DKL
Delek Logistics Partners, LP
Oil & Gas Midstream
Market Cap$2.72B
5Y Perf.+115.2%
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Stock Comparison
DKL vs XOM
Revenue, margins, valuation, and 5-year total return — side by side.
XOM
Exxon Mobil Corporation
Oil & Gas Integrated
Market Cap$629.60B
5Y Perf.+226.7%
DKL vs XOM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | DKL | XOM |
|---|---|---|
| Industry | Oil & Gas Midstream | Oil & Gas Integrated |
| Market Cap | $2.72B | $629.60B |
| Revenue (TTM) | $1.06B | $323.90B |
| Net Income (TTM) | $170M | $28.84B |
| Gross Margin | 19.2% | 21.7% |
| Operating Margin | 16.5% | 10.5% |
| Forward P/E | 13.9x | 15.0x |
| Total Debt | $35M | $43.54B |
| Cash & Equiv. | $11M | $10.68B |
DKL vs XOM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
DKL
XOM
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Delek Logistics Par… (DKL) | 100 | 215.2 | +115.2% |
| Exxon Mobil Corpora… (XOM) | 100 | 326.7 | +226.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DKL vs XOM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: DKL leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Exxon Mobil Corporation is the stronger pick specifically for capital preservation and lower volatility and operational efficiency and capital deployment. As sector peers, any of these can serve as alternatives in the same allocation.
DKL
Delek Logistics Partners, LP
The Income Pick
DKL carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 5 yrs, beta 0.35, yield 8.7%
- Rev growth 7.7%, EPS growth 10.4%, 3Y rev CAGR -0.7%
- 201.2% 10Y total return vs XOM's 107.4%
Best for: income & stability and growth exposure
XOM
Exxon Mobil Corporation
The Defensive Pick
XOM is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta -0.15, Low D/E 16.3%, current ratio 1.15x
- Lower D/E ratio (16.3% vs 5.8%)
- 6.4% ROA vs DKL's 6.1%, ROIC 8.6% vs 14.1%
Best for: sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | DKL | 7.7% revenue growth vs XOM's -4.5% |
| Value | DKL | Lower P/E (13.9x vs 15.0x) |
| Quality / Margins | DKL | 16.0% margin vs XOM's 8.9% |
| Stability / Safety | XOM | Lower D/E ratio (16.3% vs 5.8%) |
| Dividends | DKL | 8.7% yield, 5-year raise streak, vs XOM's 2.7% |
| Momentum (1Y) | DKL | +46.2% vs XOM's +45.7% |
| Efficiency (ROA) | XOM | 6.4% ROA vs DKL's 6.1%, ROIC 8.6% vs 14.1% |
DKL vs XOM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2023
FY 2025
DKL vs XOM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLDKLLAGGINGXOM
XOMExxon Mobil Corporati…
1leads
DKLDelek Logistics Partn…
3leads
6 Total Categories
CATEGORYLEADERvs XOMMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
DKL4/6
Valuation MetricsMultiples, price ratios, and targets
DKL3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
DKL5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
XOM4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
DKL leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
XOM is the larger business by revenue, generating $323.9B annually — 305.3x DKL's $1.1B. DKL is the more profitable business, keeping 16.0% of every revenue dollar as net income compared to XOM's 8.9%. On growth, DKL holds the edge at +19.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | DKLDelek Logistics P… | XOMExxon Mobil Corpo… |
|---|---|---|
| RevenueTrailing 12 months | $1.1B | $323.9B |
| EBITDAEarnings before interest/tax | $310M | $59.9B |
| Net IncomeAfter-tax profit | $170M | $28.8B |
| Free Cash FlowCash after capex | $112M | $23.6B |
| Gross MarginGross profit ÷ Revenue | +19.2% | +21.7% |
| Operating MarginEBIT ÷ Revenue | +16.5% | +10.5% |
| Net MarginNet income ÷ Revenue | +16.0% | +8.9% |
| FCF MarginFCF ÷ Revenue | +10.6% | +7.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.0% | -1.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -17.8% | -11.0% |
DKL leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
DKL leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 15.5x trailing earnings, DKL trades at a 30% valuation discount to XOM's 22.2x P/E. On an enterprise value basis, DKL's 8.8x EV/EBITDA is more attractive than XOM's 11.1x.
