Delek Logistics Partners LP (DKL)vsMarathon Petroleum Corp (MPC)
DKL
Delek Logistics Partners LP
$53.75
-0.89%
ENERGY · Cap: $2.88B
MPC
Marathon Petroleum Corp
$241.25
-1.09%
ENERGY · Cap: $71.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Marathon Petroleum Corp generates 13042% more annual revenue ($133.17B vs $1.01B). DKL leads profitability with a 17.4% profit margin vs 3.0%. DKL appears more attractively valued with a PEG of 0.77. DKL earns a higher WallStSmart Score of 68/100 (B-).
DKL
Strong Buy68
out of 100
Grade: B-
MPC
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.7%
Fair Value
$154.44
Current Price
$53.75
$100.69 discount
Margin of Safety
+66.3%
Fair Value
$618.70
Current Price
$241.25
$377.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 85 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Revenue surging 21.9% year-over-year
Earnings expanding 30.7% YoY
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Generating 1.9B in free cash flow
Areas to Watch
Trading at 488.6x book value
3.5% earnings growth
3.0% margin — thin
Elevated debt levels
Revenue declined 1.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : DKL
The strongest argument for DKL centers on Return on Equity, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.4% and operating margin at 11.3%. Revenue growth of 21.9% demonstrates continued momentum.
Bull Case : MPC
The strongest argument for MPC centers on Market Cap, Return on Equity, Free Cash Flow. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bear Case : DKL
The primary concerns for DKL are Price/Book.
Bear Case : MPC
The primary concerns for MPC are EPS Growth, Profit Margin, Debt/Equity. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
DKL profiles as a growth stock while MPC is a value play — different risk/reward profiles.
MPC carries more volatility with a beta of 0.71 — expect wider price swings.
DKL is growing revenue faster at 21.9% — sustainability is the question.
MPC generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
DKL scores higher overall (68/100 vs 63/100), backed by strong 17.4% margins and 21.9% revenue growth. MPC offers better value entry with a 66.3% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Delek Logistics Partners LP
ENERGY · OIL & GAS REFINING & MARKETING · USA
Delek Logistics Partners, LP owns and operates logistics and marketing assets for crude oil and refined and intermediate products in the United States. The company is headquartered in Brentwood, Tennessee.
Marathon Petroleum Corp
ENERGY · OIL & GAS REFINING & MARKETING · USA
Marathon Petroleum Corporation is an American petroleum refining, marketing, and transportation company headquartered in Findlay, Ohio.
Visit Website →Compare with Other OIL & GAS REFINING & MARKETING Stocks
Want to dig deeper into these stocks?