DK Share Price Performance
US$43.18
27.95 (183.52%)
8.7% overvalued intrinsic discount
US$39.71
Fair Value
Price US$43.18
AnalystConsensusTarget US$39.71
AnalystHighTarget US$58.68
AnalystLowTarget US$28.34
Fair ValueUS$39.71
Share Pricen/a
Delek US Holdings, Inc. Stock Price
- 3 Narratives written by author
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- 14 Fair Values set on narratives written by author
DK Community Narratives
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Fair Value US$39.71 8.7% overvalued intrinsic discount
DK: Share Repurchases And Margin Improvements Will Support Fair Valuation Outlook
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Fair Value US$58.68 26.4% undervalued intrinsic discount
Secular Energy Demand And Renewables Will Energize US Refining
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Fair Value US$28.34 52.4% overvalued intrinsic discount
Shifting EV Demand And Cost Hikes Will Weaken Refining Operations
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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$58.68
26.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
2.42%
Future PE
15.97x
Price in 2029
US$74.8
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
95
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AN
US$39.71
8.7% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
2.1%
Future PE
14.81x
Price in 2029
US$50.91
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$28.34
52.4% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
1.86%
Future PE
11.21x
Price in 2029
US$36.64
Trending Discussion
Recently Updated Narratives
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DK: Ongoing Buybacks And Lower Discount Rate Will Support Future P/E Re Rating
Fair Value: US$58.68 26.4% undervalued intrinsic discount
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DK: Higher Margins And Share Repurchases Will Support A Constructive Outlook
Fair Value: US$39.71 8.7% overvalued intrinsic discount
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DK: Share Repurchases And Higher Multiple Will Shape Balanced Future Outlook
Fair Value: US$28.34 52.4% overvalued intrinsic discount
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Snowflake Analysis
Delek US Holdings, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.33
- 9.20%
- -0.18%
- 635.3%
About DK
- Founded
- 2001
- Employees
- 1902
- 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 terminals. 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 and natural gas, 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.
