Delek Logistics Partners LP (DKL)vsTotalEnergies SE ADR (TTE)
DKL
Delek Logistics Partners LP
$53.06
+4.33%
ENERGY · Cap: $2.84B
TTE
TotalEnergies SE ADR
$92.71
+0.51%
ENERGY · Cap: $205.37B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 17895% more annual revenue ($182.34B vs $1.01B). DKL leads profitability with a 17.4% profit margin vs 7.2%. TTE 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-
TTE
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$49.04
Current Price
$53.06
$4.02 premium
Intrinsic value data unavailable for TTE.
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
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 6.5B in free cash flow
Areas to Watch
Trading at 482.4x book value
7.2% margin — thin
Revenue declined 2.5%
Earnings declined 27.4%
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 : TTE
The strongest argument for TTE centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : DKL
The primary concerns for DKL are Price/Book.
Bear Case : TTE
The primary concerns for TTE are Profit Margin, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
DKL profiles as a growth stock while TTE is a value play — different risk/reward profiles.
DKL carries more volatility with a beta of 0.51 — expect wider price swings.
DKL is growing revenue faster at 21.9% — sustainability is the question.
TTE generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
DKL scores higher overall (68/100 vs 55/100), backed by strong 17.4% margins and 21.9% 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.
TotalEnergies SE ADR
ENERGY · OIL & GAS INTEGRATED · USA
TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.
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