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SPH vs. VLO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SPH vs. VLO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Suburban Propane Partners, L.P. (SPH) and Valero Energy Corporation (VLO). The values are adjusted to include any dividend payments, if applicable.

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SPH vs. VLO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPH
Suburban Propane Partners, L.P.
7.94%15.20%3.84%26.96%12.28%6.85%-24.02%25.55%-11.75%-9.09%
VLO
Valero Energy Corporation
52.71%36.97%-2.96%5.86%74.95%40.25%-35.69%30.27%-15.73%38.66%

Fundamentals

Market Cap

SPH:

$1.31B

VLO:

$74.87B

EPS

SPH:

$2.02

VLO:

$7.74

PE Ratio

SPH:

9.76

VLO:

31.93

PEG Ratio

SPH:

16.10

VLO:

0.12

PS Ratio

SPH:

0.91

VLO:

0.61

PB Ratio

SPH:

2.09

VLO:

2.81

Total Revenue (TTM)

SPH:

$1.43B

VLO:

$124.05B

Gross Profit (TTM)

SPH:

$604.61M

VLO:

$6.75B

EBITDA (TTM)

SPH:

$283.12M

VLO:

$6.49B

Returns By Period

In the year-to-date period, SPH achieves a 7.94% return, which is significantly lower than VLO's 52.71% return. Over the past 10 years, SPH has underperformed VLO with an annualized return of 5.38%, while VLO has yielded a comparatively higher 19.18% annualized return.


SPH

1D
-2.57%
1M
-3.00%
YTD
7.94%
6M
9.25%
1Y
0.27%
3Y*
16.75%
5Y*
13.77%
10Y*
5.38%

VLO

1D
-1.27%
1M
20.74%
YTD
52.71%
6M
46.93%
1Y
92.58%
3Y*
24.69%
5Y*
31.29%
10Y*
19.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SPH vs. VLO — Risk / Return Rank

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

SPH
SPH Risk / Return Rank: 3838
Overall Rank
SPH Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SPH Sortino Ratio Rank: 3434
Sortino Ratio Rank
SPH Omega Ratio Rank: 3434
Omega Ratio Rank
SPH Calmar Ratio Rank: 4040
Calmar Ratio Rank
SPH Martin Ratio Rank: 4040
Martin Ratio Rank

VLO
VLO Risk / Return Rank: 9292
Overall Rank
VLO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
VLO Sortino Ratio Rank: 9090
Sortino Ratio Rank
VLO Omega Ratio Rank: 9191
Omega Ratio Rank
VLO Calmar Ratio Rank: 9292
Calmar Ratio Rank
VLO Martin Ratio Rank: 9393
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.

SPH vs. VLO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Suburban Propane Partners, L.P. (SPH) and Valero Energy Corporation (VLO). 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.


SPHVLODifference

Sharpe ratio

Return per unit of total volatility

0.01

2.40

-2.38

Sortino ratio

Return per unit of downside risk

0.16

2.86

-2.70

Omega ratio

Gain probability vs. loss probability

1.02

1.41

-0.39

Calmar ratio

Return relative to maximum drawdown

-0.05

4.30

-4.36

Martin ratio

Return relative to average drawdown

-0.10

12.77

-12.87

SPH vs. VLO - Sharpe Ratio Comparison

The current SPH Sharpe Ratio is 0.01, which is lower than the VLO Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of SPH and VLO, 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


SPHVLODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.01

2.40

-2.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.86

-0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

0.48

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.28

+0.07

Correlation

The correlation between SPH and VLO is 0.23, 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.


Dividends

SPH vs. VLO - Dividend Comparison

SPH's dividend yield for the trailing twelve months is around 6.60%, more than VLO's 1.86% yield.


TTM20252024202320222021202020192018201720162015
SPH
Suburban Propane Partners, L.P.
6.60%7.01%7.56%7.32%8.56%8.53%12.11%10.98%12.45%13.47%11.81%14.55%
VLO
Valero Energy Corporation
1.86%2.78%3.49%3.14%3.09%5.22%6.93%3.84%4.27%2.34%3.51%2.40%

Drawdowns

SPH vs. VLO - Drawdown Comparison

The maximum SPH drawdown since its inception was -60.60%, smaller than the maximum VLO drawdown of -87.50%. Use the drawdown chart below to compare losses from any high point for SPH and VLO.


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Drawdown Indicators


SPHVLODifference

Max Drawdown

Largest peak-to-trough decline

-60.60%

-87.50%

+26.90%

Max Drawdown (1Y)

Largest decline over 1 year

-16.57%

-21.72%

+5.15%

Max Drawdown (5Y)

Largest decline over 5 years

-20.01%

-41.22%

+21.21%

Max Drawdown (10Y)

Largest decline over 10 years

-56.96%

-71.88%

+14.92%

Current Drawdown

Current decline from peak

-5.11%

-2.85%

-2.26%

Average Drawdown

Average peak-to-trough decline

-12.65%

-34.39%

+21.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.51%

7.32%

+2.19%

Volatility

SPH vs. VLO - Volatility Comparison

The current volatility for Suburban Propane Partners, L.P. (SPH) is 5.28%, while Valero Energy Corporation (VLO) has a volatility of 11.92%. This indicates that SPH experiences smaller price fluctuations and is considered to be less risky than VLO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPHVLODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.28%

11.92%

-6.64%

Volatility (6M)

Calculated over the trailing 6-month period

12.87%

25.37%

-12.50%

Volatility (1Y)

Calculated over the trailing 1-year period

22.36%

38.84%

-16.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.52%

36.71%

-12.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.16%

40.18%

-11.02%

Financials

SPH vs. VLO - Financials Comparison

This section allows you to compare key financial metrics between Suburban Propane Partners, L.P. and Valero Energy Corporation. 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


0.0010.00B20.00B30.00B40.00B50.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
370.39M
31.73B
(SPH) Total Revenue
(VLO) Total Revenue
Values in USD except per share items

SPH vs. VLO - Profitability Comparison

The chart below illustrates the profitability comparison between Suburban Propane Partners, L.P. and Valero Energy Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
25.5%
10.3%
Portfolio components
SPH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Suburban Propane Partners, L.P. reported a gross profit of 94.59M and revenue of 370.39M. Therefore, the gross margin over that period was 25.5%.

VLO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Valero Energy Corporation reported a gross profit of 3.26B and revenue of 31.73B. Therefore, the gross margin over that period was 10.3%.

SPH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Suburban Propane Partners, L.P. reported an operating income of 66.72M and revenue of 370.39M, resulting in an operating margin of 18.0%.

VLO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Valero Energy Corporation reported an operating income of 1.58B and revenue of 31.73B, resulting in an operating margin of 5.0%.

SPH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Suburban Propane Partners, L.P. reported a net income of 45.78M and revenue of 370.39M, resulting in a net margin of 12.4%.

VLO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Valero Energy Corporation reported a net income of 1.17B and revenue of 31.73B, resulting in a net margin of 3.7%.