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DKL vs MPLX
Which Stock Would AI Choose? Delek Logistics Partners, LP (DKL) vs. MPLX LP (MPLX) Stock Comparison
Key Takeaways
- DKL has delivered stronger year-to-date returns of 23.54% compared to MPLX's 8.15%, driven by robust Q1 2026 results.
- Both master limited partnerships (MLPs) offer high dividend yields, with DKL at 8.46% and MPLX at 7.61%, appealing to income-focused investors.
- DKL recently reported $132 million in adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) for Q1 2026 and its 53rd consecutive quarterly distribution increase.
- MPLX, with a larger market cap of $57.5 billion, secured a $2.5 billion revolving credit facility and outlined a $2.4 billion 2026 capital plan focused on natural gas and NGLs (natural gas liquids).
- DKL trades at a higher P/E ratio of 17.02 versus MPLX's 11.74, reflecting differing growth expectations.
- Recent market activity shows both stocks near 52-week highs, with DKL at $53.95 and MPLX at $56.61.
Introduction
Delek Logistics Partners, LP (DKL) and MPLX LP (MPLX) are midstream master limited partnerships (MLPs) focused on energy infrastructure, including pipelines, storage, and logistics for crude oil, natural gas, and refined products. This stock comparison analyzes their recent performance, business models, and market positioning amid volatile energy sector dynamics. Income-oriented investors seeking high-yield dividends and traders monitoring momentum in midstream assets will find value here, as both have shown resilience in recent market activity while differing in scale and growth trajectories. Key metrics like dividend sustainability and relative returns provide insights into their appeal in the current environment.
DKL Overview and Recent Performance
Delek Logistics Partners, LP (DKL) operates gathering, processing, transportation, and storage services for crude oil, natural gas, and refined products, primarily as a subsidiary of Delek US Holdings, Inc. In recent weeks, DKL shares have traded near their 52-week high of $55.89, supported by Q1 2026 results showing $132 million in adjusted EBITDA and a 0.44% quarterly distribution hike to $1.13 per unit—the 53rd consecutive increase. This reflects disciplined capital allocation and strong fee-based revenues despite refining margin pressures. Year-to-date gains of 23.54% have outpaced the S&P 500, fueled by positive sentiment around gas processing expansions and a coverage ratio supporting its 8.46% yield. Market positioning remains robust, with targets for $520–$560 million in 2026 adjusted EBITDA boosting investor confidence.
MPLX Overview and Recent Performance
MPLX LP (MPLX), a subsidiary of Marathon Petroleum Corporation, manages extensive midstream assets including crude oil and products logistics, plus natural gas and NGL services across gathering, processing, and transportation. Recent market activity has kept shares around $56.61, close to the 52-week high of $59.98, amid a quarterly distribution of $1.0765 per unit and a new $2.5 billion revolving credit facility extending liquidity to 2031. With Q1 results pending, focus remains on a $2.4 billion 2026 capital plan, 90% allocated to gas and NGLs. Year-to-date returns of 8.15% trail broader peers but reflect stability from diversified operations and a 7.61% yield, influenced by steady volumes and sector momentum.
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Head-to-Head Comparison
Both DKL and MPLX thrive in midstream energy via pipelines and logistics, but MPLX's $57.5 billion market cap dwarfs DKL's $2.9 billion, offering greater scale and diversification across crude, gas, and marine assets. Growth drivers differ: DKL leverages Delek-tied volumes and gas expansions, while MPLX emphasizes NGLs and M&A (mergers and acquisitions). Recent momentum favors DKL with superior YTD and one-year returns, versus MPLX's steadier three-year gains. Risk factors include commodity volatility and debt loads, though both maintain strong liquidity. Sector exposure aligns in energy midstream, but sentiment tilts toward DKL for yield and payout growth amid higher P/E trade-offs.
Tickeron AI Verdict
Tickeron's AI currently leans toward DKL based on superior recent trend consistency, higher dividend yield, and catalysts like consecutive distribution hikes and EBITDA targets. While MPLX offers scale and lower valuation, DKL's relative momentum and income stability position it favorably in the near term, though energy sector risks warrant monitoring.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DKL is a StrongBuy and MPLX is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DKL’s FA Score shows that 2 FA rating(s) are green whileMPLX’s FA Score has 3 green FA rating(s).
- DKL’s FA Score: 2 green, 3 red.
- MPLX’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DKL’s TA Score shows that 4 TA indicator(s) are bullish while MPLX’s TA Score has 6 bullish TA indicator(s).
- DKL’s TA Score: 4 bullish, 4 bearish.
- MPLX’s TA Score: 6 bullish, 3 bearish.
Price Growth
DKL (@Oil Refining/Marketing) experienced а +1.86% price change this week, while MPLX (@Oil & Gas Pipelines) price change was +0.69% for the same time period.
The average weekly price growth across all stocks in the @Oil Refining/Marketing industry was -0.01%. For the same industry, the average monthly price growth was -1.02%, and the average quarterly price growth was +18.42%.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was +2.49%. For the same industry, the average monthly price growth was -2.15%, and the average quarterly price growth was +30.32%.
