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PSO vs SUN

Comparison between Pearson plc (PSO, Company) and Sunoco LP (SUN, Company).

PSO is from the Communication Services sector, while SUN is from the Energy sector.

5-Year PerformanceSUN has outperformed PSO, delivering a return of +23.2% compared to +8.8%

PSO vs SUN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PSO
$10B
SUN
$10B
Max Drawdown
PSO
87.64%
Winner
SUN
79.87%
Sharpe Ratio
PSO
0.58
Winner
SUN
1.77
5Y Beta
PSO
0.38
Winner
SUN
0.33
Industry
PSO
Publishing
SUN
Oil & Gas Refining & Marketing
P/E Ratio
Winner
PSO
10.85
SUN
11.95
Forward P/E
PSO
21.69
Winner
SUN
15.38
PEG Ratio
Winner
PSO
0.21
SUN
0.90
Dividend Yield
PSO
2.06%
Winner
SUN
5.01%
5Y Dividends CAGR
Winner
PSO
16.18%
SUN
13.42%
5Y EPS CAGR
PSO
N/A
SUN
0.77%
Debt to Equity
Winner
PSO
40.67%
SUN
57.77%
Free Cash Flow Yield
Winner
PSO
14.28%
SUN
7.99%

PSO vs SUN - Historical Returns

Returns include dividend reinvestment.

1M
PSO
+7.00%
Winner
SUN
+14.31%
3M
PSO
+11.08%
Winner
SUN
+14.36%
6M
PSO
+24.13%
Winner
SUN
+34.94%
1Y
PSO
+13.90%
Winner
SUN
+51.44%
5Y(CAGR)
PSO
+8.75%
Winner
SUN
+23.21%
10Y(CAGR)
PSO
+5.47%
Winner
SUN
+19.72%
Max(CAGR)
PSO
+2.15%
Winner
SUN
+18.18%

PSO vs SUN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSOSUN
2026+19.24%+45.87%
2025-10.46%+8.16%
2024+35.22%-3.70%
2023+12.17%+49.92%
2022+37.33%+13.29%
2021-6.26%+56.21%
2020+12.25%+5.58%
2019-27.39%+25.24%
2018+23.14%+6.01%
2017+4.59%+17.21%
2016-0.43%-24.42%
2015-37.99%-14.02%
2014-12.35%+58.77%
2013+18.22%+35.09%
2012+5.22%+9.95%
2011+22.51%N/A
2010+14.46%N/A
2009+54.81%N/A
2008-30.71%N/A
2007-0.04%N/A
2006+29.31%N/A
2005+2.59%N/A
2004+12.20%N/A
2003+24.35%N/A
2002-20.05%N/A
2001-47.52%N/A
2000-28.44%N/A
1999+43.81%N/A

PSO vs SUN Drawdown Comparison

The maximum drawdown for PSO was -81.60%, occurring on Feb 26, 2003. Recovery took 6283 trading sessions.

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

The current PSO drawdown is -8.92%. The current SUN drawdown is -1.79%.

RankPSOSUN
#1-81.60%
Mar 7, 2000 - Feb 28, 2025
-65.45%
Aug 22, 2014 - Feb 1, 2021
#2-30.71%
Mar 4, 2025 - Jul 13, 2026
-21.29%
Mar 6, 2024 - Jan 12, 2026
#3-22.62%
Feb 9, 2000 - Mar 7, 2000
-20.82%
Feb 1, 2022 - Nov 1, 2022
#4-14.29%
Dec 31, 1999 - Jan 11, 2000
-14.64%
Mar 26, 2013 - Nov 6, 2013
#5-13.03%
Jan 25, 2000 - Feb 9, 2000
-13.96%
May 19, 2026 - Jul 14, 2026
#6-9.80%
Dec 13, 1999 - Dec 22, 1999
-12.50%
Feb 6, 2023 - Aug 30, 2023
#7-8.92%
Jul 13, 2026 - Jul 23, 2026
-12.17%
Dec 28, 2023 - Feb 15, 2024
#8-6.03%
Nov 3, 1999 - Nov 17, 1999
-12.06%
Mar 4, 2014 - Apr 28, 2014
#9-5.72%
Jan 18, 2000 - Jan 24, 2000
-9.10%
Oct 19, 2021 - Jan 4, 2022
#10-4.48%
Nov 17, 1999 - Dec 7, 1999
-8.43%
Jun 11, 2021 - Aug 3, 2021
#11-2.70%
Jan 13, 2000 - Jan 18, 2000
-8.18%
Sep 28, 2023 - Oct 18, 2023
#12-0.76%
Dec 27, 1999 - Dec 30, 1999
-7.27%
Apr 28, 2014 - May 19, 2014
#13-0.29%
Feb 28, 2025 - Mar 4, 2025
-7.02%
Nov 12, 2012 - Jan 2, 2013
#14N/A-6.86%
Feb 8, 2013 - Feb 26, 2013
#15N/A-6.57%
Feb 8, 2021 - Apr 6, 2021

Correlation

Correlation between PSO and SUN is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51
-101

Dividend Comparison (2000 - 2026)

PSO vs SUN dividend yield comparison.

YearPSOSUN
20261.46%2.58%
20252.12%6.89%
20241.82%6.74%
20232.21%5.59%
20222.40%7.66%
20213.27%8.09%
20202.74%11.47%
20192.90%10.79%
20181.96%12.14%
20175.14%11.63%
20167.28%12.16%
20157.48%6.78%
20144.46%4.12%
20133.13%5.43%
20123.49%0.11%
20113.43%0.00%
20103.49%0.00%
20093.62%0.00%
20086.75%0.00%
20074.06%0.00%
20063.30%0.00%
20054.00%0.00%
20043.64%0.00%
20033.63%0.00%
20023.98%0.00%
20012.87%0.00%
20001.37%0.00%

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