Added to YB: 2026-03-09
Pitch date: 2026-03-05
DK [neutral]
Delek US Holdings, Inc.
-5.79%
current return
Author Info
No bio for this author
Company Info
Delek US Holdings, Inc. engages in the integrated downstream energy business in the United States. The company operates in two segments Refining and Logistics.
Market Cap
$2.6B
Pitch Price
$44.54
Price Target
85.00 (+103%)
Dividend
2.36%
EV/EBITDA
5.94
P/E
-127.00
EV/Sales
0.54
Sector
Oil, Gas and Consumable Fuels
Category
N/A
Closed Position: Delek US
DK (exited position): Up 275% since Apr '24 on stronger crack spreads & EPA granting $400M in 2019-24 SRE reversals. Future SREs add $234M annual EBITDA uplift. New fair value $85 vs $47 initial (shares at 30% discount vs 75% prior). Exiting as 3-5yr forward IRR less attractive than other ideas; SRE grants uncertain.
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