BROS vs SUN

Comparison between Dutch Bros Inc - Class A (BROS, Company) and Sunoco LP (SUN, Company).

BROS is from the Consumer Cyclical sector, while SUN is from the Energy sector.

5-Year PerformanceSUN has outperformed BROS, delivering a return of +20.3% compared to +15.1%

BROS vs SUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BROS(COMPANY)	SUN(COMPANY)
Market Cap	$8.54B	$8.54B
Max Drawdown	70.09%	79.87%
Sharpe Ratio	0.28	1.30
5Y Beta	1.51	0.36
Industry	Restaurants	Oil & Gas Refining & Marketing
P/E Ratio	113.08	9.77
Forward P/E	81.97	13.66
PEG Ratio	2.06	0.74
Dividend Yield	N/A	5.80%
5Y Dividends CAGR	N/A	13.42%
5Y EPS CAGR	N/A	0.77%
Debt to Equity	28.62%	57.77%
Free Cash Flow Yield	1.06%	9.77%
P/S Ratio	6.73	0.38
P/B Ratio	13.23	1.40

Market Cap

BROS

$8.54B

Winner

SUN

$8.54B

Max Drawdown

Winner

BROS

70.09%

SUN

79.87%

Sharpe Ratio

BROS

0.28

Winner

SUN

1.30

5Y Beta

BROS

1.51

Winner

SUN

0.36

Industry

BROS

Restaurants

SUN

Oil & Gas Refining & Marketing

P/E Ratio

BROS

113.08

Winner

SUN

9.77

Forward P/E

BROS

81.97

Winner

SUN

13.66

PEG Ratio

BROS

2.06

Winner

SUN

0.74

Dividend Yield

BROS

N/A

SUN

5.80%

5Y Dividends CAGR

BROS

N/A

SUN

13.42%

5Y EPS CAGR

BROS

N/A

SUN

0.77%

Debt to Equity

Winner

BROS

28.62%

SUN

57.77%

Free Cash Flow Yield

BROS

1.06%

Winner

SUN

9.77%

P/S Ratio

BROS

6.73

Winner

SUN

0.38

P/B Ratio

BROS

13.23

Winner

SUN

1.40

BROS vs SUN - Historical Returns

Returns include dividend reinvestment.

Period	BROS	SUN
1 month	+34.09%	-2.11%
3 months	+49.58%	+1.36%
6 months	+12.22%	+29.31%
1 year	+6.48%	+33.37%
5 years(CAGR)	+15.10%	+20.30%
10 years(CAGR)	N/A	+18.94%
Max(CAGR)	+15.10%	+17.31%

Winner

BROS

+34.09%

SUN

-2.11%

Winner

BROS

+49.58%

SUN

+1.36%

BROS

+12.22%

Winner

SUN

+29.31%

BROS

+6.48%

Winner

SUN

+33.37%

5Y(CAGR)

BROS

+15.10%

Winner

SUN

+20.30%

10Y(CAGR)

BROS

N/A

SUN

+18.94%

Max(CAGR)

BROS

+15.10%

Winner

SUN

+17.31%

BROS vs SUN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BROS	SUN
2026	+15.56%	+30.05%
2025	+8.72%	+8.16%
2024	+68.64%	-3.70%
2023	+16.61%	+49.92%
2022	-46.22%	+13.29%
2021	+38.79%	+56.21%
2020	N/A	+5.58%
2019	N/A	+25.24%
2018	N/A	+6.01%
2017	N/A	+17.21%
2016	N/A	-24.42%
2015	N/A	-14.02%
2014	N/A	+58.77%
2013	N/A	+35.09%
2012	N/A	+9.95%

BROS vs SUN Drawdown Comparison

The maximum drawdown for BROS was -70.09%, occurring on Sep 27, 2023. Recovery took 824 trading sessions.

The maximum drawdown for SUN was -65.45%, occurring on Mar 18, 2020. Recovery took 1621 trading sessions.

The current BROS drawdown is -15.86%. The current SUN drawdown is -7.89%.

Rank	BROS	SUN
#1	-70.09% Nov 1, 2021 - Feb 13, 2025	-65.45% Aug 22, 2014 - Feb 1, 2021
#2	-45.31% Feb 18, 2025 - Mar 27, 2026	-21.29% Mar 6, 2024 - Jan 12, 2026
#3	-24.05% Sep 21, 2021 - Oct 18, 2021	-20.82% Feb 1, 2022 - Nov 1, 2022
#4	-9.27% Sep 16, 2021 - Sep 20, 2021	-14.64% Mar 26, 2013 - Nov 6, 2013
#5	-6.41% Oct 19, 2021 - Oct 22, 2021	-13.96% May 19, 2026 - Jun 24, 2026
#6	-3.61% Oct 26, 2021 - Oct 29, 2021	-12.50% Feb 6, 2023 - Aug 30, 2023
#7	-2.79% Oct 22, 2021 - Oct 26, 2021	-12.17% Dec 28, 2023 - Feb 15, 2024
#8	-1.88% Feb 13, 2025 - Feb 18, 2025	-12.06% Mar 4, 2014 - Apr 28, 2014
#9	N/A	-9.10% Oct 19, 2021 - Jan 4, 2022
#10	N/A	-8.43% Jun 11, 2021 - Aug 3, 2021
#11	N/A	-8.18% Sep 28, 2023 - Oct 18, 2023
#12	N/A	-7.27% Apr 28, 2014 - May 19, 2014
#13	N/A	-7.02% Nov 12, 2012 - Jan 2, 2013
#14	N/A	-6.86% Feb 8, 2013 - Feb 26, 2013
#15	N/A	-6.57% Feb 8, 2021 - Apr 6, 2021