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DK vs NOG

DK
Delek US Holdings, Inc.
BEARISH
Price
$46.67
Market Cap
$2.79B
Sector
Energy
AI Confidence
85%
NOG
Northern Oil and Gas, Inc.
BEARISH
Price
$27.16
Market Cap
$2.87B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
DK
--
NOG
--
Forward P/E
DK
26.68
NOG
6.57
P/B Ratio
DK
9.74
NOG
1.24
P/S Ratio
DK
0.26
NOG
1.49
EV/EBITDA
DK
7.29
NOG
5.87

Profitability

Gross Margin
DK
9.2%
NOG
74.58%
Operating Margin
DK
7.07%
NOG
-128.17%
Profit Margin
DK
-0.21%
NOG
-32.36%
ROE
DK
8.25%
NOG
-29.77%
ROA
DK
3.48%
NOG
1.25%

Growth

Revenue Growth
DK
2.3%
NOG
-7.1%
Earnings Growth
DK
--
NOG
--

Financial Health

Debt/Equity
DK
6.49
NOG
1.43
Current Ratio
DK
0.82
NOG
0.53
Quick Ratio
DK
0.51
NOG
0.5

Dividends

Dividend Yield
DK
2.49%
NOG
6.63%
Payout Ratio
DK
308.33%
NOG
461.54%

AI Verdict

DK BEARISH

DK exhibits severe fundamental fragility, highlighted by a weak Piotroski F-Score of 2/9 and an alarming Debt/Equity ratio of 6.49. While the stock has seen a massive 1-year price surge of 255%, this momentum is decoupled from financial health, as evidenced by a negative profit margin and an unsustainable dividend payout ratio of 308.33%. The combination of heavy insider selling and poor liquidity ratios (Current Ratio 0.82) suggests a high-risk profile despite optimistic analyst target prices.

Strengths
Strong 1-year price appreciation (+255.3%)
Low Price-to-Sales ratio (0.26) suggesting high revenue relative to market cap
Low PEG ratio (0.38) if forward growth projections are realized
Risks
Extreme leverage with Debt/Equity at 6.49, far exceeding sector average (1.34)
Critical liquidity risk with a Quick Ratio of 0.51 and Current Ratio of 0.82
Unsustainable dividend policy with a payout ratio of 308.33%
NOG BEARISH

NOG exhibits severe financial distress as evidenced by a critical Piotroski F-Score of 1/9, indicating a systemic decline in operational health. While the forward P/E of 6.57 and PEG of 0.65 suggest a valuation discount, this is offset by negative profit margins (-32.36%) and a dangerously low current ratio of 0.53. The dividend is fundamentally unsustainable with a payout ratio of 461.54%, suggesting the yield is not supported by earnings. Despite bullish analyst targets, the combination of negative ROE and bearish technical trends points to a high-risk profile.

Strengths
Low forward P/E ratio (6.57) suggesting potential value if operations stabilize
Attractive PEG ratio (0.65) relative to projected earnings
Consistent history of beating quarterly earnings estimates (3/4 last 4 quarters)
Risks
Critical liquidity risk with a current ratio of 0.53
Unsustainable dividend payout ratio of 461.54%
Severe deterioration in financial health (Piotroski F-Score 1/9)

Compare Another Pair

DK vs NOG: Head-to-Head Comparison

This page compares Delek US Holdings, Inc. (DK) and Northern Oil and Gas, Inc. (NOG) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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