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DKLDelek Logistics Partners, LP
$54.97$2.9B
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  4. Financial Ratios

Delek Logistics Partners, LP (DKL) Financial Ratios

Latest Ratios: P/E Ratio 16.7x · EV/EBITDA 17.0x · ROE 847.5%. (2011–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

DKL Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$2.9B$2.4B$2.0B$1.9B$2.0B$1.9B$1.1B$780M$714M$773M$696M
Enterprise Value$5.3B$4.8B$3.9B$3.6B$3.6B$2.8B$2.1B$1.6B$1.4B$1.2B$1.1B
P/E Ratio →16.6613.5214.1314.9412.3611.277.6612.257.9115.1713.79
P/S Ratio2.882.362.131.851.902.651.911.341.091.441.55
P/B Ratio481.48390.8256.48————————
P/FCF——26.9215.0743.307.395.986.43—11.127.78
P/OCF12.3310.089.728.3610.256.755.575.984.828.816.91

P/E links to full P/E history page with 30-year chart

DKL EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.704.133.533.513.963.702.762.142.212.43
EV / EBITDA17.0315.3112.8110.6313.0111.539.3710.098.9110.7911.02
EV / EBIT28.9913.3613.2213.2915.0712.8810.3211.1111.2112.7914.23
EV / FCF——52.1528.7980.1111.0411.6113.28—17.1312.17

DKL Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin20.9%20.9%25.9%27.4%23.8%30.6%36.7%25.9%22.6%22.7%24.3%
Operating Margin18.0%18.0%21.6%23.4%20.2%27.2%31.9%21.5%19.1%16.4%17.3%
Net Profit Margin17.4%17.4%15.2%12.4%15.3%23.5%28.3%16.6%13.7%12.9%14.0%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE847.5%847.5%401.6%————————
ROA7.3%7.3%7.7%7.6%12.2%17.4%18.7%14.1%16.9%16.2%15.9%
ROIC6.4%6.4%8.8%11.5%13.2%16.7%17.0%15.3%20.1%17.5%16.5%
ROCE8.3%8.3%11.6%15.3%17.4%21.6%22.0%19.4%25.2%21.9%20.7%

DKL Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity389.20389.2053.11————————
Debt / EBITDA7.667.666.225.086.013.834.565.244.433.833.98
Net Debt / Equity—387.4252.95————————
Net Debt / EBITDA7.627.626.205.075.983.814.545.204.403.793.98
Debt / FCF——25.2413.7236.813.655.636.85—6.014.39
Interest Coverage1.991.991.951.892.944.284.723.063.053.895.63

DKL Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.121.121.640.840.610.241.040.960.891.591.55
Quick Ratio1.071.071.580.820.600.210.930.600.740.931.12
Cash Ratio0.030.030.060.040.080.040.150.160.120.150.00
Asset Turnover—0.360.460.620.620.750.590.781.051.211.08
Inventory Turnover44.7544.75128.41327.16532.56202.27114.0634.3092.7119.9638.24
Days Sales Outstanding—41.2643.0024.8918.788.0114.008.2511.9816.3717.95

DKL Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield8.1%10.0%10.2%9.6%8.7%8.7%10.2%10.5%24.2%8.9%8.7%
Payout Ratio134.9%134.9%143.5%142.6%107.6%98.1%68.6%84.8%191.8%98.6%96.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield6.0%7.4%7.1%6.7%8.1%8.9%13.1%8.2%12.6%6.6%7.3%
FCF Yield——3.7%6.6%2.3%13.5%16.7%15.5%—9.0%12.9%
Buyback Yield0.3%0.4%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield8.4%10.4%10.2%9.6%8.7%8.7%10.2%10.5%24.2%8.9%8.7%
Shares Outstanding—$54M$47M$44M$44M$43M$34M$24M$24M$24M$24M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStable
Balance SheetVulnerable
Cash FlowMixed
Top Statement Risk

Extreme leverage and negative equity

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Leverage Spikes to Extreme Levels

Debt-to-equity reached 389.2x in 2025Q4, per the balance sheet, as total debt climbed to $2.4B against a near-zero equity base, signaling extreme financial risk.

The reported debt-to-equity ratio is distorted by negative equity, which turned to -$69.3M in 2026Q2, per the balance sheet. This suggests that traditional leverage metrics are not meaningful; instead, debt-to-EBITDA, which stood at 25.14x in 2026Q2, provides a clearer picture of the partnership's heavy debt load relative to cash generation. The interest coverage ratio of 0.68x in 2026Q2 indicates that operating income is insufficient to cover interest expenses, implying a high risk of financial distress if cash flows do not improve.

