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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 and one-year returns compared with MPLX, reflecting more robust recent momentum in the midstream sector.
- Both companies operate as master limited partnerships (MLPs) focused on midstream energy infrastructure, including pipelines, storage, and logistics services.
- MPLX maintains a larger market capitalization and offers a competitive distribution yield, supported by stable cash flows from its extensive asset base.
- Recent market activity shows both stocks trading near multi-month highs amid broader energy sector strength, with DKL exhibiting higher volatility and outperformance.
- Risk profiles differ due to varying exposure to refining and gathering operations, influencing relative sensitivity to commodity price fluctuations and volume trends.
- Sentiment remains constructive for both amid steady distribution announcements and sector tailwinds from increased production activity.
Introduction
Delek Logistics Partners, LP (DKL) and MPLX LP (MPLX) are two midstream master limited partnerships that provide critical infrastructure for the transportation, storage, and processing of energy commodities. Investors and traders focused on income-generating assets within the energy sector often compare these names to evaluate differences in scale, growth drivers, and risk-adjusted returns. This analysis examines their recent performance, business models, and market positioning to assist those assessing relative opportunities in the current environment.
DKL Overview and Recent Performance
Delek Logistics Partners, LP owns, operates, acquires, and develops midstream assets primarily serving the refining and marketing operations of its sponsor, with a focus on crude oil, refined products, and natural gas liquids logistics. In recent weeks, the stock has shown notable strength, advancing to fresh 52-week highs amid positive earnings estimate revisions and supportive energy market conditions. Broader timeframe returns highlight outperformance, with year-to-date gains exceeding 40 percent and one-year returns near 43 percent as of late July 2026. Factors influencing sentiment include steady volume trends and distribution stability, which have contributed to constructive market positioning relative to broader sector peers.
MPLX Overview and Recent Performance
MPLX LP is a large-scale midstream master limited partnership with diversified assets spanning natural gas gathering and processing, crude oil and refined products pipelines, and storage facilities across key U.S. basins. Recent market activity has seen the units advance steadily, closing near $58.45 in late July 2026 with year-to-date returns around 14 percent and one-year gains near 20 percent. Performance has been supported by consistent quarterly distribution announcements and expectations for upcoming earnings, reflecting resilient cash flow generation from long-term contracts and volume growth in core operations.
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Head-to-Head Comparison
Delek Logistics Partners, LP and MPLX LP both function as midstream MLPs, yet differ in scale and asset concentration. MPLX operates a broader, more diversified network with greater exposure to natural gas infrastructure, supporting larger market capitalization and potentially more stable long-term volumes. In contrast, DKL maintains tighter integration with refining activities, which can amplify sensitivity to downstream margins and regional production shifts. Recent momentum favors DKL on a relative performance basis, while MPLX demonstrates steadier compounding over longer periods. Risk factors include commodity price exposure and contract renewal dynamics, with DKL exhibiting higher volatility. Sector sentiment remains positive for both amid elevated energy activity, though trade-offs center on yield stability versus growth potential.
Tickeron AI Verdict
Based on observable factors such as trend consistency and relative positioning in recent market activity, Tickeron’s AI would currently assign a probabilistic edge to DKL due to stronger short- and medium-term momentum alongside supportive earnings revisions. MPLX remains competitively positioned for stability-focused strategies given its scale and diversification. Outcomes will depend on continued volume trends and broader energy market dynamics.
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.
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 Buy.
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 3 FA rating(s) are green whileMPLX’s FA Score has 2 green FA rating(s).
- DKL’s FA Score: 3 green, 2 red.
- MPLX’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish while MPLX’s TA Score has 4 bullish TA indicator(s).
- DKL’s TA Score: 3 bullish, 6 bearish.
- MPLX’s TA Score: 4 bullish, 4 bearish.
Price Growth
DKL (@Oil Refining/Marketing) experienced а -11.21% price change this week, while MPLX (@Oil & Gas Pipelines) price change was -0.88% for the same time period.
The average weekly price growth across all stocks in the @Oil Refining/Marketing industry was +8.16%. For the same industry, the average monthly price growth was +3.83%, and the average quarterly price growth was +31.16%.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was +7.28%. For the same industry, the average monthly price growth was +2.43%, and the average quarterly price growth was +19.82%.
Reported Earning Dates
DKL is expected to report earnings on Nov 11, 2026.
MPLX is expected to report earnings on Nov 03, 2026.
Industries' Descriptions
@Oil Refining/Marketing (+8.16% 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 (+7.28% 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 | 2.78B | 59.6B | 5% |
| EBITDA | 494M | 7.35B | 7% |
| Gain YTD | 24.668 | 16.642 | 148% |
| P/E Ratio | 18.10 | 12.65 | 143% |
| Revenue | 1.06B | 11.7B | 9% |
| Total Cash | N/A | N/A | - |
| Total Debt | 2.33B | 26.1B | 9% |
DKL | MPLX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 61 | 20 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 28 | 2 | |
SMR RATING 1..100 | 6 | 87 | |
PRICE GROWTH RATING 1..100 | 41 | 46 | |
P/E GROWTH RATING 1..100 | 27 | 41 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
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 (94). This means that MPLX’s stock grew significantly faster than DKL’s over the last 12 months.
MPLX's Profit vs Risk Rating (2) in the Oil And Gas Pipelines industry is in the same range as DKL (28). 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 significantly better than the same rating for MPLX (87). This means that DKL’s stock grew significantly faster than MPLX’s over the last 12 months.
DKL's Price Growth Rating (41) in the Oil And Gas Pipelines industry is in the same range as MPLX (46). This means that DKL’s stock grew similarly to MPLX’s over the last 12 months.
DKL's P/E Growth Rating (27) in the Oil And Gas Pipelines industry is in the same range as MPLX (41). This means that DKL’s stock grew similarly to MPLX’s over the last 12 months.
| DKL | MPLX | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 68% | 2 days ago 39% |
| Stochastic ODDS (%) | 2 days ago 49% | 2 days ago 27% |
| Momentum ODDS (%) | 2 days ago 46% | 2 days ago 56% |
| MACD ODDS (%) | 2 days ago 56% | 2 days ago 59% |
| TrendWeek ODDS (%) | 2 days ago 52% | 2 days ago 29% |
| TrendMonth ODDS (%) | 2 days ago 47% | 2 days ago 48% |
| Advances ODDS (%) | 15 days ago 67% | 3 days ago 52% |
| Declines ODDS (%) | 19 days ago 52% | 16 days ago 31% |
| BollingerBands ODDS (%) | 2 days ago 65% | 2 days ago 37% |
| Aroon ODDS (%) | 2 days ago 58% | 2 days ago 43% |
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| MEMY | 17.65 | N/A | N/A |
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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% | -12.83% | ||
| EPD - DKL | 57% Loosely correlated | +0.26% | ||
| KMI - DKL | 52% Loosely correlated | +1.10% | ||
| MPLX - DKL | 52% Loosely correlated | -1.87% | ||
| AM - DKL | 51% Loosely correlated | -0.72% | ||
| TRGP - DKL | 51% Loosely correlated | -0.67% | ||
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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% | -1.87% | ||
| DKL - MPLX | 52% Loosely correlated | -12.83% | ||
| ET - MPLX | 48% Loosely correlated | -0.91% | ||
| PAA - MPLX | 44% Loosely correlated | +0.90% | ||
| PAGP - MPLX | 44% Loosely correlated | +1.35% | ||
| EPD - MPLX | 43% Loosely correlated | +0.26% | ||
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