GLAD vs. SUN
Compare and contrast key facts about Gladstone Capital Corporation (GLAD) and Sunoco LP (SUN).
Performance
GLAD vs. SUN - Performance Comparison
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GLAD vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | -13.99% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
SUN Sunoco LP | 25.98% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Fundamentals
GLAD:
$492.13M
SUN:
$3.35T
GLAD:
$1.25
SUN:
$0.02
GLAD:
13.91
SUN:
2.80K
GLAD:
6.37
SUN:
44.51
GLAD:
1.03
SUN:
1.32K
GLAD:
$67.60M
SUN:
$25.20B
GLAD:
$30.76M
SUN:
$1.54B
GLAD:
$30.96M
SUN:
$1.48B
Returns By Period
In the year-to-date period, GLAD achieves a -13.99% return, which is significantly lower than SUN's 25.98% return. Over the past 10 years, GLAD has underperformed SUN with an annualized return of 11.11%, while SUN has yielded a comparatively higher 17.52% annualized return.
GLAD
- 1D
- 1.05%
- 1M
- -3.85%
- YTD
- -13.99%
- 6M
- -16.89%
- 1Y
- -30.95%
- 3Y*
- 6.96%
- 5Y*
- 5.62%
- 10Y*
- 11.11%
SUN
- 1D
- -2.04%
- 1M
- 1.85%
- YTD
- 25.98%
- 6M
- 34.34%
- 1Y
- 19.66%
- 3Y*
- 21.81%
- 5Y*
- 23.44%
- 10Y*
- 17.52%
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Return for Risk
GLAD vs. SUN — Risk / Return Rank
GLAD
SUN
GLAD vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Capital Corporation (GLAD) and Sunoco LP (SUN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GLAD | SUN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.13 | 0.78 | -1.91 |
Sortino ratioReturn per unit of downside risk | -1.52 | 1.19 | -2.71 |
Omega ratioGain probability vs. loss probability | 0.80 | 1.15 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.80 | 1.13 | -1.93 |
Martin ratioReturn relative to average drawdown | -1.42 | 2.41 | -3.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GLAD | SUN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.13 | 0.78 | -1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 1.02 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.55 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.53 | -0.36 |
Correlation
The correlation between GLAD and SUN is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
GLAD vs. SUN - Dividend Comparison
GLAD's dividend yield for the trailing twelve months is around 11.47%, more than SUN's 5.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 11.47% | 9.85% | 8.37% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% |
SUN Sunoco LP | 5.63% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Drawdowns
GLAD vs. SUN - Drawdown Comparison
The maximum GLAD drawdown since its inception was -74.87%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for GLAD and SUN.
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Drawdown Indicators
| GLAD | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.87% | -65.47% | -9.40% |
Max Drawdown (1Y)Largest decline over 1 year | -39.22% | -15.38% | -23.84% |
Max Drawdown (5Y)Largest decline over 5 years | -39.59% | -21.29% | -18.30% |
Max Drawdown (10Y)Largest decline over 10 years | -58.37% | -62.94% | +4.57% |
Current DrawdownCurrent decline from peak | -36.67% | -3.40% | -33.27% |
Average DrawdownAverage peak-to-trough decline | -18.62% | -16.49% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.02% | 7.19% | +14.83% |
Volatility
GLAD vs. SUN - Volatility Comparison
Gladstone Capital Corporation (GLAD) has a higher volatility of 8.21% compared to Sunoco LP (SUN) at 7.24%. This indicates that GLAD's price experiences larger fluctuations and is considered to be riskier than SUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GLAD | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 7.24% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 18.03% | 14.79% | +3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.44% | 25.39% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.40% | 23.19% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.92% | 31.88% | -1.96% |
Financials
GLAD vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between Gladstone Capital Corporation and Sunoco LP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
GLAD vs. SUN - Profitability Comparison
GLAD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a gross profit of 0.00 and revenue of 21.60M. Therefore, the gross margin over that period was 0.0%.
SUN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sunoco LP reported a gross profit of 0.00 and revenue of 8.60B. Therefore, the gross margin over that period was 0.0%.
GLAD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported an operating income of 0.00 and revenue of 21.60M, resulting in an operating margin of 0.0%.
SUN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sunoco LP reported an operating income of 184.00M and revenue of 8.60B, resulting in an operating margin of 2.1%.
GLAD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a net income of 0.00 and revenue of 21.60M, resulting in a net margin of 0.0%.
SUN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sunoco LP reported a net income of 101.00M and revenue of 8.60B, resulting in a net margin of 1.2%.