| Metric | DKLDelek Logistics P… | XOMExxon Mobil Corpo… |
|---|---|---|
| Market CapShares × price | $2.7B | $629.6B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $662.5B |
| Trailing P/EPrice ÷ TTM EPS | 15.53x | 22.17x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.88x | 15.00x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 8.84x | 11.05x |
| Price / SalesMarket cap ÷ Revenue | 2.69x | 1.94x |
| Price / BookPrice ÷ Book value/share | 448.81x | 2.40x |
| Price / FCFMarket cap ÷ FCF | — | 26.66x |
DKL leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
DKL leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
DKL delivers a 19.2% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $11 for XOM. XOM carries lower financial leverage with a 0.16x debt-to-equity ratio, signaling a more conservative balance sheet compared to DKL's 5.75x. On the Piotroski fundamental quality scale (0–9), DKL scores 4/9 vs XOM's 3/9, reflecting mixed financial health.
| Metric | DKLDelek Logistics P… | XOMExxon Mobil Corpo… |
|---|---|---|
| ROE (TTM)Return on equity | +19.2% | +10.7% |
| ROA (TTM)Return on assets | +6.1% | +6.4% |
| ROICReturn on invested capital | +14.1% | +8.6% |
| ROCEReturn on capital employed | +8.3% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 3 |
| Debt / EquityFinancial leverage | 5.75x | 0.16x |
| Net DebtTotal debt minus cash | $24M | $32.9B |
| Cash & Equiv.Liquid assets | $11M | $10.7B |
| Total DebtShort + long-term debt | $35M | $43.5B |
| Interest CoverageEBIT ÷ Interest expense | 1.66x | 69.44x |
DKL leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
XOM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in XOM five years ago would be worth $27,178 today (with dividends reinvested), compared to $17,945 for DKL. Over the past 12 months, DKL leads with a +46.2% total return vs XOM's +45.7%. The 3-year compound annual growth rate (CAGR) favors XOM at 13.7% vs DKL's 13.5% — a key indicator of consistent wealth creation.
| Metric | DKLDelek Logistics P… | XOMExxon Mobil Corpo… |
|---|---|---|
| YTD ReturnYear-to-date | +13.8% | +22.0% |
| 1-Year ReturnPast 12 months | +46.2% | +45.7% |
| 3-Year ReturnCumulative with dividends | +46.1% | +46.8% |
| 5-Year ReturnCumulative with dividends | +79.4% | +171.8% |
| 10-Year ReturnCumulative with dividends | +201.2% | +107.4% |
| CAGR (3Y)Annualised 3-year return | +13.5% | +13.7% |
XOM leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — DKL and XOM each lead in 1 of 2 comparable metrics.
Risk & Volatility
XOM is the less volatile stock with a -0.15 beta — it tends to amplify market swings less than DKL's 0.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DKL currently trades 91.7% from its 52-week high vs XOM's 84.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | DKLDelek Logistics P… | XOMExxon Mobil Corpo… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.35x | -0.15x |
| 52-Week HighHighest price in past year | $55.89 | $176.41 |
| 52-Week LowLowest price in past year | $37.50 | $101.19 |
| % of 52W HighCurrent price vs 52-week peak | +91.7% | +84.2% |
| RSI (14)Momentum oscillator 0–100 | 55.6 | 53.2 |
| Avg Volume (50D)Average daily shares traded | 65K | 18.8M |
Evenly matched — DKL and XOM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — DKL and XOM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates DKL as "Hold" and XOM as "Hold". Consensus price targets imply 9.3% upside for DKL (target: $56) vs 8.0% for XOM (target: $160). For income investors, DKL offers the higher dividend yield at 8.68% vs XOM's 2.69%.
| Metric | DKLDelek Logistics P… | XOMExxon Mobil Corpo… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $56.00 | $160.43 |
| # AnalystsCovering analysts | 10 | 55 |
| Dividend YieldAnnual dividend ÷ price | +8.7% | +2.7% |
| Dividend StreakConsecutive years of raises | 5 | 26 |
| Dividend / ShareAnnual DPS | $4.45 | $4.00 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +3.2% |
Evenly matched — DKL and XOM each lead in 1 of 2 comparable metrics.
