Delek Energy Stock Beta
| DK Stock | USD 18.39 0.35 1.94% |
Delek Energy fundamentals help investors to digest information that contributes to Delek Energy's financial success or failures. It also enables traders to predict the movement of Delek Stock. The fundamental analysis module provides a way to measure Delek Energy's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Delek Energy stock.
Delek | Beta |
Delek Energy Company Beta Analysis
Delek Energy's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Delek Energy Beta | 1.14 |
Most of Delek Energy's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Delek Energy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Delek Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Delek Energy is extremely important. It helps to project a fair market value of Delek Stock properly, considering its historical fundamentals such as Beta. Since Delek Energy's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Delek Energy's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Delek Energy's interrelated accounts and indicators.
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Delek Energy has a Beta of 1.144. This is 32.71% lower than that of the Oil, Gas & Consumable Fuels sector and 15.26% lower than that of the Energy industry. The beta for all United States stocks is notably lower than that of the firm.
Delek Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Delek Energy's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Delek Energy could also be used in its relative valuation, which is a method of valuing Delek Energy by comparing valuation metrics of similar companies.Delek Energy is currently under evaluation in beta category among its peers.
Delek Energy Current Valuation Drivers
We derive many important indicators used in calculating different scores of Delek Energy from analyzing Delek Energy's financial statements. These drivers represent accounts that assess Delek Energy's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Delek Energy's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 2.7B | 2.5B | 1.2B | 1.1B | 998.1M | 992.6M | |
| Enterprise Value | 3.4B | 3.8B | 2.9B | 2.7B | 2.4B | 1.3B |
Delek Energy ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Delek Energy's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Delek Energy's managers, analysts, and investors.Environmental | Governance | Social |
Delek Energy Institutional Holders
Institutional Holdings refers to the ownership stake in Delek Energy that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Delek Energy's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Delek Energy's value.| Shares | Citadel Advisors Llc | 2024-06-30 | 1.4 M | Geode Capital Management, Llc | 2024-06-30 | 1.4 M | Nuveen Asset Management, Llc | 2024-06-30 | 1.2 M | Millennium Management Llc | 2024-06-30 | 1.1 M | Barclays Plc | 2024-06-30 | 988.1 K | Encompass Capital Advisors Llc | 2024-06-30 | 922.2 K | Sir Capital Management, L.p. | 2024-09-30 | 900.9 K | Northern Trust Corp | 2024-09-30 | 837 K | Two Sigma Advisers, Llc | 2024-06-30 | 817.1 K | Vanguard Group Inc | 2024-09-30 | 6.7 M | Blackrock Inc | 2024-06-30 | 6.6 M |
Delek Energy returns are very sensitive to returns on the market. As the market goes up or down, Delek Energy is expected to follow.
Delek Fundamentals
| Return On Equity | -0.34 | ||||
| Return On Asset | -0.0163 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | (0.03) % | ||||
| Current Valuation | 3.02 B | ||||
| Shares Outstanding | 64.5 M | ||||
| Shares Owned By Insiders | 2.68 % | ||||
| Shares Owned By Institutions | 97.32 % | ||||
| Number Of Shares Shorted | 8.51 M | ||||
| Price To Earning | 8.46 X | ||||
| Price To Book | 1.65 X | ||||
| Price To Sales | 0.08 X | ||||
| Revenue | 16.92 B | ||||
| Gross Profit | 1.19 B | ||||
| EBITDA | 664 M | ||||
| Net Income | 19.8 M | ||||
| Cash And Equivalents | 841.3 M | ||||
| Cash Per Share | 17.52 X | ||||
| Total Debt | 2.77 B | ||||
| Debt To Equity | 2.44 % | ||||
| Current Ratio | 1.08 X | ||||
| Book Value Per Share | 11.04 X | ||||
| Cash Flow From Operations | 1.01 B | ||||
| Short Ratio | 6.90 X | ||||
| Earnings Per Share | (5.65) X | ||||
| Price To Earnings To Growth | (2.33) X | ||||
| Target Price | 20.29 | ||||
| Number Of Employees | 3.59 K | ||||
| Beta | 1.14 | ||||
| Market Capitalization | 1.16 B | ||||
| Total Asset | 7.17 B | ||||
| Retained Earnings | 430 M | ||||
| Working Capital | (19.1 M) | ||||
| Current Asset | 988.8 M | ||||
| Current Liabilities | 759.7 M | ||||
| Annual Yield | 0.06 % | ||||
| Five Year Return | 3.51 % | ||||
| Net Asset | 7.17 B | ||||
| Last Dividend Paid | 0.99 |
About Delek Energy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Delek Energy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Delek Energy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Delek Energy based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Delek Energy Piotroski F Score and Delek Energy Altman Z Score analysis. For more information on how to buy Delek Stock please use our How to buy in Delek Stock guide.You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is Oil & Gas Refining & Marketing space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Delek Energy. If investors know Delek will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Delek Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 18.7 | Dividend Share 0.99 | Earnings Share (5.65) | Revenue Per Share 216.451 | Quarterly Revenue Growth (0.34) |
The market value of Delek Energy is measured differently than its book value, which is the value of Delek that is recorded on the company's balance sheet. Investors also form their own opinion of Delek Energy's value that differs from its market value or its book value, called intrinsic value, which is Delek Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Delek Energy's market value can be influenced by many factors that don't directly affect Delek Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Delek Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Delek Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Delek Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.