Delek Logistics Partners, LP vs Genesis Energy LP
DKL and GEL side by side, both in industrials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DKL and GEL compare
Delek Logistics Partners, LP is the larger company, worth 1.8 times as much as Genesis Energy LP ($2.9B against $1.6B).
Delek Logistics Partners, LP grew revenue faster over the last twelve months (35.5% versus 17.6% for Genesis Energy LP).
Delek Logistics Partners, LP keeps more of each dollar of sales as profit, with a net margin of 11.9% compared with 3.9% at Genesis Energy LP.
Both pay dividends: Delek Logistics Partners, LP yields 6.3% and Genesis Energy LP 4.3%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DKL | GEL |
|---|---|---|
| Size and price | ||
| Market cap | $2.9B | $1.6B |
| Share price | $53.99 | $13.03 |
| Change, 1 year | 19.7% | −19.1% |
| Change, 5 years | 20.0% | 8.3% |
| Beta (5Y) | 0.45 | 0.71 |
| Employees | – | 1,061 |
| StockData Score | ||
| Total score | 7 | 7 |
| Valuation score | 0 | 2 (better) |
| Growth score | 1 (better) | 0 |
| Performance score | 2 | 2 |
| Health score | 1 | 1 |
| Dividend score | 3 (better) | 2 |
| Valuation | ||
| P/E | – | 68.6× |
| P/S | 2.2× | 0.9× (better) |
| EV/EBITDA | 14.5× | 2.8× (better) |
| P/FCF | 10.4× | 4.6× (better) |
| FCF yield | 9.6% | 21.5% (better) |
| Fair value | $43.24 | $6.65 |
| Margin of safety | −24.9% (better) | −96.0% |
| Growth | ||
| Revenue growth (TTM) | 35.5% (better) | 17.6% |
| Revenue growth, 5Y average | 12.5% (better) | −2.2% |
| Net income growth (TTM) | −5.2% | – |
| Profitability | ||
| Gross margin | 16.6% | – |
| Operating margin | 14.6% | 18.3% (better) |
| Net margin | 11.9% (better) | 3.9% |
| FCF margin | 21.0% (better) | 18.4% |
| Financial health | ||
| Net debt / EBITDA | 6.10 | 0.10 (better) |
| Interest coverage | 0.9× | – |
| Current ratio | 0.85 | 0.92 (better) |
| Altman Z-score | – | 0.75 |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | 6.3% (better) | 4.3% |
| Buyback yield | 0.00% | – |
| Shareholder yield | 6.3% (better) | 4.3% |
| Ownership | ||
| Held by institutions | 22.0% | 76.2% |
| Held by insiders | – | 23.3% |
| Insider net buying, 12 months | $700K (better) | $202K |
| Short interest, % of float | – | 3.0% |
Go deeper
- DKL stock overview
- DKL income statement
- DKL valuation and score
- GEL stock overview
- GEL income statement
- GEL valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.