SUN vs BROS

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

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

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

SUN vs BROS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

SUN

$8.54B

BROS

$8.54B

Max Drawdown

SUN

79.87%

Winner

BROS

70.09%

Sharpe Ratio

Winner

SUN

1.30

BROS

0.28

5Y Beta

Winner

SUN

0.36

BROS

1.51

Industry

SUN

Oil & Gas Refining & Marketing

BROS

Restaurants

P/E Ratio

Winner

SUN

9.77

BROS

113.08

Forward P/E

Winner

SUN

13.66

BROS

81.97

PEG Ratio

Winner

SUN

0.74

BROS

2.06

Dividend Yield

SUN

5.80%

BROS

N/A

5Y Dividends CAGR

SUN

13.42%

BROS

N/A

5Y EPS CAGR

SUN

0.77%

BROS

N/A

Debt to Equity

SUN

57.77%

Winner

BROS

28.62%

Free Cash Flow Yield

Winner

SUN

9.77%

BROS

1.06%

P/S Ratio

Winner

SUN

0.38

BROS

6.73

P/B Ratio

Winner

SUN

1.40

BROS

13.23

SUN vs BROS - Historical Returns

Returns include dividend reinvestment.

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

SUN

-2.11%

Winner

BROS

+34.09%

SUN

+1.36%

Winner

BROS

+49.58%

Winner

SUN

+29.31%

BROS

+12.22%

Winner

SUN

+33.37%

BROS

+6.48%

5Y(CAGR)

Winner

SUN

+20.30%

BROS

+15.10%

10Y(CAGR)

SUN

+18.94%

BROS

N/A

Max(CAGR)

Winner

SUN

+17.31%

BROS

+15.10%

SUN vs BROS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SUN	BROS
2026	+30.05%	+15.56%
2025	+8.16%	+8.72%
2024	-3.70%	+68.64%
2023	+49.92%	+16.61%
2022	+13.29%	-46.22%
2021	+56.21%	+38.79%
2020	+5.58%	N/A
2019	+25.24%	N/A
2018	+6.01%	N/A
2017	+17.21%	N/A
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 BROS Drawdown Comparison

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

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

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

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