Delek Logistics Partners LP (DKL)vsPBF Energy Inc (PBF)
DKL
Delek Logistics Partners LP
$53.75
-0.89%
ENERGY · Cap: $2.88B
PBF
PBF Energy Inc
$49.35
-1.48%
ENERGY · Cap: $5.80B
Smart Verdict
WallStSmart Research — data-driven comparison
PBF Energy Inc generates 2795% more annual revenue ($29.33B vs $1.01B). DKL leads profitability with a 17.4% profit margin vs -0.5%. 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-
PBF
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.7%
Fair Value
$154.44
Current Price
$53.75
$100.69 discount
Intrinsic value data unavailable for PBF.
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 488.6x book value
Expensive relative to growth rate
ROE of -2.9% — below average capital efficiency
Revenue declined 2.9%
Earnings declined 69.9%
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 : PBF
The strongest argument for PBF centers on Price/Book, Altman Z-Score.
Bear Case : DKL
The primary concerns for DKL are Price/Book.
Bear Case : PBF
The primary concerns for PBF are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
DKL profiles as a growth stock while PBF is a turnaround play — different risk/reward profiles.
DKL carries more volatility with a beta of 0.50 — expect wider price swings.
DKL is growing revenue faster at 21.9% — sustainability is the question.
PBF generates stronger free cash flow (77M), providing more financial flexibility.
Bottom Line
DKL scores higher overall (68/100 vs 39/100), backed by strong 17.4% margins and 21.9% revenue growth. Both earn "Strong Buy" and "Hold" 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.
PBF Energy Inc
ENERGY · OIL & GAS REFINING & MARKETING · USA
PBF Energy Inc., is dedicated to refining and supplying petroleum products. The company is headquartered in Parsippany, New Jersey.
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