HF Sinclair Corporation (DINO) vs Sunoco LP (SUN)

HF Sinclair Corporation and Sunoco LP are both Oil & Gas Refining & Marketing companies. HF Sinclair Corporation is the larger, with a market value of $18.8B against $15.5B — 1.2× the size. HF Sinclair Corporation trades at the lower P/E: 10.2× against 16.5×. Sunoco LP grew revenue faster over the last twelve months: 83.3% against 16.3%. HF Sinclair Corporation has the higher net margin (6.08% vs 1.57%) and the higher return on invested capital (14.9% vs 5.64%). Both pay a dividend; Sunoco LP yields more (5.56% vs 3.04%). Across the 23 metrics below, HF Sinclair Corporation leads on 15 and Sunoco LP on 8.

Valuation

Metric DINO SUN Oil & Gas Refining & Marketing median
P/E 10.19 16.50 15.04
P/S 0.61 0.26 0.41
P/B 1.85 1.50 1.87
Price to free cash flow 8.54 6.08 8.78
EV/EBITDA 5.72 7.94 7.94
EV/Sales 0.64 0.58 0.59
Earnings yield 9.81% 6.06% 6.15%
Free cash flow yield 11.71% 16.43% 10.47%

Profitability

Metric DINO SUN Oil & Gas Refining & Marketing median
Gross margin 20.08% 11.93% 12.22%
Operating margin 8.28% 4.76% 5.35%
Net margin 6.08% 1.57% 2.08%
Free cash flow margin 7.19% 4.25% 4.25%
Return on equity 19.29% 11.39% 11.39%
Return on assets 10.60% 2.81% 5.22%
Return on invested capital 14.88% 5.64% 11.54%

Growth

Metric DINO SUN Oil & Gas Refining & Marketing median
Revenue growth (TTM) 16.26% 83.34% 13.37%
EPS growth (last fiscal year) 238.46% (62.00%) —
Revenue growth, 5-year CAGR 19.16% 18.67% 12.77%
Net income growth, 5-year CAGR 0.00% 18.32% 0.00%

Health

Metric DINO SUN Oil & Gas Refining & Marketing median
Debt to equity 0.27 1.59 0.44
Current ratio 1.97 1.29 1.32
Net debt to EBITDA 0.98 7.57 2.07

Dividend

Metric DINO SUN Oil & Gas Refining & Marketing median
Dividend yield 3.04% 5.56% 3.64%
Payout ratio 0.14 — 0.14

Size

Metric DINO SUN Oil & Gas Refining & Marketing median
Market cap 18.81b 15.53b 4.12b

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