Delek Logistics Partners, LP vs Plains GP Holdings LP
DKL and PAGP side by side, both in industrials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DKL and PAGP compare
Plains GP Holdings LP is the larger company, worth 1.8 times as much as Delek Logistics Partners, LP ($5.1B against $2.9B).
Delek Logistics Partners, LP grew revenue faster over the last twelve months (35.5% versus 22.2% for Plains GP Holdings LP).
Delek Logistics Partners, LP keeps more of each dollar of sales as profit, with a net margin of 11.9% compared with 0.96% at Plains GP Holdings LP.
Both pay dividends: Delek Logistics Partners, LP yields 6.3% and Plains GP Holdings LP 6.4%.
Plains GP Holdings LP scores higher on the StockData Score (11 against 7 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 | DKL | PAGP |
|---|---|---|
| Size and price | ||
| Market cap | $2.9B | $5.1B |
| Share price | $53.99 | $25.91 |
| Change, 1 year | 19.7% | 47.0% |
| Change, 5 years | 20.0% | 146% |
| Beta (5Y) | 0.45 | 0.47 |
| Employees | – | 3,900 |
| StockData Score | ||
| Total score | 7 | 11 (better) |
| Valuation score | 0 | 3 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 2 (better) | 1 |
| Health score | 1 | 2 (better) |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/S | 2.2× | 0.1× (better) |
| EV/EBITDA | 14.5× | 1.6× (better) |
| P/FCF | 10.4× | 2.3× (better) |
| FCF yield | 9.6% | 44.3% (better) |
| Fair value | $43.24 | $177.18 |
| Margin of safety | −24.9% | 85.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 35.5% (better) | 22.2% |
| Revenue growth, 5Y average | 12.5% | 13.7% (better) |
| Net income growth (TTM) | −5.2% | 190% (better) |
| Profitability | ||
| Gross margin | 16.6% (better) | 7.6% |
| Operating margin | 14.6% (better) | 3.0% |
| Net margin | 11.9% (better) | 0.96% |
| FCF margin | 21.0% (better) | 4.1% |
| Financial health | ||
| Net debt / EBITDA | 6.10 (better) | −0.33 |
| Interest coverage | 0.9× | 3.1× (better) |
| Current ratio | 0.85 | 1.09 (better) |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 6.3% | 6.4% (better) |
| Buyback yield | 0.00% | – |
| Shareholder yield | 6.3% | 6.4% (better) |
| Ownership | ||
| Held by institutions | 22.0% | 81.0% |
| Held by insiders | – | 1.4% |
| Insider net buying, 12 months | $700K | – |
| Short interest, % of float | – | 8.1% |
Go deeper
- DKL stock overview
- DKL income statement
- DKL valuation and score
- PAGP stock overview
- PAGP income statement
- PAGP valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.