WallStSmart

Delek US Energy Inc (DK)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 1529% more annual revenue ($196.38B vs $12.06B). TTE leads profitability with a 9.1% profit margin vs 1.9%. DK appears more attractively valued with a PEG of 0.38. TTE earns a higher WallStSmart Score of 75/100 (B).

DK

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 5.0Value: 7.3Quality: 4.0
Piotroski: 4/9Altman Z: 1.66

TTE

Strong Buy

75

out of 100

Grade: B

Growth: 6.7Profit: 6.0Value: 7.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DKUndervalued (+0.6%)

Margin of Safety

+0.6%

Fair Value

$34.72

Current Price

$78.12

$43.40 discount

UndervaluedFair: $34.72Overvalued

Intrinsic value data unavailable for TTE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DK3 strengths · Avg: 10.0/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

Revenue GrowthGrowth
47.8%10/10

Revenue surging 47.8% year-over-year

EPS GrowthGrowth
1870.0%10/10

Earnings expanding 1870.0% YoY

TTE6 strengths · Avg: 9.0/10
Market CapQuality
$202.51B10/10

Mega-cap, among the largest globally

P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
106.0%10/10

Earnings expanding 106.0% YoY

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.8%8/10

Revenue surging 27.8% year-over-year

Areas to Watch

DK4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.664/10

Distress zone — elevated risk

Return on EquityProfitability
3.8%3/10

ROE of 3.8% — below average capital efficiency

Profit MarginProfitability
1.9%3/10

1.9% margin — thin

Price/BookValuation
25.6x2/10

Trading at 25.6x book value

TTE2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : DK

The strongest argument for DK centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 47.8% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bull Case : TTE

The strongest argument for TTE centers on Market Cap, P/E Ratio, EPS Growth. Revenue growth of 27.8% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.

Bear Case : DK

The primary concerns for DK are Altman Z-Score, Return on Equity, Profit Margin. Debt-to-equity of 7.70 is elevated, increasing financial risk. Thin 1.9% margins leave little buffer for downturns.

Bear Case : TTE

The primary concerns for TTE are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

DK profiles as a hypergrowth stock while TTE is a growth play — different risk/reward profiles.

DK carries more volatility with a beta of 0.57 — expect wider price swings.

DK is growing revenue faster at 47.8% — sustainability is the question.

TTE generates stronger free cash flow (6.5B), providing more financial flexibility.

Bottom Line

TTE scores higher overall (75/100 vs 72/100) and 27.8% revenue growth. Both earn "Strong Buy" and "Strong 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 US Energy Inc

ENERGY · OIL & GAS REFINING & MARKETING · USA

Delek US Holdings, Inc. participates in the integrated downstream energy business 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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