Aug. 21, 2025 5:12 PM ETDelek US Holdings, Inc. (DK) StockDKSeeking Profits4.77K FollowersDelek US offers compelling upside due to its sum-of-the-parts valuation, with its DKL stake alone accounting for over 80% of equity value.Ongoing asset divestitures and a share repurchase program are unlocking value, mirroring Marathon Petroleum’s successful restructuring playbook.Refining operations are benefiting from improved crack spreads and cost-cutting initiatives, supporting robust free cash flow and a secure 4.1% dividend yield.With at least 30% upside and a conservative valuation approach, I rate DK a "Strong Buy" and see it as a standout value play in today’s market.halbergman/iStock via Getty ImagesShares of Delek US (NYSE:DK) have been a solid performer over the past year, gaining 13%. The company has benefited from a recent recovery in the refining market after a very difficult winter, and it has also been divesting assets, enabling a shareThis article was written bySeeking Profits4.77K FollowersOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You