SUNOCO LP (SUN) Fundamental Analysis & Valuation

NYSE:SUN • US86765K1097

Current stock price

63.05 USD
-1.49 (-2.31%)
At close:
62 USD
-1.05 (-1.67%)
After Hours:

This SUN fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

3

1. SUN Profitability Analysis

1.1 Basic Checks

  • SUN had positive earnings in the past year.
  • SUN had a positive operating cash flow in the past year.
  • SUN had positive earnings in each of the past 5 years.
  • Each year in the past 5 years SUN had a positive operating cash flow.
SUN Yearly Net Income VS EBIT VS OCF VS FCFSUN Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B

1.2 Ratios

  • SUN's Return On Assets of 1.10% is on the low side compared to the rest of the industry. SUN is outperformed by 60.77% of its industry peers.
  • SUN has a Return On Equity (3.91%) which is in line with its industry peers.
  • The Return On Invested Capital of SUN (3.54%) is worse than 63.16% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SUN is significantly below the industry average of 22.60%.
Industry RankSector Rank
ROA 1.1%
ROE 3.91%
ROIC 3.54%
ROA(3y)3.55%
ROA(5y)4.82%
ROE(3y)17.77%
ROE(5y)30.09%
ROIC(3y)6.43%
ROIC(5y)8.56%
SUN Yearly ROA, ROE, ROICSUN Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40

1.3 Margins

  • SUN has a Profit Margin of 1.24%. This is in the lower half of the industry: SUN underperforms 61.24% of its industry peers.
  • In the last couple of years the Profit Margin of SUN has remained more or less at the same level.
  • SUN's Operating Margin of 3.96% is on the low side compared to the rest of the industry. SUN is outperformed by 63.64% of its industry peers.
  • In the last couple of years the Operating Margin of SUN has remained more or less at the same level.
  • SUN has a worse Gross Margin (11.08%) than 70.33% of its industry peers.
  • In the last couple of years the Gross Margin of SUN has grown nicely.
Industry RankSector Rank
OM 3.96%
PM (TTM) 1.24%
GM 11.08%
OM growth 3Y15.32%
OM growth 5Y0.26%
PM growth 3Y-6.98%
PM growth 5Y-0.3%
GM growth 3Y27.39%
GM growth 5Y2.36%
SUN Yearly Profit, Operating, Gross MarginsSUN Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10

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2

2. SUN Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SUN is destroying value.
  • The number of shares outstanding for SUN has been increased compared to 1 year ago.
  • SUN has more shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, SUN has an improved debt to assets ratio.
SUN Yearly Shares OutstandingSUN Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M
SUN Yearly Total Debt VS Total AssetsSUN Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B 25B

2.2 Solvency

  • The Debt to FCF ratio of SUN is 21.77, which is on the high side as it means it would take SUN, 21.77 years of fcf income to pay off all of its debts.
  • The Debt to FCF ratio of SUN (21.77) is comparable to the rest of the industry.
  • SUN has a Debt/Equity ratio of 1.67. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of SUN (1.67) is worse than 74.16% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.67
Debt/FCF 21.77
Altman-Z N/A
ROIC/WACC0.16
WACC22.54%
SUN Yearly LT Debt VS Equity VS FCFSUN Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • SUN has a Current Ratio of 1.38. This is a normal value and indicates that SUN is financially healthy and should not expect problems in meeting its short term obligations.
  • The Current ratio of SUN (1.38) is better than 60.29% of its industry peers.
  • SUN has a Quick Ratio of 1.38. This is a bad value and indicates that SUN is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Quick ratio of SUN (0.78) is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.38
Quick Ratio 0.78
SUN Yearly Current Assets VS Current LiabilitesSUN Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. SUN Growth Analysis

3.1 Past

  • The earnings per share for SUN have decreased strongly by -69.69% in the last year.
  • SUN shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.38% yearly.
  • The Revenue has grown by 11.05% in the past year. This is quite good.
  • SUN shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 18.67% yearly.
EPS 1Y (TTM)-69.69%
EPS 3Y-21.49%
EPS 5Y7.38%
EPS Q2Q%-91.96%
Revenue 1Y (TTM)11.05%
Revenue growth 3Y-0.69%
Revenue growth 5Y18.67%
Sales Q2Q%63.22%

