DKL vs PAGP: stock comparison and AI forecast
Delek Logistics Partners, Lp (DKL) and Plains Gp Holdings Lp (PAGP) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
DKL Delek Logistics Partners, Lp
- Price
- $51.24 +0.4% · 6M
- Market Cap
- $2.73B
- P/E Ratio
- 17.5x
- Size
- mid-cap
- AI Forecast
PAGP Plains Gp Holdings Lp
- Price
- $25.78 +9.1% · 6M
- Market Cap
- $5.10B
- P/E Ratio
- 9.2x
- Size
- mid-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Six-month price performance
Closing prices rebased to 100 at the start of the window.
Key facts
- PAGP is 1.9 times larger than DKL by market capitalization ($5.10B against $2.73B).
- PAGP trades at 9.2 times trailing earnings, DKL at 17.5 times.
- Over the last six months PAGP returned +9.1% and DKL +0.4%.
- DKL turns 9.2% of its revenue into net income, against 0.6% for PAGP.
- Both companies share the SEC industry classification Pipe Lines (No Natural Gas).
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | DKL | PAGP |
|---|---|---|
| Market Cap | $2.73B | $5.10B |
| P/E Ratio | 17.51x | 9.19x |
| Revenue/Share | $24.60 | $261.60 |
| FCF/Share | $5.16 | $11.98 |
Profitability & Margins
| Metric | DKL | PAGP |
|---|---|---|
| Gross Margin | 16.6% | 7.4% |
| Operating Margin | 20.3% | 6.6% |
| Net Margin | 9.2% | 0.6% |
| EBT Margin | 16.5% | 5.9% |
| Tax Rate | 0.1% | 20.3% |
Financial Health
| Metric | DKL | PAGP |
|---|---|---|
| Current Ratio | 0.85x | 1.12x |
| Quick Ratio | 0.81x | 1.10x |
| Interest Coverage | 1.5x | 3.3x |
| Working Capital | -$85M | $679M |
Cash Flow
| Metric | DKL | PAGP |
|---|---|---|
| Operating Cash Flow | $473M | $2.97B |
| Free Cash Flow | $275M | $2.37B |
| Capital Spending | -$198M | -$601M |
| OCF Growth YoY | 93.9% | 8.3% |
| FCF Growth YoY | – | 12.3% |
| FCF/Sales | 21.0% | 4.6% |
| CapEx/Sales | 15.1% | 1.2% |
Operational Efficiency
| Metric | DKL | PAGP |
|---|---|---|
| Receivables Turnover | – | 9.8x |
| Inventory Turnover | 41.1x | 571.0x |
| Fixed Assets Turnover | 0.9x | 3.1x |
| Days Sales Outstanding | – | 37 days |
| Days Inventory | 9 days | 1 days |
| Payables Period | 170 days | – |
Income Statement
| Metric | DKL | PAGP |
|---|---|---|
| Total Revenue | $1.31B | $51.77B |
| Operating Income | $192M | $1.46B |
| Net Income | $87M | $128M |
| SG&A Expense | $20M | – |
| Cost of Goods Sold | $1.09B | $47.96B |
Dividend & Shareholder Information
| Metric | DKL | PAGP |
|---|---|---|
| Shares Outstanding | 53M | 198M |
| Net Income Growth | 0.0% | 0.0% |
DKL vs PAGP: stock comparison and AI forecast
Which is bigger, DKL or PAGP?
PAGP is 1.9 times larger than DKL by market capitalization ($5.10B against $2.73B).
Which is cheaper on earnings, DKL or PAGP?
PAGP trades at 9.2 times trailing earnings, DKL at 17.5 times.
Which stock performed better over the last six months, DKL or PAGP?
Over the last six months PAGP returned +9.1% and DKL +0.4%.
Which one does Intratio's AI model rank higher, DKL or PAGP?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.