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Sunoco LP (SUN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US86765K1097

CUSIP

86765K109

Sector

Energy

IPO Date

Sep 20, 2012

Highlights

Market Cap

$8.06B

EPS (TTM)

$6.06

PE Ratio

9.76

PEG Ratio

-3.00

Total Revenue (TTM)

$17.19B

Gross Profit (TTM)

$1.28B

EBITDA (TTM)

$1.45B

Year Range

$47.10 - $59.64

Target Price

$64.13

Short %

2.20%

Short Ratio

5.09

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.


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.


200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
631.02%
275.60%
SUN (Sunoco LP)
Benchmark (^GSPC)

Returns By Period

Sunoco LP had a return of 16.03% year-to-date (YTD) and 11.18% in the last 12 months. Over the past 10 years, Sunoco LP had an annualized return of 11.31%, outperforming the S&P 500 benchmark which had an annualized return of 10.05%.


SUN

YTD

16.03%

1M

2.40%

6M

16.14%

1Y

11.18%

5Y*

31.51%

10Y*

11.31%

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.51%6.03%-1.28%1.22%16.03%
2024-0.77%4.65%-1.78%-6.62%-7.97%10.86%-2.87%0.30%-0.90%-5.37%13.00%-8.89%-8.59%
202310.74%-3.05%-3.50%3.53%-3.55%1.33%5.23%2.14%6.51%4.24%8.91%9.64%49.38%
202210.04%-2.21%-5.35%2.42%0.49%-9.67%11.03%-2.09%-1.79%12.68%-0.33%0.37%13.96%
20218.69%0.34%4.05%10.24%2.17%7.59%0.82%-1.07%1.41%8.49%-3.26%6.36%55.26%
20201.67%-10.80%-42.14%58.70%7.50%-11.51%8.72%10.21%-8.07%3.20%13.98%3.56%6.28%
201912.65%0.55%3.94%-0.74%-0.52%4.41%8.02%-4.81%0.25%6.87%-5.00%-1.77%24.79%
201812.36%-6.92%-11.79%7.88%-0.33%-6.17%6.93%4.61%9.08%-7.48%5.43%-2.75%7.72%
20175.24%-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%-9.43%10.25%8.33%-5.36%-9.71%3.51%-1.32%-2.59%-1.79%-12.83%11.58%-24.57%
20150.74%4.11%-0.45%1.67%-10.32%-1.95%-12.36%0.92%-14.04%1.89%10.30%6.48%-15.06%
20144.62%3.69%-0.73%18.63%14.49%-0.57%8.89%12.75%-3.64%-16.24%3.17%5.98%57.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SUN is 68, 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 SUN is 6868
Overall Rank
The Sharpe Ratio Rank of SUN is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of SUN is 6363
Sortino Ratio Rank
The Omega Ratio Rank of SUN is 6060
Omega Ratio Rank
The Calmar Ratio Rank of SUN is 7676
Calmar Ratio Rank
The Martin Ratio Rank of SUN is 7373
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 Sunoco LP (SUN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for SUN, currently valued at 0.49, compared to the broader market-2.00-1.000.001.002.003.00
SUN: 0.49
^GSPC: 0.49
The chart of Sortino ratio for SUN, currently valued at 0.85, compared to the broader market-6.00-4.00-2.000.002.004.00
SUN: 0.85
^GSPC: 0.81
The chart of Omega ratio for SUN, currently valued at 1.10, compared to the broader market0.501.001.502.00
SUN: 1.10
^GSPC: 1.12
The chart of Calmar ratio for SUN, currently valued at 0.57, compared to the broader market0.001.002.003.004.005.00
SUN: 0.57
^GSPC: 0.50
The chart of Martin ratio for SUN, currently valued at 1.88, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
SUN: 1.88
^GSPC: 2.07

The current Sunoco LP Sharpe ratio is 0.49. 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 Sunoco LP 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.49
0.49
SUN (Sunoco LP)
Benchmark (^GSPC)

Dividends

Dividend History

Sunoco LP provided a 5.98% dividend yield over the last twelve months, with an annual payout of $3.51 per share. The company has been increasing its dividends for 12 consecutive years.


4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.51$3.47$3.35$3.30$3.30$3.30$3.30$3.30$3.30$3.27$2.68$2.05

Dividend yield

5.98%6.74%5.59%7.66%8.09%11.47%10.79%12.14%11.63%12.16%6.78%4.12%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.89$0.00$0.00$0.89
2024$0.00$0.84$0.00$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$0.00$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$0.49$0.00$0.00$0.50$0.00$0.00$0.52$0.00$0.00$0.55$0.00$2.05

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
SUN: 6.0%
Sunoco LP has a dividend yield of 5.98%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
SUN: 49.4%
Sunoco LP has a payout ratio of 49.37%, which is quite average when compared to the overall market. This suggests that Sunoco LP 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%NovemberDecember2025FebruaryMarchApril
-2.34%
-10.73%
SUN (Sunoco LP)
Benchmark (^GSPC)

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 2.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.47%Aug 25, 20141401Mar 18, 2020220Feb 1, 20211621
-21.29%Mar 7, 202459May 30, 2024
-20.86%Feb 2, 202295Jun 17, 202294Nov 1, 2022189
-14.65%Mar 27, 201362Jun 24, 201395Nov 6, 2013157
-12.5%Feb 7, 202329Mar 20, 2023113Aug 30, 2023142

Volatility

Volatility Chart

The current Sunoco LP volatility is 12.77%, 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%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.77%
14.23%
SUN (Sunoco LP)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sunoco LP 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 overview of how Sunoco LP is priced in the market compared to other companies in the Oil & Gas Refining & Marketing industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
SUN: 9.8
The chart displays the Price-to-Earnings (P/E) ratio for SUN, comparing it with other companies in the Oil & Gas Refining & Marketing industry. Currently, SUN has a P/E ratio of 9.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
SUN: -3.0
The chart shows the Price/Earnings to Growth (PEG) ratio for SUN compared to other companies in the Oil & Gas Refining & Marketing industry. SUN currently has a PEG ratio of -3.0. This PEG ratio is negative, which typically signals that the company's earnings are expected to decline. A negative PEG is not considered meaningful for valuation purposes.
PS Ratio
2.04.06.08.010.0
SUN: 0.4
This chart shows the Price-to-Sales (P/S) ratio for SUN relative to other companies in the Oil & Gas Refining & Marketing industry. Currently, SUN has a P/S ratio of 0.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
SUN: 2.0
The chart illustrates the Price-to-Book (P/B) ratio for SUN in comparison with other companies in the Oil & Gas Refining & Marketing industry. Currently, SUN has a P/B value of 2.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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