SUNCOR ENERGY INC (SU) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SU - CA8672241079 - Common Stock
49.74 USD
+0.77 (+1.57%)
49.96 USD
+0.22 (+0.44%)
SU gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 207 industry peers in the Oil, Gas & Consumable Fuels industry. Both the profitability and the financial health of SU get a neutral evaluation. Nothing too spectacular is happening here. SU has a valuation in line with the averages, but on the other hand it scores bad on growth.
1. Profitability
1.1 Basic Checks
- SU had positive earnings in the past year.
- SU had a positive operating cash flow in the past year.
- Of the past 5 years SU 4 years were profitable.
- SU had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- The Return On Assets of SU (5.88%) is better than 70.53% of its industry peers.
- SU has a better Return On Equity (11.65%) than 68.60% of its industry peers.
- With a decent Return On Invested Capital value of 7.63%, SU is doing good in the industry, outperforming 70.53% of the companies in the same industry.
- The Average Return On Invested Capital over the past 3 years for SU is significantly below the industry average of 21.94%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.88% | ||
| ROE | 11.65% | ||
| ROIC | 7.63% |
ROA(3y)8.93%
ROA(5y)5.32%
ROE(3y)18.58%
ROE(5y)10.98%
ROIC(3y)10.38%
ROIC(5y)N/A
1.3 Margins
- SU has a Profit Margin (10.65%) which is comparable to the rest of the industry.
- In the last couple of years the Profit Margin of SU has grown nicely.
- SU has a Operating Margin of 16.10%. This is comparable to the rest of the industry: SU outperforms 50.72% of its industry peers.
- SU's Operating Margin has improved in the last couple of years.
- SU has a better Gross Margin (62.21%) than 71.50% of its industry peers.
- SU's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 16.1% | ||
| PM (TTM) | 10.65% | ||
| GM | 62.21% |
OM growth 3Y4.42%
OM growth 5Y1.85%
PM growth 3Y4.08%
PM growth 5Y9.44%
GM growth 3Y-1.29%
GM growth 5Y-1.52%
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SU is still creating some value.
- The number of shares outstanding for SU has been reduced compared to 1 year ago.
- Compared to 5 years ago, SU has less shares outstanding
- SU has a better debt/assets ratio than last year.
2.2 Solvency
- An Altman-Z score of 2.38 indicates that SU is not a great score, but indicates only limited risk for bankruptcy at the moment.
- With a decent Altman-Z score value of 2.38, SU is doing good in the industry, outperforming 72.95% of the companies in the same industry.
- SU has a debt to FCF ratio of 1.80. This is a very positive value and a sign of high solvency as it would only need 1.80 years to pay back of all of its debts.
- SU has a better Debt to FCF ratio (1.80) than 84.06% of its industry peers.
- A Debt/Equity ratio of 0.27 indicates that SU is not too dependend on debt financing.
- Looking at the Debt to Equity ratio, with a value of 0.27, SU is in the better half of the industry, outperforming 64.73% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 1.8 | ||
| Altman-Z | 2.38 |
ROIC/WACC1.01
WACC7.56%
2.3 Liquidity
- SU has a Current Ratio of 1.35. This is a normal value and indicates that SU is financially healthy and should not expect problems in meeting its short term obligations.
- SU has a Current ratio of 1.35. This is comparable to the rest of the industry: SU outperforms 59.42% of its industry peers.
- A Quick Ratio of 0.85 indicates that SU may have some problems paying its short term obligations.
- SU has a Quick ratio (0.85) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.35 | ||
| Quick Ratio | 0.85 |
3. Growth
3.1 Past
- SU shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -12.36%.
- The Earnings Per Share has been growing by 14.08% on average over the past years. This is quite good.
- The Revenue has decreased by -3.08% in the past year.
- Measured over the past years, SU shows a small growth in Revenue. The Revenue has been growing by 5.74% on average per year.
EPS 1Y (TTM)-12.36%
EPS 3Y28.33%
EPS 5Y14.08%
EPS Q2Q%0%
Revenue 1Y (TTM)-3.08%
Revenue growth 3Y9.01%
Revenue growth 5Y5.74%
Sales Q2Q%-3.9%
3.2 Future
- Based on estimates for the next years, SU will show a quite strong growth in Earnings Per Share. The EPS will grow by 11.16% on average per year.
