Análisis Argos
DKL
DKLSin veredicto2 señales de riesgo
Delek Logistics Partners, LP · Energy
US$ 52.25
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
33/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Las ganancias crecieron 24% el último año.
Reparte dividendo sostenible (8.59%).
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (0.55)
!FCF negativo con deuda creciente
VALOR2/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos33de 100Sin veredicto
Ingresos7%
US$ 1 B
Margen operativo17%
18%
Flujo de caja libre143%
US$ -0 B
Deuda neta
US$ 2.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.8B
P/E15.7x
EV/EBITDA16.6x
FCF yield-1.1%
ROIC7.7%
Margen operativo18%
Crecim. ingresos+7.7%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

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Novedades

Noticias recientes

fool.com · 25 jun
Why Delek Holdings Rallied Today
Delek rallied as a rival's refinery caught fire on Thursday. Jet fuel margins were already sky-high this year, but were set to moderate due to the U.S.-Iran ceasefire.
fool.com · 27 may
3 Energy Stocks Built to Last a Lifetime and Pay You the Whole Way
Chevron is an energy sector dividend star, but some less heralded stocks can compensate long-term investors, too.
etftrends.com · 19 may
1Q26 MLP/Midstream Dividends: Growth Trend Continues
Key Takeaways: On a year-over-year basis, 96.0% of the Alerian Midstream Energy Index (AMNA) by weighting have grown their dividends. MLPs largely drove sequential growth in payouts for 1Q26, while most corporations kept their dividends steady.
businesswire.com · 12 may
Delek Logistics Partners, LP and Delek Logistics Finance Corp. Announce Results of Tender Offer for Any and All of their Outstanding 7.125% Senior Notes due 2028
BRENTWOOD, Tenn--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) (“Delek Logistics”) and Delek Logistics Finance Corp., a subsidiary of Delek Logistics (together with Delek Logistics, the “Offerors”), announced today that they have received, as of 5:00 p.m., New York City time, on May 11, 2026 (the “Expiration Time”), tenders from holders of $270,721,000 in aggregate principal amount (excluding tenders through guaranteed delivery procedures), representing approximately 67.7%, of the O.
businesswire.com · 4 may
Delek Logistics Partners, LP Announces Pricing of Offering of $800 Million of Senior Notes
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) (“Delek Logistics”) announced today that it, along with Delek Logistics Finance Corp., a subsidiary of Delek Logistics (together with Delek Logistics, the “Issuers”), priced an offering of $800 million in aggregate principal amount of 6.875% senior notes due 2034 (the “Notes”) at par. The offering is expected to close May 14, 2026, subject to satisfaction of customary closing conditions. Delek Logistics intends to use t.
businesswire.com · 4 may
Delek Logistics Partners, LP and Delek Logistics Finance Corp. Announce Tender Offer for Any and All of Their Outstanding 7.125% Senior Notes Due 2028
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) (“Delek Logistics”) and Delek Logistics Finance Corp., a subsidiary of Delek Logistics (together with Delek Logistics, the “Offerors”), announced today that they have commenced a cash tender offer (the “Offer”) for any and all of their outstanding 7.125% Senior Notes due 2028 (the “Notes”), upon the terms and conditions set forth in the Offer to Purchase, dated as of May 4, 2026, and the related Letter of Transmittal an.
businesswire.com · 4 may
Delek Logistics Partners, LP Announces Proposed Offering of $800 Million of Senior Notes
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) (“Delek Logistics”) announced today that it, along with Delek Logistics Finance Corp., a subsidiary of Delek Logistics, intends to offer $800 million in aggregate principal amount of senior notes due 2034 (the “Notes”) in a private placement to eligible purchasers, subject to market conditions. Delek Logistics intends to use the net proceeds from the offering (i) to repurchase all of the outstanding 7.125% Senior Notes.
seekingalpha.com · 2 may
Delek Logistics Partners: Core Strengths And Opportunities Fuel Valuation And Technicals
Delek Logistics Partners, LP remains resilient and undervalued, with robust fundamentals and a well-diversified, fee-based revenue structure. DKL's Q1 2026 revenue rose 19% YoY to $297.5M, driven by strong midstream activity and increased third-party exposure. Despite cost pressures, DKL maintains ample liquidity, strategic debt management, and stable cash flows supporting distributions.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.