PTEN vs. SU
PTEN (Patterson-UTI Energy, Inc.) and SU (Suncor Energy Inc.) are both stocks. Both are in the Energy sector — PTEN in Oil & Gas Drilling, SU in Oil & Gas Integrated. Over the past 10 years, PTEN returned -4.89%/yr vs 12.30%/yr for SU. At a 0.50 correlation, their price movements are largely independent.
Performance
PTEN vs. SU - Performance Comparison
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Returns By Period
In the year-to-date period, PTEN achieves a 68.27% return, which is significantly higher than SU's 29.20% return. Over the past 10 years, PTEN has underperformed SU with an annualized return of -4.89%, while SU has yielded a comparatively higher 12.30% annualized return.
PTEN
- 1D
- -1.27%
- 1M
- -17.46%
- YTD
- 68.27%
- 6M
- 74.26%
- 1Y
- 75.01%
- 3Y*
- -0.28%
- 5Y*
- 1.27%
- 10Y*
- -4.89%
SU
- 1D
- 0.48%
- 1M
- -15.54%
- YTD
- 29.20%
- 6M
- 32.80%
- 1Y
- 50.05%
- 3Y*
- 31.15%
- 5Y*
- 23.05%
- 10Y*
- 12.30%
PTEN vs. SU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTEN Patterson-UTI Energy, Inc. | 68.27% | -22.08% | -20.99% | -34.18% | 101.74% | 62.31% | -48.80% | 3.07% | -54.64% | -14.20% |
SU Suncor Energy Inc. | 29.20% | 29.69% | 16.22% | 6.40% | 32.31% | 54.94% | -46.67% | 22.10% | -21.27% | 17.86% |
Correlation
The correlation between PTEN and SU is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 1993 | 0.50 |
The correlation between PTEN and SU shifts across timeframes, from 0.50 (all time) to 0.62 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PTEN:
$3.82B
SU:
$67.18B
PTEN:
-$0.31
SU:
CA$5.24
PTEN:
0.83
SU:
1.86
PTEN:
1.21
SU:
2.08
PTEN:
$4.66B
SU:
CA$52.01B
PTEN:
$142.60M
SU:
CA$28.85B
PTEN:
$828.22M
SU:
CA$16.36B
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Return for Risk
PTEN vs. SU — Risk / Return Rank
PTEN
SU
PTEN vs. SU - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PTEN | SU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.56 | 2.50 | +1.06 |
| Martin ratioReturn relative to average drawdown | 7.49 | 10.48 | -2.99 |
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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 -80.22%. Use the drawdown chart below to compare losses from any high point for PTEN and SU.
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Drawdown Indicators
| PTEN | SU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.13% | -80.22% | -14.91% |
Max Drawdown (1Y)Largest decline over 1 year | -21.16% | -20.12% | -1.04% |
Max Drawdown (3Y)Largest decline over 3 years | -64.60% | -22.42% | -42.18% |
Max Drawdown (5Y)Largest decline over 5 years | -70.93% | -36.58% | -34.35% |
Max Drawdown (10Y)Largest decline over 10 years | -94.02% | -73.54% | -20.48% |
Current DrawdownCurrent decline from peak | -65.90% | -18.44% | -47.46% |
Average DrawdownAverage peak-to-trough decline | -42.29% | -27.40% | -14.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.05% | 4.81% | +5.24% |
Volatility
PTEN vs. SU - Volatility Comparison
Patterson-UTI Energy, Inc. (PTEN) has a higher volatility of 15.02% compared to Suncor Energy Inc. (SU) at 9.65%. 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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Volatility by Period
| PTEN | SU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.02% | 9.65% | +5.37% |
Volatility (6M)Calculated over the trailing 6-month period | 35.31% | 20.30% | +15.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.53% | 24.54% | +24.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.02% | 32.89% | +22.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.21% | 36.91% | +25.30% |
Dividends
PTEN vs. SU - Dividend Comparison
PTEN's dividend yield for the trailing twelve months is around 3.57%, more than SU's 3.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTEN Patterson-UTI Energy, Inc. | 3.57% | 5.24% | 3.87% | 2.96% | 1.19% | 0.95% | 1.90% | 1.52% | 1.35% | 0.35% | 0.59% | 2.65% |
SU Suncor Energy Inc. | 3.03% | 3.72% | 4.51% | 5.27% | 4.56% | 3.34% | 4.93% | 3.84% | 4.24% | 4.16% | 3.55% | 4.42% |
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.
Total Revenue: Total amount of money received from sales and other business activities
PTEN vs. SU - Profitability Comparison
PTEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Patterson-UTI Energy, Inc. reported a gross profit of 0.00 and revenue of 1.12B. Therefore, the gross margin over that period was 0.0%.
SU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Suncor Energy Inc. reported a gross profit of 7.53B and revenue of 15.42B. Therefore, the gross margin over that period was 48.8%.
PTEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Patterson-UTI Energy, Inc. reported an operating income of -14.32M and revenue of 1.12B, 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 2026, Suncor Energy Inc. reported an operating income of 2.90B and revenue of 15.42B, resulting in an operating margin of 18.8%.
PTEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Patterson-UTI Energy, Inc. reported a net income of -24.63M and revenue of 1.12B, resulting in a net margin of -2.2%.
SU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Suncor Energy Inc. reported a net income of 2.10B and revenue of 15.42B, resulting in a net margin of 13.6%.
Frequently Asked Questions
PTEN and SU have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PTEN has higher volatility (15.02%) compared to SU (9.65%). In terms of maximum drawdown, PTEN dropped -95.13% vs SU's -80.22%.
SU currently has the higher Sharpe Ratio (2.07 vs 1.53), 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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