Sunoco（SUN）株式概要
Sunoco LPはその子会社と共に、米国でエネルギー・インフラストラクチャーと自動車燃料の流通に従事している。 詳細
SUN Community Fair Values
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Analyst Price Targets
Sunoco LP 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$79.13 |
| 52週高値 | US$79.49 |
| 52週安値 | US$47.98 |
| ベータ | 0.42 |
| 1ヶ月の変化 | 4.70% |
| 3ヶ月変化 | 24.54% |
| 1年変化 | 58.29% |
| 3年間の変化 | 70.28% |
| 5年間の変化 | 114.44% |
| IPOからの変化 | 245.39% |
最新ニュース
Seeking Alpha • Sep 11
Update On Sunoco As The Stock Migrates From New York To Texas
Summary Sunoco LP is reiterated as a Buy, driven by robust earnings, accretive acquisitions, and an attractive 5.25% dividend yield. SUN's refining margins have surged, with gasoline and distillate crack spreads reaching record highs, supporting strong revenue and profit growth. Geopolitical tensions in the Middle East and Ukraine have elevated oil prices, benefiting SUN but introducing significant volatility risk. SUN's upcoming move to the Texas Stock Exchange reflects strategic alignment with favorable tax and political environments for traditional energy. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 12
SUN: Acquisition Pipeline And Rising Distributions Will Drive Future Cash Returns
Analysts now place Sunoco's fair value at about $83, up from $80, citing updates to revenue growth expectations, profit margin forecasts, and a lower assumed future P/E multiple. What’s in the News for Sunoco Sunoco LP agreed to acquire Offen Petroleum in an all cash transaction valued at about US$600 million, adding a fuel distribution network that serves roughly 7,000 customers and more than 800 retail stations across several US regions, with closing targeted for the fourth quarter of 2026.Recent updates
Seeking Alpha • Sep 11
Update On Sunoco As The Stock Migrates From New York To Texas
Summary Sunoco LP is reiterated as a Buy, driven by robust earnings, accretive acquisitions, and an attractive 5.25% dividend yield. SUN's refining margins have surged, with gasoline and distillate crack spreads reaching record highs, supporting strong revenue and profit growth. Geopolitical tensions in the Middle East and Ukraine have elevated oil prices, benefiting SUN but introducing significant volatility risk. SUN's upcoming move to the Texas Stock Exchange reflects strategic alignment with favorable tax and political environments for traditional energy. Read the full article on Seeking Alphaナラティブ更新 • Aug 12
SUN: Acquisition Pipeline And Rising Distributions Will Drive Future Cash Returns
Analysts now place Sunoco's fair value at about $83, up from $80, citing updates to revenue growth expectations, profit margin forecasts, and a lower assumed future P/E multiple. What’s in the News for Sunoco Sunoco LP agreed to acquire Offen Petroleum in an all cash transaction valued at about US$600 million, adding a fuel distribution network that serves roughly 7,000 customers and more than 800 retail stations across several US regions, with closing targeted for the fourth quarter of 2026.ナラティブ更新 • Jul 29
SUN: Distribution Increases And Updated Cash Flow Assumptions Will Shape Future Outlook
Analysts have adjusted their price target for Sunoco to $80.00 from $76.29, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Sunoco Sunoco LP declared a quarterly distribution of US$1.0023 per common unit for the quarter ended June 30, 2026.ナラティブ更新 • Jul 14
SUN: Acquisitions And Rising Distribution Will Support Future Cash Flow Outlook
Analysts have adjusted their Sunoco price target to $76.29 from $74.13, reflecting updated views on fair value, the discount rate, and forward P/E assumptions. What’s in the News for Sunoco Sunoco reported a robust first quarter of 2026, with profit and revenue above estimates and full-year adjusted EBITDA guidance reaffirmed at US$3.1b to US$3.3b.ナラティブ更新 • Jun 23
SUN: Rising Distribution And Texas Expansion Will Support Cash Flow Outlook