- Based on estimates for the next years, SU will show a decrease in Revenue. The Revenue will decrease by -0.17% on average per year.
EPS Next Y-13.47%
EPS Next 2Y-15.31%
EPS Next 3Y-8%
EPS Next 5Y11.16%
Revenue Next Year-0.3%
Revenue Next 2Y-3%
Revenue Next 3Y-1.99%
Revenue Next 5Y-0.17%
3.3 Evolution
- The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 14.54, which indicates a correct valuation of SU.
- Compared to the rest of the industry, the Price/Earnings ratio of SU indicates a somewhat cheap valuation: SU is cheaper than 60.39% of the companies listed in the same industry.
- SU's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.38.
- A Price/Forward Earnings ratio of 17.80 indicates a rather expensive valuation of SU.
- The rest of the industry has a similar Price/Forward Earnings ratio as SU.
- Compared to an average S&P500 Price/Forward Earnings ratio of 24.29, SU is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.54 | ||
| Fwd PE | 17.8 |
4.2 Price Multiples
- SU's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SU is cheaper than 66.67% of the companies in the same industry.
- 78.26% of the companies in the same industry are more expensive than SU, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.33 | ||
| EV/EBITDA | 6.34 |
4.3 Compensation for Growth
- SU has a very decent profitability rating, which may justify a higher PE ratio.
- SU's earnings are expected to decrease with -8.00% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)1.03
EPS Next 2Y-15.31%
EPS Next 3Y-8%
5. Dividend
5.1 Amount
- SU has a Yearly Dividend Yield of 3.53%. Purely for dividend investing, there may be better candidates out there.
- SU's Dividend Yield is comparable with the industry average which is at 3.75.
- Compared to an average S&P500 Dividend Yield of 1.85, SU pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.53% |
5.2 History
- The dividend of SU has a limited annual growth rate of 5.68%.
- SU has been paying a dividend for at least 10 years, so it has a reliable track record.
- SU has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)5.68%
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
- 53.29% of the earnings are spent on dividend by SU. This is a bit on the high side, but may be sustainable.
- The dividend of SU is growing, but earnings are growing more, so the dividend growth is sustainable.
DP53.29%
EPS Next 2Y-15.31%
EPS Next 3Y-8%
49.74
+0.77 (+1.57%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)11-04 2025-11-04/amc
Earnings (Next)02-05 2026-02-05/amc
Inst Owners72.21%
Inst Owner Change-0.15%
Ins Owners0.01%
Ins Owner ChangeN/A
Market Cap59.75B
Revenue(TTM)49.40B
Net Income(TTM)5.26B
Analysts76.55
Price Target49.42 (-0.64%)
Short Float %0.68%
Short Ratio1.93
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.53% |
Yearly Dividend1.59
Dividend Growth(5Y)5.68%
DP53.29%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)16.75%
Min EPS beat(2)0.63%
Max EPS beat(2)32.87%
EPS beat(4)4
Avg EPS beat(4)12.09%
Min EPS beat(4)0.63%
Max EPS beat(4)32.87%
EPS beat(8)8
Avg EPS beat(8)14.41%
EPS beat(12)10
Avg EPS beat(12)11.38%
EPS beat(16)12
Avg EPS beat(16)9.5%
Revenue beat(2)1
Avg Revenue beat(2)1.32%
Min Revenue beat(2)-4.49%
