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SU

SU

Energy · Oil & Gas Integrated

$58.37-2.15%
Mkt Cap: $68.91BDY: 2.89%

Performance

SU (SU) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

SU (SU) operates in the Oil & Gas Integrated space within the Energy sector. With a market cap of $68.9B, it qualifies as a mid-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.

Bull Case6
  • Forward P/E (11.0×) is lower than trailing P/E (15.5×) — analysts expect earnings to improve
  • Revenue growth of 18% YoY shows solid business momentum
  • Earnings grew 30% YoY — bottom-line is expanding fast
  • Healthy profit margin of 12.4%
  • Dividend yield of 2.89% provides consistent income on top of price appreciation
  • Low beta of 0.56 — less volatile than the market, suitable for conservative portfolios
Bear Case1
  • High debt-to-equity of 32.36× increases financial risk, especially with elevated interest rates

Verdict

Strong Buy

Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

2.89%

5Y Avg Annual

$1.2580

Last Payment

$0.4320

Ex-Date

06/04/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest06/04/2026
06/25/2026$0.43202.96%
03/04/2026
03/25/2026$0.43903.01%
06/04/2025
06/25/2025$0.41502.84%
03/04/2025
03/25/2025$0.39302.69%
12/03/2024
12/24/2024$0.40602.78%
09/04/2024
09/25/2024$0.40202.76%
06/04/2024
06/25/2024$0.40002.74%
03/01/2024
03/22/2024$0.40102.75%

Magic Number

Shares needed to self-fund your next purchase

$58.37

Price

÷

$0.4320

Last div. (semesterly)

=

136

shares

Own 136 SU shares ($7,937.64) and each semesterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$7,937.64

New shares / year

+2 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Aug 4, 2026

49

days

EPS (TTM)

$3.76

P/E (TTM)

15.5

Fwd P/E

11.0

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$68.91B
P/E Ratio15.52
Forward P/E11.02
P/B Ratio
PEG Ratio11.40
EPS (TTM)$3.76

Trading

Open
Day High
Day Low
52W High$70.29
52W Low$37.23
Volume
Avg Volume (3M)4,355,444
Beta0.56

Dividends

Dividend Yield2.89%
Annual Rate$1.73
Ex-Div Date2026-06-04
Payout Ratio44.49%

Profitability

Profit Margin12.39%
Operating Margin20.85%
ROE13.97%
ROA5.95%
Revenue Growth17.50%
Earnings Growth29.90%

Balance Sheet

Total Revenue$51.07B
Total Debt$14.81B
Debt / Equity32.36
Current Ratio1.42
Free Cash Flow$6.68B

Fair Value Estimates

Current price: $58.37

Graham Number

√(22.5 × EPS × Book Value)

$48.37

-17.1% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$20.85

-64.3% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

9/10

90% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

14.0%

Return on equity — measures how efficiently capital is used

Positive profit margin

12.4%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+17.5%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+29.9%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

32.36×

Low financial leverage reduces risk of distress

Current ratio above 1

1.42×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$254M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

2.89%

Stock must distribute income to shareholders

Related Assets

Energy

About SU

Suncor Energy Inc. operates as an integrated energy company in Canada, the United States, and internationally. The company operates through Oil Sands; Exploration and Production; and Refining and Marketing segments. The Oil Sands segment produces bitumen; and markets, supplies, and transports and manages crude oil, power, and byproducts. The Exploration and Production segment is involved in the offshore operations on the east coast of Canada, and onshore assets in Libya and Syria; and marketing and risk management of crude oil. The Refining and Marketing segment refines and supplies crude oil and intermediate feedstock into a range of petroleum and petrochemical products, as well as sells refined petroleum products to retail customers. This segment is also involved in the trading of crude oil and refined products, natural gas, and power. The company was formerly known as Suncor Inc. and changed its name to Suncor Energy Inc. in April 1997. Suncor Energy Inc. was founded in 1917 and is headquartered in Calgary, Canada.

Sector

Energy

Industry

Oil & Gas Integrated

Location

Calgary, Canada

Employees

15,424