DKL Share Price Performance
US$0
-44.20 (-100.00%)
Price US$0
Fair ValueUS$55.25
Share Pricen/a
Seeking Alpha • 19h
Delek Logistics Partners, LP Stock Price
- 3 Narratives written by author
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- 10 Fair Values set on narratives written by author
DKL Community Narratives
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Fair Value
·Fair Value US$55.25 0.02% undervalued intrinsic discount
New Gas Plant And Water Integrations Will Drive Permian Progress
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Fair Value
·Fair Value US$52 6.2% overvalued intrinsic discount
Sour Gas Corridor And Water Integration Will Constrain Future Utilization And Margin Potential
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Fair Value
·Fair Value US$55 0.4% overvalued intrinsic discount
Sour Gas Build Out And Permian Water Footprint Will Support Long Term Strength
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Sour Gas Corridor And Water Integration Will Constrain Future Utilization And Margin Potential
Delek Logistics Partners is betting big on one part of the Permian Basin to handle tougher “sour” gas, and that concentration means any slowdown there could leave expensive new assets sitting idle. At the same time, the push into produced water services could demand more spending and squeeze returns if customers get less willing to pay up.Read more
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US$52
6.2% overvalued intrinsic discount
Fair Value
Revenue
2.53% p.a.
Profit Margin
14.58%
Future PE
20.1x
Price in 2029
US$64.07
New Gas Plant And Water Integrations Will Drive Permian Progress
Delek Logistics Partners is betting that a new gas plant and expanded water-handling network in the Permian can keep its pipelines and facilities busy and lift cash coming in. The catch is that this plan leans heavily on steady oil and gas activity—and on borrowed money—so a slowdown, tougher rules, or changing energy demand could hit results.Read more
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US$55.25
0.02% undervalued intrinsic discount
Fair Value
Revenue
4.76% p.a.
Profit Margin
17.76%
Future PE
16.46x
Price in 2029
US$68.19
Sour Gas Build Out And Permian Water Footprint Will Support Long Term Strength
Catalysts About Delek Logistics Partners Delek Logistics Partners is a midstream partnership focused on gathering, processing, storage, transportation and related services for crude oil, natural gas and produced water, with a core position in the Permian Basin. What are the underlying business or industry changes driving this perspective?Read more
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US$55
0.4% overvalued intrinsic discount
Fair Value
Revenue
6.47% p.a.
Profit Margin
23.14%
Future PE
12.96x
Price in 2029
US$68.28
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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DKL: Higher P/E Assumptions Will Shape Future Return Potential
Fair Value: US$52 6.2% overvalued intrinsic discount
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AN
DKL: Fair Payout And Revised Market Assumptions Will Shape Future Returns
Fair Value: US$55.25 0.02% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
Sour Gas Build Out And Permian Water Footprint Will Support Long Term Strength
Fair Value: US$55 0.4% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Delek Logistics Partners, LP Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
- 3.19
- 31.98%
- 16.00%
- -11,386.0%
About DKL
- Founded
- 2012
- Employees
- n/a
- CEO
- WebsiteView website
Delek Logistics Partners, LP provides gathering, pipeline, transportation, and other services for crude oil, intermediates, refined products, natural gas, storage, wholesale marketing, terminalling water disposal and recycling customers in the United States. The company operates in four segments: Gathering and Processing, Wholesale Marketing and Terminalling, Storage and Transportation, and Investments in Joint Ventures. It offers tanks, offloading facilities, and trucks and ancillary assets that provide crude oil, hydrocarbon-based products, intermediate and refined products transportation, and storage services. Delek Logistics GP, LLC serves as the general partner of the company. Delek Logistics Partners, LP was incorporated in 2012 and is headquartered in Brentwood, Tennessee. Delek Logistics Partners, LP operates as a subsidiary of Delek US Holdings, Inc.
Recent DKL News & Updates
Narrative Update • Jul 15
