SUN vs AGNCN

Comparison between Sunoco LP (SUN, Company) and AGNC Investment Corp (AGNCN, Company).

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

5-Year PerformanceSUN has outperformed AGNCN, delivering a return of +19.6% compared to +8.6%

SUN vs AGNCN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUN(COMPANY)	AGNCN(COMPANY)
Market Cap	$8.73B	$8.78B
Max Drawdown	79.87%	53.98%
Sharpe Ratio	1.07	1.21
5Y Beta	0.37	0.06
Industry	Oil & Gas Refining & Marketing	Reit - Mortgage
P/E Ratio	9.99	N/A
Forward P/E	12.90	N/A
PEG Ratio	0.75	N/A
Dividend Yield	5.90%	5.56%
5Y Dividends CAGR	13.42%	11.31%
5Y EPS CAGR	0.77%	N/A
Debt to Equity	57.77%	N/A
Free Cash Flow Yield	9.56%	N/A
P/S Ratio	N/A	4.89

Market Cap

SUN

$8.73B

Winner

AGNCN

$8.78B

Max Drawdown

SUN

79.87%

Winner

AGNCN

53.98%

Sharpe Ratio

SUN

1.07

Winner

AGNCN

1.21

5Y Beta

SUN

0.37

Winner

AGNCN

0.06

Industry

SUN

Oil & Gas Refining & Marketing

AGNCN

Reit - Mortgage

P/E Ratio

SUN

9.99

AGNCN

N/A

Forward P/E

SUN

12.90

AGNCN

N/A

PEG Ratio

SUN

0.75

AGNCN

N/A

Dividend Yield

Winner

SUN

5.90%

AGNCN

5.56%

5Y Dividends CAGR

Winner

SUN

13.42%

AGNCN

11.31%

5Y EPS CAGR

SUN

0.77%

AGNCN

N/A

Debt to Equity

SUN

57.77%

AGNCN

N/A

Free Cash Flow Yield

SUN

9.56%

AGNCN

N/A

P/S Ratio

SUN

N/A

AGNCN

4.89

SUN vs AGNCN - Historical Returns

Returns include dividend reinvestment.

Period	SUN	AGNCN
1 month	-10.32%	+0.70%
3 months	-2.56%	+3.39%
6 months	+25.18%	+5.34%
1 year	+27.37%	+10.52%
5 years(CAGR)	+19.60%	+8.63%
10 years(CAGR)	+18.03%	+8.84%
Max(CAGR)	+16.94%	+8.84%

SUN

-10.32%

Winner

AGNCN

+0.70%

SUN

-2.56%

Winner

AGNCN

+3.39%

Winner

SUN

+25.18%

AGNCN

+5.34%

Winner

SUN

+27.37%

AGNCN

+10.52%

5Y(CAGR)

Winner

SUN

+19.60%

AGNCN

+8.63%

10Y(CAGR)

Winner

SUN

+18.03%

AGNCN

+8.84%

Max(CAGR)

Winner

SUN

+16.94%

AGNCN

+8.84%

SUN vs AGNCN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SUN	AGNCN
2026	+24.18%	+4.41%
2025	+8.16%	+7.64%
2024	-3.70%	+14.40%
2023	+49.92%	+10.24%
2022	+13.29%	+6.49%
2021	+56.21%	+9.59%
2020	+5.58%	+5.42%
2019	+25.24%	+8.58%
2018	+6.01%	+4.60%
2017	+17.21%	+6.32%
2016	-24.42%	N/A
2015	-14.02%	N/A
2014	+58.77%	N/A
2013	+35.09%	N/A
2012	+9.95%	N/A

SUN vs AGNCN Drawdown Comparison

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

The maximum drawdown for AGNCN was -53.34%, occurring on Mar 18, 2020. Recovery took 218 trading sessions.

The current SUN drawdown is -12.05%. The current AGNCN drawdown is -0.27%.

Rank	SUN	AGNCN
#1	-65.45% Aug 22, 2014 - Feb 1, 2021	-53.34% Jan 30, 2020 - Dec 9, 2020
#2	-21.29% Mar 6, 2024 - Jan 12, 2026	-13.65% Jun 30, 2021 - Dec 2, 2022
#3	-20.82% Feb 1, 2022 - Nov 1, 2022	-7.17% Sep 29, 2023 - Dec 28, 2023
#4	-14.64% Mar 26, 2013 - Nov 6, 2013	-7.02% Mar 3, 2023 - May 24, 2023
#5	-12.99% May 19, 2026 - Jun 17, 2026	-6.03% Mar 27, 2025 - Jul 2, 2025
#6	-12.50% Feb 6, 2023 - Aug 30, 2023	-4.96% Oct 31, 2017 - Jun 5, 2018
#7	-12.17% Dec 28, 2023 - Feb 15, 2024	-3.77% Sep 18, 2018 - Feb 15, 2019
#8	-12.06% Mar 4, 2014 - Apr 28, 2014	-2.67% Feb 13, 2026 - Apr 13, 2026
#9	-9.10% Oct 19, 2021 - Jan 4, 2022	-2.34% Dec 30, 2020 - Mar 2, 2021
#10	-8.43% Jun 11, 2021 - Aug 3, 2021	-2.09% Jul 20, 2018 - Aug 20, 2018
#11	-8.18% Sep 28, 2023 - Oct 18, 2023	-1.94% Oct 23, 2025 - Dec 24, 2025
#12	-7.27% Apr 28, 2014 - May 19, 2014	-1.89% Jun 21, 2021 - Jun 30, 2021
#13	-7.02% Nov 12, 2012 - Jan 2, 2013	-1.82% Aug 18, 2023 - Aug 31, 2023
#14	-6.86% Feb 8, 2013 - Feb 26, 2013	-1.68% Sep 6, 2019 - Nov 14, 2019
#15	-6.57% Feb 8, 2021 - Apr 6, 2021	-1.65% Nov 5, 2024 - Dec 31, 2024

Correlation

Correlation between SUN and AGNCN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2012 - 2026)

SUN vs AGNCN dividend yield comparison.

Year	SUN	AGNCN
2026	3.03%	2.18%
2025	6.89%	9.60%
2024	6.74%	10.37%
2023	5.59%	10.57%
2022	7.66%	7.47%
2021	8.09%	6.81%
2020	11.47%	6.87%
2019	10.79%	6.74%
2018	12.14%	6.92%
2017	11.63%	2.70%
2016	12.16%	0.00%
2015	6.78%	0.00%
2014	4.12%	0.00%
2013	5.43%	0.00%
2012	0.11%	0.00%