SunocoCorp LLC (SUNC) AI Stock Analysis

NYSE: SUNCAI research summary: business, growth, valuation, analysts, bull and bear case.

SUNC AI stock analysis summary

AI Research

SunocoCorp LLC (SUNC) operates energy midstream infrastructure and fuel distribution networks across North America, the Greater Caribbean, and Europe. Trailing twelve months revenue reached $39.58B, reflecting a 164.5% year-over-year quarterly revenue growth in the period ended June 30, 2026. SUNC carries $14.84B in total debt alongside a 5.54% dividend yield.

Market cap
$3.73B
Revenue (TTM)
$39.58B
P/E
25.9x
1Y return
—
S&P 500 16.8%
Avg. target
$84.25
16.4% vs last close

Bull case

  • Trailing twelve months quarterly revenue grew 164.5% year-over-year as of June 30, 2026.
  • Analyst mean price target of $84.25 offers a 16.4% premium over the last close of $72.35.
  • SunocoCorp LLC offers an annual forward dividend of $4.01, translating to a 5.54% yield.

Bear case

  • Balance sheet debt is elevated at $14.84B compared to shareholders' equity of $2.55B, yielding a debt-to-equity ratio of 5.83.
  • Full-year FY2025 net income swung negative to -$5.0M despite $25.20B in revenue.
  • Trailing twelve months profit margin was thin at 0.8% alongside a return on assets of 2.7%.

What SunocoCorp does

SunocoCorp LLC engages in energy infrastructure and distribution of motor fuels in North America, the Greater Caribbean, and Europe. It operates through four segments: Fuel Distribution, Pipeline Systems, Terminals, and Refinery. Its midstream operations include a network of approximately 14,000 miles of pipeline and 160 terminals. It distributes its fuel to partner-branded retail locations, as well as to independent dealers and commercial customers, while offering credit card processing, car washes, lottery, and other services. Incorporated in 1886 and based in Dallas, Texas, the company operates as a subsidiary of Energy Transfer LP and employs 8,910 people.

Growth and profitability

SunocoCorp LLC generated revenue of $23.07B in FY2023, which slipped to $22.69B in FY2024 before expanding 11.1% to $25.20B in FY2025, producing a 2-year revenue CAGR of 4.5%. Gross margin widened from 5.1% in FY2023 to 8.3% in FY2025. Operating margin rose from 2.7% in FY2023 to 3.7% in FY2024 and FY2025. Net income moved from $394.0M in FY2023 to $874.0M in FY2024, followed by -$5.0M in FY2025. Over the trailing twelve months, revenue was $39.58B with a 4.1% operating margin, 0.8% profit margin, and EPS of $2.79. In the quarter ended June 30, 2026, quarterly revenue grew 164.5% year-over-year.

SUNC income statement →

Balance sheet and cash flow

As of June 30, 2026, SunocoCorp LLC held $773.0M in cash and short-term investments against $14.84B in total debt, resulting in net debt of $14.07B. Total assets stood at $29.93B and shareholders' equity was $2.55B, creating a debt-to-equity ratio of 5.83 and a current ratio of 1.29. In FY2025, operating cash flow reached $1.19B, funding $577.0M in capital expenditures and leaving free cash flow of $615.0M. During FY2025, the company paid $657.0M in dividends.

SUNC balance sheet →

Valuation and performance

SunocoCorp LLC trades at a trailing P/E of 25.9x, which is higher than the 15.0x median of its US-listed Energy peers. Its EV to EBITDA stands at 6.0x, below the 8.0x peer group median, while its price-to-sales ratio is 0.1x compared to 1.8x for the peer group. Enterprise value is $17.97B against a market cap of $3.73B. SunocoCorp LLC shares have returned 53.7% year-to-date, trading 10.7% above their 200-day average. In comparison, the SPY ETF generated a 1-year return of 16.8% and a 5-year return of 83.0%.

SUNC key metrics →

SUNC dividend

SunocoCorp LLC pays an annual forward dividend of $4.01 per share, representing a dividend yield of 5.54%. Payments occur on a Quarterly schedule, with the last ex-dividend date on August 7, 2026. The company reports a payout ratio of 68.9% and disbursed $657.0M in dividends during FY2025.

What analysts expect

Wall Street coverage includes 3 Strong Buy ratings, 1 Buy rating, and zero Hold, Sell, or Strong Sell ratings. The mean price target is $84.25, which is 16.4% above the last close of $72.35. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $47.01B and EPS of $11.44, representing 127.9% EPS growth. Over the last four quarters, the company topped EPS expectations 2 times. The next earnings date is November 3, 2026.

SUNC forecast and price target →

Key risks and what to watch

  • Net debt stands at $14.07B against $773.0M in cash and short-term investments.
  • SunocoCorp LLC beat analyst EPS estimates in only 2 of the last 4 quarters.
  • Trailing P/E of 25.9x stands above the US-listed Energy peer median of 15.0x.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this SUNC AI stock analysis

This page is an AI-written research summary of SunocoCorp LLC (SUNC). 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.

Related: SUNC income statement, SUNC balance sheet, SUNC key metrics, SUNC analyst forecast, SUNC chart. See the SUNC stock overview for the latest quote and news.

SUNC AI stock analysis FAQ

What is SunocoCorp LLC's dividend yield and payout schedule?

SunocoCorp LLC has a forward dividend yield of 5.54% based on an annual dividend of $4.01. The dividend is paid on a Quarterly basis, with a payout ratio of 68.9%.

How much debt does SunocoCorp LLC hold?

As of June 30, 2026, the company held $14.84B in total debt and $773.0M in cash and short-term investments, resulting in net debt of $14.07B. Its debt-to-equity ratio was 5.83.

What are analysts forecasting for SunocoCorp LLC's earnings?

For the fiscal year ending December 31, 2026, consensus estimates project EPS of $11.44 on revenue of $47.01B. For the following fiscal year, 3 analysts project EPS of $13.13 on revenue of $48.21B.

When is SunocoCorp LLC's next earnings date?

SunocoCorp LLC is scheduled to report its next earnings on November 3, 2026.

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