Delek US Return On Equity vs. Total Asset

DK Stock  USD 30.66  0.10  0.33%   
Based on Delek US's profitability indicators, Delek US's profitability may be sliding down. It has an above-average likelihood of reporting lower numbers next quarter. Profitability indicators assess Delek US's ability to earn profits and add value for shareholders.

Delek US Return On Equity

0.0222

The value of Price To Sales Ratio is estimated to slide to 0.09. The value of Operating Cash Flow Sales Ratio is expected to slide to 0.04. At this time, Delek US's Income Before Tax is quite stable compared to the past year. Net Income Applicable To Common Shares is expected to rise to about 243 M this year, although the value of Total Other Income Expense Net is projected to rise to (314.6 M).
For Delek US profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Delek US to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Delek US Energy utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Delek US's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Delek US Energy over time as well as its relative position and ranking within its peers.
  
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Is Delek US's industry 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 US. 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 US 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
0.925
Earnings Share
0.3
Revenue Per Share
258.652
Quarterly Revenue Growth
(0.1)
The market value of Delek US 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 US's value that differs from its market value or its book value, called intrinsic value, which is Delek US'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 US's market value can be influenced by many factors that don't directly affect Delek US'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 US's value and its price as these two are different measures arrived at by different means. Investors typically determine if Delek US is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Delek US'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.

Delek US Energy Total Asset vs. Return On Equity Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Delek US's current stock value. Our valuation model uses many indicators to compare Delek US value to that of its competitors to determine the firm's financial worth.
Delek US Energy is one of the top stocks in return on equity category among related companies. It is one of the top stocks in total asset category among related companies fabricating about  155,908,695,652  of Total Asset per Return On Equity. At this time, Delek US's Return On Equity is quite stable compared to the past year.. Comparative valuation analysis is a catch-all model that can be used if you cannot value Delek US by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Delek US's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Delek US's earnings, one of the primary drivers of an investment's value.

Delek Total Asset vs. Return On Equity

Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Delek US

Return On Equity

 = 

Net Income

Total Equity

 = 
0.046
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.

Delek US

Total Asset

 = 

Tangible Assets

+

Intangible Assets

 = 
7.17 B
Total Asset is typically divided on the balance sheet on current asset and long-term asset. Long-term is the value of company property and other capital assets that are expected to be useable for more than one year. Long term assets are reported net of depreciation. On the other hand current assets are assets that are expected to be sold or converted to cash as part of normal business operation.

Delek Total Asset Comparison

Delek US is currently under evaluation in total asset category among related companies.

Delek US Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Delek US, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Delek US will eventually generate negative long term returns. The profitability progress is the general direction of Delek US's change in net profit over the period of time. It can combine multiple indicators of Delek US, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for 2024
Accumulated Other Comprehensive Income-4.8 M-5 M
Operating Income383 M194 M
Income Before Tax51.8 M67.9 M
Total Other Income Expense Net-331.2 M-314.6 M
Net Income19.8 M18.8 M
Income Tax Expense5.1 M4.8 M
Net Income Applicable To Common Shares231.4 M243 M
Net Income From Continuing Ops97.1 M58.6 M
Interest Income158.2 M98.1 M
Net Interest Income-301.8 M-286.7 M
Non Operating Income Net Other54.2 M69.9 M
Change To Netincome92.2 M76 M
Net Income Per E B T 0.38  0.52 

Delek Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Delek US. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Delek US position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Delek US's important profitability drivers and their relationship over time.

Use Delek US in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Delek US position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Delek US will appreciate offsetting losses from the drop in the long position's value.

Delek US Pair Trading

Delek US Energy Pair Trading Analysis

The ability to find closely correlated positions to Delek US could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Delek US when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Delek US - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Delek US Energy to buy it.
The correlation of Delek US is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Delek US moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Delek US Energy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Delek US can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Delek US position

In addition to having Delek US in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Utilities - Regulated Electric Thematic Idea Now

Utilities - Regulated Electric
Utilities - Regulated Electric Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities - Regulated Electric theme has 6 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Utilities - Regulated Electric Theme or any other thematic opportunities.
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When determining whether Delek US Energy is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Delek Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Delek Us Energy Stock. Highlighted below are key reports to facilitate an investment decision about Delek Us Energy Stock:
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You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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To fully project Delek US's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Delek US Energy at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Delek US's income statement, its balance sheet, and the statement of cash flows.
Potential Delek US investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Delek US investors may work on each financial statement separately, they are all related. The changes in Delek US's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Delek US's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.