HF Sinclair vs Delek Logistics Partners, LP
DINO and DKL side by side, both in industrials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DINO and DKL compare
HF Sinclair is the larger company, worth 6.9 times as much as Delek Logistics Partners, LP ($20.4B against $3.0B).
Delek Logistics Partners, LP grew revenue faster over the last twelve months (30.3% versus −36.2% for HF Sinclair).
Delek Logistics Partners, LP keeps more of each dollar of sales as profit, with a net margin of 12.8% compared with 6.1% at HF Sinclair.
Both pay dividends: HF Sinclair yields 1.8% and Delek Logistics Partners, LP 8.0%.
HF Sinclair scores higher on the StockData Score (16 against 6 for Delek Logistics Partners, LP), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DINO | DKL |
|---|---|---|
| Size and price | ||
| Market cap | $20.4B | $3.0B |
| Share price | $115.00 | $56.08 |
| Change, 1 year | 113% | 24.6% |
| Change, 5 years | 249% | 19.7% |
| Beta (5Y) | 0.48 | 0.42 |
| Employees | 5,165 | – |
| StockData Score | ||
| Total score | 16 (better) | 6 |
| Valuation score | 4 (better) | 0 |
| Growth score | 0 | 1 (better) |
| Performance score | 4 (better) | 2 |
| Health score | 5 (better) | 0 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 11.0× | – |
| P/S | 0.7× (better) | 2.5× |
| P/B | 2.0× | – |
| EV/EBITDA | 6.0× (better) | 16.3× |
| P/FCF | 8.8× (better) | 22.3× |
| FCF yield | 11.3% (better) | 4.5% |
| Fair value | $160.70 | $39.19 |
| Margin of safety | 28.4% (better) | −43.1% |
| Growth | ||
| Revenue growth (TTM) | −36.2% | 30.3% (better) |
| Revenue growth, 5Y average | 19.2% (better) | 12.5% |
| Net income growth (TTM) | – | 0.98% |
| Profitability | ||
| Gross margin | 12.9% | 17.6% (better) |
| Operating margin | 8.3% | 15.3% (better) |
| Net margin | 6.1% | 12.8% (better) |
| FCF margin | 7.4% | 11.2% (better) |
| Return on equity | 19.6% | – |
| Return on invested capital | 18.2% | – |
| Financial health | ||
| Debt / equity | 0.27 | – |
| Net debt / EBITDA | 0.15 (better) | 7.18 |
| Interest coverage | 14.7× (better) | 0.8× |
| Current ratio | 1.97 (better) | 0.96 |
| Altman Z-score | 4.24 | – |
| Piotroski F-score | 8 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.8% | 8.0% (better) |
| Payout ratio | 19.1% | – |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 7.4% | – |
| Buyback yield | 2.7% (better) | 0.00% |
| Shareholder yield | 4.5% | 8.0% (better) |
| Ownership | ||
| Held by institutions | 87.6% | 22.0% |
| Held by insiders | 5.7% | – |
| Insider net buying, 12 months | $689K | $689K (better) |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 4.2% | – |
Go deeper
- DINO stock overview
- DINO income statement
- DINO valuation and score
- DKL stock overview
- DKL income statement
- DKL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.