PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
SunCoke Energy, Inc. (SXC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US86722A1034

CUSIP

86722A103

Sector

Basic Materials

Industry

Coking Coal

IPO Date

Jul 21, 2011

Highlights

Market Cap

$792.06M

EPS (TTM)

$1.12

PE Ratio

8.38

PEG Ratio

-3.65

Total Revenue (TTM)

$1.94B

Gross Profit (TTM)

$676.30M

EBITDA (TTM)

$268.70M

Year Range

$7.40 - $12.82

Target Price

$12.00

Short %

5.83%

Short Ratio

3.11

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
SXC vs. PSI SXC vs. ARLP SXC vs. DRD SXC vs. SGU SXC vs. METC SXC vs. CTRA SXC vs. BHP SXC vs. PXI SXC vs. RIO SXC vs. BTU
Popular comparisons:
SXC vs. PSI SXC vs. ARLP SXC vs. DRD SXC vs. SGU SXC vs. METC SXC vs. CTRA SXC vs. BHP SXC vs. PXI SXC vs. RIO SXC vs. BTU

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SunCoke 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.


-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
6.84%
15.58%
SXC (SunCoke Energy, Inc.)
Benchmark (^GSPC)

Returns By Period

SunCoke Energy, Inc. had a return of -10.19% year-to-date (YTD) and -11.97% in the last 12 months. Over the past 10 years, SunCoke Energy, Inc. had an annualized return of -2.70%, while the S&P 500 had an annualized return of 11.34%, indicating that SunCoke Energy, Inc. did not perform as well as the benchmark.


SXC

YTD

-10.19%

1M

-7.51%

6M

6.84%

1Y

-11.97%

5Y*

13.29%

10Y*

-2.70%

^GSPC (Benchmark)

YTD

1.92%

1M

0.88%

6M

15.58%

1Y

20.89%

5Y*

12.50%

10Y*

11.34%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-12.24%-10.19%
2024-4.56%5.45%5.23%-8.52%3.32%-7.11%19.39%-22.34%-3.13%18.78%22.02%-14.13%3.95%
20235.56%5.27%-5.57%-13.36%-11.76%15.90%12.83%5.88%9.14%-6.31%-0.96%15.36%29.77%
20223.95%16.68%12.36%-6.62%-2.01%-15.82%8.66%-9.93%-11.84%24.96%17.67%2.01%35.86%
202113.33%30.84%9.70%-3.71%12.44%-5.18%8.26%-9.34%-9.64%14.97%-14.86%8.21%56.88%
2020-5.62%-20.83%-16.49%-18.18%10.42%-13.20%7.77%14.20%-4.47%2.05%30.71%-3.33%-25.81%
201931.46%-11.74%-14.42%1.41%-14.75%20.98%-14.53%-17.79%-9.61%-6.21%-2.04%21.68%-26.25%
2018-7.42%-3.78%0.75%6.78%17.84%-1.03%-14.85%-2.19%4.12%-3.61%-12.86%-12.40%-28.69%
2017-22.22%10.54%-8.10%2.34%-4.69%24.71%-17.89%4.13%-1.93%21.34%2.70%5.27%5.73%
20168.93%25.13%37.42%14.31%-18.57%-3.80%31.10%-14.55%23.01%27.31%11.85%-0.70%226.80%
2015-21.92%20.86%-17.87%17.34%-6.85%-20.05%-5.46%-5.31%-32.23%-36.25%-20.76%-8.20%-80.95%
2014-2.76%0.45%2.51%-8.63%-3.79%7.07%6.19%5.17%-6.50%6.46%-14.72%-4.87%-15.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SXC is 42, 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 SXC is 4242
Overall Rank
The Sharpe Ratio Rank of SXC is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of SXC is 3838
Sortino Ratio Rank
The Omega Ratio Rank of SXC is 3838
Omega Ratio Rank
The Calmar Ratio Rank of SXC is 4545
Calmar Ratio Rank
The Martin Ratio Rank of SXC is 4444
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 SunCoke Energy, Inc. (SXC) 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 SXC, currently valued at -0.05, compared to the broader market-2.000.002.00-0.051.84
The chart of Sortino ratio for SXC, currently valued at 0.22, compared to the broader market-4.00-2.000.002.004.000.222.48
The chart of Omega ratio for SXC, currently valued at 1.03, compared to the broader market0.501.001.502.001.031.34
The chart of Calmar ratio for SXC, currently valued at -0.04, compared to the broader market0.002.004.006.00-0.042.79
The chart of Martin ratio for SXC, currently valued at -0.14, compared to the broader market-10.000.0010.0020.0030.00-0.1411.42
SXC
^GSPC

The current SunCoke Energy, Inc. Sharpe ratio is -0.05. 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 SunCoke 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 Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.05
1.84
SXC (SunCoke Energy, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

SunCoke Energy, Inc. provided a 4.58% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The company has been increasing its dividends for 5 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.44$0.44$0.36$0.28$0.24$0.24$0.06$0.00$0.00$0.00$0.43$0.06

Dividend yield

4.58%4.11%3.35%3.24%3.64%5.52%0.96%0.00%0.00%0.00%12.51%0.31%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.44
2023$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.36
2022$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.28
2021$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.24
2020$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.24
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.06
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.06$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.43
2014$0.06$0.00$0.06

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.6%
SunCoke Energy, Inc. has a dividend yield of 4.58%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%38.8%
SunCoke Energy, Inc. has a payout ratio of 38.75%, which is quite average when compared to the overall market. This suggests that SunCoke 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-47.33%
-2.03%
SXC (SunCoke Energy, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SunCoke 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 SunCoke Energy, Inc. was 90.41%, occurring on Jan 19, 2016. The portfolio has not yet recovered.

The current SunCoke Energy, Inc. drawdown is 47.33%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-90.41%Aug 19, 2014357Jan 19, 2016
-44.7%Jul 26, 201153Oct 7, 2011505Oct 11, 2013558
-15.76%Apr 3, 201425May 8, 201462Aug 6, 201487
-9.64%Mar 7, 20145Mar 13, 20148Mar 25, 201413
-9.59%Dec 30, 201329Feb 10, 201417Mar 6, 201446

Volatility

Volatility Chart

The current SunCoke Energy, Inc. volatility is 7.84%, 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.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
7.84%
4.05%
SXC (SunCoke Energy, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of SunCoke 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 SunCoke Energy, Inc. compared to its peers in the Coking Coal industry.


PE Ratio
2.04.06.08.010.012.014.08.4
The chart displays the price to earnings (P/E) ratio for SXC in comparison to other companies of the Coking Coal industry. Currently, SXC has a PE value of 8.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-3.0-2.0-1.00.0-3.7
The chart displays the price to earnings to growth (PEG) ratio for SXC in comparison to other companies of the Coking Coal industry. Currently, SXC has a PEG value of -3.7. 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 SunCoke Energy, Inc..


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2025 PortfoliosLab