SUN vs. NBR
SUN (Sunoco LP) and NBR (Nabors Industries Ltd.) are both stocks. Both are in the Energy sector — SUN in Oil & Gas Refining & Marketing, NBR in Oil & Gas Drilling. Over the past 10 years, SUN returned 18.33%/yr vs -15.07%/yr for NBR. At a 0.28 correlation, their price movements are largely independent.
Performance
SUN vs. NBR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SUN achieves a 28.39% return, which is significantly lower than NBR's 59.32% return. Over the past 10 years, SUN has outperformed NBR with an annualized return of 18.33%, while NBR has yielded a comparatively lower -15.07% annualized return.
SUN
- 1D
- 3.98%
- 1M
- -7.20%
- YTD
- 28.39%
- 6M
- 28.15%
- 1Y
- 31.03%
- 3Y*
- 22.43%
- 5Y*
- 19.61%
- 10Y*
- 18.33%
NBR
- 1D
- -0.23%
- 1M
- -17.93%
- YTD
- 59.32%
- 6M
- 65.57%
- 1Y
- 182.99%
- 3Y*
- -2.67%
- 5Y*
- -6.01%
- 10Y*
- -15.07%
SUN vs. NBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 28.39% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
NBR Nabors Industries Ltd. | 59.32% | -5.02% | -29.96% | -47.29% | 90.99% | 39.26% | -58.62% | 46.33% | -69.27% | -57.05% |
Correlation
The correlation between SUN and NBR is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.28 |
The correlation between SUN and NBR shifts across timeframes, from 0.22 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SUN:
$3.36T
NBR:
$1.23B
SUN:
$0.06
NBR:
$15.33
SUN:
1.01K
NBR:
5.64
SUN:
42.33
NBR:
0.37
SUN:
$20.02B
NBR:
$3.23B
SUN:
$1.75B
NBR:
$661.90M
SUN:
$2.10B
NBR:
$1.31B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SUN vs. NBR — Risk / Return Rank
SUN
NBR
SUN vs. NBR - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SUN | NBR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.41 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 8.45 | -6.07 |
| Martin ratioReturn relative to average drawdown | 6.48 | 25.93 | -19.45 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| SUN | NBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -99.51% | +34.04% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -21.80% | +8.71% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -82.22% | +60.93% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -87.70% | +66.41% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -98.73% | +35.79% |
Current DrawdownCurrent decline from peak | -9.63% | -95.83% | +86.20% |
Average DrawdownAverage peak-to-trough decline | -16.29% | -52.95% | +36.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.80% | 7.14% | -2.34% |
Volatility
SUN vs. NBR - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 8.94%, while Nabors Industries Ltd. (NBR) has a volatility of 15.85%. 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.
Loading charts...
Volatility by Period
| SUN | NBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 15.85% | -6.91% |
Volatility (6M)Calculated over the trailing 6-month period | 17.47% | 36.35% | -18.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.43% | 60.84% | -37.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.71% | 66.37% | -42.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.75% | 82.07% | -50.32% |
Dividends
SUN vs. NBR - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 5.75%, while NBR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBR Nabors Industries Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.86% | 1.39% | 12.00% | 3.51% | 1.46% | 2.82% |
SUN Sunoco LP | 5.75% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
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
Frequently Asked Questions
SUN and NBR have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBR has higher volatility (15.85%) compared to SUN (8.94%). In terms of maximum drawdown, SUN dropped -65.47% vs NBR's -99.51%.
NBR currently has the higher Sharpe Ratio (3.05 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for SUN and NBR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer