Is Sunoco LP Stock a Good Investment?
Sunoco LP Investment Advice | SUN |
- Examine Sunoco LP's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Sunoco LP's leadership team and their track record. Good management can help Sunoco LP navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Oil & Gas Storage & Transportation space and any emerging trends that could impact Sunoco LP's business and its evolving consumer preferences.
- Compare Sunoco LP's performance and market position to its competitors. Analyze how Sunoco LP is positioned in terms of product offerings, innovation, and market share.
- Check if Sunoco LP pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Sunoco LP's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Sunoco LP stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Sunoco LP is a good investment.
Sell | Buy |
Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Sunoco LP Stock
Researching Sunoco LP's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 21.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.77. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Sunoco LP last dividend was issued on the 8th of November 2024. The entity had 2:1 split on the June 13, 2014.
To determine if Sunoco LP is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Sunoco LP's research are outlined below:
| About 21.0% of the company outstanding shares are owned by corporate insiders | |
| On 19th of November 2024 Sunoco LP paid $ 0.8756 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Sunoco LP Trading 3.3 percent Higher on Nov 19 |
Sunoco LP Quarterly Good Will |
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Sunoco LP uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Sunoco LP. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Sunoco LP's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 14th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Sunoco LP's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Sunoco LP's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2016-08-03 | 2016-06-30 | 0.43 | 0.53 | 0.1 | 23 | ||
2016-05-05 | 2016-03-31 | 0.57 | 0.47 | -0.1 | 17 | ||
2014-08-08 | 2014-06-30 | 0.54 | 0.43 | -0.11 | 20 | ||
2022-08-03 | 2022-06-30 | 1.08 | 1.2 | 0.12 | 11 | ||
2023-05-02 | 2023-03-31 | 1.27 | 1.41 | 0.14 | 11 | ||
2020-02-19 | 2019-12-31 | 0.58 | 0.75 | 0.17 | 29 | ||
2022-02-16 | 2021-12-31 | 1.13 | 0.95 | -0.18 | 15 | ||
2019-11-06 | 2019-09-30 | 0.75 | 0.57 | -0.18 | 24 |
Know Sunoco LP's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sunoco LP is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sunoco LP backward and forwards among themselves. Sunoco LP's institutional investor refers to the entity that pools money to purchase Sunoco LP's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Clearbridge Advisors, Llc | 2024-09-30 | 700.2 K | Fractal Investments Llc | 2024-09-30 | 672.7 K | Recurrent Investment Advisors, Llc | 2024-06-30 | 668.6 K | Bowen, Hanes & Co Inc | 2024-09-30 | 600 K | Miller Howard Investments Inc | 2024-09-30 | 589.8 K | International Assets Investment Management, Llc | 2024-09-30 | 572.8 K | Adams Asset Advisors Llc | 2024-09-30 | 571.5 K | Wells Fargo & Co | 2024-06-30 | 518.3 K | Bank Of America Corp | 2024-06-30 | 495.8 K | Alps Advisors Inc | 2024-09-30 | 19.1 M | Amvescap Plc. | 2024-06-30 | 8.5 M |
Sunoco LP's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 7.39 B.Market Cap |
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Sunoco LP's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.04 | |
| Return On Capital Employed | 0.12 | 0.08 | |
| Return On Assets | 0.05 | 0.03 | |
| Return On Equity | 0.32 | 0.30 |
Determining Sunoco LP's profitability involves analyzing its financial statements and using various financial metrics to determine if Sunoco LP is a good buy. For example, gross profit margin measures Sunoco LP's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Sunoco LP's profitability and make more informed investment decisions.
Evaluate Sunoco LP's management efficiency
Sunoco LP has Return on Asset of 0.0328 % which means that on every $100 spent on assets, it made $0.0328 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.234 %, implying that it generated $0.234 on every 100 dollars invested. Sunoco LP's management efficiency ratios could be used to measure how well Sunoco LP manages its routine affairs as well as how well it operates its assets and liabilities. As of the 25th of November 2024, Return On Tangible Assets is likely to drop to 0.04. In addition to that, Return On Capital Employed is likely to drop to 0.08. At this time, Sunoco LP's Other Assets are very stable compared to the past year. As of the 25th of November 2024, Intangible Assets is likely to grow to about 563.7 M, while Total Assets are likely to drop about 5.1 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 11.63 | 21.55 | |
| Tangible Book Value Per Share | (13.86) | (14.55) | |
| Enterprise Value Over EBITDA | 10.90 | 15.07 | |
| Price Book Value Ratio | 5.15 | 5.41 | |
| Enterprise Value Multiple | 10.90 | 15.07 | |
| Price Fair Value | 5.15 | 5.41 | |
| Enterprise Value | 9.1 B | 9.6 B |
Sunoco LP benefits from a management team that prioritizes both innovation and efficiency. We analyze these priorities to gauge the stock's future performance.