The latest narrative update on Sunoco keeps the fair value unchanged at $74.13, with analysts pointing to only minor adjustments in discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in the overall outlook. What’s in the News for Sunoco Sunoco LP reported strong Q1 2026 earnings and revenue that surpassed estimates, supported by higher motor fuel sales volumes and profit per gallon across its Fuel Distribution, Pipeline Systems, Terminals, and Refinery segments.分析記事 • Jun 19
Sunoco (SUN) Stock Could Be 14.3% Undervalued Despite Its Recent Pullback
Sunoco (SUN) shares recently moved as investors revisited the fuel distributor’s latest financial metrics, including its US$30,712.0m revenue and US$539.0m net income, alongside mixed short term returns and stronger long term totals. See our latest analysis for Sunoco. At a share price of US$63.50, Sunoco’s recent 1 month share price return is down 12.05%, although its year to date share price return of 20.42% and 1 year total shareholder return of 27.44% point to momentum that has been...ナラティブ更新 • Jun 07
SUN: Rising Distributions And Texas Acquisition Will Support Steady Forward Outlook
Analysts have raised their price target on Sunoco from $67.25 to $74.13, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E, which they view as more closely aligned with the company’s current outlook. What's in the News Sunoco reported Q1 2026 earnings and revenue that were above estimates, with higher motor fuel sales volumes and profit per gallon contributing across the Fuel Distribution, Pipeline Systems, Terminals and Refinery segments.ナラティブ更新 • Apr 27
SUN: Rising Distributions And Debt Offering Will Support Steady Forward Outlook
Analysts have kept their average price target for Sunoco steady at $67.25, citing slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E expectations as the key drivers behind the unchanged view. What's in the News Sunoco LP declared a quarterly distribution of $0.9899 per common unit, or $3.9596 annualized, for the quarter ended March 31, 2026.ナラティブ更新 • Apr 11
SUN: Fixed Income Offering And Rising Distribution Will Support Fair Value Outlook
Analysts have kept Sunoco's fair value estimate steady at $67.25, citing slightly adjusted discount rate and forward P/E inputs as the key drivers behind the unchanged price target. What's in the News BofA Securities, Inc.ナラティブ更新 • Mar 27
SUN: Fixed Income Offering And Distribution Policy Will Support Fair Value Outlook
Analysts have raised their Sunoco price target from $65.88 to $67.25, citing updated assumptions about the discount rate, profit margin, and future P/E as the key drivers behind the change. What's in the News BofA Securities, Inc.ナラティブ更新 • Mar 13
SUN: Fixed Income Deal And Higher Distribution Will Support Fairly Valued Outlook
Analysts have kept their Sunoco price target effectively unchanged at about $65.88, citing steady assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as support for maintaining this level. What's in the News BofA Securities, Inc.ナラティブ更新 • Feb 27
SUN: Future Distribution Stability Will Balance Racing Partnership Ambitions
Analysts have raised their Sunoco price target from $64.71 to $65.88, reflecting updated views on revenue growth assumptions, profit margins, and the P/E multiple applied to the stock. What's in the News Sunoco LP declared a quarterly distribution of $0.9317 per common unit, or $3.7268 on an annualized basis, for the quarter ended December 31, 2025, with payment scheduled for February 19, 2026 to holders of record on February 6, 2026 (Key Developments).Seeking Alpha • Apr 28
Sunoco: Tariff Resistant But Fairly Valued (Rating Downgrade)
Summary Shares of Sunoco LP have shown strong performance, returning about 10% over the past year, driven by stable cash flow and secure dividends. SUN operates a resilient fuel distribution business with limited commodity risk, benefiting from take-or-pay contracts and strategic acquisitions like NuStar. Despite economic uncertainties, the Company's strong balance sheet and conservative growth spending strategy support continued distribution growth and financial stability. Given current valuation and limited capital appreciation potential, I am downgrading Sunoco shares to a 'Hold' for income-focused investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Sunoco: Have Your Growth, And Income Too
