SXC vs. ARLP

Last updated Apr 1, 2026

Compare and contrast key facts about SunCoke Energy, Inc. (SXC) and Alliance Resource Partners, L.P. (ARLP).

Performance

SXC vs. ARLP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SunCoke Energy, Inc. (SXC) and Alliance Resource Partners, L.P. (ARLP). The values are adjusted to include any dividend payments, if applicable.

SXC vs. ARLP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SXC SunCoke Energy, Inc.	-8.20%	-28.61%	3.95%	29.77%	35.86%	56.87%	-25.81%	-26.25%	-28.69%	5.73%
ARLP Alliance Resource Partners, L.P.	22.01%	-2.45%	39.91%	18.83%	73.34%	195.75%	-56.80%	-28.90%	-1.90%	-4.04%

Fundamentals

Market Cap SXC : $557.26M ARLP : $3.55B
EPS SXC : -$0.52 ARLP : $2.42
PS Ratio SXC : 0.30 ARLP : 1.62
PB Ratio SXC : 0.93 ARLP : 1.93
Total Revenue (TTM) SXC : $1.84B ARLP : $2.19B
Gross Profit (TTM) SXC : $188.10M ARLP : $468.42M
EBITDA (TTM) SXC : $199.50M ARLP : $675.19M

Returns By Period

In the year-to-date period, SXC achieves a -8.20% return, which is significantly lower than ARLP's 22.01% return. Over the past 10 years, SXC has underperformed ARLP with an annualized return of 3.71%, while ARLP has yielded a comparatively higher 20.24% annualized return.

SXC

• 1D: -1.06%
• 1M: 14.21%
• YTD: -8.20%
• 6M: -17.54%
• 1Y: -24.70%
• 3Y*: -5.56%
• 5Y*: 3.70%
• 10Y*: 3.71%

ARLP

• 1D: -1.78%
• 1M: 4.38%
• YTD: 22.01%
• 6M: 14.85%
• 1Y: 11.83%
• 3Y*: 24.53%
• 5Y*: 50.53%
• 10Y*: 20.24%

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

Return for Risk

SXC vs. ARLP — Risk / Return Rank

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

SXC

SXC Risk / Return Rank: 18
SXC Sharpe Ratio Rank: 16
SXC Sortino Ratio Rank: 18
SXC Omega Ratio Rank: 18
SXC Calmar Ratio Rank: 21
SXC Martin Ratio Rank: 19

ARLP

ARLP Risk / Return Rank: 57
ARLP Sharpe Ratio Rank: 61
ARLP Sortino Ratio Rank: 53
ARLP Omega Ratio Rank: 52
ARLP Calmar Ratio Rank: 61
ARLP Martin Ratio Rank: 60

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.

SXC vs. ARLP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SunCoke Energy, Inc. (SXC) and Alliance Resource Partners, L.P. (ARLP). 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.

	SXC	ARLP	Difference
Sharpe ratio Return per unit of total volatility	-0.57	0.51	-1.08
Sortino ratio Return per unit of downside risk	-0.56	0.87	-1.42
Omega ratio Gain probability vs. loss probability	0.93	1.11	-0.18
Calmar ratio Return relative to maximum drawdown	-0.63	0.82	-1.45
Martin ratio Return relative to average drawdown	-1.20	1.75	-2.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SXC vs. ARLP - Sharpe Ratio Comparison

The current SXC Sharpe Ratio is -0.57, which is lower than the ARLP Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of SXC and ARLP, 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

	SXC	ARLP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.57	0.51	-1.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.09	1.47	-1.38
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.07	0.40	-0.33
Sharpe Ratio (All Time) Calculated using the full available price history	-0.07	0.38	-0.46

Correlation

The correlation between SXC and ARLP is 0.36, 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

SXC vs. ARLP - Dividend Comparison

SXC's dividend yield for the trailing twelve months is around 7.37%, less than ARLP's 9.04% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SXC SunCoke Energy, Inc.	7.37%	6.67%	4.11%	3.35%	3.24%	3.64%	5.52%	0.96%	0.00%	0.00%	0.00%	12.48%
ARLP Alliance Resource Partners, L.P.	9.04%	11.19%	10.65%	13.22%	7.38%	3.16%	8.93%	19.82%	11.94%	9.54%	8.85%	19.74%

Drawdowns

SXC vs. ARLP - Drawdown Comparison

The maximum SXC drawdown since its inception was -90.41%, roughly equal to the maximum ARLP drawdown of -90.52%. Use the drawdown chart below to compare losses from any high point for SXC and ARLP.

Drawdown Indicators

	SXC	ARLP	Difference
Max Drawdown Largest peak-to-trough decline	-90.41%	-90.52%	+0.11%
Max Drawdown (1Y) Largest decline over 1 year	-38.43%	-17.63%	-20.80%
Max Drawdown (5Y) Largest decline over 5 years	-51.99%	-29.13%	-22.86%
Max Drawdown (10Y) Largest decline over 10 years	-81.35%	-85.26%	+3.91%
Current Drawdown Current decline from peak	-61.57%	-4.62%	-56.95%
Average Drawdown Average peak-to-trough decline	-48.72%	-24.43%	-24.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.15%	8.25%	+11.90%

Volatility

SXC vs. ARLP - Volatility Comparison

SunCoke Energy, Inc. (SXC) has a higher volatility of 14.80% compared to Alliance Resource Partners, L.P. (ARLP) at 7.15%. This indicates that SXC's price experiences larger fluctuations and is considered to be riskier than ARLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SXC	ARLP	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.80%	7.15%	+7.65%
Volatility (6M) Calculated over the trailing 6-month period	36.30%	16.05%	+20.25%
Volatility (1Y) Calculated over the trailing 1-year period	43.15%	23.61%	+19.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	41.06%	34.67%	+6.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	53.47%	50.47%	+3.00%

Financials

SXC vs. ARLP - Profitability Comparison

The chart below illustrates the profitability comparison between SunCoke Energy, Inc. and Alliance Resource Partners, L.P. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SXC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SunCoke Energy, Inc. reported a gross profit of 13.70M and revenue of 480.20M. Therefore, the gross margin over that period was 2.9%.

ARLP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alliance Resource Partners, L.P. reported a gross profit of 118.13M and revenue of 535.51M. Therefore, the gross margin over that period was 22.1%.

SXC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SunCoke Energy, Inc. reported an operating income of -15.10M and revenue of 480.20M, resulting in an operating margin of -3.1%.

ARLP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alliance Resource Partners, L.P. reported an operating income of 97.34M and revenue of 535.51M, resulting in an operating margin of 18.2%.

SXC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SunCoke Energy, Inc. reported a net income of -85.60M and revenue of 480.20M, resulting in a net margin of -17.8%.

ARLP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alliance Resource Partners, L.P. reported a net income of 82.67M and revenue of 535.51M, resulting in a net margin of 15.4%.