Sunoco LP (SUN)
Company Info
US86765K1097
86765K109
Sep 20, 2012
Highlights
$7.27B
$3.91
13.67
-3.00
$22.74B
$982.00M
$1.40B
$47.83 - $61.78
$62.88
1.25%
4.12
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Sunoco LP, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Sunoco LP had a return of -4.01% year-to-date (YTD) and 8.24% in the last 12 months. Over the past 10 years, Sunoco LP had an annualized return of 11.54%, while the S&P 500 benchmark had an annualized return of 11.16%, indicating that Sunoco LP performed slightly bigger than the benchmark.
SUN
-4.01%
6.21%
11.98%
8.24%
21.47%
11.54%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of SUN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.77% | 4.65% | -1.78% | -6.62% | -7.97% | 10.86% | -2.87% | 0.30% | -0.90% | -5.37% | -4.01% | ||
| 2023 | 10.74% | -3.05% | -3.50% | 3.53% | -3.55% | 1.33% | 5.23% | 2.14% | 6.51% | 4.24% | 8.91% | 9.64% | 49.38% |
| 2022 | 10.04% | -2.21% | -5.35% | 2.42% | 0.49% | -9.67% | 11.03% | -2.09% | -1.79% | 12.68% | -0.33% | 0.37% | 13.95% |
| 2021 | 8.69% | 0.34% | 4.05% | 10.24% | 2.17% | 7.59% | 0.82% | -1.07% | 1.41% | 8.49% | -3.26% | 6.36% | 55.26% |
| 2020 | 1.67% | -10.80% | -42.14% | 58.70% | 7.50% | -11.51% | 8.72% | 10.21% | -8.07% | 3.20% | 13.98% | 3.56% | 6.28% |
| 2019 | 12.65% | 0.55% | 3.94% | -0.74% | -0.52% | 4.41% | 8.02% | -4.81% | 0.26% | 6.87% | -5.00% | -1.77% | 24.79% |
| 2018 | 12.36% | -6.92% | -11.79% | 7.88% | -0.33% | -6.17% | 6.93% | 4.61% | 9.08% | -7.48% | 5.43% | -2.75% | 7.72% |
| 2017 | 5.24% | -6.91% | -5.62% | 25.73% | 0.93% | 2.65% | 5.59% | -0.56% | -0.67% | -0.42% | -2.59% | -3.27% | 17.87% |
| 2016 | -14.14% | -9.42% | 10.25% | 8.33% | -5.36% | -9.71% | 3.51% | -1.32% | -2.59% | -1.79% | -12.83% | 11.58% | -24.57% |
| 2015 | 0.74% | 4.11% | -0.45% | 1.67% | -10.32% | -1.95% | -12.36% | 0.92% | -14.04% | 1.89% | 10.30% | 6.48% | -15.06% |
| 2014 | 4.62% | 3.69% | -0.73% | 18.63% | 14.49% | -0.57% | 8.89% | 12.75% | -3.64% | -16.24% | 3.17% | 5.98% | 57.56% |
| 2013 | 15.26% | 2.06% | 11.53% | -4.89% | -5.38% | 1.59% | 0.89% | 6.06% | -2.49% | 3.15% | 9.88% | -1.64% | 39.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SUN is 51, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sunoco LP (SUN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Sunoco LP provided a 6.42% dividend yield over the last twelve months, with an annual payout of $3.47 per share. The company has been increasing its dividends for 11 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.47 | $3.35 | $3.30 | $3.30 | $3.30 | $3.30 | $3.30 | $3.30 | $3.27 | $2.68 | $2.05 | $1.80 |
Dividend yield | 6.42% | 5.59% | 7.67% | 8.09% | 11.48% | 10.80% | 12.15% | 11.63% | 12.16% | 6.77% | 4.13% | 5.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Sunoco LP. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.84 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.88 | $3.47 | |
| 2023 | $0.00 | $0.83 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.84 | $0.00 | $0.84 | $0.00 | $0.00 | $3.35 |
| 2022 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $3.30 |
| 2021 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $3.30 |
| 2020 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $3.30 |
| 2019 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $3.30 |
| 2018 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $3.30 |
| 2017 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $3.30 |
| 2016 | $0.00 | $0.80 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $3.27 |
| 2015 | $0.00 | $0.60 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.75 | $0.00 | $2.68 |
| 2014 | $0.00 | $0.49 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.55 | $0.00 | $2.05 |
| 2013 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.47 | $0.00 | $1.80 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Sunoco LP. 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 Sunoco LP was 65.47%, occurring on Mar 18, 2020. Recovery took 220 trading sessions.
The current Sunoco LP drawdown is 11.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.47% | Aug 25, 2014 | 1401 | Mar 18, 2020 | 220 | Feb 1, 2021 | 1621 |
| -21.29% | Mar 7, 2024 | 59 | May 30, 2024 | — | — | — |
| -20.86% | Feb 2, 2022 | 95 | Jun 17, 2022 | 94 | Nov 1, 2022 | 189 |
| -14.65% | Mar 27, 2013 | 62 | Jun 24, 2013 | 95 | Nov 6, 2013 | 157 |
| -12.5% | Feb 7, 2023 | 29 | Mar 20, 2023 | 113 | Aug 30, 2023 | 142 |
Volatility
Volatility Chart
The current Sunoco LP volatility is 6.57%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Sunoco LP compared to its peers in the Oil & Gas Refining & Marketing industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SUN in comparison to other companies of the Oil & Gas Refining & Marketing industry. Currently, SUN has a PE value of 13.7. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SUN in comparison to other companies of the Oil & Gas Refining & Marketing industry. Currently, SUN has a PEG value of -3.0. This PEG value is considered to be low compared to the rest of the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sunoco LP.
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Income Statement
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
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