Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Delek US Holdings, Inc.

DK · NYSE · Energy

Fundamental quality

REASONABLE

57

out of 100

Delek US Holdings, Inc. earns a fundamental-quality score of 57 out of 100, profiling it as a company of reasonable quality. Its score rests mainly on its profitability (net margin 1.9%). Its weakest area is its growth (revenue +9.6%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Delek US is a small independent refiner of inland Texas and the South: it buys Permian crude at a proximity discount and sells regional gasoline and diesel, plus a listed logistics affiliate. A minor player in a giants' business, with the volatility that implies.

What will shape its future

  • Regional refining margins, its entire income statement.
  • Its logistics affiliate (Delek Logistics), the stable piece holding up the whole.
  • Its small scale: less cushion than the majors when the cycle sours.

Breakdown by area

I.Growth
45

EPS growth: 0.5% · Revenue growth: 9.6%

II.Profitability
62

Net margin: 1.9% · ROE: 53.1% · ROIC: 17.8%

III.Financial health
60

Net debt/EBITDA: 2.55x · FCF: 5.7%

Source: SEC EDGAR · TTM through 30/06/2026

The score includes +1 for dividend strength: 4 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

The score combines growth, profitability and financial strength. Here its profitability weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 30 Energy companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 10%
ROEbeats 96%
Growthbeats 27%
Cash generationbeats 44%
Less debtbeats 46%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Delek US Holdings, Inc. strengths

  • Reasonable return on capital: its ROE (53.1%) is inflated by buybacks, but ROIC —which strips that out— is 17.8%.
  • Revenue growing (9.6% annualized).

Delek US Holdings, Inc. risks and weaknesses

  • Its net debt has grown over the period.
  • Thin margins (net margin of 1.9%), little cushion for setbacks.
  • Erratic free cash flow, with several years in the red.

Delek US Holdings, Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
20207,302-611-5521,561
202110,648-1281491,362
202219,8012571452,212
202316,467206211,778
202411,852-560-4942,030
202510,723-2362,607

Between 2020 and 2025, revenue went from $7,302M to $10,723M (+47%) and net income went from -$611M to -$23M (+96%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+24.7%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score4057
  • Net margin-0.5%1.9%
  • ROE-17%53.1%
  • FCF margin4.5%5.7%
  • Revenue growth7.6%9.6%
  • Net debt/EBITDA3.95×2.55×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$1.02

per share, yearly

at least 4 straight years raising it

Growth

That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Delek US Holdings, Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Delek US Holdings, Inc. a good company to invest in?

In terms of business quality, Delek US Holdings, Inc. scores 57 out of 100 in our analysis, placing it as a company of reasonable quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Delek US Holdings, Inc. a profitable company?

Delek US Holdings, Inc. is profitable, with a net margin of 1.9%, though a thin one.

Does Delek US Holdings, Inc. have a lot of debt?

A moderate level: its net debt is 2.55 times its EBITDA.

Is Delek US Holdings, Inc. growing?

Its revenue has grown 9.6% annualized in recent years and its earnings per share 0.5%.

Does Delek US Holdings, Inc. generate cash?

Yes. It converts about 5.7% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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