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

Company Info

ISINCA8672241079
CUSIP867224107
SectorEnergy
IndustryOil & Gas Integrated

Highlights

Market Cap$49.60B
EPS$4.60
PE Ratio8.38
PEG Ratio0.07
Revenue (TTM)$49.09B
Gross Profit (TTM)$35.89B
EBITDA (TTM)$15.99B
Year Range$26.27 - $39.32
Target Price$39.15
Short %0.74%
Short Ratio3.89

Share Price Chart


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Suncor Energy Inc.

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


1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%NovemberDecember2024FebruaryMarchApril
5,303.48%
992.99%
SU (Suncor Energy Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Suncor Energy Inc. had a return of 24.55% year-to-date (YTD) and 41.45% in the last 12 months. Over the past 10 years, Suncor Energy Inc. had an annualized return of 4.30%, while the S&P 500 had an annualized return of 10.46%, indicating that Suncor Energy Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date24.55%5.84%
1 month8.26%-2.98%
6 months23.66%22.02%
1 year41.45%24.47%
5 years (annualized)8.20%11.44%
10 years (annualized)4.30%10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.37%3.74%8.69%
20231.48%-5.76%3.08%-2.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of SU is 83, placing it in the top 17% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of SU is 8383
Suncor Energy Inc.(SU)
The Sharpe Ratio Rank of SU is 8686Sharpe Ratio Rank
The Sortino Ratio Rank of SU is 8181Sortino Ratio Rank
The Omega Ratio Rank of SU is 8080Omega Ratio Rank
The Calmar Ratio Rank of SU is 8181Calmar Ratio Rank
The Martin Ratio Rank of SU is 8787Martin 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.


SU
Sharpe ratio
The chart of Sharpe ratio for SU, currently valued at 1.44, compared to the broader market-2.00-1.000.001.002.003.004.001.44
Sortino ratio
The chart of Sortino ratio for SU, currently valued at 2.03, compared to the broader market-4.00-2.000.002.004.006.002.03
Omega ratio
The chart of Omega ratio for SU, currently valued at 1.25, compared to the broader market0.501.001.501.25
Calmar ratio
The chart of Calmar ratio for SU, currently valued at 0.91, compared to the broader market0.002.004.006.000.91
Martin ratio
The chart of Martin ratio for SU, currently valued at 6.93, compared to the broader market0.0010.0020.0030.006.93
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-2.00-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-4.00-2.000.002.004.006.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.008.05

Sharpe Ratio

The current Suncor Energy Inc. Sharpe ratio is 1.44. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.44
2.05
SU (Suncor Energy Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Suncor Energy Inc. granted a 3.99% dividend yield in the last twelve months. The annual payout for that period amounted to $1.57 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.57$1.55$1.45$0.85$0.83$1.26$1.10$0.98$0.87$0.88$0.92$0.70

Dividend yield

3.99%4.85%4.57%3.39%4.93%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.40
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
2022$0.00$0.00$0.33$0.00$0.00$0.37$0.00$0.00$0.36$0.00$0.00$0.39
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
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
2019$0.00$0.00$0.32$0.00$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.32
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
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
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
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
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
2013$0.13$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.0%
Suncor Energy Inc. has a dividend yield of 3.99%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%33.2%
Suncor Energy Inc. has a payout ratio of 33.15%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-15.21%
-3.92%
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 81.05%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current Suncor Energy Inc. drawdown is 15.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.05%May 21, 20082977Mar 18, 2020
-30.76%Oct 9, 1997328Jan 28, 199962Apr 28, 1999390
-26%May 3, 2006107Oct 3, 2006166Jun 4, 2007273
-25.96%Nov 7, 200752Jan 23, 200858Apr 16, 2008110
-25.35%Sep 18, 200032Oct 31, 200082Mar 1, 2001114

Volatility

Volatility Chart

The current Suncor Energy Inc. volatility is 5.18%, 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%NovemberDecember2024FebruaryMarchApril
5.18%
3.60%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

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Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items