DK vs PBF

For growth investors, Delek US Holdings, Inc.

(DK) is the stronger pick with -9. 5% revenue growth year-over-year, versus -11. 4% for PBF Energy Inc. (PBF). Analysts rate Delek US Holdings, Inc. (DK) a "Hold" — based on 26 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, PBF Energy Inc.

(PBF) delivered a total return of +179. 6%, compared to +98. 1% for Delek US Holdings, Inc. (DK). Over 10 years, the gap is even starker: DK returned +253. 9% versus PBF's +68. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), PBF Energy Inc.

(PBF) is the lower-risk stock at 0. 13β versus Delek US Holdings, Inc. 's 0. 33β — meaning DK is approximately 156% more volatile than PBF relative to the S&P 500. On balance sheet safety, PBF Energy Inc. (PBF) carries a lower debt/equity ratio of 53% versus 6% for Delek US Holdings, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Delek US Holdings, Inc.

(DK) is pulling ahead at -9. 5% versus -11. 4% for PBF Energy Inc. (PBF). On earnings-per-share growth, the picture is similar: Delek US Holdings, Inc. grew EPS 95. 7% year-over-year, compared to 69. 8% for PBF Energy Inc.. Over a 3-year CAGR, PBF leads at -14. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Delek US Holdings, Inc.

(DK) is the more profitable company, earning -0. 2% net margin versus -0. 5% for PBF Energy Inc. — meaning it keeps -0. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DK leads at 3. 7% versus -0. 2% for PBF. At the gross margin level — before operating expenses — DK leads at 5. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, PBF Energy Inc.

(PBF) trades at 7. 5x forward P/E versus 11. 9x for Delek US Holdings, Inc. — 4. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DK: -1. 5% to $44. 33.

All stocks in this comparison pay dividends.

PBF Energy Inc. (PBF) offers the highest yield at 2. 6%, versus 2. 3% for Delek US Holdings, Inc. (DK).

For long-horizon retirement investors, PBF Energy Inc.

(PBF) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13), 2. 6% yield). Both have compounded well over 10 years (PBF: +68. 4%, DK: +253. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.