DK Share Price Performance
US$38.05
18.96 (99.32%)
7.5% undervalued intrinsic discount
US$41.14
Fair Value
Price US$38.05
AnalystConsensusTarget US$41.14
AnalystLowTarget US$15.00
AnalystHighTarget US$37.34
Fair ValueUS$41.14
Share Pricen/a
Delek US Holdings, Inc. Stock Price
- 3 Narratives written by author
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- 12 Fair Values set on narratives written by author
DK Community Narratives
AN
Fair Value US$41.14 7.5% undervalued intrinsic discount
DK: Share Repurchases And Margin Improvements Will Support Fair Valuation Outlook
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Fair Value US$15 153.7% overvalued intrinsic discount
Shifting EV Demand And Cost Hikes Will Weaken Refining Operations
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Fair Value US$37.34 1.9% overvalued intrinsic discount
Secular Energy Demand And Renewables Will Energize US Refining
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DK: Share Repurchases And Margin Improvements Will Support Fair Valuation Outlook
Key Takeaways Ongoing operational optimization and infrastructure investments are expected to boost margins, lower costs, and create new earnings streams. Strong industry demand and disciplined capital allocation position the company for enhanced cash flow, shareholder returns, and financial flexibility.Read more
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AN
US$41.14
7.5% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-1.41% p.a.
Profit Margin
2.08%
Future PE
13.05x
Share price in 2028
US$52.21
Secular Energy Demand And Renewables Will Energize US Refining
Key Takeaways Strong operational execution and efficiency initiatives position Delek for sustained margin expansion and earnings growth, potentially exceeding current expectations. Strategic investments in renewables and logistics diversify revenue streams, de-risk the business, and enhance valuation and margin resilience.Read more
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AN
US$37.34
1.9% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
2.5% p.a.
Profit Margin
14.88%
Future PE
1.35x
Share price in 2028
US$45.02
Shifting EV Demand And Cost Hikes Will Weaken Refining Operations
Key Takeaways Shifting regulations, fuel demand decline, and aging assets put Delek at a structural disadvantage versus diversified competitors, risking persistent earnings challenges and market share erosion. Increased costs from emissions controls, investor divestment, and capital constraints threaten long-term shareholder value and Delek's ability to effectively finance growth.Read more
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AN
US$15
153.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-3.67% p.a.
Profit Margin
14.76%
Future PE
0.65x
Share price in 2028
US$18.02
Recently Updated Narratives
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DK: Share Repurchases And Margin Improvements Will Support Fair Valuation Outlook
Fair Value: US$41.14 7.5% undervalued intrinsic discount
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AN
Shifting EV Demand And Cost Hikes Will Weaken Refining Operations
Fair Value: US$15 153.7% overvalued intrinsic discount
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Secular Energy Demand And Renewables Will Energize US Refining
Fair Value: US$37.34 1.9% overvalued intrinsic discount
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Snowflake Analysis
Delek US Holdings, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -9.01
- 5.82%
- -5.07%
- 804.7%
About DK
- Founded
- 2001
- Employees
- 1987
- CEO
- WebsiteView website
Delek US Holdings, Inc. engages in the integrated downstream energy business in the United States. The company operates in two segments: Refining and Logistics. The Refining segment processes crude oil and other feedstock for the manufacture of various grades of gasoline, diesel fuel, aviation fuel, asphalt, and other petroleum-based products that are distributed through owned and third-party product terminal. It owns and operates refineries located in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana. The Logistics segment gathers, transports, and stores crude oil, intermediate, and refined products; and markets, distributes, transports, and stores refined products, as well as disposes and recycles water for third parties. It owns or leases crude oil transportation pipelines, refined product pipelines, crude oil gathering systems, and associated crude oil storage tanks; and owns and operates light product distribution terminals, as well as markets light products using third-party terminals. It serves oil companies, independent refiners and marketers, jobbers, distributors, utility and transportation companies, government, and independent retail fuel operators. Delek US Holdings, Inc. was founded in 2001 and is headquartered in Brentwood, Tennessee.
