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

Correlation

The correlation between PTEN and SU is 0.37, 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

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.

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Key characteristics

Sharpe Ratio

PTEN:

-0.81

SU:

-0.23

Sortino Ratio

PTEN:

-1.11

SU:

-0.20

Omega Ratio

PTEN:

0.85

SU:

0.97

Calmar Ratio

PTEN:

-0.58

SU:

-0.30

Martin Ratio

PTEN:

-1.80

SU:

-1.00

Ulcer Index

PTEN:

26.62%

SU:

8.81%

Daily Std Dev

PTEN:

56.87%

SU:

30.15%

Max Drawdown

PTEN:

-95.13%

SU:

-81.07%

Current Drawdown

PTEN:

-82.44%

SU:

-20.40%

Fundamentals

Market Cap

PTEN:

$2.18B

SU:

$43.76B

EPS

PTEN:

-$2.51

SU:

$3.48

PEG Ratio

PTEN:

0.78

SU:

0.07

PS Ratio

PTEN:

0.42

SU:

0.86

PB Ratio

PTEN:

0.64

SU:

1.35

Total Revenue (TTM)

PTEN:

$5.15B

SU:

$54.91B

Gross Profit (TTM)

PTEN:

$215.16M

SU:

$22.34B

EBITDA (TTM)

PTEN:

$182.69M

SU:

$15.93B

Returns By Period

In the year-to-date period, PTEN achieves a -32.52% return, which is significantly lower than SU's 0.75% return. Over the past 10 years, PTEN has underperformed SU with an annualized return of -10.93%, while SU has yielded a comparatively higher 5.91% annualized return.


PTEN

YTD

-32.52%

1M

-5.80%

6M

-33.01%

1Y

-48.09%

3Y*

-32.12%

5Y*

10.70%

10Y*

-10.93%

SU

YTD

0.75%

1M

-0.42%

6M

-7.99%

1Y

-9.17%

3Y*

0.22%

5Y*

20.75%

10Y*

5.91%

*Annualized

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Patterson-UTI Energy, Inc.

Suncor Energy Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

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 99
Overall Rank
The Sharpe Ratio Rank of PTEN is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of PTEN is 1010
Sortino Ratio Rank
The Omega Ratio Rank of PTEN is 1010
Omega Ratio Rank
The Calmar Ratio Rank of PTEN is 1414
Calmar Ratio Rank
The Martin Ratio Rank of PTEN is 11
Martin Ratio Rank

SU
The Risk-Adjusted Performance Rank of SU is 3131
Overall Rank
The Sharpe Ratio Rank of SU is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of SU is 3030
Sortino Ratio Rank
The Omega Ratio Rank of SU is 3030
Omega Ratio Rank
The Calmar Ratio Rank of SU is 3232
Calmar Ratio Rank
The Martin Ratio Rank of SU is 2626
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.


The current PTEN Sharpe Ratio is -0.81, which is lower than the SU Sharpe Ratio of -0.23. 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

PTEN vs. SU - Dividend Comparison

PTEN's dividend yield for the trailing twelve months is around 5.80%, more than SU's 4.52% yield.


TTM20242023202220212020201920182017201620152014
PTEN
Patterson-UTI Energy, Inc.
5.80%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.
4.52%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.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

PTEN vs. SU - Volatility Comparison

Patterson-UTI Energy, Inc. (PTEN) has a higher volatility of 14.33% compared to Suncor Energy Inc. (SU) at 6.91%. 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.


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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


0.005.00B10.00B15.00B20212022202320242025
1.28B
13.33B
(PTEN) Total Revenue
(SU) Total Revenue
Values in USD except per share items

PTEN vs. SU - Profitability Comparison

The chart below illustrates the profitability comparison between Patterson-UTI Energy, Inc. and Suncor Energy Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%20212022202320242025
6.8%
47.7%
(PTEN) Gross Margin
(SU) Gross Margin
PTEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Patterson-UTI Energy, Inc. reported a gross profit of 87.26M and revenue of 1.28B. Therefore, the gross margin over that period was 6.8%.

SU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Suncor Energy Inc. reported a gross profit of 6.36B and revenue of 13.33B. Therefore, the gross margin over that period was 47.7%.

PTEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Patterson-UTI Energy, Inc. reported an operating income of 16.95M and revenue of 1.28B, resulting in an operating margin of 1.3%.

SU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Suncor Energy Inc. reported an operating income of 2.35B and revenue of 13.33B, resulting in an operating margin of 17.6%.

PTEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Patterson-UTI Energy, Inc. reported a net income of 1.01M and revenue of 1.28B, resulting in a net margin of 0.1%.

SU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Suncor Energy Inc. reported a net income of 1.69B and revenue of 13.33B, resulting in a net margin of 12.7%.