SUNCOR ENERGY INC (SU) Stock Fundamental Analysis
USA - NYSE:SU - CA8672241079 - Common Stock
44.845 USD
-0.36 (-0.79%)
Taking everything into account, SU scores 6 out of 10 in our fundamental rating. SU was compared to 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 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.
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 68.57% of its industry peers.
SU's Return On Equity of 11.65% is fine compared to the rest of the industry. SU outperforms 66.19% of its industry peers.
Looking at the Return On Invested Capital, with a value of 7.63%, SU is in the better half of the industry, outperforming 69.05% 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 21.71%.
| 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
With a Profit Margin value of 10.65%, SU perfoms like the industry average, outperforming 58.10% of the companies in the same industry.
SU's Profit Margin has improved in the last couple of years.
With a Operating Margin value of 16.10%, SU perfoms like the industry average, outperforming 48.57% of the companies in the same industry.
SU's Operating Margin has improved in the last couple of years.
SU's Gross Margin of 62.21% is fine compared to the rest of the industry. SU outperforms 70.48% 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
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SU is still creating some value.
Compared to 1 year ago, SU has less shares outstanding
The number of shares outstanding for SU has been reduced compared to 5 years ago.
Compared to 1 year ago, SU has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 2.30 indicates that SU is not a great score, but indicates only limited risk for bankruptcy at the moment.
SU has a better Altman-Z score (2.30) than 71.43% 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's Debt to FCF ratio of 1.80 is amongst the best of the industry. SU outperforms 84.76% of its industry peers.
A Debt/Equity ratio of 0.27 indicates that SU is not too dependend on debt financing.
SU has a better Debt to Equity ratio (0.27) than 62.86% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.27 | ||
| Debt/FCF | 1.8 | ||
| Altman-Z | 2.3 |
ROIC/WACC1
WACC7.65%
2.3 Liquidity
A Current Ratio of 1.35 indicates that SU should not have too much problems paying its short term obligations.
SU has a better Current ratio (1.35) than 60.48% of its industry peers.
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.
Looking at the Quick ratio, with a value of 0.85, SU is in line with its industry, outperforming 43.81% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.35 | ||
| Quick Ratio | 0.85 |
3. Growth
3.1 Past
The Earnings Per Share has been growing slightly by 6.08% over the past year.
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.
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)6.08%
EPS 3Y28.33%
EPS 5Y14.08%
EPS Q2Q%-15.95%
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 9.98% on average over the next years. This is quite good.
SU is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -0.03% yearly.
EPS Next Y-25.3%
EPS Next 2Y-19.5%
EPS Next 3Y1.71%
EPS Next 5Y9.98%
Revenue Next Year-2.42%
Revenue Next 2Y-3.03%
Revenue Next 3Y-1.56%
Revenue Next 5Y-0.03%
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.
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
SU is valuated reasonably with a Price/Earnings ratio of 11.62.
Based on the Price/Earnings ratio, SU is valued a bit cheaper than the industry average as 69.05% of the companies are valued more expensively.
SU is valuated cheaply when we compare the Price/Earnings ratio to 25.51, which is the current average of the S&P500 Index.
With a Price/Forward Earnings ratio of 17.94, SU is valued on the expensive side.
SU's Price/Forward Earnings ratio is in line with the industry average.
SU is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 34.98, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.62 | ||
| Fwd PE | 17.94 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SU indicates a somewhat cheap valuation: SU is cheaper than 69.52% of the companies listed in the same industry.
SU's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. SU is cheaper than 79.05% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.5 | ||
| EV/EBITDA | 5.93 |
4.3 Compensation for Growth
The decent profitability rating of SU may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.83
EPS Next 2Y-19.5%
EPS Next 3Y1.71%
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 5.89, 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 2.44.
| 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 paid a dividend for at least 10 years, which is 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
53.29% 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.
DP53.29%
EPS Next 2Y-19.5%
EPS Next 3Y1.71%
NYSE:SU (11/19/2025, 2:58:31 PM)
44.845
-0.36 (-0.79%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners72.88%
Inst Owner Change-0.17%
Ins Owners0.02%
Ins Owner ChangeN/A
Market Cap54.41B
Revenue(TTM)49.40B
Net Income(TTM)5.26B
Analysts75.86
Price Target46.26 (3.16%)
Short Float %1.12%
Short Ratio3.46
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.92% |
Yearly Dividend1.58
Dividend Growth(5Y)5.68%
DP53.29%
Div Incr Years3
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
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)1.42%
PT rev (3m)2.17%
EPS NQ rev (1m)-6.48%
EPS NQ rev (3m)-17.11%
EPS NY rev (1m)-0.58%
EPS NY rev (3m)-12.86%
Revenue NQ rev (1m)-5.12%
Revenue NQ rev (3m)-13.35%
Revenue NY rev (1m)0.72%
Revenue NY rev (3m)2.06%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.62 | ||
| Fwd PE | 17.94 | ||
| P/S | 1.54 | ||
| P/FCF | 9.5 | ||
| P/OCF | 5.47 | ||
| P/B | 1.69 | ||
| P/tB | 1.83 | ||
| EV/EBITDA | 5.93 |
EPS(TTM)3.86
EY8.61%
EPS(NY)2.5
Fwd EY5.57%
FCF(TTM)4.72
FCFY10.53%
OCF(TTM)8.19
OCFY18.27%
SpS29.03
BVpS26.54
TBVpS24.5
PEG (NY)N/A
PEG (5Y)0.83
Graham Number48.01
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 | 2.3 |
F-Score6
WACC7.65%
ROIC/WACC1
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)6.08%
EPS 3Y28.33%
EPS 5Y14.08%
EPS Q2Q%-15.95%
EPS Next Y-25.3%
EPS Next 2Y-19.5%
EPS Next 3Y1.71%
EPS Next 5Y9.98%
Revenue 1Y (TTM)-3.08%
Revenue growth 3Y9.01%
Revenue growth 5Y5.74%
Sales Q2Q%-3.9%
Revenue Next Year-2.42%
Revenue Next 2Y-3.03%
Revenue Next 3Y-1.56%
Revenue Next 5Y-0.03%
EBIT growth 1Y-14.49%
EBIT growth 3Y13.82%
EBIT growth 5Y7.7%
EBIT Next Year57.21%
EBIT Next 3Y15.71%
EBIT Next 5Y10.98%
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 -25.3% in the next year.