Added to YB: 2025-09-15
Pitch date: 2025-07-27
DK [bullish]
Delek US Holdings, Inc.
+51.91%
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
$22.53
Price Target
N/A
Dividend
3.43%
EV/EBITDA
22.30
P/E
-2.15
EV/Sales
0.46
Sector
Oil, Gas and Consumable Fuels
Category
value
Delek US Holdings, Inc. - $DK
DK: Owns refineries + 64% of DKL MLP worth nearly entire enterprise value. DKL stake alone provides downside protection while refineries expected $455M mid-cycle EBITDA at ~5x multiple offers 3.5x upside/downside. Mgmt exploring value realization via DKL unit buyback, strategic merger, or sale.
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