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SUN vs. NBR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SUN and NBR 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. NBR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sunoco LP (SUN) and Nabors Industries Ltd. (NBR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SUN:

0.41

NBR:

-0.91

Sortino Ratio

SUN:

0.83

NBR:

-1.39

Omega Ratio

SUN:

1.10

NBR:

0.84

Calmar Ratio

SUN:

0.57

NBR:

-0.65

Martin Ratio

SUN:

1.96

NBR:

-1.52

Ulcer Index

SUN:

6.20%

NBR:

41.90%

Daily Std Dev

SUN:

26.04%

NBR:

72.64%

Max Drawdown

SUN:

-65.47%

NBR:

-99.51%

Current Drawdown

SUN:

-5.48%

NBR:

-98.70%

Fundamentals

Market Cap

SUN:

$7.78B

NBR:

$422.79M

EPS

SUN:

$4.95

NBR:

-$15.65

PEG Ratio

SUN:

-3.00

NBR:

-0.68

PS Ratio

SUN:

0.35

NBR:

0.14

PB Ratio

SUN:

1.87

NBR:

1.25

Total Revenue (TTM)

SUN:

$22.37B

NBR:

$2.94B

Gross Profit (TTM)

SUN:

$1.78B

NBR:

$549.61M

EBITDA (TTM)

SUN:

$1.71B

NBR:

$879.28M

Returns By Period

In the year-to-date period, SUN achieves a 12.30% return, which is significantly higher than NBR's -52.89% return. Over the past 10 years, SUN has outperformed NBR with an annualized return of 11.64%, while NBR has yielded a comparatively lower -27.51% annualized return.


SUN

YTD

12.30%

1M

-0.59%

6M

7.34%

1Y

10.62%

3Y*

19.90%

5Y*

26.86%

10Y*

11.64%

NBR

YTD

-52.89%

1M

-12.88%

6M

-63.03%

1Y

-66.09%

3Y*

-41.36%

5Y*

-1.75%

10Y*

-27.51%

*Annualized

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Sunoco LP

Nabors Industries Ltd.

Risk-Adjusted Performance

SUN vs. NBR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SUN
The Risk-Adjusted Performance Rank of SUN is 6767
Overall Rank
The Sharpe Ratio Rank of SUN is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of SUN is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SUN is 5959
Omega Ratio Rank
The Calmar Ratio Rank of SUN is 7474
Calmar Ratio Rank
The Martin Ratio Rank of SUN is 7373
Martin Ratio Rank

NBR
The Risk-Adjusted Performance Rank of NBR is 88
Overall Rank
The Sharpe Ratio Rank of NBR is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of NBR is 77
Sortino Ratio Rank
The Omega Ratio Rank of NBR is 99
Omega Ratio Rank
The Calmar Ratio Rank of NBR is 1111
Calmar Ratio Rank
The Martin Ratio Rank of NBR is 55
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SUN vs. NBR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and Nabors Industries Ltd. (NBR). 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.


The current SUN Sharpe Ratio is 0.41, which is higher than the NBR Sharpe Ratio of -0.91. The chart below compares the historical Sharpe Ratios of SUN and NBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

SUN vs. NBR - Dividend Comparison

SUN's dividend yield for the trailing twelve months is around 6.32%, while NBR has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
SUN
Sunoco LP
6.32%6.75%5.59%7.67%8.09%11.48%10.80%12.15%11.63%12.16%6.77%4.13%
NBR
Nabors Industries Ltd.
0.00%0.00%0.00%0.00%0.00%0.86%1.39%12.00%3.51%1.46%2.82%1.54%

Drawdowns

SUN vs. NBR - Drawdown Comparison

The maximum SUN drawdown since its inception was -65.47%, smaller than the maximum NBR drawdown of -99.51%. Use the drawdown chart below to compare losses from any high point for SUN and NBR. For additional features, visit the drawdowns tool.


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Volatility

SUN vs. NBR - Volatility Comparison

The current volatility for Sunoco LP (SUN) is 10.53%, while Nabors Industries Ltd. (NBR) has a volatility of 22.36%. This indicates that SUN experiences smaller price fluctuations and is considered to be less risky than NBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

SUN vs. NBR - Financials Comparison

This section allows you to compare key financial metrics between Sunoco LP and Nabors Industries Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B20212022202320242025
5.18B
742.78M
(SUN) Total Revenue
(NBR) Total Revenue
Values in USD except per share items

SUN vs. NBR - Profitability Comparison

The chart below illustrates the profitability comparison between Sunoco LP and Nabors Industries Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-10.0%-5.0%0.0%5.0%10.0%15.0%20.0%20212022202320242025
9.6%
18.1%
(SUN) Gross Margin
(NBR) Gross Margin
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%.

NBR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Nabors Industries Ltd. reported a gross profit of 134.25M and revenue of 742.78M. Therefore, the gross margin over that period was 18.1%.

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%.

NBR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Nabors Industries Ltd. reported an operating income of 51.71M and revenue of 742.78M, resulting in an operating margin of 7.0%.

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%.

NBR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Nabors Industries Ltd. reported a net income of 32.99M and revenue of 742.78M, resulting in a net margin of 4.4%.