SUN vs. GLAD
Compare and contrast key facts about Sunoco LP (SUN) and Gladstone Capital Corporation (GLAD).
Performance
SUN vs. GLAD - Performance Comparison
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SUN vs. GLAD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 25.98% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
GLAD Gladstone Capital Corporation | -13.99% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
Fundamentals
SUN:
$3.35T
GLAD:
$492.13M
SUN:
$0.02
GLAD:
$1.25
SUN:
2.80K
GLAD:
13.91
SUN:
44.51
GLAD:
6.37
SUN:
1.32K
GLAD:
1.03
SUN:
$25.20B
GLAD:
$67.60M
SUN:
$1.54B
GLAD:
$30.76M
SUN:
$1.48B
GLAD:
$30.96M
Returns By Period
In the year-to-date period, SUN achieves a 25.98% return, which is significantly higher than GLAD's -13.99% return. Over the past 10 years, SUN has outperformed GLAD with an annualized return of 17.52%, while GLAD has yielded a comparatively lower 11.11% annualized return.
SUN
- 1D
- -2.04%
- 1M
- 1.85%
- YTD
- 25.98%
- 6M
- 34.34%
- 1Y
- 19.66%
- 3Y*
- 21.81%
- 5Y*
- 23.44%
- 10Y*
- 17.52%
GLAD
- 1D
- 1.05%
- 1M
- -3.85%
- YTD
- -13.99%
- 6M
- -16.89%
- 1Y
- -30.95%
- 3Y*
- 6.96%
- 5Y*
- 5.62%
- 10Y*
- 11.11%
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Return for Risk
SUN vs. GLAD — Risk / Return Rank
SUN
GLAD
SUN vs. GLAD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and Gladstone Capital Corporation (GLAD). 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.
| SUN | GLAD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | -1.13 | +1.91 |
Sortino ratioReturn per unit of downside risk | 1.19 | -1.52 | +2.71 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.80 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | -0.80 | +1.93 |
Martin ratioReturn relative to average drawdown | 2.41 | -1.42 | +3.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUN | GLAD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | -1.13 | +1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 0.24 | +0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.37 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.17 | +0.36 |
Correlation
The correlation between SUN and GLAD is 0.22, 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
SUN vs. GLAD - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 5.63%, less than GLAD's 11.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 5.63% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
GLAD Gladstone Capital Corporation | 11.47% | 9.85% | 8.37% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% |
Drawdowns
SUN vs. GLAD - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, smaller than the maximum GLAD drawdown of -74.87%. Use the drawdown chart below to compare losses from any high point for SUN and GLAD.
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Drawdown Indicators
| SUN | GLAD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -74.87% | +9.40% |
Max Drawdown (1Y)Largest decline over 1 year | -15.38% | -39.22% | +23.84% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -39.59% | +18.30% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -58.37% | -4.57% |
Current DrawdownCurrent decline from peak | -3.40% | -36.67% | +33.27% |
Average DrawdownAverage peak-to-trough decline | -16.49% | -18.62% | +2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.19% | 22.02% | -14.83% |
Volatility
SUN vs. GLAD - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 7.24%, while Gladstone Capital Corporation (GLAD) has a volatility of 8.21%. This indicates that SUN experiences smaller price fluctuations and is considered to be less risky than GLAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUN | GLAD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 8.21% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 14.79% | 18.03% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.39% | 27.44% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.19% | 23.40% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.88% | 29.92% | +1.96% |
Financials
SUN vs. GLAD - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP and Gladstone Capital 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.
Total Revenue: Total amount of money received from sales and other business activities
SUN vs. GLAD - Profitability Comparison
SUN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sunoco LP reported a gross profit of 0.00 and revenue of 8.60B. Therefore, the gross margin over that period was 0.0%.
GLAD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a gross profit of 0.00 and revenue of 21.60M. Therefore, the gross margin over that period was 0.0%.
SUN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sunoco LP reported an operating income of 184.00M and revenue of 8.60B, resulting in an operating margin of 2.1%.
GLAD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported an operating income of 0.00 and revenue of 21.60M, resulting in an operating margin of 0.0%.
SUN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sunoco LP reported a net income of 101.00M and revenue of 8.60B, resulting in a net margin of 1.2%.
GLAD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a net income of 0.00 and revenue of 21.60M, resulting in a net margin of 0.0%.