SUN vs. NBR
Compare and contrast key facts about Sunoco LP (SUN) and Nabors Industries Ltd. (NBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUN or NBR.
Key characteristics
| SUN | NBR | |
|---|---|---|
| YTD Return | -5.22% | -16.51% |
| 1Y Return | 24.28% | -50.75% |
| 3Y Return (Ann) | 22.10% | -6.30% |
| 5Y Return (Ann) | 21.57% | -10.02% |
| 10Y Return (Ann) | 9.74% | -23.70% |
| Sharpe Ratio | 0.93 | -0.91 |
| Daily Std Dev | 27.21% | 55.01% |
| Max Drawdown | -65.47% | -99.51% |
| Current Drawdown | -12.73% | -96.72% |
Fundamentals
| SUN | NBR | |
|---|---|---|
| Market Cap | $7.42B | $650.74M |
| EPS | $7.83 | -$18.37 |
| PEG Ratio | -3.00 | -0.68 |
| Total Revenue (TTM) | $23.63B | $2.93B |
| Gross Profit (TTM) | $1.46B | $538.06M |
| EBITDA (TTM) | $918.00M | $706.46M |
Correlation
The correlation between SUN and NBR is 0.29, 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
In the year-to-date period, SUN achieves a -5.22% return, which is significantly higher than NBR's -16.51% return. Over the past 10 years, SUN has outperformed NBR with an annualized return of 9.74%, while NBR has yielded a comparatively lower -23.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
SUN vs. NBR - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 6.33%, while NBR has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 6.33% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% | 4.12% | 5.43% |
NBR Nabors Industries Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.86% | 1.39% | 12.00% | 3.51% | 1.46% | 2.82% | 1.54% | 0.94% |
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.
Volatility
SUN vs. NBR - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 6.57%, while Nabors Industries Ltd. (NBR) has a volatility of 17.00%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities