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.
Performance
GLAD vs. SUN - Performance Comparison
Returns By Period
In the year-to-date period, GLAD achieves a 34.20% return, which is significantly higher than SUN's -4.01% return. Over the past 10 years, GLAD has outperformed SUN with an annualized return of 13.80%, while SUN has yielded a comparatively lower 11.54% annualized return.
GLAD
34.20%
8.26%
25.45%
42.44%
15.38%
13.80%
SUN
-4.01%
6.21%
11.98%
8.24%
21.47%
11.54%
Fundamentals
| GLAD | SUN | |
|---|---|---|
| Market Cap | $584.37M | $7.27B |
| EPS | $4.34 | $3.91 |
| PE Ratio | 6.03 | 13.67 |
| PEG Ratio | 2.31 | -3.00 |
| Total Revenue (TTM) | $109.55M | $22.74B |
| Gross Profit (TTM) | $100.42M | $982.00M |
| EBITDA (TTM) | $74.92M | $1.40B |
Key characteristics
| GLAD | SUN | |
|---|---|---|
| Sharpe Ratio | 2.46 | 0.33 |
| Sortino Ratio | 2.99 | 0.67 |
| Omega Ratio | 1.44 | 1.08 |
| Calmar Ratio | 3.59 | 0.40 |
| Martin Ratio | 9.90 | 0.71 |
| Ulcer Index | 4.33% | 11.94% |
| Daily Std Dev | 17.39% | 25.47% |
| Max Drawdown | -74.87% | -65.47% |
| Current Drawdown | -0.43% | -11.61% |
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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.
Risk-Adjusted Performance
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 7.47%, more than SUN's 6.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 7.47% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% | 10.16% | 8.78% |
SUN Sunoco LP | 6.42% | 5.59% | 7.67% | 8.09% | 11.48% | 10.80% | 12.15% | 11.63% | 12.16% | 6.77% | 4.13% | 5.43% |
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
The current volatility for Gladstone Capital Corporation (GLAD) is 4.90%, while Sunoco LP (SUN) has a volatility of 6.57%. This indicates that GLAD experiences smaller price fluctuations and is considered to be less risky than SUN based on this measure. 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