Added to YB: 2025-04-08
Pitch date: 2025-04-06
DK [bullish]
Delek US Holdings, Inc.
+198.15%
current return
Author Info
No bio for this author
Company Info
Delek US Holdings, Inc. engages in the integrated downstream energy business in the United States. The company operates in two segments: Refining and Logistics.
Market Cap
$1.8B
Pitch Price
$11.48
Price Target
47.00 (+37%)
Dividend
3.43%
EV/EBITDA
22.30
P/E
-2.15
EV/Sales
0.46
Sector
Oil, Gas and Consumable Fuels
Category
value
Position Disclosure: Delek US
DK: Delek US Holdings trades at $12, 75% discount to $47 fair value. $22/share from DKL stake, $25/share for refineries. 8.5% dividend. Management slowly unlocking SOTP value via DKL secondaries, retail sale, pipeline drop-down. Concerns: high-cost refiner, DK-DKL interdependence. Progress on G&A cuts, debt reduction, buybacks.
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