3.2 Future

  • SUN is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 58.76% yearly.
  • SUN is expected to show a strong growth in Revenue. In the coming years, the Revenue will grow by 27.84% yearly.
EPS Next Y200.31%
EPS Next 2Y90.93%
EPS Next 3Y58.76%
EPS Next 5YN/A
Revenue Next Year62.06%
Revenue Next 2Y27.84%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last 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 accelerating.
SUN Yearly Revenue VS EstimatesSUN Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 10B 20B 30B 40B
SUN Yearly EPS VS EstimatesSUN Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 5 -5

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5

4. SUN Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 27.78, SUN can be considered very expensive at the moment.
  • The rest of the industry has a similar Price/Earnings ratio as SUN.
  • SUN is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.87, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 9.25, which indicates a very decent valuation of SUN.
  • SUN's Price/Forward Earnings ratio is rather cheap when compared to the industry. SUN is cheaper than 84.21% of the companies in the same industry.
  • SUN is valuated cheaply when we compare the Price/Forward Earnings ratio to 38.51, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 27.78
Fwd PE 9.25
SUN Price Earnings VS Forward Price EarningsSUN Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SUN is valued a bit more expensive than 62.20% of the companies in the same industry.
  • SUN's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 21
EV/EBITDA 15.24
SUN Per share dataSUN EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80 100

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as SUN's earnings are expected to grow with 58.76% in the coming years.
PEG (NY)0.14
PEG (5Y)3.76
EPS Next 2Y90.93%
EPS Next 3Y58.76%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. SUN Dividend Analysis

5.1 Amount

  • SUN has a Yearly Dividend Yield of 5.77%, which is a nice return.
  • SUN's Dividend Yield is a higher than the industry average which is at 3.26.
  • Compared to an average S&P500 Dividend Yield of 1.81, SUN pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.77%

5.2 History

  • The dividend of SUN decreases each year by -1.05%.
  • SUN has been paying a dividend for at least 10 years, so it has a reliable track record.
  • SUN has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-1.05%
Div Incr Years3
Div Non Decr Years3
SUN Yearly Dividends per shareSUN Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

  • 209.90% of the earnings are spent on dividend by SUN. This is not a sustainable payout ratio.
DP209.9%
EPS Next 2Y90.93%
EPS Next 3Y58.76%
SUN Yearly Income VS Free CF VS DividendSUN Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M -400M 600M
SUN Dividend Payout.SUN Dividend Payout, showing the Payout Ratio.SUN Dividend Payout.PayoutRetained Earnings

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SUN Fundamentals: All Metrics, Ratios and Statistics

SUNOCO LP

NYSE:SUN (4/17/2026, 8:04:00 PM)

After market: 62 -1.05 (-1.67%)