Summary Sunoco LP is a leading midstream company with a robust asset base, rising margins, and a well-supported 6.2% yield, making it attractive for income investors. The NuStar acquisition expanded SUN's infrastructure, driving record EBITDA growth and positioning the company for long-term success, with $150 million in expected synergies by 2027. Favorable industry dynamics, including constrained pipeline and storage capacity, enhance the value of SUN's existing assets, ensuring strong demand and utilization. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Sunoco: Excess Retained Cash Flow Creates An Opportunity (Rating Upgrade)
Summary Sunoco LP has underperformed the market, gaining only 4% over the past year, but its integration of NuStar assets has been successful, boosting EBITDA and DCF significantly. Despite a rise in G&A expenses due to the NuStar acquisition, SUN achieved $60 million in synergies, with management confident in hitting $125 million next year. The company's balance sheet has recovered quickly, achieving a 4x net debt/EBITDA leverage target, allowing for potential capital returns to unitholders, though distribution growth will be gradual. With a solid financial position and a potential 14% return over three years, I am upgrading Sunoco shares to a buy, expecting shares to return towards $60. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Sunoco-NuStar Transformation Will Fuel Growth And Secure Dividend
Summary Sunoco LP's acquisition of NuStar Energy creates a vertically integrated oil and gas giant with a market cap of $7.36 billion and extensive pipeline and terminal assets. The Q2 2024 earnings report shows successful initial integration, with adjusted EPS of $1.48 and total revenue of $6.17 billion, beating analyst expectations. Despite increased debt from the acquisition, Sunoco's strong top-line performance and distributable cash flow support a healthy dividend yield of 6.56%. S&P and other credit agencies upgraded SUN's ratings, expecting EBITDA expansion and deleveraging to about 4x by fiscal 2026, justifying a Buy rating. Read the full article on Seeking Alpha
新しいナラティブ • Aug 27
Decisive Moves And Acquisitions Set To Fuel Revenue And Net Margin Growth
Sunoco's strategic moves, including joint ventures and acquisitions, aim to enhance operational efficiencies, market reach, and cost savings, indicating potential revenue growth.Seeking Alpha • Aug 12
Examining Sunoco LP After The NuStar Energy Acquisition
Summary Sunoco LP distributes motor fuels to independent dealers, distributors, and commercial customers in over 40 states, totaling 8.3 billion gallons in 2023, via five subsidiary oil companies. Recent M&A activity includes acquisitions of transportation terminals, processing facilities, and convenience stores, culminating in the transformational acquisition of NuStar Energy LP for $7.3 billion. I create pro forma financial statements by combining recent financial results of NuStar and Sunoco to evaluate the investability of the senior notes and the common units after the merger. The senior debt is slightly speculative due to Sunoco's high leverage levels, while the common units are currently overpriced. I set a price target of $38.92 on the common units. Read the full article on Seeking AlphaSeeking Alpha • Jun 19
Sunoco: IDR Burden Offsets Solid Business Fundamentals
Summary Sunoco LP shares have performed well over the past year, but have generated just a 10% return compared to the market's 30% gain since my last article. Recent acquisitions and transactions have diversified and enlarged Sunoco's business, with a reaffirmed adjusted EBITDA guidance and increased synergies from NuStar. Sunoco's fee-based cash flows provide predictability, but incremental IDR payments limit long-term distribution growth potential, likely making it a market performer. Read the full article on Seeking AlphaSeeking Alpha • Apr 12
Sunoco LP: Big Deal Coming In 2024 - Mr. Market Says 'So What?'
