SUNCOR ENERGY INC (SU) Fundamental Analysis & Valuation

NYSE:SU • CA8672241079

Current stock price

66.66 USD
+1.68 (+2.59%)
At close:
67.64 USD
+0.98 (+1.47%)
Pre-Market:

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

5

1. SU Profitability Analysis

1.1 Basic Checks

  • In the past year SU was profitable.
  • SU had a positive operating cash flow in the past year.
  • In the past 5 years SU has always been profitable.
  • SU had a positive operating cash flow in each of the past 5 years.
SU Yearly Net Income VS EBIT VS OCF VS FCFSU 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 5B 10B 15B

1.2 Ratios

  • The Return On Assets of SU (6.58%) is better than 73.21% of its industry peers.
  • Looking at the Return On Equity, with a value of 13.11%, SU is in the better half of the industry, outperforming 71.77% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 7.42%, SU is in the better half of the industry, outperforming 69.38% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for SU is significantly below the industry average of 23.03%.
Industry RankSector Rank
ROA 6.58%
ROE 13.11%
ROIC 7.42%
ROA(3y)7.55%
ROA(5y)7.66%
ROE(3y)15.27%
ROE(5y)16.02%
ROIC(3y)7.99%
ROIC(5y)8.77%
SU Yearly ROA, ROE, ROICSU Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20

1.3 Margins

  • SU has a Profit Margin of 12.10%. This is comparable to the rest of the industry: SU outperforms 59.81% of its industry peers.
  • SU's Profit Margin has declined in the last couple of years.
  • SU has a Operating Margin (16.35%) which is in line with its industry peers.
  • In the last couple of years the Operating Margin of SU has declined.
  • With a decent Gross Margin value of 63.09%, SU is doing good in the industry, outperforming 71.29% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SU has remained more or less at the same level.
Industry RankSector Rank
OM 16.35%
PM (TTM) 12.1%
GM 63.09%
OM growth 3Y-11.86%
OM growth 5YN/A
PM growth 3Y-8.04%
PM growth 5YN/A
GM growth 3Y-0.68%
GM growth 5Y0.01%
SU Yearly Profit, Operating, Gross MarginsSU Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

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6

2. SU Health Analysis

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.
  • SU has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for SU has been reduced compared to 5 years ago.
  • The debt/assets ratio for SU has been reduced compared to a year ago.
SU Yearly Shares OutstandingSU Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B
SU Yearly Total Debt VS Total AssetsSU Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B 80B

2.2 Solvency

  • SU has an Altman-Z score of 2.72. 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 Altman-Z score of 2.72. This is in the better half of the industry: SU outperforms 75.60% of its industry peers.
  • SU has a debt to FCF ratio of 2.09. This is a good value and a sign of high solvency as SU would need 2.09 years to pay back of all of its debts.
  • SU's Debt to FCF ratio of 2.09 is amongst the best of the industry. SU outperforms 85.65% of its industry peers.
  • A Debt/Equity ratio of 0.29 indicates that SU is not too dependend on debt financing.
  • With a decent Debt to Equity ratio value of 0.29, SU is doing good in the industry, outperforming 66.51% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.29
Debt/FCF 2.09
Altman-Z 2.72
ROIC/WACC1
WACC7.4%
SU Yearly LT Debt VS Equity VS FCFSU Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10B 20B 30B 40B

2.3 Liquidity

  • SU has a Current Ratio of 1.39. 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 better Current ratio (1.39) than 61.72% of its industry peers.
  • SU has a Quick Ratio of 1.39. This is a bad value and indicates that SU is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Quick ratio of SU (0.89) is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.39
Quick Ratio 0.89
SU Yearly Current Assets VS Current LiabilitesSU Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B

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

4

3. SU Growth Analysis

3.1 Past

  • SU shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -14.97%.
  • SU shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -17.92% yearly.
  • The Revenue has decreased by -3.51% in the past year.
  • The Revenue has been growing by 14.68% on average over the past years. This is quite good.
EPS 1Y (TTM)-14.97%
EPS 3Y-17.92%
EPS 5YN/A
EPS Q2Q%-12%
Revenue 1Y (TTM)-3.51%
Revenue growth 3Y-5.71%
Revenue growth 5Y14.68%
Sales Q2Q%-1.66%

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 12.38% yearly.
  • The Revenue is expected to grow by 0.13% on average over the next years.
EPS Next Y-14.08%
EPS Next 2Y-0.65%
EPS Next 3Y3.19%
EPS Next 5Y12.38%
Revenue Next Year-5.36%
Revenue Next 2Y-1.95%
Revenue Next 3Y-1.13%
Revenue Next 5Y0.13%

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 decreasing.
SU Yearly Revenue VS EstimatesSU Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 20B 40B 60B
SU Yearly EPS VS EstimatesSU Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 2 4 6 8

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3

4. SU Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 20.08 indicates a rather expensive valuation of SU.
  • SU's Price/Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Earnings ratio is at 24.89. SU is around the same levels.
  • SU is valuated rather expensively with a Price/Forward Earnings ratio of 23.39.
  • SU's Price/Forward Earnings ratio is in line with the industry average.
  • SU's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 22.19.
Industry RankSector Rank
PE 20.08
Fwd PE 23.39
SU Price Earnings VS Forward Price EarningsSU 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, SU is valued a bit cheaper than the industry average as 64.11% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, SU is valued a bit cheaper than the industry average as 67.94% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 15.85
EV/EBITDA 8.09
SU Per share dataSU EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20 25

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-0.65%
EPS Next 3Y3.19%

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

5

5. SU Dividend Analysis

5.1 Amount

  • SU has a Yearly Dividend Yield of 2.66%.
  • SU's Dividend Yield is comparable with the industry average which is at 3.20.
  • SU's Dividend Yield is a higher than the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 2.66%

5.2 History

  • On average, the dividend of SU grows each year by 16.10%, which is quite nice.
  • 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)16.1%
Div Incr Years3
Div Non Decr Years3
SU Yearly Dividends per shareSU Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2

5.3 Sustainability

  • 47.47% 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 the earnings are growing slower. This means the dividend growth is not sustainable.
DP47.47%
EPS Next 2Y-0.65%
EPS Next 3Y3.19%
SU Yearly Income VS Free CF VS DividendSU Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B
SU Dividend Payout.SU Dividend Payout, showing the Payout Ratio.SU Dividend Payout.PayoutRetained Earnings

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SU Fundamentals: All Metrics, Ratios and Statistics

SUNCOR ENERGY INC

NYSE:SU (3/27/2026, 8:04:00 PM)

Premarket: 67.64 +0.98 (+1.47%)

66.66

+1.68 (+2.59%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-03
Earnings (Next)05-04
Inst Owners72.32%
Inst Owner Change0.12%
Ins Owners0.01%
Ins Owner ChangeN/A
Market Cap79.12B
Revenue(TTM)48.91B
Net Income(TTM)5.92B
Analysts75.86
Price Target55.11 (-17.33%)
Short Float %1.58%
Short Ratio3.43
Dividend
Industry RankSector Rank
Dividend Yield 2.66%
Yearly Dividend1.66
Dividend Growth(5Y)16.1%
DP47.47%
Div Incr Years3
Div Non Decr Years3
Ex-Date03-04
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)19.57%
Min EPS beat(2)6.26%
Max EPS beat(2)32.87%
EPS beat(4)4
Avg EPS beat(4)11.14%
Min EPS beat(4)0.63%
Max EPS beat(4)32.87%
EPS beat(8)8
Avg EPS beat(8)13.43%
EPS beat(12)11
Avg EPS beat(12)11.91%
EPS beat(16)13
Avg EPS beat(16)10.38%
Revenue beat(2)1
Avg Revenue beat(2)-1.56%
Min Revenue beat(2)-4.49%
Max Revenue beat(2)1.37%
Revenue beat(4)2
Avg Revenue beat(4)-1.43%
Min Revenue beat(4)-9.75%
Max Revenue beat(4)7.14%
Revenue beat(8)3
Avg Revenue beat(8)-2.32%
Revenue beat(12)7
Avg Revenue beat(12)1.56%
Revenue beat(16)11
Avg Revenue beat(16)4.96%
PT rev (1m)6.12%
PT rev (3m)10.16%
EPS NQ rev (1m)3.93%
EPS NQ rev (3m)0.26%
EPS NY rev (1m)1.85%
EPS NY rev (3m)2.75%
Revenue NQ rev (1m)9.54%
Revenue NQ rev (3m)5.6%
Revenue NY rev (1m)0.5%
Revenue NY rev (3m)0.5%
Valuation
Industry RankSector Rank
PE 20.08
Fwd PE 23.39
P/S 2.24
P/FCF 15.85
P/OCF 8.59
P/B 2.43
P/tB 2.63
EV/EBITDA 8.09
EPS(TTM)3.32
EY4.98%
EPS(NY)2.85
Fwd EY4.27%
FCF(TTM)4.21
FCFY6.31%
OCF(TTM)7.76
OCFY11.65%
SpS29.71
BVpS27.41
TBVpS25.31
PEG (NY)N/A
PEG (5Y)N/A
Graham Number45.25
Profitability
Industry RankSector Rank
ROA 6.58%
ROE 13.11%
ROCE 10.03%
ROIC 7.42%
ROICexc 7.78%
ROICexgc 8.15%
OM 16.35%
PM (TTM) 12.1%
GM 63.09%
FCFM 14.16%
ROA(3y)7.55%
ROA(5y)7.66%
ROE(3y)15.27%
ROE(5y)16.02%
ROIC(3y)7.99%
ROIC(5y)8.77%
ROICexc(3y)8.29%
ROICexc(5y)9.07%
ROICexgc(3y)8.69%
ROICexgc(5y)9.52%
ROCE(3y)10.82%
ROCE(5y)12.04%
ROICexgc growth 3Y-18.29%
ROICexgc growth 5YN/A
ROICexc growth 3Y-18.17%
ROICexc growth 5YN/A
OM growth 3Y-11.86%
OM growth 5YN/A
PM growth 3Y-8.04%
PM growth 5YN/A
GM growth 3Y-0.68%
GM growth 5Y0.01%
F-Score7
Asset Turnover0.54
Health
Industry RankSector Rank
Debt/Equity 0.29
Debt/FCF 2.09
Debt/EBITDA 0.86
Cap/Depr 84.67%
Cap/Sales 11.97%
Interest Coverage 8.9
Cash Conversion 85.72%
Profit Quality 117.02%
Current Ratio 1.39
Quick Ratio 0.89
Altman-Z 2.72
F-Score7
WACC7.4%
ROIC/WACC1
Cap/Depr(3y)90.05%
Cap/Depr(5y)81.26%
Cap/Sales(3y)12.28%
Cap/Sales(5y)11.45%
Profit Quality(3y)117.27%
Profit Quality(5y)128.63%
High Growth Momentum
Growth
EPS 1Y (TTM)-14.97%
EPS 3Y-17.92%
EPS 5YN/A
EPS Q2Q%-12%
EPS Next Y-14.08%
EPS Next 2Y-0.65%
EPS Next 3Y3.19%
EPS Next 5Y12.38%
Revenue 1Y (TTM)-3.51%
Revenue growth 3Y-5.71%
Revenue growth 5Y14.68%
Sales Q2Q%-1.66%
Revenue Next Year-5.36%
Revenue Next 2Y-1.95%
Revenue Next 3Y-1.13%
Revenue Next 5Y0.13%
EBIT growth 1Y-11.51%
EBIT growth 3Y-16.89%
EBIT growth 5YN/A
EBIT Next Year85.56%
EBIT Next 3Y26.66%
EBIT Next 5Y17.08%
FCF growth 1Y-26.93%
FCF growth 3Y-13.12%
FCF growth 5YN/A
OCF growth 1Y-19.92%
OCF growth 3Y-6.59%
OCF growth 5Y36.73%

SUNCOR ENERGY INC / SU Fundamental Analysis 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 3 / 10 to SUNCOR ENERGY INC (SU). This can be considered as Overvalued.


How profitable is SUNCOR ENERGY INC (SU) stock?

SUNCOR ENERGY INC (SU) has a profitability rating of 5 / 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 -14.08% in the next year.