Delek Logistics Partners L.P. (DKL) vs Kodiak Gas Services (KGS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Kodiak Gas Services (KGS) has outperformed Delek Logistics Partners L.P. (DKL) over the past year, gaining 58.3% versus a gain of 25.0%. Kodiak Gas Services is the larger company by market cap ($5.42 billion vs $3.27 billion), about 1.7 times the size. On valuation, Delek Logistics Partners L.P. trades at a lower forward P/E (14.8x vs 16.9x for Kodiak Gas Services).
Delek Logistics Partners L.P. offers the higher dividend yield (7.97% vs 3.66%). Delek Logistics Partners L.P. converts more of its revenue into profit, with a net margin of 17.4% versus 6.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | DKL | KGS |
|---|---|---|
| Share price | $56.60 | $53.57 |
| Market cap | $3.27B | $5.42B |
| 1-day change | +1.13% | -1.96% |
| YTD return | +26.00% | +46.10% |
| 1-year return | +24.99% | +58.29% |
| 5-year return | +12.48% | — |
| P/E ratio (TTM) | 19.58 | 62.29 |
| Forward P/E | 14.80 | 16.94 |
| EPS (TTM) | $2.89 | $0.86 |
| Dividend yield | 7.97% | 3.66% |
| Annual dividend | $4.51 | $1.96 |
| Revenue (latest FY) | $1.01B | $1.31B |
| Revenue growth (YoY) | +7.73% | +12.83% |
| Net income (latest FY) | $176.46M | $80.52M |
| Gross margin | 21.23% | 63.31% |
| Operating margin | 17.95% | 25.99% |
| Net margin | 17.41% | 6.16% |
| 52-week high | $61.50 | $77.68 |
| 52-week low | $42.35 | $32.55 |
| Distance from 52-week high | -7.97% | -31.04% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | -6.06% | +54.43% |
| Average volume | 171.11K | 1.77M |
| Shares outstanding | 57.80M | 101.10M |
| Employees | — | 1,300 |
| Sector | Energy | Utilities |
| Industry | Natural Gas Distribution | Natural Gas Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- KGS has outperformed DKL by 33.3 percentage points over the past year.
- Kodiak Gas Services trades at a higher earnings multiple (62.3x vs 19.6x trailing P/E).
- Delek Logistics Partners L.P. offers a meaningfully higher dividend yield (7.97% vs 3.66%).
- Delek Logistics Partners L.P. is more profitable, keeping 17.4 cents of every revenue dollar as net income versus 6.2 cents for Kodiak Gas Services.
- Kodiak Gas Services grew revenue faster in its latest fiscal year (+12.83% vs +7.73%).
- The two companies sit in different sectors: Delek Logistics Partners L.P. in Energy and Kodiak Gas Services in Utilities.
About Delek Logistics Partners L.P.
DKL stock →Delek Logistics Partners, LP provides gathering, pipeline, transportation, and other services for crude oil, intermediates, refined products, natural gas, storage, wholesale marketing, terminalling water disposal and recycling customers in the United States. The company operates in four segments: Gathering and Processing, Wholesale Marketing and Terminalling, Storage and Transportation, and Investments in Joint Ventures.
Energy · Natural Gas Distribution
About Kodiak Gas Services
KGS stock →Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States.
Utilities · Natural Gas Distribution · 1,300 employees
DKL vs KGS FAQ
Which is bigger, Delek Logistics Partners L.P. or Kodiak Gas Services?
Kodiak Gas Services (KGS) is larger, with a market capitalization of $5.42B compared with $3.27B for Delek Logistics Partners L.P. (DKL).
Which stock has performed better over the past year, DKL or KGS?
KGS returned +58.29% over the past 12 months, compared with +24.99% for DKL (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, DKL or KGS?
DKL has the lower trailing P/E at 19.6, versus 62.3 for KGS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Delek Logistics Partners L.P. or Kodiak Gas Services?
Delek Logistics Partners L.P. has the higher yield at 7.97%, compared with 3.66% for Kodiak Gas Services.
Are Delek Logistics Partners L.P. and Kodiak Gas Services in the same industry?
Yes. Both are classified in the Natural Gas Distribution industry within the Energy sector.