Reported Earning Dates
DKL is expected to report earnings on Aug 11, 2026.
MPLX is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Oil Refining/Marketing (-0.01% weekly)The Oil Refining/Marketing segment includes companies that refine crude oil into a number of petroleum products, including gasoline, jet fuel and diesel, and then sell the usable products to the end users. These companies are involved in what’s called downstream operations in the oil business. They also engage in the marketing and distribution of crude oil and natural gas products. In other words, the downstream oil and gas business is focused on post-production processes of crude oil and natural gas. When oil prices slump, downstream businesses are hurt less or in some cases even benefit, since their purchase cost of crude oil goes down. Some of the biggest U.S. oil refining/marketing companies include Phillips 66, Marathon Petroleum Corporation and Valero Energy Corp.
@Oil & Gas Pipelines (+2.49% weekly)Oil & Gas Pipelines industry includes companies that transport natural gas and crude oil through pipelines. These companies also collect and market the fuels. The pipeline segment could be considered as a midstream operation – functioning as a link between the upstream and downstream operations in the oil and gas industry. Some of the largest U.S. pipeline players include Enterprise Products Partners L.P, TC Energy Corporation and Energy Transfer, L.P.
| DKL | MPLX | DKL / MPLX | |
| Capitalization | 2.82B | 57.7B | 5% |
| EBITDA | 494M | 7.22B | 7% |
| Gain YTD | 24.006 | 10.766 | 223% |
| P/E Ratio | 16.73 | 12.31 | 136% |
| Revenue | 1.06B | 11.4B | 9% |
| Total Cash | 9.91M | 1.51B | 1% |
| Total Debt | 2.33B | 26.1B | 9% |
DKL | MPLX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 30 | 3 | |
SMR RATING 1..100 | 6 | 30 | |
PRICE GROWTH RATING 1..100 | 46 | 50 | |
P/E GROWTH RATING 1..100 | 37 | 49 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
MPLX's Valuation (8) in the Oil And Gas Pipelines industry is significantly better than the same rating for DKL (89). This means that MPLX’s stock grew significantly faster than DKL’s over the last 12 months.
MPLX's Profit vs Risk Rating (3) in the Oil And Gas Pipelines industry is in the same range as DKL (30). This means that MPLX’s stock grew similarly to DKL’s over the last 12 months.
DKL's SMR Rating (6) in the Oil And Gas Pipelines industry is in the same range as MPLX (30). This means that DKL’s stock grew similarly to MPLX’s over the last 12 months.
DKL's Price Growth Rating (46) in the Oil And Gas Pipelines industry is in the same range as MPLX (50). This means that DKL’s stock grew similarly to MPLX’s over the last 12 months.
DKL's P/E Growth Rating (37) in the Oil And Gas Pipelines industry is in the same range as MPLX (49). This means that DKL’s stock grew similarly to MPLX’s over the last 12 months.
| DKL | MPLX | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 55% | 2 days ago 30% |
| Momentum ODDS (%) | 2 days ago 71% | 2 days ago 52% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 52% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 52% |
| TrendMonth ODDS (%) | 2 days ago 64% | 2 days ago 49% |
| Advances ODDS (%) | 3 days ago 66% | 2 days ago 52% |
| Declines ODDS (%) | 6 days ago 52% | 16 days ago 34% |
| BollingerBands ODDS (%) | 2 days ago 59% | 2 days ago 33% |
| Aroon ODDS (%) | 2 days ago 44% | 2 days ago 42% |
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DKL and
Correlation & Price change
A.I.dvisor indicates that over the last year, DKL has been loosely correlated with EPD. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if DKL jumps, then EPD could also see price increases.
| Ticker / NAME | Correlation To DKL | 1D Price Change % | ||
|---|---|---|---|---|
| DKL | 100% | -1.47% | ||
| EPD - DKL | 57% Loosely correlated | -0.08% | ||
| KMI - DKL | 52% Loosely correlated | +1.85% | ||
| MPLX - DKL | 52% Loosely correlated | +0.67% | ||
| AM - DKL | 51% Loosely correlated | +1.45% | ||
| TRGP - DKL | 51% Loosely correlated | +1.20% | ||
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MPLX and
Correlation & Price change
A.I.dvisor indicates that over the last year, MPLX has been loosely correlated with DKL. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if MPLX jumps, then DKL could also see price increases.
| Ticker / NAME | Correlation To MPLX | 1D Price Change % | ||
|---|---|---|---|---|
| MPLX | 100% | +0.67% | ||
| DKL - MPLX | 52% Loosely correlated | -1.47% | ||
| ET - MPLX | 47% Loosely correlated | +1.65% | ||
| TRGP - MPLX | 44% Loosely correlated | +1.20% | ||
| OKE - MPLX | 44% Loosely correlated | +1.56% | ||
| DTM - MPLX | 42% Loosely correlated | +1.42% | ||
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