Summary Sunoco LP is set to acquire NuStar Energy L.P. in a $7.3 billion deal, combining the largest US fuel distributor with a major midstream company. The acquisition is expected to close in Q2 2024 and will allow Sunoco to reduce leverage and increase cash flow. Sunoco's earnings for 2023 saw a record high in adjusted EBITDA, while its dividend yield is currently at 6.18%. Read the full article on Seeking AlphaSeeking Alpha • Jan 25
A Fair Deal Between Sunoco And NuStar Energy
Summary Sunoco announces acquisition of NuStar Energy in a $7.3 billion all-equity deal, causing Sunoco's shares to drop and NuStar Energy's shares to rise. The deal involves NuStar Energy shareholders receiving 0.400 of a share of Sunoco stock for each share they own. The integration of the two companies is expected to result in $150 million worth of synergies and $50 million in annual savings from refinancing and paying off existing securities. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
Sunoco: An Attractive Investment Prospect At An Unattractive Price Point
Summary Sunoco LP has delivered impressive stock performance, trading at historic highs and surpassing revenue expectations. Concerns for potential investors include a decline in YoY revenue and a high payout ratio. Sunoco has taken strategic actions to improve its financial health and growth opportunities, such as divesting convenience stores and considering the acquisition of international liquid fuel terminals. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Sunoco Q3: Operational Performance Has Been Strong, But Stock Looks Fairly Valued
Summary SUN reported solid Q3 results, with strong volume growth. The company raised its full-year adjusted EBITDA outlook for the second time this year. While its operational performance has been strong, the stock looks fairly valued at the moment. Read the full article on Seeking Alpha株主還元
| SUN | US Oil and Gas | US 市場 | |
|---|---|---|---|
| 7D | 4.7% | 1.4% | -1.5% |
| 1Y | 58.3% | 41.3% | 13.3% |
業界別リターン: SUN過去 1 年間で41.3 % の収益を上げたUS Oil and Gas業界を上回りました。
リターン対市場: SUN過去 1 年間で13.3 % の収益を上げたUS市場を上回りました。
価格変動
| SUN volatility | |
|---|---|
| SUN Average Weekly Movement | 4.4% |
| Oil and Gas Industry Average Movement | 5.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: SUN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SUNの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1960 | 8,910 | Joe Kim | www.sunocolp.com |
Sunoco LPは、その子会社とともに、米国でエネルギー・インフラストラクチャーと自動車燃料の流通に従事している。4つのセグメントで事業を展開している：燃料配給、パイプライン・システム、製油所、ターミナルである。燃料配給事業では、自動車燃料やプロパン、潤滑油などの石油製品を、第三者のディーラーや販売店、委託販売先の独立経営者、その他自動車燃料の商業消費者、小売店に配給し、不動産物件を賃貸している。当セグメントはまた、店内商品、直営小売店のフードサービス、クレジットカード処理、洗車、宝くじ、その他のサービスなど、燃料以外の商品も提供している。パイプライン・システム部門には、精製品、原油、アンモニアのパイプラインとターミナルからなる統合パイプライン・ネットワークが含まれる。ターミナル部門は、トランスミックス処理施設と精製製品ターミナルを運営し、混合、添加剤注入、ハンドリング、フィルターサービスを提供している。同社は以前Susser Petroleum Partners LPとして知られ、2014年にSunoco LPに社名変更した。Sunoco LPは1960年に設立され、テキサス州ダラスに本社を置いている。
Sunoco LP 基礎のまとめ
| SUN 基礎統計学 | |
|---|---|
| 時価総額 | US$10.63b |
| 収益（TTM） | US$623.00m |
| 売上高(TTM) | US$39.58b |
17.4x
PER（株価収益率0.3x
P/SレシオSUN は割高か？
公正価値と評価分析を参照収益と収入
| SUN 損益計算書（TTM） | |
|---|---|
| 収益 | US$39.58b |
| 売上原価 | US$34.86b |
| 売上総利益 | US$4.72b |
| その他の費用 | US$4.10b |
| 収益 | US$623.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.55 |
| グロス・マージン | 11.93% |
| 純利益率 | 1.57% |
| 有利子負債／自己資本比率 | 152.3% |
SUN の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
5.1%
現在の配当利回り84%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/14 08:23 |
| 終値 | 2026/09/14 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Sunoco LP 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23
| アナリスト | 機関 |
|---|---|
| Ethan Bellamy | Baird |
| "Theresa Chen | Barclays |
| Theresa Chen | Barclays |