Stock DKL DELEK LOGISTICS PARTNERS, LP
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Financials Delek Logistics Partners, LP

Equities

DKL

US24664T1034

Oil & Gas Transportation Services

Real-time Estimate Cboe BZX
Other stock markets
 19:44:57 29/04/2024 BST 		5-day change 1st Jan Change
40.02 USD -0.37% Intraday chart for Delek Logistics Partners, LP +2.91% -7.27%
04-26 Delek Logistics Partners, LP Increases Quarterly Cash Distribution, Payable on May 15, 2024 CI
04-19 Truist Starts Delek Logistics Partners at Buy With $46 Price Target, Sees 'Compelling Midstream Growth Story With Strong Yields' MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 780.4 1,390 1,857 1,968 1,882 1,896 - -
Enterprise Value (EV) 1 780.4 1,390 1,857 1,968 1,882 1,896 1,896 1,896
P/E ratio 12.2 x 7.66 x 11.3 x 12.4 x 14.9 x 11.5 x 9.94 x -
Yield 10.8% 11.3% 8.86% 8.78% 9.64% 10.7% 11.1% 11.4%
Capitalization / Revenue 1.34 x 2.47 x 2.65 x 1.9 x 1.84 x 1.79 x 1.74 x 1.7 x
EV / Revenue 1.34 x 2.47 x 2.65 x 1.9 x 1.84 x 1.79 x 1.74 x 1.7 x
EV / EBITDA 4.36 x 5.67 x 7 x 6.31 x 4.89 x 4.57 x 4.31 x 4.28 x
EV / FCF 6.43 x 17.5 x 7.39 x 43.3 x 14.6 x 8.83 x 7.09 x -
FCF Yield 15.5% 5.7% 13.5% 2.31% 6.87% 11.3% 14.1% -
Price to Book -5.34 x -12.8 x -17.9 x - - - - -
Nbr of stocks (in thousands) 24,417 43,433 43,459 43,492 43,596 47,201 - -
Reference price 2 31.96 32.00 42.73 45.25 43.17 40.17 40.17 40.17
Announcement Date 25/02/20 23/02/21 23/02/22 28/02/23 27/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 584 563.4 700.9 1,036 1,020 1,060 1,092 1,113
EBITDA 1 179 245.3 265.2 311.9 385.1 415 440.4 442.8
EBIT 1 125.6 179.8 190.5 209.7 238.9 280.6 300.5 315.3
Operating Margin 21.51% 31.91% 27.18% 20.23% 23.42% 26.46% 27.53% 28.34%
Earnings before Tax (EBT) 1 97.72 - 165 - - 116.8 153.5 -
Net income 1 63.67 140.5 164.8 159.1 126.2 141 173.4 -
Net margin 10.9% 24.94% 23.52% 15.35% 12.37% 13.3% 15.88% -
EPS 2 2.610 4.180 3.790 3.660 2.890 3.480 4.040 -
Free Cash Flow 1 121.3 79.22 251.1 45.47 129.2 214.9 267.3 -
FCF margin 20.78% 14.06% 35.83% 4.39% 12.66% 20.26% 24.48% -
FCF Conversion (EBITDA) 67.8% 32.29% 94.71% 14.58% 33.55% 51.78% 60.69% -
FCF Conversion (Net income) 190.56% 56.37% 152.37% 28.59% 102.36% 152.38% 154.16% -
Dividend per Share 2 3.440 3.605 3.785 3.975 4.160 4.313 4.453 4.575
Announcement Date 25/02/20 23/02/21 23/02/22 28/02/23 27/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 189.6 189.9 206.6 266.8 294 269.1 243.5 246.9 275.8 254.1 258.8 261.6 275.2 264.8 271.6
EBITDA 1 69.92 69.69 66 - 88.96 92.47 93.16 92.78 98.24 100.9 101.7 99.97 106.7 106.6 110.5
EBIT 1 50.58 49.36 46.84 42.21 59.02 61.62 63.93 59.95 62.55 52.52 69.34 66.3 72.06 72.91 76.45
Operating Margin 26.67% 25.99% 22.67% 15.82% 20.07% 22.9% 26.25% 24.28% 22.68% 20.66% 26.8% 25.34% 26.18% 27.54% 28.14%
Earnings before Tax (EBT) 1 - - - - - - - - - - 33.7 21.8 31.2 30.2 42.4
Net income 1 43.62 41.68 39.51 32.16 44.67 42.7 37.37 31.9 34.82 22.15 33.72 31.5 37.69 38.08 43.44
Net margin 23.01% 21.95% 19.13% 12.06% 15.19% 15.87% 15.34% 12.92% 12.63% 8.71% 13.03% 12.04% 13.69% 14.38% 15.99%
EPS 2 1.000 0.9600 0.9100 0.7400 1.030 0.9800 0.8600 0.7300 0.8000 0.5100 0.7300 0.8600 0.9200 0.9600 0.9300
Dividend per Share 2 0.9500 0.9500 0.9800 - 0.9900 1.020 1.025 1.035 1.045 1.055 1.066 1.075 1.085 1.094 1.095
Announcement Date 04/11/21 23/02/22 03/05/22 04/08/22 07/11/22 28/02/23 08/05/23 07/08/23 07/11/23 27/02/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt - - - - - - - -
Net Cash position - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 121 79.2 251 45.5 129 215 267 -
ROE (net income / shareholders' equity) - - - - - - - -
ROA (Net income/ Total Assets) - - - - - - - -
Assets 1 - - - - - - - -
Book Value Per Share -5.980 -2.490 -2.390 - - - - -
Cash Flow per Share - 5.740 6.330 - - - - -
Capex 9.07 - 24 - - - - -
Capex / Sales 1.55% - 3.43% - - - - -
Announcement Date 25/02/20 23/02/21 23/02/22 28/02/23 27/02/24 - - -
1USD in Million
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Delek Logistics Partners, LP

Trading Rating
Investor Rating
ESG Refinitiv
D
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
3
Last Close Price
40.17 USD
Average target price
45 USD
Spread / Average Target
+12.02%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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