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 -4.42%/yr vs 14.16%/yr for SU. Their 0.50 correlation means their historical movements had little consistent relationship.
Performance
PTEN vs. SU - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PTEN achieves a 71.61% return, which is significantly higher than SU's 50.88% return. Over the past 10 years, PTEN has underperformed SU with an annualized return of -4.42%, while SU has yielded a comparatively higher 14.16% annualized return.
PTEN
- 1D
- -2.00%
- 1M
- 18.59%
- 6M
- 38.15%
- YTD
- 71.61%
- 1Y
- 94.59%
- 3Y*
- -8.89%
- 5Y*
- 10.39%
- 10Y*
- -4.42%
- ALL TIME*
- 8.90%
SU
- 1D
- -1.93%
- 1M
- 19.85%
- 6M
- 27.10%
- YTD
- 50.88%
- 1Y
- 74.91%
- 3Y*
- 34.61%
- 5Y*
- 33.88%
- 10Y*
- 14.16%
- ALL TIME*
- 15.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $107.02M | $92.07M | $96.39M | |
| $233.05M | $239.36M | $261.23M |
PTEN vs. SU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTEN Patterson-UTI Energy, Inc. | 71.61% | -22.08% | -20.99% | -34.18% | 101.74% | 62.31% | -48.80% | 3.07% | -54.64% | -14.20% |
SU Suncor Energy Inc. | 50.88% | 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 have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (10Y) Provides a long-term view across more market conditions. | 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 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
PTEN:
$3.90B
SU:
$77.91B
PTEN:
-$0.24
SU:
CA$5.27
PTEN:
0.84
SU:
2.14
PTEN:
1.26
SU:
2.40
PTEN:
$4.67B
SU:
CA$52.01B
PTEN:
$114.50M
SU:
CA$28.85B
PTEN:
$765.51M
SU:
CA$16.36B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.45 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.90 | 3.32 | -0.42 |
| Martin ratioReturn relative to average drawdown | 8.81 | 11.12 | -2.31 |
Loading charts...
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.
Loading charts...
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 | -32.79% | -22.67% | -10.12% |
Max Drawdown (3Y)Largest decline over 3 years | -64.60% | -22.67% | -41.93% |
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 | -65.22% | -4.75% | -60.47% |
Average DrawdownAverage peak-to-trough decline | -42.37% | -27.35% | -15.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.77% | 6.76% | +4.01% |
Volatility
PTEN vs. SU - Volatility Comparison
Patterson-UTI Energy, Inc. (PTEN) has a higher volatility of 17.46% compared to Suncor Energy Inc. (SU) at 8.71%. 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.
Loading charts...
Volatility by Period
| PTEN | SU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.46% | 8.71% | +8.75% |
Volatility (6M)Calculated over the trailing 6-month period | 38.64% | 21.35% | +17.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.46% | 25.83% | +24.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.11% | 32.77% | +22.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.37% | 36.96% | +25.41% |
Dividends
PTEN vs. SU - Dividend Comparison
PTEN's dividend yield for the trailing twelve months is around 3.51%, more than SU's 2.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTEN Patterson-UTI Energy, Inc. | 3.51% | 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. | 2.60% | 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 Aug 2026, Patterson-UTI Energy, Inc. reported a gross profit of -268.18M and revenue of 1.23B. Therefore, the gross margin over that period was -21.8%.
SU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 Aug 2026, Patterson-UTI Energy, Inc. reported an operating income of -6.96M and revenue of 1.23B, resulting in an operating margin of -0.6%.
SU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 Aug 2026, Patterson-UTI Energy, Inc. reported a net income of -19.60M and revenue of 1.23B, resulting in a net margin of -1.6%.
SU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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 (17.46%) compared to SU (8.71%). In terms of maximum drawdown, PTEN dropped -95.13% vs SU's -80.22%.
SU currently has the higher Sharpe Ratio (2.92 vs 1.89), 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.
Find the right allocation for PTEN and SU
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer