SU vs. DIS
SU (Suncor Energy Inc.) and DIS (The Walt Disney Company) are both stocks. SU operates in Oil & Gas Integrated (Energy), while DIS operates in Entertainment (Communication Services). Over the past 10 years, SU returned 13.39%/yr vs 0.99%/yr for DIS. At a 0.24 correlation, their price movements are largely independent.
Performance
SU vs. DIS - Performance Comparison
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Returns By Period
In the year-to-date period, SU achieves a 40.87% return, which is significantly higher than DIS's -12.07% return. Over the past 10 years, SU has outperformed DIS with an annualized return of 13.39%, while DIS has yielded a comparatively lower 0.99% annualized return.
SU
- 1D
- -0.32%
- 1M
- -9.20%
- YTD
- 40.87%
- 6M
- 40.84%
- 1Y
- 55.65%
- 3Y*
- 32.55%
- 5Y*
- 25.10%
- 10Y*
- 13.39%
DIS
- 1D
- -0.30%
- 1M
- -2.61%
- YTD
- -12.07%
- 6M
- -9.75%
- 1Y
- -14.24%
- 3Y*
- 2.95%
- 5Y*
- -10.41%
- 10Y*
- 0.99%
SU vs. DIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SU Suncor Energy Inc. | 40.87% | 29.69% | 16.22% | 6.40% | 32.31% | 54.94% | -46.67% | 22.10% | -21.27% | 17.86% |
DIS The Walt Disney Company | -12.07% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
Correlation
The correlation between SU and DIS is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 1993 | 0.24 |
The correlation between SU and DIS shifts across timeframes, from -0.10 (1 year) to 0.28 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
SU:
$73.24B
DIS:
$177.27B
SU:
CA$5.24
DIS:
$6.25
SU:
16.42
DIS:
16.00
SU:
0.60
DIS:
0.22
SU:
2.00
DIS:
1.85
SU:
2.24
DIS:
1.63
SU:
CA$52.01B
DIS:
$97.26B
SU:
CA$28.85B
DIS:
$36.14B
SU:
CA$16.36B
DIS:
$20.74B
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Return for Risk
SU vs. DIS — Risk / Return Rank
SU
DIS
SU vs. DIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Suncor Energy Inc. (SU) and The Walt Disney Company (DIS). 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.
| SU | DIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.21 | ||
| Sortino ratioReturn per unit of downside risk | +3.90 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.91 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 5.44 | -0.59 | +6.03 |
| Martin ratioReturn relative to average drawdown | 14.28 | -1.18 | +15.46 |
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Drawdowns
SU vs. DIS - Drawdown Comparison
The maximum SU drawdown since its inception was -80.22%, smaller than the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for SU and DIS.
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Drawdown Indicators
| SU | DIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.22% | -85.66% | +5.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -24.97% | +13.32% |
Max Drawdown (3Y)Largest decline over 3 years | -22.42% | -32.86% | +10.44% |
Max Drawdown (5Y)Largest decline over 5 years | -36.58% | -57.33% | +20.75% |
Max Drawdown (10Y)Largest decline over 10 years | -73.54% | -60.72% | -12.82% |
Current DrawdownCurrent decline from peak | -11.07% | -49.29% | +38.22% |
Average DrawdownAverage peak-to-trough decline | -27.40% | -26.78% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 12.47% | -8.04% |
Volatility
SU vs. DIS - Volatility Comparison
Suncor Energy Inc. (SU) has a higher volatility of 9.48% compared to The Walt Disney Company (DIS) at 5.56%. This indicates that SU's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SU | DIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.48% | 5.56% | +3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 19.83% | 19.26% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.41% | 24.15% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.95% | 29.33% | +3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.91% | 28.77% | +8.14% |
Dividends
SU vs. DIS - Dividend Comparison
SU's dividend yield for the trailing twelve months is around 2.78%, more than DIS's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.25% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
SU Suncor Energy Inc. | 2.78% | 3.72% | 4.51% | 5.27% | 4.56% | 3.34% | 4.93% | 3.84% | 4.24% | 4.16% | 3.55% | 4.42% |
Financials
SU vs. DIS - Financials Comparison
This section allows you to compare key financial metrics between Suncor Energy Inc. and The Walt Disney Company. 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
SU vs. DIS - Profitability Comparison
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%.
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
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%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
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%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
Frequently Asked Questions
SU and DIS have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SU has higher volatility (9.48%) compared to DIS (5.56%). In terms of maximum drawdown, SU dropped -80.22% vs DIS's -85.66%.
SU currently has the higher Sharpe Ratio (2.60 vs -0.61), 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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