DKL

Delek Logistics Partners, LP

Energy · $2.9B market cap

Verdict

Share price

$54.93

close of Oct 3, 2026

Fair value

$27.04

Sticker Price

Payback Price

$10.82

buy price

Overpriced

DKL is Overpriced: at $54.93 it trades 103% above its fair value of $27.04. Its buy price (Payback Price) is $10.82, 80% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew -1% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth12.3% a year✓
Equity per share growth-19.7% a year✗
Sales growth2.2% a year✗
Free cash flow growth18.4% a year✓
Return on invested capital10.9%✓

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Insider activity

Since Jun 10, 2026: 5 open-market purchases worth $750K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Purchases

Other filings

About Delek Logistics Partners, LP

Delek Logistics Partners, LP (DKL) manages and operates a diverse portfolio of logistics and marketing assets for crude oil, intermediate, and refined petroleum products throughout the United States. The company's operations are structured into three primary segments: Pipelines and Transportation, Wholesale Marketing and Terminalling, and Investments in Pipeline Joint Ventures. The Pipelines and Transportation…

Oil & Gas Midstream

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

DKL stock (Delek Logistics Partners, LP): fair value $27.04, Overpriced — PaybackPrice