Delek Logistics Partners LP (DKL)vsShell PLC ADR (SHEL)
DKL
Delek Logistics Partners LP
$56.90
-0.18%
ENERGY · Cap: $3.27B
SHEL
Shell PLC ADR
$96.77
+0.84%
ENERGY · Cap: $266.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 24632% more annual revenue ($296.60B vs $1.20B). DKL leads profitability with a 12.9% profit margin vs 8.8%. DKL appears more attractively valued with a PEG of 0.77. SHEL earns a higher WallStSmart Score of 73/100 (B).
DKL
Buy60
out of 100
Grade: C+
SHEL
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.2%
Fair Value
$46.97
Current Price
$56.90
$9.93 premium
Margin of Safety
-63.0%
Fair Value
$58.46
Current Price
$96.77
$38.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Revenue surging 56.2% year-over-year
Conservative balance sheet, low leverage
Growing faster than its price suggests
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 44.7% year-over-year
Earnings expanding 220.0% YoY
Generating 17.4B in free cash flow
Areas to Watch
Weak financial health signals
Earnings declined 34.9%
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DKL
The strongest argument for DKL centers on Return on Equity, Revenue Growth, Debt/Equity. Revenue growth of 56.2% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book. Revenue growth of 44.7% demonstrates continued momentum.
Bear Case : DKL
The primary concerns for DKL are Piotroski F-Score, EPS Growth.
Bear Case : SHEL
The primary concerns for SHEL are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
DKL profiles as a growth stock while SHEL is a hypergrowth play — different risk/reward profiles.
DKL carries more volatility with a beta of 0.41 — expect wider price swings.
DKL is growing revenue faster at 56.2% — sustainability is the question.
SHEL generates stronger free cash flow (17.4B), providing more financial flexibility.
Bottom Line
SHEL scores higher overall (73/100 vs 60/100) and 44.7% revenue growth. 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.
Shell PLC ADR
ENERGY · OIL & GAS INTEGRATED · USA
Shell plc is a global petrochemical and energy company. The company is headquartered in The Hague, the Netherlands.
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