SU vs. V
SU (Suncor Energy Inc.) and V (Visa Inc.) are both stocks. SU operates in Oil & Gas Integrated (Energy), while V operates in Credit Services (Financial Services). Over the past 10 years, SU returned 13.39%/yr vs 15.98%/yr for V. At a 0.30 correlation, their price movements are largely independent.
Performance
SU vs. V - 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 V's -7.69% return. Over the past 10 years, SU has underperformed V with an annualized return of 13.39%, while V has yielded a comparatively higher 15.98% 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%
V
- 1D
- 1.05%
- 1M
- -1.03%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -7.91%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
SU vs. V - 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% |
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 17.12% | 43.33% | 16.49% | 47.18% |
Correlation
The correlation between SU and V is -0.15, 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 | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008 | 0.30 |
The correlation between SU and V shifts across timeframes, from -0.15 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SU:
CA$5.24
V:
$15.24
SU:
16.42
V:
21.16
SU:
0.60
V:
1.30
SU:
2.00
V:
10.93
SU:
CA$52.01B
V:
$43.03B
SU:
CA$28.85B
V:
$16.94B
SU:
CA$16.36B
V:
$27.63B
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Return for Risk
SU vs. V — Risk / Return Rank
SU
V
SU vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Suncor Energy Inc. (SU) and Visa Inc. (V). 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 | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.16 | ||
| Sortino ratioReturn per unit of downside risk | +3.85 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.92 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 5.44 | -0.73 | +6.17 |
| Martin ratioReturn relative to average drawdown | 14.28 | -1.57 | +15.85 |
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Drawdowns
SU vs. V - Drawdown Comparison
The maximum SU drawdown since its inception was -80.22%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for SU and V.
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Drawdown Indicators
| SU | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.22% | -51.90% | -28.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -17.18% | +5.53% |
Max Drawdown (3Y)Largest decline over 3 years | -22.42% | -20.38% | -2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -36.58% | -28.60% | -7.98% |
Max Drawdown (10Y)Largest decline over 10 years | -73.54% | -36.36% | -37.18% |
Current DrawdownCurrent decline from peak | -11.07% | -12.96% | +1.89% |
Average DrawdownAverage peak-to-trough decline | -27.40% | -8.26% | -19.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 10.73% | -6.30% |
Volatility
SU vs. V - Volatility Comparison
Suncor Energy Inc. (SU) has a higher volatility of 9.48% compared to Visa Inc. (V) at 5.57%. This indicates that SU's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SU | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.48% | 5.57% | +3.91% |
Volatility (6M)Calculated over the trailing 6-month period | 19.83% | 17.57% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.41% | 22.35% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.95% | 22.82% | +10.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.91% | 24.45% | +12.46% |
Dividends
SU vs. V - Dividend Comparison
SU's dividend yield for the trailing twelve months is around 2.78%, more than V's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Financials
SU vs. V - Financials Comparison
This section allows you to compare key financial metrics between Suncor Energy Inc. and Visa 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. V - 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%.
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a gross profit of -8.90B and revenue of 11.23B. Therefore, the gross margin over that period was -79.3%.
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%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported an operating income of 7.23B and revenue of 11.23B, resulting in an operating margin of 64.4%.
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%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a net income of 6.02B and revenue of 11.23B, resulting in a net margin of 53.6%.
Frequently Asked Questions
SU and V have a correlation of -0.15, 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 V (5.57%). In terms of maximum drawdown, SU dropped -80.22% vs V's -51.90%.
SU currently has the higher Sharpe Ratio (2.60 vs -0.56), 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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