SUNOCO LP (SUN)
NYSEEnergyOil & Gas Refining & MarketingSnapshot 2026-10-15
$74.35-1.56%
Close 2026-10-14 · 1-day change
NYSEEnergyOil & Gas Refining & MarketingSnapshot 2026-10-15
Research Workspace
Put SUN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Total revenue growth at or above 7% annually: Revenue growth: 164.55%.
View ThesisRevenue growth is accelerating — up about 83% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskSUN depends on revenue growth and supportive energy trends for its growth case. Recent performance is strong, but the latest quarter missed sharply. Revenue was flat year over year in Q2 FY2026. The miss was 65% below consensus. No clean current or peer multiple is available for SUN. The desk says its price reflects less growth than its forecast. Revenue growth of 164.55% is the broken thesis pillar. Our model puts the next-quarter miss risk at 40%. Peer multiples imply a price about 11% above where it trades. The thesis is broken, and this read is provisional.
Trailing returns as of 2026-10-14. SUN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering SUN (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare SUN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SUN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-10-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Oil & Gas Refining & Marketing — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SUN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete integration and realize benefits from Parkland acquisition
Acquisition supports integration and growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Acquisitions support growth and integration objectives.
Advances: Drive adjusted EBITDA growth to $3.1-$3.3 billion in 2026
New guidance exceeds previous EBITDA growth target.
Advances: Target annual distribution growth rate of at least 5% in 2026
Dividend hike supports distribution growth target.
Advances: Target annual distribution growth rate of at least 5% in 2026
Earnings beat and dividend growth pledge support distribution growth.