63.05

-1.49 (-2.31%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-17
Earnings (Next)05-05
Inst Owners47.69%
Inst Owner Change-0.03%
Ins Owners0.49%
Ins Owner Change0.78%
Market Cap12.91B
Revenue(TTM)25.20B
Net Income(TTM)313.00M
Analysts85
Price Target67.76 (7.47%)
Short Float %3.77%
Short Ratio8.09
Dividend
Industry RankSector Rank
Dividend Yield 5.77%
Yearly Dividend3.68
Dividend Growth(5Y)-1.05%
DP209.9%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-06
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-65.75%
Min EPS beat(2)-91.45%
Max EPS beat(2)-40.05%
EPS beat(4)0
Avg EPS beat(4)-53.45%
Min EPS beat(4)-91.45%
Max EPS beat(4)-9.4%
EPS beat(8)2
Avg EPS beat(8)-5.8%
EPS beat(12)4
Avg EPS beat(12)-14.57%
EPS beat(16)6
Avg EPS beat(16)-5.12%
Revenue beat(2)1
Avg Revenue beat(2)-2.09%
Min Revenue beat(2)-9.03%
Max Revenue beat(2)4.85%
Revenue beat(4)1
Avg Revenue beat(4)-5.29%
Min Revenue beat(4)-9.03%
Max Revenue beat(4)4.85%
Revenue beat(8)3
Avg Revenue beat(8)-4.18%
Revenue beat(12)6
Avg Revenue beat(12)-0.45%
Revenue beat(16)10
Avg Revenue beat(16)4.55%
PT rev (1m)1.75%
PT rev (3m)3.59%
EPS NQ rev (1m)9.74%
EPS NQ rev (3m)-16.99%
EPS NY rev (1m)12.07%
EPS NY rev (3m)50.84%
Revenue NQ rev (1m)-12.36%
Revenue NQ rev (3m)74.25%
Revenue NY rev (1m)41.94%
Revenue NY rev (3m)59.26%
Valuation
Industry RankSector Rank
PE 27.78
Fwd PE 9.25
P/S 0.51
P/FCF 21
P/OCF 10.83
P/B 1.61
P/tB 5.02
EV/EBITDA 15.24
EPS(TTM)2.27
EY3.6%
EPS(NY)6.82
Fwd EY10.81%
FCF(TTM)3
FCFY4.76%
OCF(TTM)5.82
OCFY9.23%
SpS123.04
BVpS39.1
TBVpS12.56
PEG (NY)0.14
PEG (5Y)3.76
Graham Number44.6897 (-29.12%)
Profitability
Industry RankSector Rank
ROA 1.1%
ROE 3.91%
ROCE 4.1%
ROIC 3.54%
ROICexc 3.68%
ROICexgc 4.79%
OM 3.96%
PM (TTM) 1.24%
GM 11.08%
FCFM 2.44%
ROA(3y)3.55%
ROA(5y)4.82%
ROE(3y)17.77%
ROE(5y)30.09%
ROIC(3y)6.43%
ROIC(5y)8.56%
ROICexc(3y)6.51%
ROICexc(5y)8.65%
ROICexgc(3y)9.44%
ROICexgc(5y)13.86%
ROCE(3y)7.45%
ROCE(5y)9.91%
ROICexgc growth 3Y-35.96%
ROICexgc growth 5Y-20.75%
ROICexc growth 3Y-30.08%
ROICexc growth 5Y-14.43%
OM growth 3Y15.32%
OM growth 5Y0.26%
PM growth 3Y-6.98%
PM growth 5Y-0.3%
GM growth 3Y27.39%
GM growth 5Y2.36%
F-Score6
Asset Turnover0.89
Health
Industry RankSector Rank
Debt/Equity 1.67
Debt/FCF 21.77
Debt/EBITDA 7.93
Cap/Depr 83.87%
Cap/Sales 2.29%
Interest Coverage 0.21
Cash Conversion 70.66%
Profit Quality 196.49%
Current Ratio 1.38
Quick Ratio 0.78
Altman-Z N/A
F-Score6
WACC22.54%
ROIC/WACC0.16
Cap/Depr(3y)97.44%
Cap/Depr(5y)97.4%
Cap/Sales(3y)1.58%
Cap/Sales(5y)1.29%
Profit Quality(3y)116.3%
Profit Quality(5y)105.22%
High Growth Momentum
Growth
EPS 1Y (TTM)-69.69%
EPS 3Y-21.49%
EPS 5Y7.38%
EPS Q2Q%-91.96%
EPS Next Y200.31%
EPS Next 2Y90.93%
EPS Next 3Y58.76%
EPS Next 5YN/A
Revenue 1Y (TTM)11.05%
Revenue growth 3Y-0.69%
Revenue growth 5Y18.67%
Sales Q2Q%63.22%
Revenue Next Year62.06%
Revenue Next 2Y27.84%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y19.5%
EBIT growth 3Y14.53%
EBIT growth 5Y18.98%
EBIT Next Year151.18%
EBIT Next 3Y42.39%
EBIT Next 5Y27.48%
FCF growth 1Y200%
FCF growth 3Y17.93%
FCF growth 5Y10.22%
OCF growth 1Y117.12%
OCF growth 3Y28.56%
OCF growth 5Y18.88%

SUNOCO LP / SUN Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for SUNOCO LP?

ChartMill assigns a fundamental rating of 4 / 10 to SUN.


What is the valuation status of SUNOCO LP (SUN) stock?

ChartMill assigns a valuation rating of 5 / 10 to SUNOCO LP (SUN). This can be considered as Fairly Valued.


What is the profitability of SUN stock?

SUNOCO LP (SUN) has a profitability rating of 3 / 10.


How financially healthy is SUNOCO LP?

The financial health rating of SUNOCO LP (SUN) is 2 / 10.


What is the expected EPS growth for SUNOCO LP (SUN) stock?

The Earnings per Share (EPS) of SUNOCO LP (SUN) is expected to grow by 200.31% in the next year.