Delek Logistics Partners LP (DKL)vsValero Energy Corporation (VLO)
DKL
Delek Logistics Partners LP
$56.90
-0.18%
ENERGY · Cap: $3.27B
VLO
Valero Energy Corporation
$390.42
+1.29%
ENERGY · Cap: $112.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Valero Energy Corporation generates 10943% more annual revenue ($132.43B vs $1.20B). DKL leads profitability with a 12.9% profit margin vs 5.5%. DKL appears more attractively valued with a PEG of 0.77. VLO earns a higher WallStSmart Score of 72/100 (B).
DKL
Buy60
out of 100
Grade: C+
VLO
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.2%
Fair Value
$46.97
Current Price
$56.90
$9.93 premium
Intrinsic value data unavailable for VLO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Revenue surging 56.2% year-over-year
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 51.7% year-over-year
Earnings expanding 453.5% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
Earnings declined 34.9%
5.5% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DKL
The strongest argument for DKL centers on Return on Equity, Revenue Growth, Debt/Equity. Revenue growth of 56.2% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bull Case : VLO
The strongest argument for VLO centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 51.7% demonstrates continued momentum.
Bear Case : DKL
The primary concerns for DKL are Piotroski F-Score, EPS Growth.
Bear Case : VLO
The primary concerns for VLO are Profit Margin, PEG Ratio.
Key Dynamics to Monitor
DKL profiles as a growth stock while VLO is a hypergrowth play — different risk/reward profiles.
VLO carries more volatility with a beta of 0.57 — expect wider price swings.
DKL is growing revenue faster at 56.2% — sustainability is the question.
VLO generates stronger free cash flow (5.4B), providing more financial flexibility.
Bottom Line
VLO scores higher overall (72/100 vs 60/100) and 51.7% 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.
Valero Energy Corporation
ENERGY · OIL & GAS REFINING & MARKETING · USA
Valero Energy Corporation is a Fortune 500 international manufacturer and marketer of transportation fuels, other petrochemical products, and power. It is headquartered in San Antonio, Texas, United States.
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