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Suncor Energy Inc. (SU)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CA8672241079

CUSIP

867224107

Sector

Energy

IPO Date

Dec 1, 1993

Highlights

Market Cap

$45.15B

EPS (TTM)

$4.37

PE Ratio

8.20

PEG Ratio

0.07

Total Revenue (TTM)

$52.91B

Gross Profit (TTM)

$23.08B

EBITDA (TTM)

$18.31B

Year Range

$29.73 - $41.32

Target Price

$43.55

Short %

0.74%

Short Ratio

10.87

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SU vs. CVE SU vs. CVI SU vs. CVX SU vs. VOO SU vs. SCHD SU vs. PEP SU vs. SHEL SU vs. EPD SU vs. SPY SU vs. UNH
Popular comparisons:
SU vs. CVE SU vs. CVI SU vs. CVX SU vs. VOO SU vs. SCHD SU vs. PEP SU vs. SHEL SU vs. EPD SU vs. SPY SU vs. UNH

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Suncor Energy Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-4.21%
7.29%
SU (Suncor Energy Inc.)
Benchmark (^GSPC)

Returns By Period

Suncor Energy Inc. had a return of 13.52% year-to-date (YTD) and 13.20% in the last 12 months. Over the past 10 years, Suncor Energy Inc. had an annualized return of 4.79%, while the S&P 500 had an annualized return of 11.01%, indicating that Suncor Energy Inc. did not perform as well as the benchmark.


SU

YTD

13.52%

1M

-13.71%

6M

-3.87%

1Y

13.20%

5Y*

6.05%

10Y*

4.79%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of SU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.37%3.74%8.69%3.47%6.89%-5.69%4.78%1.55%-8.00%2.30%4.53%13.52%
20239.42%-3.23%-6.55%0.87%-10.60%6.14%6.72%9.51%1.48%-5.76%3.07%-2.88%5.97%
202214.14%6.86%7.89%10.28%12.35%-12.35%-3.22%-4.77%-11.92%22.17%-4.42%-2.33%32.29%
2021-0.30%18.71%6.09%2.49%7.84%4.49%-18.11%-4.99%12.23%26.81%-7.41%4.28%55.03%
2020-6.74%-9.77%-42.03%12.98%-4.09%-0.67%-6.52%1.71%-22.93%-7.69%42.52%5.36%-46.67%
201915.55%6.62%-5.02%1.76%-6.67%2.20%-7.89%1.85%9.24%-5.98%5.76%5.52%22.13%
2018-1.28%-9.19%5.82%10.68%4.05%2.98%3.59%-1.63%-6.05%-13.91%-2.26%-13.38%-21.47%
2017-5.05%0.93%-1.09%1.98%-0.16%-6.03%11.71%-3.16%11.81%-3.05%3.10%5.64%15.83%
2016-8.72%3.95%14.59%5.61%-5.86%1.10%-2.96%0.74%3.32%8.06%6.90%2.60%30.84%
2015-6.20%0.97%-2.10%11.45%-10.34%-5.11%2.33%0.28%-4.62%11.26%-6.42%-6.52%-16.24%
2014-6.33%1.28%5.81%10.41%-0.18%11.25%-3.66%0.05%-11.45%-1.69%-11.11%1.39%-6.94%
20133.15%-10.71%-0.79%3.80%-2.09%-2.71%7.26%7.68%5.64%1.59%-4.07%1.07%8.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SU is 66, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SU is 6666
Overall Rank
The Sharpe Ratio Rank of SU is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of SU is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SU is 5858
Omega Ratio Rank
The Calmar Ratio Rank of SU is 6767
Calmar Ratio Rank
The Martin Ratio Rank of SU is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Suncor Energy Inc. (SU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SU, currently valued at 0.62, compared to the broader market-4.00-2.000.002.000.621.90
The chart of Sortino ratio for SU, currently valued at 1.02, compared to the broader market-4.00-2.000.002.004.001.022.54
The chart of Omega ratio for SU, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.35
The chart of Calmar ratio for SU, currently valued at 0.47, compared to the broader market0.002.004.006.000.472.81
The chart of Martin ratio for SU, currently valued at 2.87, compared to the broader market0.0010.0020.002.8712.39
SU
^GSPC

The current Suncor Energy Inc. Sharpe ratio is 0.62. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Suncor Energy Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.62
1.90
SU (Suncor Energy Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Suncor Energy Inc. provided a 4.62% dividend yield over the last twelve months, with an annual payout of $1.61 per share. The company has been increasing its dividends for 3 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.61$1.55$1.44$0.85$0.83$1.26$1.10$0.98$0.87$0.88$0.92$0.70

Dividend yield

4.62%4.85%4.55%3.39%4.92%3.84%3.95%2.67%2.67%3.43%2.90%1.99%

Monthly Dividends

The table displays the monthly dividend distributions for Suncor Energy Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.41$1.61
2023$0.00$0.00$0.38$0.00$0.00$0.39$0.00$0.38$0.00$0.00$0.40$0.00$1.55
2022$0.00$0.00$0.33$0.00$0.00$0.37$0.00$0.00$0.36$0.00$0.00$0.38$1.44
2021$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.34$0.85
2020$0.00$0.00$0.35$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.83
2019$0.00$0.00$0.32$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.32$1.26
2018$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.28$0.00$0.00$0.27$0.00$1.10
2017$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.26$0.00$0.00$0.25$0.00$0.98
2016$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.22$0.00$0.87
2015$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.22$0.00$0.22$0.00$0.88
2014$0.00$0.21$0.00$0.00$0.00$0.21$0.00$0.00$0.26$0.00$0.00$0.25$0.92
2013$0.13$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.70

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.6%
Suncor Energy Inc. has a dividend yield of 4.62%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%29.7%
Suncor Energy Inc. has a payout ratio of 29.72%, which is quite average when compared to the overall market. This suggests that Suncor Energy Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-22.83%
-3.58%
SU (Suncor Energy Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Suncor Energy Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Suncor Energy Inc. was 81.07%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current Suncor Energy Inc. drawdown is 22.83%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.07%May 21, 20082977Mar 18, 2020
-30.76%Oct 9, 1997328Jan 28, 199962Apr 28, 1999390
-26.01%May 3, 2006107Oct 3, 2006166Jun 4, 2007273
-25.96%Nov 7, 200752Jan 23, 200858Apr 16, 2008110
-25.36%Sep 18, 200032Oct 31, 200084Mar 5, 2001116

Volatility

Volatility Chart

The current Suncor Energy Inc. volatility is 5.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.95%
3.64%
SU (Suncor Energy Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Suncor Energy Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Suncor Energy Inc. compared to its peers in the Oil & Gas Integrated industry.


PE Ratio
10.020.030.040.08.2
The chart displays the price to earnings (P/E) ratio for SU in comparison to other companies of the Oil & Gas Integrated industry. Currently, SU has a PE value of 8.2. This PE ratio falls in the average range for the industry.
PEG Ratio
0.02.04.06.08.010.012.00.1
The chart displays the price to earnings to growth (PEG) ratio for SU in comparison to other companies of the Oil & Gas Integrated industry. Currently, SU has a PEG value of 0.1. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Suncor Energy Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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