Sunoco LP (SUN) AI Stock Analysis

Sunoco LP distributes and retails motor fuels across the United States. Headquartered in Dallas, Texas, the company operates through two segments: Fuel Distribution and Marketing, and All Other. The Fuel Distribution and Marketing segment purchases motor fuel from independent refiners and oil companies, distributing it to dealer stations, distributors, partnership-operated stations, and commission agent locations nationwide. The All Other segment operates retail convenience stores offering merchandise, foodservice, credit card processing, car washes, and lottery services, while also leasing real estate and operating terminal facilities on the Hawaiian Islands. As of December 31, 2021, the company operated 78 retail stores in Hawaii and New Jersey.

Between FY2020 and FY2025, revenue generated a 5-year CAGR of 18.7%, reaching $25.20B in FY2025 with an 11.1% annual growth rate following declines of 10.3% in FY2023 and 1.6% in FY2024. FY2025 net income stood at $527.0M with a net margin of 2.1% and EPS of $3.00, down from $716.0M and EPS of $4.21 in FY2024. Gross margin rose to 8.3% in FY2025, while operating margin was 3.7%. Across the trailing twelve months, revenue reached $39.58B with a profit margin of 2.9% and an operating margin of 4.1%. In the quarter ended June 30, 2026, quarterly revenue increased 164.5% and quarterly earnings expanded 185.0% year-over-year.

As of June 30, 2026, Sunoco LP held $773.0M in cash and short-term investments alongside $14.84B in total debt, leaving net debt at $14.07B. Total assets stood at $29.93B against shareholders' equity of $8.35B, producing a debt-to-equity ratio of 1.78 and a current ratio of 1.29. In FY2025, operating cash flow reached $1.19B and free cash flow was $615.0M. Capital expenditures used $577.0M and dividends paid totaled $657.0M.

Trading at $73.26, Sunoco LP has a market capitalization of $13.80B and an enterprise value of $28.21B. Its trailing P/E of 16.2x and forward P/E of 38.2x compare to the median of its US-listed Energy peers of 15.0x and 12.7x, respectively. The partnership's EV-to-EBITDA ratio of 9.5x is above the peer median of 8.0x, while its price-to-sales multiple of 0.3x is below the peer median of 1.8x. Over the past year, the stock gained 46.9%, outperforming the S&P 500 (SPY) return of 16.8%, and delivered a 5-year return of 147.9% versus 83.0% for the index.

Sunoco LP pays a quarterly dividend with an annual forward dividend of $4.01, translating to a dividend yield of 5.47%. Dividends have been paid for 15 consecutive years, with an annualized 5-year dividend growth rate of 1.8%. The company reported a dividend payout ratio of 149.6% and distributed $657.0M in dividends in FY2025. Its last ex-dividend date was August 7, 2026.

Wall Street analysts cover the stock with 4 Strong Buy, 3 Buy, and 0 Hold or Sell recommendations. The mean price target of $83.43 represents a 13.9% premium over the last close of $73.26. For the current fiscal year ending December 31, 2026, consensus expectations project EPS of $9.64 on revenue of $47.49B. Over the last 4 quarters, the partnership beat EPS estimates 1 time. The next earnings date is November 4, 2026.

This page is an AI-written research summary of Sunoco LP (SUN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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