Thin Liquidity Cushion Under Stress

Current ratio fell to 0.96 in 2026Q2, per the balance sheet, with cash of only $13.7M against $2.4B in debt, indicating a tight liquidity position.

The quick ratio of 0.91 in 2026Q2 suggests that even without inventory, current assets barely cover current liabilities, leaving little buffer for operational disruptions. Given the negative equity and high leverage, the partnership appears vulnerable to a liquidity squeeze if cash flows deteriorate or refinancing becomes difficult. Investors should monitor the ability to roll over debt and maintain access to credit markets, as the thin cash position provides minimal cushion.

Working Capital Efficiency Improves

Cash conversion cycle turned negative to -59 days in 2026Q2, per the financial statements, as DPO of 134 days far exceeded DSO of 68 days, indicating strong supplier leverage.

The negative cash conversion cycle suggests that DKL is effectively using supplier financing to fund its operations, which is a positive sign for working capital efficiency. However, the volatility in DSO, which swung from 40 days in 2026Q1 to 68 days in 2026Q2, indicates that collections are not stable, possibly due to the wholesale segment's transactional nature. Asset turnover remains low at 0.13x in 2026Q2, reflecting the capital-intensive midstream business, but the improvement in CCC may help offset some cash flow pressure.

Margin Compression Amid Volume Growth

Gross margin fell to 17.2% in 2026Q2 from 25.3% a year earlier, as reported in the income statement, indicating that the revenue surge came at the expense of profitability.

The decline in gross margin suggests that the wholesale marketing segment, which carries lower margins, is driving the revenue growth, diluting overall profitability. Operating margin also compressed to 16.1% in 2026Q2 from 21.7% in 2025Q2, per the income statement, indicating that cost pressures are not fully offset by volume gains. Net margin of 7.5% in 2026Q2 is the lowest in the ten-quarter period, reflecting the impact of higher interest expenses and the EPS miss, which may indicate that reported earnings are not a reliable indicator of cash-generating ability.

Return on Capital Decaying

ROIC fell to 2.0% in 2026Q2 from 3.3% in 2024Q2, per the financial statements, as the asset base expanded faster than operating income, indicating diminishing returns on invested capital.

The decline in ROIC suggests that the partnership's heavy capital expenditures, which grew net PPE to $2.0B in 2026Q2, are not generating commensurate returns. ROE is distorted by the thin equity base, swinging from 184.2% in 2025Q3 to 4.0% in 2025Q4, per the balance sheet, making it an unreliable metric. The trend in ROIC indicates that the business is not compounding returns, and investors should question whether the expansion into third-party gathering will eventually improve returns or continue to dilute them.

Misapplied Debt-to-Equity Ratio

The debt-to-equity ratio is commonly misapplied to DKL because negative equity distorts the metric, per the balance sheet, making it appear extreme and obscuring the true leverage relative to cash flows.

With equity turning negative in 2026Q2, the debt-to-equity ratio becomes meaningless and can mislead investors into overestimating financial risk. Instead, analysts should focus on debt-to-EBITDA, which at 25.14x in 2026Q2 still indicates high leverage but provides a more operational view of the partnership's ability to service debt. Additionally, distributable cash flow (DCF) coverage is a more relevant metric for MLPs, as it accounts for maintenance capex and is the basis for distribution sustainability, which reported EPS may not capture.

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Includes 30+ ratios · 15 years · Updated daily

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DKL — Frequently Asked Questions

Quick answers to the most common questions about buying DKL stock.

What is Delek Logistics Partners, LP's P/E ratio?

Delek Logistics Partners, LP's current P/E ratio is 16.7x. The historical average is 16.7x. This places it at the 93th percentile of its historical range.

What is Delek Logistics Partners, LP's EV/EBITDA?

Delek Logistics Partners, LP's current EV/EBITDA is 17.0x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 12.4x.

What is Delek Logistics Partners, LP's ROE?

Delek Logistics Partners, LP's return on equity (ROE) is 847.5%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 136.9%.

Is DKL stock overvalued?

Based on historical data, Delek Logistics Partners, LP is trading at a P/E of 16.7x. This is at the 93th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Delek Logistics Partners, LP's dividend yield?

Delek Logistics Partners, LP's current dividend yield is 8.09% with a payout ratio of 134.9%.

What are Delek Logistics Partners, LP's profit margins?

Delek Logistics Partners, LP has 20.9% gross margin and 18.0% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Delek Logistics Partners, LP have?

Delek Logistics Partners, LP's Debt/EBITDA ratio is 7.7x, indicating high leverage. A ratio above 4x may signal elevated financial risk.