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FRT vs SUN

Comparison between Federal Realty Investment Trust. (FRT, Company) and Sunoco LP (SUN, Company).

FRT is from the Real Estate sector, while SUN is from the Energy sector.

5-Year PerformanceSUN has outperformed FRT, delivering a return of +22.5% compared to +3.7%

FRT vs SUN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FRT
$11B
SUN
$11B
Max Drawdown
Winner
FRT
61.37%
SUN
79.87%
Sharpe Ratio
FRT
1.48
Winner
SUN
1.55
5Y Beta
FRT
0.57
Winner
SUN
0.32
Industry
FRT
Reit - Retail
SUN
Oil & Gas Refining & Marketing
P/E Ratio
FRT
20.76
Winner
SUN
12.03
Forward P/E
FRT
42.37
Winner
SUN
15.75
PEG Ratio
Winner
FRT
0.32
SUN
0.91
Dividend Yield
FRT
3.68%
Winner
SUN
5.17%
5Y Dividends CAGR
FRT
5.80%
Winner
SUN
13.42%
5Y EPS CAGR
Winner
FRT
29.35%
SUN
0.77%
Debt to Equity
Winner
FRT
0.00%
SUN
57.77%
Free Cash Flow Yield
FRT
5.97%
Winner
SUN
7.94%
P/S Ratio
FRT
7.98
Winner
SUN
0.47
P/B Ratio
FRT
3.31
Winner
SUN
1.73

FRT vs SUN - Historical Returns

Returns include dividend reinvestment.

1M
FRT
-2.20%
Winner
SUN
+8.91%
3M
FRT
+1.92%
Winner
SUN
+11.59%
6M
FRT
+13.73%
Winner
SUN
+29.63%
1Y
FRT
+32.04%
Winner
SUN
+48.51%
5Y(CAGR)
FRT
+3.72%
Winner
SUN
+22.55%
10Y(CAGR)
FRT
+0.54%
Winner
SUN
+19.39%
Max(CAGR)
FRT
+11.79%
Winner
SUN
+18.01%

FRT vs SUN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFRTSUN
2026+21.46%+43.89%
2025-4.27%+8.16%
2024+10.55%-3.70%
2023+4.98%+49.92%
2022-22.89%+13.29%
2021+71.67%+56.21%
2020-28.65%+5.58%
2019+14.66%+25.24%
2018-8.78%+6.01%
2017-4.46%+17.21%
2016+0.62%-24.42%
2015+10.42%-14.02%
2014+35.92%+58.77%
2013-0.85%+35.09%
2012+18.73%+9.95%
2011+17.07%N/A
2010+20.40%N/A
2009+19.49%N/A
2008-21.50%N/A
2007+0.03%N/A
2006+42.57%N/A
2005+23.58%N/A
2004+39.95%N/A
2003+43.36%N/A
2002+31.72%N/A
2001+31.86%N/A
2000+10.87%N/A
1999+2.73%N/A

FRT vs SUN Drawdown Comparison

The maximum drawdown for FRT was -57.45%, occurring on Mar 2, 2009. Recovery took 855 trading sessions.

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

The current FRT drawdown is -7.25%. The current SUN drawdown is -4.95%.

RankFRTSUN
#1-57.45%
Oct 5, 2007 - Feb 28, 2011
-65.45%
Aug 22, 2014 - Feb 1, 2021
#2-56.51%
Aug 1, 2016 - May 21, 2026
-21.29%
Mar 6, 2024 - Jan 12, 2026
#3-25.68%
Apr 1, 2004 - Sep 7, 2004
-20.82%
Feb 1, 2022 - Nov 1, 2022
#4-22.95%
Feb 7, 2007 - Oct 5, 2007
-14.64%
Mar 26, 2013 - Nov 6, 2013
#5-17.85%
May 15, 2013 - Mar 31, 2014
-13.96%
May 19, 2026 - Jul 14, 2026
#6-16.59%
Jul 22, 2011 - Aug 30, 2011
-12.50%
Feb 6, 2023 - Aug 30, 2023
#7-16.31%
Mar 23, 2015 - Nov 5, 2015
-12.17%
Dec 28, 2023 - Feb 15, 2024
#8-15.37%
Apr 12, 2002 - Dec 3, 2002
-12.06%
Mar 4, 2014 - Apr 28, 2014
#9-15.28%
Nov 4, 1999 - Jan 6, 2000
-9.10%
Oct 19, 2021 - Jan 4, 2022
#10-14.30%
Aug 22, 2001 - Nov 16, 2001
-8.43%
Jun 11, 2021 - Aug 3, 2021
#11-14.14%
Mar 29, 2006 - Sep 12, 2006
-8.18%
Sep 28, 2023 - Oct 18, 2023
#12-13.04%
Jul 28, 2005 - Nov 22, 2005
-7.27%
Apr 28, 2014 - May 19, 2014
#13-11.97%
Jan 10, 2000 - Apr 6, 2000
-7.02%
Nov 12, 2012 - Jan 2, 2013
#14-11.14%
May 18, 2000 - May 21, 2001
-6.86%
Feb 8, 2013 - Feb 26, 2013
#15-10.99%
Dec 30, 2004 - Apr 22, 2005
-6.57%
Feb 8, 2021 - Apr 6, 2021

Correlation

Correlation between FRT and SUN is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (1999 - 2026)

FRT vs SUN dividend yield comparison.

YearFRTSUN
20262.88%2.61%
20254.39%6.89%
20242.93%6.74%
20234.21%5.59%
20224.26%7.66%
20213.13%8.09%
20204.96%11.47%
20193.22%10.79%
20183.42%12.14%
20172.98%11.63%
20162.70%12.16%
20152.48%6.78%
20142.47%4.12%
20132.98%5.43%
20123.48%0.11%
20113.00%0.00%
20103.41%0.00%
20093.87%0.00%
20084.06%0.00%
20072.88%0.00%
20062.89%0.00%
20053.91%0.00%
20043.85%0.00%
20035.08%0.00%
20026.86%0.00%
20018.26%0.00%
20009.68%0.00%
19992.39%0.00%

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