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SUN vs DDS

Comparison between Sunoco LP (SUN, Company) and Dillard`s Inc - Class A (DDS, Company).

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

5-Year PerformanceDDS has outperformed SUN, delivering a return of +35.9% compared to +19.3%

SUN vs DDS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SUN
$9.05B
Winner
DDS
$9.10B
Max Drawdown
Winner
SUN
79.87%
DDS
93.03%
Sharpe Ratio
SUN
1.06
Winner
DDS
1.28
5Y Beta
Winner
SUN
0.37
DDS
0.92
Industry
SUN
Oil & Gas Refining & Marketing
DDS
Department Stores
P/E Ratio
Winner
SUN
10.35
DDS
14.78
Forward P/E
Winner
SUN
13.19
DDS
31.15
PEG Ratio
SUN
0.78
Winner
DDS
0.75
Dividend Yield
Winner
SUN
5.73%
DDS
0.20%
5Y Dividends CAGR
SUN
13.42%
Winner
DDS
120.68%
5Y EPS CAGR
SUN
0.77%
Winner
DDS
40.22%
Debt to Equity
SUN
57.77%
Winner
DDS
0.00%
Free Cash Flow Yield
Winner
SUN
9.23%
DDS
8.56%
P/S Ratio
Winner
SUN
0.39
DDS
1.44
P/B Ratio
Winner
SUN
1.45
DDS
4.70

SUN vs DDS - Historical Returns

Returns include dividend reinvestment.

1M
SUN
-5.74%
Winner
DDS
+13.78%
3M
SUN
+5.47%
Winner
DDS
+6.16%
6M
Winner
SUN
+25.20%
DDS
-10.62%
1Y
SUN
+28.96%
Winner
DDS
+58.28%
5Y(CAGR)
SUN
+19.35%
Winner
DDS
+35.93%
10Y(CAGR)
SUN
+18.68%
Winner
DDS
+30.43%
Max(CAGR)
Winner
SUN
+17.20%
DDS
+16.20%

SUN vs DDS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSUNDDS
2026+27.74%-4.37%
2025+8.16%+40.77%
2024-3.70%+12.99%
2023+49.92%+33.80%
2022+13.29%+35.50%
2021+56.21%+342.92%
2020+5.58%-8.53%
2019+25.24%+17.02%
2018+6.01%+0.01%
2017+17.21%-2.12%
2016-24.42%-4.53%
2015-14.02%-45.89%
2014+58.77%+29.54%
2013+35.09%+19.54%
2012+9.95%+102.10%
2011N/A+16.06%
2010N/A+104.25%
2009N/A+338.82%
2008N/A-77.74%
2007N/A-45.03%
2006N/A+38.49%
2005N/A-7.01%
2004N/A+65.46%
2003N/A+1.14%
2002N/A+0.26%
2001N/A+28.68%
2000N/A-37.32%
1999N/A+6.82%

SUN vs DDS Drawdown Comparison

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

The maximum drawdown for DDS was -92.93%, occurring on Nov 21, 2008. Recovery took 905 trading sessions.

The current SUN drawdown is -9.53%. The current DDS drawdown is -13.01%.

RankSUNDDS
#1-65.45%
Aug 22, 2014 - Feb 1, 2021
-92.93%
May 21, 2007 - Dec 21, 2010
#2-21.29%
Mar 6, 2024 - Jan 12, 2026
-83.71%
Apr 10, 2015 - May 17, 2021
#3-20.82%
Feb 1, 2022 - Nov 1, 2022
-58.77%
Jun 3, 2002 - Jun 15, 2006
#4-14.64%
Mar 26, 2013 - Nov 6, 2013
-53.35%
Jan 19, 2000 - Mar 22, 2001
#5-12.50%
Feb 6, 2023 - Aug 30, 2023
-49.58%
Nov 23, 2021 - Jan 13, 2023
#6-12.17%
Dec 28, 2023 - Feb 15, 2024
-42.44%
Apr 2, 2001 - Mar 6, 2002
#7-12.06%
Mar 4, 2014 - Apr 28, 2014
-42.02%
Feb 19, 2025 - Jul 28, 2025
#8-11.05%
May 19, 2026 - Jun 9, 2026
-34.75%
Jul 19, 2011 - Feb 28, 2012
#9-9.10%
Oct 19, 2021 - Jan 4, 2022
-33.67%
Feb 7, 2023 - Dec 15, 2023
#10-8.43%
Jun 11, 2021 - Aug 3, 2021
-30.10%
Apr 1, 2024 - Dec 24, 2024
#11-8.18%
Sep 28, 2023 - Oct 18, 2023
-24.26%
Jan 13, 2026 - May 18, 2026
#12-7.27%
Apr 28, 2014 - May 19, 2014
-19.08%
May 21, 2013 - Dec 20, 2013
#13-7.02%
Nov 12, 2012 - Jan 2, 2013
-18.69%
Aug 8, 2014 - Dec 29, 2014
#14-6.86%
Feb 8, 2013 - Feb 26, 2013
-17.79%
Sep 23, 2021 - Oct 18, 2021
#15-6.57%
Feb 8, 2021 - Apr 6, 2021
-14.54%
Oct 4, 2006 - Nov 14, 2006

Correlation

Correlation between SUN and DDS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

SUN vs DDS dividend yield comparison.

YearSUNDDS
20262.94%0.05%
20256.89%5.13%
20246.74%6.02%
20235.59%5.18%
20227.66%4.89%
20218.09%6.41%
202011.47%0.95%
201910.79%0.68%
201812.14%0.66%
201711.63%0.57%
201612.16%0.45%
20156.78%0.40%
20144.12%0.19%
20135.43%0.23%
20120.11%6.21%
20110.00%0.42%
20100.00%0.42%
20090.00%0.87%
20080.00%4.03%
20070.00%0.85%
20060.00%0.46%
20050.00%0.64%
20040.00%0.60%
20030.00%0.97%
20020.00%1.01%
20010.00%1.00%
20000.00%5.32%
19990.00%0.20%

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