SUN vs. GLAD
Compare and contrast key facts about Sunoco LP (SUN) and Gladstone Capital Corporation (GLAD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUN or GLAD.
Performance
SUN vs. GLAD - Performance Comparison
Returns By Period
In the year-to-date period, SUN achieves a -4.01% return, which is significantly lower than GLAD's 34.20% return. Over the past 10 years, SUN has underperformed GLAD with an annualized return of 11.54%, while GLAD has yielded a comparatively higher 13.80% annualized return.
SUN
-4.01%
6.21%
11.98%
8.24%
21.47%
11.54%
GLAD
34.20%
8.26%
25.45%
42.44%
15.38%
13.80%
Fundamentals
| SUN | GLAD | |
|---|---|---|
| Market Cap | $7.27B | $584.37M |
| EPS | $3.91 | $4.34 |
| PE Ratio | 13.67 | 6.03 |
| PEG Ratio | -3.00 | 2.31 |
| Total Revenue (TTM) | $22.74B | $109.55M |
| Gross Profit (TTM) | $982.00M | $100.42M |
| EBITDA (TTM) | $1.40B | $74.92M |
Key characteristics
| SUN | GLAD | |
|---|---|---|
| Sharpe Ratio | 0.33 | 2.46 |
| Sortino Ratio | 0.67 | 2.99 |
| Omega Ratio | 1.08 | 1.44 |
| Calmar Ratio | 0.40 | 3.59 |
| Martin Ratio | 0.71 | 9.90 |
| Ulcer Index | 11.94% | 4.33% |
| Daily Std Dev | 25.47% | 17.39% |
| Max Drawdown | -65.47% | -74.87% |
| Current Drawdown | -11.61% | -0.43% |
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Correlation
The correlation between SUN and GLAD is 0.23, 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.
Risk-Adjusted Performance
SUN vs. GLAD - Risk-Adjusted Performance 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.
Dividends
SUN vs. GLAD - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 6.42%, less than GLAD's 7.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 6.42% | 5.59% | 7.67% | 8.09% | 11.48% | 10.80% | 12.15% | 11.63% | 12.16% | 6.77% | 4.13% | 5.43% |
GLAD Gladstone Capital Corporation | 7.47% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% | 10.16% | 8.78% |
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. For additional features, visit the drawdowns tool.
Volatility
SUN vs. GLAD - Volatility Comparison
Sunoco LP (SUN) has a higher volatility of 6.57% compared to Gladstone Capital Corporation (GLAD) at 4.90%. This indicates that SUN's price experiences larger fluctuations and is considered to be riskier than GLAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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