GLAD vs. SUN
Compare and contrast key facts about Gladstone Capital Corporation (GLAD) and Sunoco LP (SUN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLAD or SUN.
Correlation
The correlation between GLAD and SUN is 0.23, 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.
Performance
GLAD vs. SUN - Performance Comparison
Key characteristics
GLAD:
2.42
SUN:
-0.27
GLAD:
2.94
SUN:
-0.23
GLAD:
1.43
SUN:
0.97
GLAD:
3.67
SUN:
-0.31
GLAD:
10.29
SUN:
-0.51
GLAD:
4.26%
SUN:
12.88%
GLAD:
18.14%
SUN:
24.46%
GLAD:
-74.87%
SUN:
-65.47%
GLAD:
0.00%
SUN:
-12.64%
Fundamentals
GLAD:
$647.85M
SUN:
$7.26B
GLAD:
$4.34
SUN:
$3.91
GLAD:
6.71
SUN:
13.65
GLAD:
2.31
SUN:
-3.00
GLAD:
$84.96M
SUN:
$17.42B
GLAD:
$78.83M
SUN:
$1.24B
GLAD:
$54.92M
SUN:
$1.39B
Returns By Period
In the year-to-date period, GLAD achieves a 2.43% return, which is significantly lower than SUN's 3.79% return. Over the past 10 years, GLAD has outperformed SUN with an annualized return of 16.53%, while SUN has yielded a comparatively lower 10.75% annualized return.
GLAD
2.43%
6.72%
27.60%
44.22%
17.25%
16.53%
SUN
3.79%
0.70%
-5.52%
-8.57%
20.23%
10.75%
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Risk-Adjusted Performance
GLAD vs. SUN — Risk-Adjusted Performance Rank
GLAD
SUN
GLAD vs. SUN - Risk-Adjusted Performance 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.
Dividends
GLAD vs. SUN - Dividend Comparison
GLAD's dividend yield for the trailing twelve months is around 8.18%, more than SUN's 6.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 8.18% | 8.38% | 9.19% | 8.45% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% | 10.16% |
SUN Sunoco LP | 6.50% | 6.75% | 5.59% | 7.67% | 8.09% | 11.48% | 10.80% | 12.15% | 11.63% | 12.16% | 6.77% | 4.13% |
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. For additional features, visit the drawdowns tool.
Volatility
GLAD vs. SUN - Volatility Comparison
Gladstone Capital Corporation (GLAD) and Sunoco LP (SUN) have volatilities of 5.83% and 5.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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