Key Takeaway
DKL leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). XOM leads in 1 (Total Returns). 2 tied.
Best OverallDelek Logistics Partners, LP (DKL)Leads 3 of 6 categories
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DKL vs XOM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is DKL or XOM a better buy right now?
For growth investors, Delek Logistics Partners, LP (DKL) is the stronger pick with 7.
7% revenue growth year-over-year, versus -4. 5% for Exxon Mobil Corporation (XOM). Delek Logistics Partners, LP (DKL) offers the better valuation at 15. 5x trailing P/E (13. 9x forward), making it the more compelling value choice. Analysts rate Delek Logistics Partners, LP (DKL) a "Hold" — based on 10 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.
02Which has the better valuation — DKL or XOM?
On trailing P/E, Delek Logistics Partners, LP (DKL) is the cheapest at 15.
5x versus Exxon Mobil Corporation at 22. 2x. On forward P/E, Delek Logistics Partners, LP is actually cheaper at 13. 9x.
03Which is the better long-term investment — DKL or XOM?
Over the past 5 years, Exxon Mobil Corporation (XOM) delivered a total return of +171.
8%, compared to +79. 4% for Delek Logistics Partners, LP (DKL). Over 10 years, the gap is even starker: DKL returned +201. 2% versus XOM's +107. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DKL or XOM?
By beta (market sensitivity over 5 years), Exxon Mobil Corporation (XOM) is the lower-risk stock at -0.
15β versus Delek Logistics Partners, LP's 0. 35β — meaning DKL is approximately -340% more volatile than XOM relative to the S&P 500. On balance sheet safety, Exxon Mobil Corporation (XOM) carries a lower debt/equity ratio of 16% versus 6% for Delek Logistics Partners, LP — giving it more financial flexibility in a downturn.
05Which is growing faster — DKL or XOM?
By revenue growth (latest reported year), Delek Logistics Partners, LP (DKL) is pulling ahead at 7.
7% versus -4. 5% for Exxon Mobil Corporation (XOM). On earnings-per-share growth, the picture is similar: Delek Logistics Partners, LP grew EPS 10. 4% year-over-year, compared to -14. 5% for Exxon Mobil Corporation. Over a 3-year CAGR, DKL leads at -0. 7% 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.
06Which has better profit margins — DKL or XOM?
Delek Logistics Partners, LP (DKL) is the more profitable company, earning 17.
4% net margin versus 8. 9% for Exxon Mobil Corporation — meaning it keeps 17. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DKL leads at 18. 0% versus 10. 5% for XOM. At the gross margin level — before operating expenses — XOM leads at 21. 7%, 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.
07Is DKL or XOM more undervalued right now?
On forward earnings alone, Delek Logistics Partners, LP (DKL) trades at 13.
9x forward P/E versus 15. 0x for Exxon Mobil Corporation — 1. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DKL: 9. 3% to $56. 00.
08Which pays a better dividend — DKL or XOM?
All stocks in this comparison pay dividends.
Delek Logistics Partners, LP (DKL) offers the highest yield at 8. 7%, versus 2. 7% for Exxon Mobil Corporation (XOM).
09Is DKL or XOM better for a retirement portfolio?
For long-horizon retirement investors, Exxon Mobil Corporation (XOM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
15), 2. 7% yield, +107. 4% 10Y return). Both have compounded well over 10 years (XOM: +107. 4%, DKL: +201. 2%), 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.
10What are the main differences between DKL and XOM?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: DKL is a small-cap deep-value stock; XOM is a large-cap quality compounder stock. 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.
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Revenue Growth>
%
(DKL: 19.0% · XOM: -1.3%)Net Margin>
%
(DKL: 16.0% · XOM: 8.9%)P/E Ratio<
x
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