NBR vs. SUN
NBR (Nabors Industries Ltd.) and SUN (Sunoco LP) are both stocks. Both are in the Energy sector — NBR in Oil & Gas Drilling, SUN in Oil & Gas Refining & Marketing. Over the past 10 years, NBR returned -13.26%/yr vs 17.28%/yr for SUN. At a 0.28 correlation, their price movements are largely independent.
Performance
NBR vs. SUN - Performance Comparison
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Returns By Period
In the year-to-date period, NBR achieves a 77.31% return, which is significantly higher than SUN's 29.97% return. Over the past 10 years, NBR has underperformed SUN with an annualized return of -13.26%, while SUN has yielded a comparatively higher 17.28% annualized return.
NBR
- 1D
- 2.01%
- 1M
- -7.16%
- YTD
- 77.31%
- 6M
- 75.28%
- 1Y
- 222.33%
- 3Y*
- -0.04%
- 5Y*
- -4.49%
- 10Y*
- -13.26%
SUN
- 1D
- -1.36%
- 1M
- -1.81%
- YTD
- 29.97%
- 6M
- 24.07%
- 1Y
- 29.76%
- 3Y*
- 22.16%
- 5Y*
- 20.79%
- 10Y*
- 17.28%
NBR vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBR Nabors Industries Ltd. | 77.31% | -5.02% | -29.96% | -47.29% | 90.99% | 39.26% | -58.62% | 46.33% | -69.27% | -57.05% |
SUN Sunoco LP | 29.97% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Correlation
The correlation between NBR and SUN is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 21, 2012 | 0.28 |
The correlation between NBR and SUN shifts across timeframes, from 0.16 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
NBR:
$1.37B
SUN:
$3.40T
NBR:
$15.33
SUN:
$0.06
NBR:
6.28
SUN:
1.03K
NBR:
0.42
SUN:
42.85
NBR:
$3.23B
SUN:
$20.02B
NBR:
$661.90M
SUN:
$1.75B
NBR:
$1.31B
SUN:
$2.10B
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Return for Risk
NBR vs. SUN — Risk / Return Rank
NBR
SUN
NBR vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nabors Industries Ltd. (NBR) 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.
| NBR | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.40 | ||
| Sortino ratioReturn per unit of downside risk | +1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.22 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 10.47 | 2.74 | +7.73 |
| Martin ratioReturn relative to average drawdown | 32.08 | 7.12 | +24.96 |
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
| NBR | SUN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.71 | 1.31 | +2.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.89 | -0.95 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.16 | 0.54 | -0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 0.53 | -0.55 |
Drawdowns
NBR vs. SUN - Drawdown Comparison
The maximum NBR drawdown since its inception was -99.51%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for NBR and SUN.
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Drawdown Indicators
| NBR | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.51% | -65.47% | -34.04% |
Max Drawdown (1Y)Largest decline over 1 year | -21.38% | -10.91% | -10.47% |
Max Drawdown (3Y)Largest decline over 3 years | -82.22% | -21.29% | -60.93% |
Max Drawdown (5Y)Largest decline over 5 years | -87.70% | -21.29% | -66.41% |
Max Drawdown (10Y)Largest decline over 10 years | -98.73% | -62.94% | -35.79% |
Current DrawdownCurrent decline from peak | -95.36% | -8.52% | -86.84% |
Average DrawdownAverage peak-to-trough decline | -52.73% | -16.32% | -36.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.97% | 4.21% | +2.76% |
Volatility
NBR vs. SUN - Volatility Comparison
Nabors Industries Ltd. (NBR) has a higher volatility of 12.84% compared to Sunoco LP (SUN) at 9.38%. This indicates that NBR'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
| NBR | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.84% | 9.38% | +3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 36.62% | 16.65% | +19.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.13% | 22.88% | +38.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.37% | 23.60% | +42.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 82.09% | 31.87% | +50.22% |
Dividends
NBR vs. SUN - Dividend Comparison
NBR has not paid dividends to shareholders, while SUN's dividend yield for the trailing twelve months is around 5.68%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBR Nabors Industries Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.86% | 1.39% | 12.00% | 3.51% | 1.46% | 2.82% |
SUN Sunoco LP | 5.68% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
NBR vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between Nabors Industries Ltd. 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
Frequently Asked Questions
NBR and SUN have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBR has higher volatility (12.84%) compared to SUN (9.38%). In terms of maximum drawdown, NBR dropped -99.51% vs SUN's -65.47%.
NBR currently has the higher Sharpe Ratio (3.71 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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