SuncorImperial Oil

Suncor vs Imperial Oil

This page compares Suncor Energy Inc. and Imperial Oil Ltd., examining how their business models, financial performance, and market context differ and align. You will find neutral, accessible discussi...

Why It's Moving

Suncor

SU Stock Warning: Why Analysts See -23% Downside Risk

  • Recent 2026 guidance reaffirms upstream focus with steady production outlook, yet signals vulnerability to lower oil prices squeezing profitability.
  • Q4 2025 earnings on February 5 missed key efficiency benchmarks, raising flags on cost controls amid rising operational expenses.
  • Broader sector pressures from global demand slowdowns amplify analyst fears of compressed margins for integrated oil majors like Suncor.
Sentiment:
🐻Bearish
Imperial Oil

IMO Stock Warning: Analysts Flag -55% Downside Risk Amid Profit-Taking Pullback

  • Profit-taking hit after strong 11.2% weekly rally from February 2-9, signaling overextension and inviting analyst scrutiny on sustainability.
  • TSE: IMO closed at 163.06, up 2.88% on February 13 with solid volume of 341,741 shares, yet pulling back amid sector headwinds.
  • Energy peers face macro oil volatility, amplifying downside risks as analysts highlight potential 55% drop tied to weakening demand signals.
Sentiment:
🐻Bearish

Investment Analysis

Pros

  • Suncor Energy reported a strong Q3 2025 with EPS of $1.05, beating forecasts by 25%, and revenue of $8.91 billion, exceeding estimates.
  • The company achieved record upstream production, bitumen production, refining throughput, and an 8% growth in retail sales year-on-year.
  • Suncor’s stock trades at a relatively attractive P/E ratio of around 13 and is considered undervalued compared to fair value assessments.

Considerations

  • Suncor has a relatively high debt-to-equity ratio of 33.35, which could increase financial risk amid rising interest rates.
  • The company’s quick ratio of 0.83 may indicate limited liquidity to cover short-term obligations, raising financial health concerns.
  • Despite positive earnings and upgrades, recent trading performance shows some volatility and underperformance relative to its 52-week high.

Pros

  • Imperial Oil is a major Canadian integrated energy company with significant operations in exploration, production, and refining.
  • The company benefits from stable market positions in Canadian oil and gas sectors and partnership synergies improving operational efficiency.
  • Imperial Oil tends to maintain solid cash flows and investment in technology development to support long-term production growth.

Considerations

  • Imperial Oil faces risks from fluctuating commodity prices that directly affect cash flow and profitability in a volatile global energy market.
  • Regulatory and environmental compliance pressures in Canada could increase capital expenditure and operational costs.
  • The company's growth is exposed to execution risks related to large capital projects and the evolving energy transition landscape.

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Suncor (SU) Next Earnings Date

Suncor Energy (NYSE: SU) is estimated to report its next earnings on May 5, 2026, covering the first quarter of 2026, based on historical patterns and analyst projections. The company has not yet confirmed an official date, with estimates ranging from May 5 to May 12, 2026 across sources. Investors should monitor for an official announcement from Suncor in the coming weeks.

Imperial Oil (IMO) Next Earnings Date

Imperial Oil (IMO) is scheduled to report its next earnings on May 1, 2026. This release will cover the Q1 2026 financial results, following the Q4 2025 report issued on January 30, 2026. Executives are expected to hold the earnings call on that date to discuss performance and outlook.

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