SUNCOR ENERGY INC (SU) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SU - CA8672241079 - Common Stock
44.365 USD
+0.2 (+0.44%)
Overall SU gets a fundamental rating of 5 out of 10. We evaluated SU against 209 industry peers in the Oil, Gas & Consumable Fuels industry. SU has only an average score on both its financial health and profitability. SU has a valuation in line with the averages, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
In the past year SU was profitable.
In the past year SU had a positive cash flow from operations.
Of the past 5 years SU 4 years were profitable.
Each year in the past 5 years SU had a positive operating cash flow.
1.2 Ratios
SU has a better Return On Assets (5.88%) than 70.81% of its industry peers.
SU's Return On Equity of 11.65% is fine compared to the rest of the industry. SU outperforms 69.38% of its industry peers.
The Return On Invested Capital of SU (7.63%) is better than 70.33% of its industry peers.
SU had an Average Return On Invested Capital over the past 3 years of 10.38%. This is significantly below the industry average of 20.87%.
| 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.
Looking at the Operating Margin, with a value of 16.10%, SU is in line with its industry, outperforming 48.33% of the companies in the same industry.
In the last couple of years the Operating Margin of SU has grown nicely.
SU has a Gross Margin of 62.21%. This is in the better half of the industry: SU outperforms 70.81% 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
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SU is 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
Compared to 1 year ago, SU has an improved debt to assets ratio.
2.2 Solvency
SU has an Altman-Z score of 2.25. This is not the best score and indicates that SU is in the grey zone with still only limited risk for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 2.25, SU is in the better half of the industry, outperforming 70.33% of the companies in the same industry.
The Debt to FCF ratio of SU is 1.80, which is an excellent value as it means it would take SU, only 1.80 years of fcf income to pay off all of its debts.
SU has a better Debt to FCF ratio (1.80) than 84.21% of its industry peers.
SU has a Debt/Equity ratio of 0.27. This is a healthy value indicating a solid balance between debt and equity.
SU has a better Debt to Equity ratio (0.27) than 63.64% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 1.8 | ||
| Altman-Z | 2.25 |
ROIC/WACC1.02
WACC7.46%
2.3 Liquidity
A Current Ratio of 1.35 indicates that SU should not have too much problems paying its short term obligations.
The Current ratio of SU (1.35) is comparable to the rest of the industry.
SU has a Quick Ratio of 1.35. This is a bad value and indicates that SU is not financially healthy enough and could expect problems in meeting its short term obligations.
SU's Quick ratio of 0.85 is in line compared to the rest of the industry. SU outperforms 44.02% of 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.
Looking at the last year, SU shows a decrease in Revenue. The Revenue has decreased by -3.08% in the last year.
SU shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.74% yearly.
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
The Earnings Per Share is expected to grow by 11.16% on average over the next years. This is quite good.
The Revenue is expected to decrease by -0.12% on average over the next years.
EPS Next Y-13.47%
EPS Next 2Y-16.56%
EPS Next 3Y-2.74%
EPS Next 5Y11.16%
Revenue Next Year-0.29%
Revenue Next 2Y-2.97%
Revenue Next 3Y-2.05%
Revenue Next 5Y-0.12%
3.3 Evolution
Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 12.93, the valuation of SU can be described as correct.
SU's Price/Earnings ratio is a bit cheaper when compared to the industry. SU is cheaper than 64.59% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 26.59, SU is valued rather cheaply.
A Price/Forward Earnings ratio of 16.31 indicates a correct valuation of SU.
SU's Price/Forward Earnings is on the same level as the industry average.
When comparing the Price/Forward Earnings ratio of SU to the average of the S&P500 Index (23.80), we can say SU is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.93 | ||
| Fwd PE | 16.31 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SU is valued a bit cheaper than 71.29% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of SU indicates a rather cheap valuation: SU is cheaper than 80.38% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.18 | ||
| EV/EBITDA | 5.7 |
4.3 Compensation for Growth
SU has a very decent profitability rating, which may justify a higher PE ratio.
A cheap valuation may be justified as SU's earnings are expected to decrease with -2.74% in the coming years.
PEG (NY)N/A
PEG (5Y)0.92
EPS Next 2Y-16.56%
EPS Next 3Y-2.74%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.84%, SU has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 5.71, SU pays a bit more dividend than its industry peers.
SU's Dividend Yield is rather good when compared to the S&P500 average which is at 2.31.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.84% |
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
SU pays out 53.29% of its income as dividend. 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-16.56%
EPS Next 3Y-2.74%
NYSE:SU (12/11/2025, 2:17:06 PM)
44.365
+0.2 (+0.44%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners72.88%
Inst Owner Change0.11%
Ins Owners0.02%
Ins Owner ChangeN/A
Market Cap53.29B
Revenue(TTM)49.40B
Net Income(TTM)5.26B
Analysts76.55
Price Target48.8 (10%)
Short Float %2.42%
Short Ratio7.84
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.84% |
Yearly Dividend1.59
Dividend Growth(5Y)5.68%
DP53.29%
Div Incr Years3
Div Non Decr Years3
Ex-Date
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)4.87%
PT rev (3m)7.14%
EPS NQ rev (1m)15.87%
EPS NQ rev (3m)8.36%
EPS NY rev (1m)15.83%
EPS NY rev (3m)15.16%
Revenue NQ rev (1m)0.69%
Revenue NQ rev (3m)-4.47%
Revenue NY rev (1m)2.18%
Revenue NY rev (3m)2.92%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.93 | ||
| Fwd PE | 16.31 | ||
| P/S | 1.49 | ||
| P/FCF | 9.18 | ||
| P/OCF | 5.29 | ||
| P/B | 1.63 | ||
| P/tB | 1.77 | ||
| EV/EBITDA | 5.7 |
EPS(TTM)3.43
EY7.73%
EPS(NY)2.72
Fwd EY6.13%
FCF(TTM)4.83
FCFY10.89%
OCF(TTM)8.38
OCFY18.9%
SpS29.7
BVpS27.15
TBVpS25.07
PEG (NY)N/A
PEG (5Y)0.92
Graham Number45.78
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 | 2.25 |
F-Score6
WACC7.46%
ROIC/WACC1.02
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-16.56%
EPS Next 3Y-2.74%
EPS Next 5Y11.16%
Revenue 1Y (TTM)-3.08%
Revenue growth 3Y9.01%
Revenue growth 5Y5.74%
Sales Q2Q%-3.9%
Revenue Next Year-0.29%
Revenue Next 2Y-2.97%
Revenue Next 3Y-2.05%
Revenue Next 5Y-0.12%
EBIT growth 1Y-14.49%
EBIT growth 3Y13.82%
EBIT growth 5Y7.7%
EBIT Next Year66.28%
EBIT Next 3Y16.5%
EBIT Next 5Y11.46%
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.
What is the valuation status for SU stock?
ChartMill assigns a valuation rating of 5 / 10 to SUNCOR ENERGY INC (SU). This can be considered as Fairly Valued.
Can you provide the profitability details for SUNCOR ENERGY INC?
SUNCOR ENERGY INC (SU) has a profitability rating of 6 / 10.
How financially healthy is SUNCOR ENERGY INC?
The financial health rating of SUNCOR ENERGY INC (SU) is 6 / 10.
What is the expected EPS growth for SUNCOR ENERGY INC (SU) stock?
The Earnings per Share (EPS) of SUNCOR ENERGY INC (SU) is expected to decline by -13.47% in the next year.