Max Revenue beat(2)7.14%
Revenue beat(4)1
Avg Revenue beat(4)-4.19%
Min Revenue beat(4)-9.75%
Max Revenue beat(4)7.14%
Revenue beat(8)3
Avg Revenue beat(8)0.01%
Revenue beat(12)7
Avg Revenue beat(12)1.98%
Revenue beat(16)10
Avg Revenue beat(16)4.49%
PT rev (1m)1.28%
PT rev (3m)8.33%
EPS NQ rev (1m)-0.89%
EPS NQ rev (3m)7.4%
EPS NY rev (1m)0%
EPS NY rev (3m)15.16%
Revenue NQ rev (1m)1.02%
Revenue NQ rev (3m)-3.5%
Revenue NY rev (1m)0%
Revenue NY rev (3m)2.91%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.54 | ||
| Fwd PE | 17.8 | ||
| P/S | 1.68 | ||
| P/FCF | 10.33 | ||
| P/OCF | 5.95 | ||
| P/B | 1.84 | ||
| P/tB | 1.99 | ||
| EV/EBITDA | 6.34 |
EPS(TTM)3.42
EY6.88%
EPS(NY)2.79
Fwd EY5.62%
FCF(TTM)4.82
FCFY9.68%
OCF(TTM)8.36
OCFY16.8%
SpS29.61
BVpS27.07
TBVpS24.99
PEG (NY)N/A
PEG (5Y)1.03
Graham Number45.64
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.88% | ||
| ROE | 11.65% | ||
| ROCE | 10.05% | ||
| ROIC | 7.63% | ||
| ROICexc | 7.92% | ||
| ROICexgc | 8.3% | ||
| OM | 16.1% | ||
| PM (TTM) | 10.65% | ||
| GM | 62.21% | ||
| FCFM | 16.27% |
ROA(3y)8.93%
ROA(5y)5.32%
ROE(3y)18.58%
ROE(5y)10.98%
ROIC(3y)10.38%
ROIC(5y)N/A
ROICexc(3y)10.71%
ROICexc(5y)N/A
ROICexgc(3y)11.24%
ROICexgc(5y)N/A
ROCE(3y)13.94%
ROCE(5y)N/A
ROICexgc growth 3Y12.14%
ROICexgc growth 5Y8.87%
ROICexc growth 3Y12.23%
ROICexc growth 5Y8.69%
OM growth 3Y4.42%
OM growth 5Y1.85%
PM growth 3Y4.08%
PM growth 5Y9.44%
GM growth 3Y-1.29%
GM growth 5Y-1.52%
F-Score6
Asset Turnover0.55
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 1.8 | ||
| Debt/EBITDA | 0.83 | ||
| Cap/Depr | 84.94% | ||
| Cap/Sales | 11.96% | ||
| Interest Coverage | 8.57 | ||
| Cash Conversion | 93.54% | ||
| Profit Quality | 152.78% | ||
| Current Ratio | 1.35 | ||
| Quick Ratio | 0.85 | ||
| Altman-Z | 2.38 |
F-Score6
WACC7.56%
ROIC/WACC1.01
Cap/Depr(3y)81.25%
Cap/Depr(5y)72.56%
Cap/Sales(3y)11.22%
Cap/Sales(5y)12.24%
Profit Quality(3y)117.04%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-12.36%
EPS 3Y28.33%
EPS 5Y14.08%
EPS Q2Q%0%
EPS Next Y-13.47%
EPS Next 2Y-15.31%
EPS Next 3Y-8%
EPS Next 5Y11.16%
Revenue 1Y (TTM)-3.08%
Revenue growth 3Y9.01%
Revenue growth 5Y5.74%
Sales Q2Q%-3.9%
Revenue Next Year-0.3%
Revenue Next 2Y-3%
Revenue Next 3Y-1.99%
Revenue Next 5Y-0.17%
EBIT growth 1Y-14.49%
EBIT growth 3Y13.82%
EBIT growth 5Y7.7%
EBIT Next Year66.36%
EBIT Next 3Y16.81%
EBIT Next 5Y11.35%
FCF growth 1Y29.11%
FCF growth 3Y9.55%
FCF growth 5Y14.28%
OCF growth 1Y16.68%
OCF growth 3Y10.7%
OCF growth 5Y8.9%
SUNCOR ENERGY INC / SU FAQ
What is the ChartMill fundamental rating of SUNCOR ENERGY INC (SU) stock?
ChartMill assigns a fundamental rating of 5 / 10 to SU.
Can you provide the valuation status for SUNCOR ENERGY INC?
ChartMill assigns a valuation rating of 4 / 10 to SUNCOR ENERGY INC (SU). This can be considered as Fairly Valued.
How profitable is SUNCOR ENERGY INC (SU) stock?
SUNCOR ENERGY INC (SU) has a profitability rating of 6 / 10.
What is the financial health of SUNCOR ENERGY INC (SU) stock?
The financial health rating of SUNCOR ENERGY INC (SU) is 6 / 10.
Can you provide the expected EPS growth for SU stock?
The Earnings per Share (EPS) of SUNCOR ENERGY INC (SU) is expected to decline by -13.47% in the next year.