DELEK US HOLDINGS, INC. vs YPF Sociedad Anonima, two Oil & Gas Refining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Delek's 17% return on equity and YPF's negative 7.2% both need their footnotes: Delek's is 10.57 turns of leverage inflating a thin equity base, YPF's is the honest negative of an Argentine integrated posting a negative 4.3% net margin through macro turmoil. Neither carries a usable P/E. Delek is a small distressed US refiner; YPF a sovereign-tinged integrated at $17.8B. Both throw off large free-cash figures, 16.6% and 27.9%, both suppressed-denominator artifacts rather than value signals. The pair prices two flavors of oil-sector distress, one leveraged, one sovereign; the return figures point in opposite directions but describe the same thing, businesses whose trailing numbers cannot be read at face value.
Comparison updated 2026-07-11.
| Metric | DK | YPF |
|---|---|---|
| Price | $47.83 | $45.38 |
| Market cap | $2.9B | $17.8B |
| Sector | Oil & Gas Refining | Oil & Gas Refining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | -1.0% | +2.1% |
| P/B | 9.54 | 1.61 |
| P/S | 0.27 | 0.96 |
| EV/EBITDA | 8.4 | 9.7 |
| Revenue growth | -4.7% | +9.1% |
| Gross margin | — | 27.6% |
| Operating margin | -6.8% | 9.4% |
| Net margin | -0.5% | -4.3% |
| Return on equity | -17.0% | -7.2% |
| Return on assets | -0.7% | -2.7% |
| Return on invested capital | 5.6% | 12.4% |
| FCF yield | 16.6% | 27.9% |
| Dividend yield | 2.1% | — |
| Debt / equity | 10.57 | 0.00 |
| Current ratio | 0.76 | 0.87 |
| Altman Z (solvency) | 7.11 | 1.36 |
| Piotroski F (quality) | 5 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.