SUNCOR ENERGY INC (SU) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SU - CA8672241079 - Common Stock
43.065 USD
-0.18 (-0.4%)
Overall SU gets a fundamental rating of 6 out of 10. We evaluated SU against 210 industry peers in the Oil, Gas & Consumable Fuels industry. SU has an excellent financial health rating, but there are some minor concerns on its profitability. SU has a valuation in line with the averages, but on the other hand it scores bad on growth. SU also has an excellent dividend rating. These ratings could make SU a good candidate for dividend investing.
1. Profitability
1.1 Basic Checks
In the past year SU was profitable.
SU had a positive operating cash flow in the past year.
SU had positive earnings in 4 of the past 5 years.
SU had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
SU's Return On Assets of 5.88% is fine compared to the rest of the industry. SU outperforms 70.95% of its industry peers.
With a decent Return On Equity value of 11.65%, SU is doing good in the industry, outperforming 69.52% of the companies in the same industry.
SU's Return On Invested Capital of 7.63% is fine compared to the rest of the industry. SU outperforms 70.48% of its industry peers.
The Average Return On Invested Capital over the past 3 years for SU is significantly below the industry average of 21.09%.
| 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
Looking at the Profit Margin, with a value of 10.65%, SU is in line with its industry, outperforming 59.52% of the companies in the same industry.
SU's Profit Margin has improved in the last couple of years.
SU has a Operating Margin of 16.10%. This is comparable to the rest of the industry: SU outperforms 49.05% of its industry peers.
In the last couple of years the Operating Margin of SU has grown nicely.
SU's Gross Margin of 62.21% is fine compared to the rest of the industry. SU outperforms 71.43% of its industry peers.
In the last couple of years the Gross Margin of SU has declined.
| 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
The debt/assets ratio for SU has been reduced compared to a year ago.
2.2 Solvency
SU has an Altman-Z score of 2.22. 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.
SU has a better Altman-Z score (2.22) than 71.90% of its industry peers.
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 84.29% of its industry peers.
A Debt/Equity ratio of 0.27 indicates that SU is not too dependend on debt financing.
SU has a Debt to Equity ratio of 0.27. This is in the better half of the industry: SU outperforms 63.81% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 1.8 | ||
| Altman-Z | 2.22 |
ROIC/WACC1.01
WACC7.52%
2.3 Liquidity
A Current Ratio of 1.35 indicates that SU should not have too much problems paying its short term obligations.
With a decent Current ratio value of 1.35, SU is doing good in the industry, outperforming 60.48% of the companies in the same industry.
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 comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.35 | ||
| Quick Ratio | 0.85 |
3. Growth
3.1 Past
The earnings per share for SU have decreased strongly by -12.36% in the last year.
SU shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 14.08% yearly.
Looking at the last year, SU shows a decrease in Revenue. The Revenue has decreased by -3.08% in the last year.
The Revenue has been growing slightly by 5.74% on average over the past years.
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
SU is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 11.16% yearly.
Based on estimates for the next years, SU will show a decrease in Revenue. The Revenue will decrease by -0.12% on average per year.
EPS Next Y-13.47%
EPS Next 2Y-15.68%
EPS Next 3Y-2.74%
EPS Next 5Y11.16%
Revenue Next Year-0.3%
Revenue Next 2Y-3%
Revenue Next 3Y-1.99%
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.
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
Based on the Price/Earnings ratio of 12.41, the valuation of SU can be described as correct.
64.29% of the companies in the same industry are more expensive than SU, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of SU to the average of the S&P500 Index (26.59), we can say SU is valued rather cheaply.
A Price/Forward Earnings ratio of 15.32 indicates a correct 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 24.03, SU is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.41 | ||
| Fwd PE | 15.32 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SU is valued a bit cheaper than the industry average as 70.95% of the companies are valued more expensively.
SU's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SU is cheaper than 80.48% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 8.81 | ||
| EV/EBITDA | 5.54 |
4.3 Compensation for Growth
The decent profitability rating of SU 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)0.88
EPS Next 2Y-15.68%
EPS Next 3Y-2.74%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 4.11%, SU is a good candidate for dividend investing.
SU's Dividend Yield is a higher than the industry average which is at 3.95.
SU's Dividend Yield is rather good when compared to the S&P500 average which is at 1.88.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.11% |
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-15.68%
EPS Next 3Y-2.74%
NYSE:SU (12/26/2025, 2:12:59 PM)
43.065
-0.18 (-0.4%)
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 Cap51.73B
Revenue(TTM)49.40B
Net Income(TTM)5.26B
Analysts76.55
Price Target50.03 (16.17%)
Short Float %2.6%
Short Ratio7.28
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.11% |
Yearly Dividend1.6
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)8.14%
PT rev (3m)8.82%
EPS NQ rev (1m)0%
EPS NQ rev (3m)8.36%
EPS NY rev (1m)15.83%
EPS NY rev (3m)15.16%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-4.47%
Revenue NY rev (1m)2.17%
Revenue NY rev (3m)2.9%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.41 | ||
| Fwd PE | 15.32 | ||
| P/S | 1.43 | ||
| P/FCF | 8.81 | ||
| P/OCF | 5.08 | ||
| P/B | 1.57 | ||
| P/tB | 1.7 | ||
| EV/EBITDA | 5.54 |
EPS(TTM)3.47
EY8.06%
EPS(NY)2.81
Fwd EY6.53%
FCF(TTM)4.89
FCFY11.35%
OCF(TTM)8.48
OCFY19.7%
SpS30.05
BVpS27.48
TBVpS25.37
PEG (NY)N/A
PEG (5Y)0.88
Graham Number46.32
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 | 2.22 |
F-Score6
WACC7.52%
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-15.68%
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-0.3%
Revenue Next 2Y-3%
Revenue Next 3Y-1.99%
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 6 / 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 7 / 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.