SUN vs. CVI
Compare and contrast key facts about Sunoco LP (SUN) and CVR Energy, Inc. (CVI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUN or CVI.
Correlation
The correlation between SUN and CVI is 0.32, 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.
Performance
SUN vs. CVI - Performance Comparison
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Key characteristics
SUN:
0.50
CVI:
-0.12
SUN:
0.83
CVI:
0.23
SUN:
1.10
CVI:
1.03
SUN:
0.56
CVI:
-0.10
SUN:
1.94
CVI:
-0.19
SUN:
6.19%
CVI:
27.80%
SUN:
25.98%
CVI:
53.70%
SUN:
-65.47%
CVI:
-92.39%
SUN:
-4.78%
CVI:
-26.10%
Fundamentals
SUN:
$7.82B
CVI:
$2.45B
SUN:
$4.95
CVI:
-$1.97
SUN:
-3.00
CVI:
-2.16
SUN:
0.35
CVI:
0.33
SUN:
1.88
CVI:
4.22
SUN:
$22.37B
CVI:
$7.39B
SUN:
$1.78B
CVI:
-$32.00M
SUN:
$1.71B
CVI:
$127.00M
Returns By Period
In the year-to-date period, SUN achieves a 13.13% return, which is significantly lower than CVI's 43.06% return. Over the past 10 years, SUN has outperformed CVI with an annualized return of 11.82%, while CVI has yielded a comparatively lower 4.88% annualized return.
SUN
13.13%
0.95%
11.57%
12.98%
28.82%
11.82%
CVI
43.06%
49.27%
42.45%
-6.52%
17.90%
4.88%
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Risk-Adjusted Performance
SUN vs. CVI — Risk-Adjusted Performance Rank
SUN
CVI
SUN vs. CVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and CVR Energy, Inc. (CVI). 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
SUN vs. CVI - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 6.27%, less than CVI's 11.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 6.27% | 6.75% | 5.59% | 7.67% | 8.09% | 11.48% | 10.80% | 12.15% | 11.63% | 12.16% | 6.77% | 4.13% |
CVI CVR Energy, Inc. | 11.51% | 8.00% | 14.85% | 15.32% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% | 12.92% |
Drawdowns
SUN vs. CVI - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, smaller than the maximum CVI drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for SUN and CVI. For additional features, visit the drawdowns tool.
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Volatility
SUN vs. CVI - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 10.35%, while CVR Energy, Inc. (CVI) has a volatility of 16.69%. This indicates that SUN experiences smaller price fluctuations and is considered to be less risky than CVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SUN vs. CVI - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP and CVR 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
SUN vs. CVI - Profitability Comparison
SUN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Sunoco LP reported a gross profit of 497.00M and revenue of 5.18B. Therefore, the gross margin over that period was 9.6%.
CVI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CVR Energy, Inc. reported a gross profit of -93.00M and revenue of 1.65B. Therefore, the gross margin over that period was -5.7%.
SUN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Sunoco LP reported an operating income of 296.00M and revenue of 5.18B, resulting in an operating margin of 5.7%.
CVI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CVR Energy, Inc. reported an operating income of -131.00M and revenue of 1.65B, resulting in an operating margin of -8.0%.
SUN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Sunoco LP reported a net income of 166.00M and revenue of 5.18B, resulting in a net margin of 3.2%.
CVI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CVR Energy, Inc. reported a net income of -123.00M and revenue of 1.65B, resulting in a net margin of -7.5%.