Delek US Holdings, Inc. (DK) vs Star Group, L.P. (SGU)

Delek US Holdings, Inc. and Star Group, L.P. are both Oil & Gas Refining & Marketing companies. Delek US Holdings, Inc. is the larger, with a market value of $4.1B against $415.1M — 9.9× the size. Star Group, L.P. trades at the lower P/E: 6.9× against 18.4×. Delek US Holdings, Inc. grew revenue faster over the last twelve months: 11.4% against 7.58%. Star Group, L.P. has the higher net margin (3.96% vs 1.86%) and the higher return on invested capital (16.0% vs 12.2%). Both pay a dividend; Star Group, L.P. yields more (5.66% vs 3.26%). Across the 23 metrics below, Star Group, L.P. leads on 17 and Delek US Holdings, Inc. on 6.

Valuation

Metric DK SGU Oil & Gas Refining & Marketing median
P/E 18.43 6.86 15.04
P/S 0.35 0.22 0.41
P/B 9.84 1.08 1.87
Price to free cash flow 6.19 6.75 8.78
EV/EBITDA 6.69 3.29 7.94
EV/Sales 0.56 0.30 0.59
Earnings yield 5.42% 14.58% 6.15%
Free cash flow yield 16.16% 14.83% 10.47%

Profitability

Metric DK SGU Oil & Gas Refining & Marketing median
Gross margin 7.12% 31.79% 12.22%
Operating margin 4.84% 7.14% 5.35%
Net margin 1.86% 3.96% 2.08%
Free cash flow margin 5.58% 3.27% 4.25%
Return on equity 62.57% 20.83% 11.39%
Return on assets 3.07% 7.67% 5.22%
Return on invested capital 12.22% 15.95% 11.54%

Growth

Metric DK SGU Oil & Gas Refining & Marketing median
Revenue growth (TTM) 11.40% 7.58% 13.37%
EPS growth (last fiscal year) 95.67% 102.22% —
Revenue growth, 5-year CAGR 7.99% 3.99% 12.77%
Net income growth, 5-year CAGR 0.00% 5.09% 0.00%

Health

Metric DK SGU Oil & Gas Refining & Marketing median
Debt to equity 7.55 0.44 0.44
Current ratio 0.76 0.87 1.32
Net debt to EBITDA 3.73 1.08 2.07

Dividend

Metric DK SGU Oil & Gas Refining & Marketing median
Dividend yield 3.26% 5.66% 3.64%
Payout ratio 0.05 — 0.14

Size

Metric DK SGU Oil & Gas Refining & Marketing median
Market cap 4.12b 415.06m 4.12b

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