Dividend Yield 0.0645 | Forward Dividend Yield 0.0645 | Forward Dividend Rate 3.5 | Beta 1.299 |
Basic technical analysis of Sunoco Stock
As of the 25th of November, Sunoco LP has the Semi Deviation of 1.08, coefficient of variation of 2534.85, and Risk Adjusted Performance of 0.0345. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Sunoco LP, as well as the relationship between them.Sunoco LP's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Sunoco LP insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sunoco LP's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Sunoco LP insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Dylan Bramhall over a week ago Acquisition by Dylan Bramhall of 13000 shares of Sunoco LP subject to Rule 16b-3 | ||
Rick Raymer over three months ago Acquisition by Rick Raymer of 13630 shares of Sunoco LP subject to Rule 16b-3 | ||
David Skidmore over three months ago Acquisition by David Skidmore of 2500 shares of Sunoco LP subject to Rule 16b-3 |
Sunoco LP's Outstanding Corporate Bonds
Sunoco LP issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sunoco LP uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sunoco bonds can be classified according to their maturity, which is the date when Sunoco LP has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| SUN 45 30 APR 30 Corp BondUS86765LAZ04 | View | |
| US86765LAT44 Corp BondUS86765LAT44 | View | |
| Sunoco LP 5875 Corp BondUS86765LAN73 | View | |
| Sunoco LP 6 Corp BondUS86765LAQ05 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| SUNOCO LOGISTICS PARTNERS Corp BondUS86765BAU35 | View | |
| SUNOCO LOGISTICS PARTNERS Corp BondUS86765BAT61 | View |
Understand Sunoco LP's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Sunoco LP's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0345 | |||
| Market Risk Adjusted Performance | 0.0804 | |||
| Mean Deviation | 1.04 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.12 | |||
| Coefficient Of Variation | 2534.85 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.17) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.0704 | |||
| Maximum Drawdown | 5.7 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 2.68 | |||
| Downside Variance | 1.25 | |||
| Semi Variance | 1.17 | |||
| Expected Short fall | (1.24) | |||
| Skewness | 0.66 | |||
| Kurtosis | 0.2895 |
| Risk Adjusted Performance | 0.0345 | |||
| Market Risk Adjusted Performance | 0.0804 | |||
| Mean Deviation | 1.04 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.12 | |||
| Coefficient Of Variation | 2534.85 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.17) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.0704 | |||
| Maximum Drawdown | 5.7 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 2.68 | |||
| Downside Variance | 1.25 | |||
| Semi Variance | 1.17 | |||
| Expected Short fall | (1.24) | |||
| Skewness | 0.66 | |||
| Kurtosis | 0.2895 |
Consider Sunoco LP's intraday indicators
Sunoco LP intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sunoco LP stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Sunoco LP Corporate Filings
13A | 13th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 8th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 6th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Sunoco Stock media impact
Far too much social signal, news, headlines, and media speculation about Sunoco LP that are available to investors today. That information is available publicly through Sunoco media outlets and privately through word of mouth or via Sunoco internal channels. However, regardless of the origin, that massive amount of Sunoco data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Sunoco LP news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Sunoco LP relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Sunoco LP's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Sunoco LP alpha.
Sunoco LP Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Sunoco LP can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Sunoco LP Historical Investor Sentiment
Investor biases related to Sunoco LP's public news can be used to forecast risks associated with an investment in Sunoco. The trend in average sentiment can be used to explain how an investor holding Sunoco can time the market purely based on public headlines and social activities around Sunoco LP. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Sunoco LP's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Sunoco LP and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Sunoco LP news discussions. The higher the estimate score, the more favorable the investor's outlook on Sunoco LP.
Sunoco LP Corporate Directors
| Imad Anbouba | Independent Director of the General Partner | Profile | |
| James Bryant | Independent Director of the General Partner | Profile | |
| Oscar Alvarez | Independent Director of the General Partner | Profile | |
| David Skidmore | Independent Director of the General Partner | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sunoco LP. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment. To learn how to invest in Sunoco Stock, please use our How to Invest in Sunoco LP guide.You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Is Oil & Gas Storage & Transportation space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sunoco LP. If investors know Sunoco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sunoco LP listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 3.936 | Dividend Share 3.469 | Earnings Share 3.91 | Revenue Per Share 218.578 | Quarterly Revenue Growth (0.09) |
The market value of Sunoco LP is measured differently than its book value, which is the value of Sunoco that is recorded on the company's balance sheet. Investors also form their own opinion of Sunoco LP's value that differs from its market value or its book value, called intrinsic value, which is Sunoco LP's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sunoco LP's market value can be influenced by many factors that don't directly affect Sunoco LP's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Sunoco LP's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Sunoco LP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sunoco LP's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.