SU vs. PEP
Compare and contrast key facts about Suncor Energy Inc. (SU) and PepsiCo, Inc. (PEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SU or PEP.
Correlation
The correlation between SU and PEP is 0.43, 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.
Performance
SU vs. PEP - Performance Comparison
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Key characteristics
SU:
-0.11
PEP:
-1.34
SU:
-0.04
PEP:
-1.85
SU:
0.99
PEP:
0.78
SU:
-0.19
PEP:
-0.86
SU:
-0.64
PEP:
-2.04
SU:
8.49%
PEP:
12.81%
SU:
30.39%
PEP:
19.68%
SU:
-81.07%
PEP:
-40.41%
SU:
-18.63%
PEP:
-30.31%
Fundamentals
SU:
$44.88B
PEP:
$178.67B
SU:
$3.47
PEP:
$6.79
SU:
10.49
PEP:
19.19
SU:
0.07
PEP:
2.34
SU:
0.89
PEP:
1.95
SU:
1.32
PEP:
9.82
SU:
$54.91B
PEP:
$91.52B
SU:
$22.34B
PEP:
$50.10B
SU:
$11.81B
PEP:
$16.57B
Returns By Period
In the year-to-date period, SU achieves a 2.99% return, which is significantly higher than PEP's -14.78% return. Both investments have delivered pretty close results over the past 10 years, with SU having a 5.78% annualized return and PEP not far ahead at 5.79%.
SU
2.99%
8.54%
-6.23%
-3.29%
22.81%
5.78%
PEP
-14.78%
-12.47%
-20.66%
-26.20%
1.81%
5.79%
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Risk-Adjusted Performance
SU vs. PEP — Risk-Adjusted Performance Rank
SU
PEP
SU vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Suncor Energy Inc. (SU) and PepsiCo, Inc. (PEP). 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.
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Dividends
SU vs. PEP - Dividend Comparison
SU's dividend yield for the trailing twelve months is around 4.42%, more than PEP's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SU Suncor Energy Inc. | 4.42% | 4.51% | 4.85% | 4.55% | 3.39% | 4.92% | 3.84% | 3.95% | 2.67% | 2.67% | 3.43% | 2.90% |
PEP PepsiCo, Inc. | 4.24% | 3.52% | 2.92% | 2.51% | 2.45% | 2.71% | 2.79% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
Drawdowns
SU vs. PEP - Drawdown Comparison
The maximum SU drawdown since its inception was -81.07%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for SU and PEP. For additional features, visit the drawdowns tool.
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Volatility
SU vs. PEP - Volatility Comparison
Suncor Energy Inc. (SU) has a higher volatility of 7.50% compared to PepsiCo, Inc. (PEP) at 7.10%. This indicates that SU's price experiences larger fluctuations and is considered to be riskier than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SU vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between Suncor Energy Inc. and PepsiCo, 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
SU vs. PEP - Profitability Comparison
SU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported a gross profit of 6.36B and revenue of 13.33B. Therefore, the gross margin over that period was 47.7%.
PEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a gross profit of 9.99B and revenue of 17.92B. Therefore, the gross margin over that period was 55.8%.
SU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported an operating income of 2.35B and revenue of 13.33B, resulting in an operating margin of 17.6%.
PEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported an operating income of 2.58B and revenue of 17.92B, resulting in an operating margin of 14.4%.
SU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Suncor Energy Inc. reported a net income of 1.69B and revenue of 13.33B, resulting in a net margin of 12.7%.
PEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a net income of 1.83B and revenue of 17.92B, resulting in a net margin of 10.2%.