ARKO Petroleum Corp. (APC) vs Delek Logistics Partners, L.P. (DKL)

ARKO Petroleum Corp. and Delek Logistics Partners, L.P. are both Oil & Gas Refining & Marketing companies. Delek Logistics Partners, L.P. is the larger, with a market value of $3.2B against $714.5M — 4.5× the size. ARKO Petroleum Corp. trades at the lower P/E: 15.4× against 19.2×. Delek Logistics Partners, L.P. has the higher net margin (12.9% vs 0.65%) and the lower return on invested capital (4.97% vs 163.7%). Across the 18 metrics below, ARKO Petroleum Corp. leads on 14 and Delek Logistics Partners, L.P. on 4.

Valuation

Metric APC DKL Oil & Gas Refining & Marketing median
P/E 15.40 19.19 11.95
P/S 0.12 2.44 0.36
P/B 2.78 n/m 1.67
Price to free cash flow 9.09 24.81 8.06
EV/EBITDA 0.69 16.29 6.84
EV/Sales 0.17 4.45 0.55
Earnings yield 6.49% 5.21% 6.59%
Free cash flow yield 11.00% 4.03% 11.61%

Profitability

Metric APC DKL Oil & Gas Refining & Marketing median
Gross margin 25.84% 17.58% 14.49%
Operating margin 23.16% 15.32% 7.14%
Net margin 0.65% 12.85% 2.29%
Free cash flow margin 1.33% 9.84% 4.55%
Return on equity 0.00% (826.14%) 14.90%
Return on assets 5.55% 5.48% 5.52%
Return on invested capital 163.72% 4.97% 13.76%

Growth

Metric APC DKL Oil & Gas Refining & Marketing median
Revenue growth (TTM) — 30.33% 19.06%
EPS growth (last fiscal year) (18.20%) 10.37% 37.92%
Revenue growth, 5-year CAGR — 12.46% 13.17%
Net income growth, 5-year CAGR — 4.66% 0.00%

Health

Metric APC DKL Oil & Gas Refining & Marketing median
Debt to equity 1.09 (34.54) 0.48
Current ratio 1.18 0.96 1.32
Net debt to EBITDA 3.47 7.63 2.07

Dividend

Metric APC DKL Oil & Gas Refining & Marketing median
Dividend yield — 10.26% 2.31%
Payout ratio — 1.97 0.35

Size

Metric APC DKL Oil & Gas Refining & Marketing median
Market cap 714.50m 3.24b 4.16b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack