SUNCOR ENERGY INC (SU) Stock Fundamental Analysis
USA - NYSE:SU - CA8672241079 - Common Stock
42.4861 USD
-0.36 (-0.85%)
Taking everything into account, SU scores 5 out of 10 in our fundamental rating. SU was compared to 210 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 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.
SU had positive earnings in 4 of the past 5 years.
Each year in the past 5 years SU had a positive operating cash flow.
1.2 Ratios
SU's Return On Assets of 6.39% is fine compared to the rest of the industry. SU outperforms 69.05% of its industry peers.
The Return On Equity of SU (12.70%) is better than 68.10% of its industry peers.
With a decent Return On Invested Capital value of 7.92%, SU is doing good in the industry, outperforming 70.00% of the companies in the same industry.
SU had an Average Return On Invested Capital over the past 3 years of 10.38%. This is significantly below the industry average of 21.76%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.39% | ||
| ROE | 12.7% | ||
| ROIC | 7.92% |
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 (11.38%) 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 16.36%, SU is in line with its industry, outperforming 48.10% of the companies in the same industry.
In the last couple of years the Operating Margin of SU has grown nicely.
SU has a better Gross Margin (61.80%) than 70.00% of its industry peers.
SU's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 16.36% | ||
| PM (TTM) | 11.38% | ||
| GM | 61.8% |
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
SU has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
The number of shares outstanding for SU has been reduced compared to 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.
2.2 Solvency
SU has an Altman-Z score of 2.23. 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 2.23, SU is in the better half of the industry, outperforming 71.43% of the companies in the same industry.
The Debt to FCF ratio of SU is 1.69, which is an excellent value as it means it would take SU, only 1.69 years of fcf income to pay off all of its debts.
With an excellent Debt to FCF ratio value of 1.69, SU belongs to the best of the industry, outperforming 84.29% of the companies in the same industry.
A Debt/Equity ratio of 0.28 indicates that SU is not too dependend on debt financing.
SU's Debt to Equity ratio of 0.28 is fine compared to the rest of the industry. SU outperforms 64.76% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.69 | ||
| Altman-Z | 2.23 |
ROIC/WACC1.01
WACC7.88%
2.3 Liquidity
A Current Ratio of 1.26 indicates that SU should not have too much problems paying its short term obligations.
SU's Current ratio of 1.26 is in line compared to the rest of the industry. SU outperforms 58.57% of its industry peers.
A Quick Ratio of 0.77 indicates that SU may have some problems paying its short term obligations.
SU has a Quick ratio of 0.77. This is in the lower half of the industry: SU underperforms 61.43% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.26 | ||
| Quick Ratio | 0.77 |
3. Growth
3.1 Past
SU shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -13.00%.
Measured over the past years, SU shows a quite strong growth in Earnings Per Share. The EPS has been growing by 14.08% on average per year.
The Revenue has decreased by -1.96% 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)-13%
EPS 3Y28.33%
EPS 5Y14.08%
EPS Q2Q%-44.09%
Revenue 1Y (TTM)-1.96%
Revenue growth 3Y9.01%
Revenue growth 5Y5.74%
Sales Q2Q%-8.04%
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 9.98% on average per year.
SU is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -0.49% yearly.
EPS Next Y-24.86%
EPS Next 2Y-17.56%
EPS Next 3Y5.62%
EPS Next 5Y9.98%
Revenue Next Year-3.11%
Revenue Next 2Y-3.7%
Revenue Next 3Y-3.43%
Revenue Next 5Y-0.49%
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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
SU is valuated correctly with a Price/Earnings ratio of 12.31.
Based on the Price/Earnings ratio, SU is valued a bit cheaper than 65.71% of the companies in the same industry.
SU's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.20.
SU is valuated correctly with a Price/Forward Earnings ratio of 15.89.
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 (22.70), we can say SU is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.31 | ||
| Fwd PE | 15.89 |
4.2 Price Multiples
71.43% of the companies in the same industry are more expensive than SU, based on the Enterprise Value to EBITDA ratio.
82.38% 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 | 8.4 | ||
| EV/EBITDA | 5.51 |
4.3 Compensation for Growth
SU has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.87
EPS Next 2Y-17.56%
EPS Next 3Y5.62%
5. Dividend
5.1 Amount
SU has a Yearly Dividend Yield of 3.92%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 6.18, 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 2.38.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.92% |
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
49.55% of the earnings are spent on dividend by SU. This is a bit on the high side, but may be sustainable.
SU's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP49.55%
EPS Next 2Y-17.56%
EPS Next 3Y5.62%
NYSE:SU (9/18/2025, 1:20:04 PM)
42.4861
-0.36 (-0.85%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners73.17%
Inst Owner Change-2.27%
Ins Owners0.02%
Ins Owner ChangeN/A
Market Cap51.55B
Analysts76.43
Price Target45.98 (8.22%)
Short Float %2.26%
Short Ratio7.27
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.92% |
Yearly Dividend1.6
Dividend Growth(5Y)5.68%
DP49.55%
Div Incr Years3
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)2.72%
Min EPS beat(2)0.63%
Max EPS beat(2)4.81%
EPS beat(4)4
Avg EPS beat(4)11.88%
Min EPS beat(4)0.63%
Max EPS beat(4)32.04%
EPS beat(8)8
Avg EPS beat(8)11.35%
EPS beat(12)9
Avg EPS beat(12)8.62%
EPS beat(16)12
Avg EPS beat(16)7.45%
Revenue beat(2)1
Avg Revenue beat(2)-1.3%
Min Revenue beat(2)-9.75%
Max Revenue beat(2)7.14%
Revenue beat(4)1
Avg Revenue beat(4)-3.67%
Min Revenue beat(4)-9.75%
Max Revenue beat(4)7.14%
Revenue beat(8)4
Avg Revenue beat(8)1.33%
Revenue beat(12)8
Avg Revenue beat(12)3.71%
Revenue beat(16)10
Avg Revenue beat(16)4.47%
PT rev (1m)1.54%
PT rev (3m)3.65%
EPS NQ rev (1m)2.72%
EPS NQ rev (3m)-4.43%
EPS NY rev (1m)-12.35%
EPS NY rev (3m)-12.35%
Revenue NQ rev (1m)1.16%
Revenue NQ rev (3m)-7.54%
Revenue NY rev (1m)1.34%
Revenue NY rev (3m)-3.24%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.31 | ||
| Fwd PE | 15.89 | ||
| P/S | 1.43 | ||
| P/FCF | 8.4 | ||
| P/OCF | 4.92 | ||
| P/B | 1.59 | ||
| P/tB | 1.72 | ||
| EV/EBITDA | 5.51 |
EPS(TTM)3.45
EY8.12%
EPS(NY)2.67
Fwd EY6.29%
FCF(TTM)5.06
FCFY11.91%
OCF(TTM)8.64
OCFY20.34%
SpS29.8
BVpS26.71
TBVpS24.63
PEG (NY)N/A
PEG (5Y)0.87
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.39% | ||
| ROE | 12.7% | ||
| ROCE | 10.43% | ||
| ROIC | 7.92% | ||
| ROICexc | 8.16% | ||
| ROICexgc | 8.55% | ||
| OM | 16.36% | ||
| PM (TTM) | 11.38% | ||
| GM | 61.8% | ||
| FCFM | 16.97% |
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
ROICexcg growth 3Y12.14%
ROICexcg 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-Score5
Asset Turnover0.56
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.69 | ||
| Debt/EBITDA | 0.81 | ||
| Cap/Depr | 85.23% | ||
| Cap/Sales | 12.02% | ||
| Interest Coverage | 9.01 | ||
| Cash Conversion | 95.17% | ||
| Profit Quality | 149.11% | ||
| Current Ratio | 1.26 | ||
| Quick Ratio | 0.77 | ||
| Altman-Z | 2.23 |
F-Score5
WACC7.88%
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)-13%
EPS 3Y28.33%
EPS 5Y14.08%
EPS Q2Q%-44.09%
EPS Next Y-24.86%
EPS Next 2Y-17.56%
EPS Next 3Y5.62%
EPS Next 5Y9.98%
Revenue 1Y (TTM)-1.96%
Revenue growth 3Y9.01%
Revenue growth 5Y5.74%
Sales Q2Q%-8.04%
Revenue Next Year-3.11%
Revenue Next 2Y-3.7%
Revenue Next 3Y-3.43%
Revenue Next 5Y-0.49%
EBIT growth 1Y-11.79%
EBIT growth 3Y13.82%
EBIT growth 5Y7.7%
EBIT Next Year59.57%
EBIT Next 3Y17.11%
EBIT Next 5Y10.47%
FCF growth 1Y26.95%
FCF growth 3Y9.55%
FCF growth 5Y14.28%
OCF growth 1Y18.04%
OCF growth 3Y10.7%
OCF growth 5Y8.9%