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PTEN vs. SU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PTEN and SU is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

PTEN vs. SU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Patterson-UTI Energy, Inc. (PTEN) and Suncor Energy Inc. (SU). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-7.41%
6.67%
PTEN
SU

Key characteristics

Sharpe Ratio

PTEN:

-0.13

SU:

1.29

Sortino Ratio

PTEN:

0.11

SU:

1.81

Omega Ratio

PTEN:

1.01

SU:

1.23

Calmar Ratio

PTEN:

-0.07

SU:

0.97

Martin Ratio

PTEN:

-0.23

SU:

5.33

Ulcer Index

PTEN:

23.94%

SU:

6.03%

Daily Std Dev

PTEN:

41.75%

SU:

24.92%

Max Drawdown

PTEN:

-95.13%

SU:

-81.07%

Current Drawdown

PTEN:

-70.86%

SU:

-11.87%

Fundamentals

Market Cap

PTEN:

$3.62B

SU:

$50.61B

EPS

PTEN:

-$2.20

SU:

$4.32

PEG Ratio

PTEN:

0.78

SU:

0.07

Total Revenue (TTM)

PTEN:

$4.22B

SU:

$40.10B

Gross Profit (TTM)

PTEN:

$238.29M

SU:

$17.61B

EBITDA (TTM)

PTEN:

$81.78M

SU:

$13.00B

Returns By Period

The year-to-date returns for both stocks are quite close, with PTEN having a 11.99% return and SU slightly lower at 11.55%. Over the past 10 years, PTEN has underperformed SU with an annualized return of -3.70%, while SU has yielded a comparatively higher 6.84% annualized return.


PTEN

YTD

11.99%

1M

20.44%

6M

-7.41%

1Y

-7.09%

5Y*

2.77%

10Y*

-3.70%

SU

YTD

11.55%

1M

15.36%

6M

6.67%

1Y

31.07%

5Y*

8.56%

10Y*

6.84%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

PTEN vs. SU — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PTEN
The Risk-Adjusted Performance Rank of PTEN is 3838
Overall Rank
The Sharpe Ratio Rank of PTEN is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of PTEN is 3434
Sortino Ratio Rank
The Omega Ratio Rank of PTEN is 3333
Omega Ratio Rank
The Calmar Ratio Rank of PTEN is 4141
Calmar Ratio Rank
The Martin Ratio Rank of PTEN is 4141
Martin Ratio Rank

SU
The Risk-Adjusted Performance Rank of SU is 7979
Overall Rank
The Sharpe Ratio Rank of SU is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of SU is 7777
Sortino Ratio Rank
The Omega Ratio Rank of SU is 7575
Omega Ratio Rank
The Calmar Ratio Rank of SU is 7878
Calmar Ratio Rank
The Martin Ratio Rank of SU is 8282
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.

PTEN vs. SU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Patterson-UTI Energy, Inc. (PTEN) and Suncor Energy Inc. (SU). 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.


Sharpe ratio
The chart of Sharpe ratio for PTEN, currently valued at -0.13, compared to the broader market-2.000.002.004.00-0.131.29
The chart of Sortino ratio for PTEN, currently valued at 0.11, compared to the broader market-4.00-2.000.002.004.006.000.111.81
The chart of Omega ratio for PTEN, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.23
The chart of Calmar ratio for PTEN, currently valued at -0.07, compared to the broader market0.002.004.006.00-0.070.97
The chart of Martin ratio for PTEN, currently valued at -0.23, compared to the broader market0.0010.0020.0030.00-0.235.33
PTEN
SU

The current PTEN Sharpe Ratio is -0.13, which is lower than the SU Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of PTEN and SU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
-0.13
1.29
PTEN
SU

Dividends

PTEN vs. SU - Dividend Comparison

PTEN's dividend yield for the trailing twelve months is around 3.46%, less than SU's 4.05% yield.


TTM20242023202220212020201920182017201620152014
PTEN
Patterson-UTI Energy, Inc.
3.46%3.87%2.96%1.19%0.95%1.90%1.52%1.35%0.35%0.59%2.65%2.41%
SU
Suncor Energy Inc.
4.05%4.51%4.85%4.55%3.39%4.92%3.84%3.95%2.67%2.67%3.43%2.90%

Drawdowns

PTEN vs. SU - Drawdown Comparison

The maximum PTEN drawdown since its inception was -95.13%, which is greater than SU's maximum drawdown of -81.07%. Use the drawdown chart below to compare losses from any high point for PTEN and SU. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-70.86%
-11.87%
PTEN
SU

Volatility

PTEN vs. SU - Volatility Comparison

Patterson-UTI Energy, Inc. (PTEN) has a higher volatility of 9.30% compared to Suncor Energy Inc. (SU) at 6.81%. This indicates that PTEN's price experiences larger fluctuations and is considered to be riskier than SU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%AugustSeptemberOctoberNovemberDecember2025
9.30%
6.81%
PTEN
SU

Financials

PTEN vs. SU - Financials Comparison

This section allows you to compare key financial metrics between Patterson-UTI Energy, Inc. and Suncor Energy Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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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.

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