages in the wholesale marketing and terminalling of refined products.
Leadership and Structure
The General Partner of Delek Logistics Partners LP is Delek Logistics GP, LLC, which is wholly-owned by Delek US Holdings. The CEO is Avigal Soreq. The structure is a master limited partnership (MLP).
Top Products and Market Share
Key Offerings
- Crude Oil Gathering: Gathering of crude oil from production sites. Market share data is difficult to ascertain specifically for DKL's crude gathering activities. Competitors include Plains All American Pipeline (PAA), Enterprise Products Partners (EPD).
- Pipeline Transportation: Transporting crude oil and refined products through pipelines. Competitors include Magellan Midstream Partners (MMP) before its acquisition.
- Storage Services: Provides storage for crude oil and refined products. Competitors include Buckeye Partners (BPL).
Market Dynamics
Industry Overview
The midstream energy sector is influenced by crude oil and refined product production, demand, and pricing. Infrastructure development and regulatory policies also play significant roles. The industry is currently experiencing shifts due to energy transition and increasing focus on sustainability.
Positioning
Delek Logistics is positioned as a key midstream service provider in the regions where Delek US Holdings operates. Its competitive advantage lies in its integrated operations and relationship with its parent company. However, its dependence on Delek US Holdings also presents a risk.
Total Addressable Market (TAM)
The TAM for midstream energy services is substantial, estimated in the hundreds of billions of dollars annually. DKL is positioned to capture a share of this market through its strategic assets and integrated operations. DKL's size in relation to the TAM indicates room for further growth but also signifies significant competition.
Upturn SWOT Analysis
Strengths
- Strategic asset locations
- Relationship with Delek US Holdings
- Integrated operations
- Stable cash flows from fee-based contracts
Weaknesses
- Dependence on Delek US Holdings
- Exposure to commodity price fluctuations (indirectly)
- Limited geographic diversification
Opportunities
- Expansion of existing infrastructure
- Acquisitions of complementary assets
- Growth in crude oil and refined product production in operating areas
- Development of renewable energy infrastructure
Threats
- Regulatory changes
- Increased competition
- Decline in crude oil and refined product demand
- Environmental concerns
Competitors and Market Share
Key Competitors
- PAA
- EPD
- WES
Competitive Landscape
Delek Logistics competes with larger, more diversified midstream companies. Its advantage lies in its relationship with Delek US Holdings and its focus on specific geographic regions. Disadvantages include its smaller size and limited diversification.
Major Acquisitions
3 Bear Delaware Holding - Big Spring Gathering Assets
- Year: 2019
- Acquisition Price (USD millions): 623.5
- Strategic Rationale: Expanded crude oil gathering presence in the Permian Basin.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is driven by acquisitions, organic expansion, and increased throughput on existing assets. Growth data needs to be updated with current data for the latest report.
Future Projections: Future growth projections depend on analyst estimates, which incorporate factors such as crude oil production forecasts, infrastructure development plans, and regulatory changes. Analyst estimates need to be refreshed and updated for the latest report.
Recent Initiatives: Recent initiatives might include acquisitions, infrastructure expansions, and cost-reduction efforts. Recent initiatives require information from press releases, investor presentations, and SEC filings and are updated for the latest report.
Summary
Delek Logistics Partners is a midstream MLP with strategic assets tied to Delek US Holdings. It benefits from stable cash flows and integrated operations. However, its dependence on its parent company and exposure to commodity price fluctuations are key risks. Future growth depends on expansion projects and strategic acquisitions within the oil and gas midstream industry. Financial metrics and investor information need to be reviewed regularly to monitor their performance.
Similar Companies
- MPLX
- TGP
- ENLC
Sources and Disclaimers
Data Sources:
- Delek Logistics Partners LP Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Reports
- Analyst Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. Invest at your own risk.
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.
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