Delek Logistics Partners LP

Delek Logistics Partners LP(DKL)の株式分析

$54.790

-0.148 (-0.27%)終値時点

Loading chart…
High
55.420
Open
54.530
VWAP
54.87
Vol
145.06K
Mkt Cap
1.89B
Low
54.390
Amount
7.96M
EV/EBITDA, TTM
14.90

Delek Logistics Partners, LP is a midstream energy master limited partnership, which provides gathering, pipeline and other transportation services for crude oil and natural gas customers, storage, wholesale marketing and terminalling services. Its segments include gathering and processing; wholesale marketing and terminalling; storage and transportation, and investment in pipeline joint ventures. The gathering and processing segment consists of Midland Gathering Assets, Midland Water Gathering Assets and Delaware Gathering Assets. The marketing and terminalling segment provides wholesale marketing and terminalling services to Delek Holdings’ refining operations and to independent third parties. The storage and transportation segment consists of tanks, offloading facilities, trucks and ancillary assets, which provide crude oil, intermediate and refined products transportation and storage services. Its operations also include integrated full-cycle water systems in the Permian Basin.

AI analysis of Delek Logistics Partners LP (DKL)

buy

Delek Logistics Partners LP is a good buy right now, trading at $54.79 with a forward P/E of 10.33, indicating potential undervaluation compared to its earnings growth prospects. The recent insider purchases, including 4,000 shares by EVP Mark Wayne Hobbs at $50 each, reflect strong confidence in the company's future, especially as it has achieved a 25% total return over the past year, outperforming the S&P 500's 19%. However, the main risk is the decline in net income from $44.6 million to $28.9 million in Q2 2026, which could impact future profitability.

Analyst Ratings (4)

-17.87% downside
Buy
2 Buy
2 Hold
0 Sell
Current: 54.79
安値
45.00
平均
45.00
高値
45.00

UBS

2026-07-17

目標株価

$56

Neutral

UBS

2026-07-16

目標株価

$56

Neutral

Raymond James

2026-04-30

目標株価

$60

Outperform

Mizuho

2026-04-21

目標株価

$52

Neutral

Truist

2026-03-23

目標株価

$57

Hold

バリュエーション指標

The current forward P/E ratio for Delek Logistics Partners LP (DKL) is 10.33, compared to its 5-year average forward P/E of 11.52.

Forward P/E

Fair
5Y Average P/E
11.52
Current P/E
10.33
割高
13.19
割安
9.85

Forward EV/EBITDA

Strongly Overvalued
5Y Average EV/EBITDA
9.32
Current EV/EBITDA
14.90
割高
11.30
割安
7.34

Forward P/S

Fair
5Y Average P/S
2.07
Current P/S
2.23
割高
2.41
割安
1.73

Alphio AI Price Scenarios for DKL

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%DKL

$43.75

シナリオ価格

B

Base

Base · 50%DKL

$32.91

シナリオ価格

B

Bear

Bear · 25%DKL

$22.69

シナリオ価格

Whales holding DKL

A

ALPS Advisors, Inc.

+ HoldingDKL

+5.83%

3M Return

イベントタイムライン

2026-08-13 (ET)

05:30:00

Deal Size Increased to $200M in Common Stock

2026-08-12 (ET)

17:00:00

Truist, Mizuho and Raymond James Jointly Manage Offering

16:30:00

Delek Logistics Commences $175M Public Offering

2026-05-12 (ET)

08:50:00

Delek Logistics Receives $270.7 Million Bond Tenders

2026-05-04 (ET)

09:10:00

Delek Logistics Initiates Cash Tender Offer for 7.125% Notes Due 2028

ニュース

DKL FAQ — answered by Alphio AI

Delek Logistics Partners, LP is a midstream energy master limited partnership, which provides gathering, pipeline and other transportation services for crude oil and natural gas customers, storage, wholesale marketing and terminalling services. Its segments include gathering and processing; wholesale marketing and terminalling; storage and transportation, and investment in pipeline joint ventures. The gathering and processing segment consists of Midland Gathering Assets, Midland Water Gathering Assets and Delaware Gathering Assets. The marketing and terminalling segment provides wholesale marketing and terminalling services to Delek Holdings’ refining operations and to independent third parties. The storage and transportation segment consists of tanks, offloading facilities, trucks and ancillary assets, which provide crude oil, intermediate and refined products transportation and storage services. Its operations also include integrated full-cycle water systems in the Permian Basin. It operates in the Energy sector (PIPE LINES (NO NATURAL GAS) industry).

Delek Logistics Partners LP is a good buy right now, trading at $54.79 with a forward P/E of 10.33, indicating potential undervaluation compared to its earnings growth prospects. The recent insider purchases, including 4,000 shares by EVP Mark Wayne Hobbs at $50 each, reflect strong confidence in the company's future, especially as it has achieved a 25% total return over the past year, outperforming the S&P 500's 19%. However, the main risk is the decline in net income from $44.6 million to $28.9 million in Q2 2026, which could impact future profitability.

4 analysts cover DKL: 2 rate it Buy, 2 Hold and 0 Sell. The average price target is 45.00.

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

無料で始める