CVR Energy Inc. (CVI) vs Delek Logistics Partners, L.P. (DKL)

CVR Energy Inc. and Delek Logistics Partners, L.P. are both Oil & Gas Refining & Marketing companies. CVR Energy Inc. is the larger, with a market value of $6.2B against $3.2B — 1.9× the size. Delek Logistics Partners, L.P. trades at the lower P/E: 20.0× against 90.3×. Delek Logistics Partners, L.P. grew revenue faster over the last twelve months: 30.3% against 17.9%. Delek Logistics Partners, L.P. has the higher net margin (12.9% vs 0.81%) and the lower return on invested capital (4.97% vs 12.3%). Both pay a dividend; Delek Logistics Partners, L.P. yields more (7.86% vs 0.93%). Across the 22 metrics below, CVR Energy Inc. leads on 11 and Delek Logistics Partners, L.P. on 11.

Valuation

Metric CVI DKL Oil & Gas Refining & Marketing median
P/E 90.32 19.99 16.35
P/S 0.73 2.54 0.44
P/B 8.30 n/m 2.05
Price to free cash flow 17.10 25.84 9.98
EV/EBITDA 9.29 16.66 8.04
EV/Sales 0.85 4.55 0.59
Earnings yield 1.11% 5.00% 5.71%
Free cash flow yield 5.85% 3.87% 9.13%

Profitability

Metric CVI DKL Oil & Gas Refining & Marketing median
Gross margin 6.10% 17.58% 12.22%
Operating margin 4.12% 15.32% 5.35%
Net margin 0.81% 12.85% 2.08%
Free cash flow margin 4.26% 9.84% 4.25%
Return on equity 9.79% (826.14%) 11.39%
Return on assets 1.71% 5.48% 5.22%
Return on invested capital 12.27% 4.97% 11.54%

Growth

Metric CVI DKL Oil & Gas Refining & Marketing median
Revenue growth (TTM) 17.89% 30.33% 13.37%
EPS growth (last fiscal year) 350.00% 10.37% 31.15%
Revenue growth, 5-year CAGR 12.75% 12.46% 12.77%
Net income growth, 5-year CAGR 0.00% 4.66% 0.00%

Health

Metric CVI DKL Oil & Gas Refining & Marketing median
Debt to equity 2.38 (34.54) 0.44
Current ratio 1.42 0.96 1.32
Net debt to EBITDA 2.08 7.63 2.07

Dividend

Metric CVI DKL Oil & Gas Refining & Marketing median
Dividend yield 0.93% 7.86% 1.71%
Payout ratio 0.84 1.57 0.35

Size

Metric CVI DKL Oil & Gas Refining & Marketing median
Market cap 6.20b 3.23b 4.71b

Compare with another peer

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