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PTEN vs. SU
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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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PTEN vs. SU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PTEN
Patterson-UTI Energy, Inc.
71.41%-22.08%-20.99%-34.18%101.74%62.31%-48.80%3.07%-54.64%-14.20%
SU
Suncor Energy Inc.
47.53%29.69%16.22%6.40%32.31%54.94%-46.67%22.10%-21.27%17.86%

Fundamentals

Market Cap

PTEN:

$3.93B

SU:

$77.99B

EPS

PTEN:

-$0.24

SU:

$4.88

PS Ratio

PTEN:

0.82

SU:

1.59

PB Ratio

PTEN:

1.22

SU:

1.73

Total Revenue (TTM)

PTEN:

$4.83B

SU:

$49.66B

Gross Profit (TTM)

PTEN:

$171.88M

SU:

$21.23B

EBITDA (TTM)

PTEN:

$872.53M

SU:

$16.17B

Returns By Period

In the year-to-date period, PTEN achieves a 71.41% return, which is significantly higher than SU's 47.53% return. Over the past 10 years, PTEN has underperformed SU with an annualized return of -2.69%, while SU has yielded a comparatively higher 13.57% annualized return.


PTEN

1D
-4.43%
1M
17.35%
YTD
71.41%
6M
97.75%
1Y
30.38%
3Y*
-0.21%
5Y*
10.17%
10Y*
-2.69%

SU

1D
-1.77%
1M
13.26%
YTD
47.53%
6M
60.18%
1Y
72.92%
3Y*
33.72%
5Y*
30.26%
10Y*
13.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PTEN vs. SU — Risk / Return Rank

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

PTEN
PTEN Risk / Return Rank: 5757
Overall Rank
PTEN Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
PTEN Sortino Ratio Rank: 5555
Sortino Ratio Rank
PTEN Omega Ratio Rank: 5757
Omega Ratio Rank
PTEN Calmar Ratio Rank: 6060
Calmar Ratio Rank
PTEN Martin Ratio Rank: 5454
Martin Ratio Rank

SU
SU Risk / Return Rank: 9393
Overall Rank
SU Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
SU Sortino Ratio Rank: 9393
Sortino Ratio Rank
SU Omega Ratio Rank: 9494
Omega Ratio Rank
SU Calmar Ratio Rank: 8989
Calmar Ratio Rank
SU Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


PTENSUDifference

Sharpe ratio

Return per unit of total volatility

0.52

2.72

-2.20

Sortino ratio

Return per unit of downside risk

1.05

3.23

-2.18

Omega ratio

Gain probability vs. loss probability

1.15

1.48

-0.33

Calmar ratio

Return relative to maximum drawdown

0.87

3.84

-2.96

Martin ratio

Return relative to average drawdown

1.25

13.00

-11.75

PTEN vs. SU - Sharpe Ratio Comparison

The current PTEN Sharpe Ratio is 0.52, which is lower than the SU Sharpe Ratio of 2.72. 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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Sharpe Ratios by Period


PTENSUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.52

2.72

-2.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.92

-0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.04

0.37

-0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.42

-0.27

Correlation

The correlation between PTEN and SU is 0.50, 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.


Dividends

PTEN vs. SU - Dividend Comparison

PTEN's dividend yield for the trailing twelve months is around 3.29%, more than SU's 2.61% yield.


TTM20252024202320222021202020192018201720162015
PTEN
Patterson-UTI Energy, Inc.
3.29%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.
2.61%3.72%4.51%5.27%4.56%3.34%4.93%3.84%4.24%4.16%3.55%4.42%

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


PTENSUDifference

Max Drawdown

Largest peak-to-trough decline

-95.13%

-80.22%

-14.91%

Max Drawdown (1Y)

Largest decline over 1 year

-37.74%

-19.40%

-18.34%

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 Drawdown

Current decline from peak

-65.26%

-2.58%

-62.68%

Average Drawdown

Average peak-to-trough decline

-42.16%

-27.55%

-14.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.42%

5.72%

+20.70%

Volatility

PTEN vs. SU - Volatility Comparison

Patterson-UTI Energy, Inc. (PTEN) has a higher volatility of 11.28% compared to Suncor Energy Inc. (SU) at 5.59%. 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


PTENSUDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.28%

5.59%

+5.69%

Volatility (6M)

Calculated over the trailing 6-month period

32.79%

15.18%

+17.61%

Volatility (1Y)

Calculated over the trailing 1-year period

58.57%

26.99%

+31.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.18%

32.88%

+22.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.98%

36.86%

+25.12%

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


0.005.00B10.00B15.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.15B
12.03B
(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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
23.5%
Portfolio components
PTEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Patterson-UTI Energy, Inc. reported a gross profit of 0.00 and revenue of 1.15B. 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 Apr 2026, Suncor Energy Inc. reported a gross profit of 2.83B and revenue of 12.03B. Therefore, the gross margin over that period was 23.5%.

PTEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Patterson-UTI Energy, Inc. reported an operating income of -235.00K and revenue of 1.15B, resulting in an operating margin of -0.0%.

SU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Suncor Energy Inc. reported an operating income of -35.52M and revenue of 12.03B, resulting in an operating margin of -0.3%.

PTEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Patterson-UTI Energy, Inc. reported a net income of -9.09M and revenue of 1.15B, resulting in a net margin of -0.8%.

SU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Suncor Energy Inc. reported a net income of 1.47B and revenue of 12.03B, resulting in a net margin of 12.3%.