SUNS vs. KVUE

Last updated Apr 2, 2026

Compare and contrast key facts about Sunrise Realty Trust, Inc (SUNS) and Kenvue Inc. (KVUE).

Performance

SUNS vs. KVUE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sunrise Realty Trust, Inc (SUNS) and Kenvue Inc. (KVUE). The values are adjusted to include any dividend payments, if applicable.

SUNS vs. KVUE - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SUNS Sunrise Realty Trust, Inc	-14.48%	-25.02%	30.17%
KVUE Kenvue Inc.	1.91%	-15.86%	22.86%

Fundamentals

Market Cap SUNS : $99.13M KVUE : $33.37B
EPS SUNS : $0.93 KVUE : $0.76
PE Ratio SUNS : 8.38 KVUE : 22.74
PB Ratio SUNS : 0.54 KVUE : 3.10
Total Revenue (TTM) SUNS : $0.00 KVUE : $15.12B
Gross Profit (TTM) SUNS : $0.00 KVUE : $8.79B
EBITDA (TTM) SUNS : $0.00 KVUE : $3.26B

Returns By Period

In the year-to-date period, SUNS achieves a -14.48% return, which is significantly lower than KVUE's 1.91% return.

SUNS

• 1D: 1.17%
• 1M: -14.03%
• YTD: -14.48%
• 6M: -18.36%
• 1Y: -19.39%
• 3Y*: —
• 5Y*: —
• 10Y*: —

KVUE

• 1D: 0.81%
• 1M: -7.99%
• YTD: 1.91%
• 6M: 12.30%
• 1Y: -24.09%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SUNS vs. KVUE — Risk / Return Rank

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

SUNS

SUNS Risk / Return Rank: 14
SUNS Sharpe Ratio Rank: 17
SUNS Sortino Ratio Rank: 17
SUNS Omega Ratio Rank: 18
SUNS Calmar Ratio Rank: 14
SUNS Martin Ratio Rank: 6

KVUE

KVUE Risk / Return Rank: 15
KVUE Sharpe Ratio Rank: 11
KVUE Sortino Ratio Rank: 13
KVUE Omega Ratio Rank: 12
KVUE Calmar Ratio Rank: 21
KVUE Martin Ratio Rank: 21

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SUNS vs. KVUE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sunrise Realty Trust, Inc (SUNS) and Kenvue Inc. (KVUE). 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.

	SUNS	KVUE	Difference
Sharpe ratio Return per unit of total volatility	-0.53	-0.71	+0.18
Sortino ratio Return per unit of downside risk	-0.57	-0.85	+0.28
Omega ratio Gain probability vs. loss probability	0.93	0.88	+0.05
Calmar ratio Return relative to maximum drawdown	-0.74	-0.59	-0.14
Martin ratio Return relative to average drawdown	-1.61	-1.10	-0.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SUNS vs. KVUE - Sharpe Ratio Comparison

The current SUNS Sharpe Ratio is -0.53, which is comparable to the KVUE Sharpe Ratio of -0.71. The chart below compares the historical Sharpe Ratios of SUNS and KVUE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SUNS	KVUE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.53	-0.71	+0.18
Sharpe Ratio (All Time) Calculated using the full available price history	-0.21	-0.37	+0.16

Correlation

The correlation between SUNS and KVUE is 0.15, 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

SUNS vs. KVUE - Dividend Comparison

SUNS's dividend yield for the trailing twelve months is around 15.46%, more than KVUE's 4.76% yield.

	TTM	2025	2024	2023
SUNS Sunrise Realty Trust, Inc	15.46%	12.73%	4.47%	0.00%
KVUE Kenvue Inc.	4.76%	4.78%	3.79%	1.86%

Drawdowns

SUNS vs. KVUE - Drawdown Comparison

The maximum SUNS drawdown since its inception was -44.27%, roughly equal to the maximum KVUE drawdown of -44.08%. Use the drawdown chart below to compare losses from any high point for SUNS and KVUE.

Drawdown Indicators

	SUNS	KVUE	Difference
Max Drawdown Largest peak-to-trough decline	-44.27%	-44.08%	-0.19%
Max Drawdown (1Y) Largest decline over 1 year	-28.00%	-41.21%	+13.21%
Current Drawdown Current decline from peak	-40.14%	-29.45%	-10.69%
Average Drawdown Average peak-to-trough decline	-21.95%	-20.51%	-1.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.84%	22.12%	-9.28%

Volatility

SUNS vs. KVUE - Volatility Comparison

Sunrise Realty Trust, Inc (SUNS) has a higher volatility of 7.67% compared to Kenvue Inc. (KVUE) at 4.31%. This indicates that SUNS's price experiences larger fluctuations and is considered to be riskier than KVUE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SUNS	KVUE	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.67%	4.31%	+3.36%
Volatility (6M) Calculated over the trailing 6-month period	21.25%	25.05%	-3.80%
Volatility (1Y) Calculated over the trailing 1-year period	36.63%	33.95%	+2.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	46.99%	29.01%	+17.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	46.99%	29.01%	+17.98%

Financials

SUNS vs. KVUE - Profitability Comparison

The chart below illustrates the profitability comparison between Sunrise Realty Trust, Inc and Kenvue Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SUNS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sunrise Realty Trust, Inc reported a gross profit of -14.59M and revenue of -19.21M. Therefore, the gross margin over that period was 76.0%.

KVUE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Kenvue Inc. reported a gross profit of 2.14B and revenue of 3.78B. Therefore, the gross margin over that period was 56.5%.

SUNS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sunrise Realty Trust, Inc reported an operating income of -10.51M and revenue of -19.21M, resulting in an operating margin of 54.7%.

KVUE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Kenvue Inc. reported an operating income of 825.00M and revenue of 3.78B, resulting in an operating margin of 21.8%.

SUNS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sunrise Realty Trust, Inc reported a net income of 1.63M and revenue of -19.21M, resulting in a net margin of -8.5%.

KVUE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Kenvue Inc. reported a net income of 330.00M and revenue of 3.78B, resulting in a net margin of 8.7%.