Delek US vs TGS

Delek US vs TGS: This page compares business models, financial performance, and market context for Delek US and TGS. It presents neutral, accessible information to help readers understand each company’s role and positioning in the sector. Educational content, not financial advice.

Delek US vs TGS: This page compares business models, financial performance, and market context for Delek US and TGS. It presents neutral, accessible information to help readers understand each company...

About The Companies

Delek US (DK)

Delek US Holdings, Inc. (DK) is a US-based downstream energy company that operates oil refineries, asphalt plants and logistics and marketing businesses. With a market capitalisation near $2.03bn, the company’s earnings are closely tied to crude oil prices, refining margins (crack spreads) and refinery utilisation. Delek generates cash from refined product sales and midstream fees and has pursued operational improvements and selective capital projects to enhance margins. Investors should be aware that refining is cyclical: profits can swing materially with changes in fuel demand, inventory valuations and regulatory developments. Delek has historically carried leverage and its capital returns (dividends or buybacks) depend on cash flow and board priorities. This summary is for educational purposes and not personalised financial advice — values can rise or fall and past performance is not a reliable guide to future results. Consider your risk tolerance and carry out further research before acting.

TGS (TGS)

Transportadora de Gas del Sur S.A. (TGS) is an Argentina-based midstream natural gas company that operates an extensive pipeline network, gas processing plants and storage facilities. Listed as TGS, the company provides transmission and transportation services to utility, industrial and power-generation customers and participates in gas processing and related businesses. With a market capitalisation of around $1.62B, revenues are driven by contracted pipeline tariffs, processed gas sales and seasonal demand patterns. Investors should note material exposure to Argentine economic conditions — including currency fluctuations, inflation and regulatory changes — which can affect tariffs, cash flows and dividend capacity. While the pipeline business can offer relatively predictable cash flow from long-term contracts, TGS’s performance depends on domestic demand, government regulation and commodity markets. This summary is for general educational purposes only and is not personalised investment advice; values can fall as well as rise and past distributions do not guarantee future payouts.

Comparison Snapshot

Key Financial Metrics

DK

Metric

TGS

$2.05B

Market Cap

$2.33B

25.66%

Potential Profit

13.80%

Hold

Analyst Rating

Buy

Which Baskets Do They Appear In?

The Venezuelan Crude Comeback

Chevron is resuming crude oil shipments from Venezuela to the U.S. after receiving a new license. This development could benefit American refiners and logistics companies that specialize in handling heavy crude oil.

Published: August 16, 2025

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Which Baskets Do They Appear In?

The Venezuelan Crude Comeback

Chevron is resuming crude oil shipments from Venezuela to the U.S. after receiving a new license. This development could benefit American refiners and logistics companies that specialize in handling heavy crude oil.

Published: August 16, 2025

Explore Basket

Investment Analysis

Delek US

DK

Pros

Significant increase in benchmark crack spreads by 46.8% year-over-year, improving refining margins in Q3 2025.
Successful progress in the Sum of the Parts initiative enhancing profitability and free cash flow generation.
Strong strategic positioning and growth outlook in the Permian Basin with plans to increase processing capacity to $500-$520 million.

Considerations

Net income remains deeply negative with a latest twelve-month net loss of $769.7 million, reflecting ongoing profitability challenges.
Revenue declined sharply by nearly 28% year-over-year to $10.82 billion, indicating top-line pressure.
Stock analysts maintain a Hold rating with a downward price target, signaling tempered market sentiment and valuation concerns.

TGS

Pros

Solid profitability demonstrated by net income of approximately $262 million and a stable dividend yield above 4%.
Diverse business model including natural gas transportation, liquids production, midstream services, and telecommunications offering multiple revenue streams.
Attractive valuation metrics with a forward P/E around 11.4 and analyst consensus strongly positive with significant upside price target potential.

Considerations

Stock price volatility with a wide 52-week range and exposure to macroeconomic and regulatory risks in Argentina’s energy sector.
Beta under 0, indicating atypical stock behavior possibly linked to market or geopolitical risk factors unique to the region.
Revenue and operational exposure primarily tied to Argentine markets, which could pose currency and economic stability risks.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

The Venezuelan Crude Comeback

Which Baskets Do They Appear In?

The Venezuelan Crude Comeback

Investment Analysis

Delek US

Pros

Considerations

TGS

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

About The Companies

Comparison Snapshot

Delek US vs TGS

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

The Venezuelan Crude Comeback

Which Baskets Do They Appear In?

The Venezuelan Crude Comeback

Investment Analysis

Delek US

Pros

Considerations

TGS

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Tidewater vs TGS

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Frequently asked questions

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How should I interpret the forward-looking indicators like growth plans and targets?

What does the valuation context tell us about these stocks?

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Why might a stock have a wide 52-week price range or low beta?

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About The Companies

Comparison Snapshot