Suncor vs Cheniere Energy

On this page, Suncor (Suncor Energy Inc.) vs Cheniere Energy (Cheniere Energy, Inc.) is presented to compare business models, financial performance, and market context in a clear, neutral manner. The content remains accessible and avoids speculation, focusing on factual context and structure. Educational content, not financial advice.

On this page, Suncor (Suncor Energy Inc.) vs Cheniere Energy (Cheniere Energy, Inc.) is presented to compare business models, financial performance, and market context in a clear, neutral manner. The ...

Comparison Snapshot

Key Financial Metrics

SU

Metric

LNG

$61.49B

Market Cap

$44.45B

-19.14%

Potential Profit

31.26%

Hold

Analyst Rating

Buy

Why It's Moving

JP Morgan Upgrades Suncor Energy to Overweight, Fueling Bullish Momentum

JP Morgan's upgrade reflects optimism on Suncor's integrated oil sands operations and potential for improved profitability in a stable energy market.
Stock rose 1.30% on January 23 to $69.61, bucking a short-term dip and aligning with a strong rising trend projecting 11.78% upside over three months.
Recent institutional buying, including Dodge & Cox increasing its stake, underscores growing fund interest ahead of Q4 earnings release.

Sentiment:

🐃Bullish

Cheniere Energy eyes 10 bcf/d LNG milestone by 2026, fueling investor optimism on U.S. export boom.

CEO Fusco highlighted potential for continued U.S. LNG growth, boosting confidence in Cheniere's expansion trajectory.
Recent 1 mtpa supply deal with Japan's JERA signals strong international appetite for U.S. LNG, locking in stable future revenues.
Analysts see the stock as undervalued with fair value estimates around $270, driven by long-term contracts and capacity ramps.

Sentiment:

🐃Bullish

JP Morgan Upgrades Suncor Energy to Overweight, Fueling Bullish Momentum

JP Morgan's upgrade reflects optimism on Suncor's integrated oil sands operations and potential for improved profitability in a stable energy market.
Stock rose 1.30% on January 23 to $69.61, bucking a short-term dip and aligning with a strong rising trend projecting 11.78% upside over three months.
Recent institutional buying, including Dodge & Cox increasing its stake, underscores growing fund interest ahead of Q4 earnings release.

Sentiment:

🐃Bullish

Cheniere Energy eyes 10 bcf/d LNG milestone by 2026, fueling investor optimism on U.S. export boom.

CEO Fusco highlighted potential for continued U.S. LNG growth, boosting confidence in Cheniere's expansion trajectory.
Recent 1 mtpa supply deal with Japan's JERA signals strong international appetite for U.S. LNG, locking in stable future revenues.
Analysts see the stock as undervalued with fair value estimates around $270, driven by long-term contracts and capacity ramps.

Sentiment:

🐃Bullish

Investment Analysis

Suncor

SU

Pros

Suncor Energy reported a Q3 2025 EPS of $1.05, beating expectations by over 25%, showing strong profitability and operational execution.
The company achieved record upstream production, bitumen production, refining throughput, and retail sales growth of 8% year-on-year, highlighting robust operational performance.
Suncor’s dividend was increased by 5% to $2.40 per share annually, reflecting financial strength and shareholder return commitment.

Considerations

Suncor has a relatively high debt-to-equity ratio of 33.35, which could present financial risks in a rising interest rate environment.
The company’s quick ratio of 0.83 indicates limited short-term liquidity, which may affect its ability to meet immediate obligations.
Despite positive analyst sentiment, the stock trades below its 52-week high, suggesting challenges in sustaining growth momentum.

Cheniere Energy

LNG

Pros

Cheniere Energy posted strong Q3 2025 earnings with $4.75 EPS, significantly surpassing analyst estimates, demonstrating operational profitability.
The company achieved a notable 21.05% net margin and a high return on equity of 37.83%, indicating efficient capital use and strong profitability.
Cheniere’s quarterly revenue increased by 18% year-over-year, supporting ongoing growth in its liquefied natural gas business.

Considerations

Cheniere Energy’s stock rating was recently downgraded from 'strong-buy' to 'hold', potentially signaling caution from analysts regarding future prospects.
The company’s debt-to-equity ratio is relatively high at 1.96, which may increase leverage risk, especially if market conditions deteriorate.
Cheniere’s price-to-earnings growth ratio of 6.08 suggests the stock may be overvalued relative to its earnings growth potential.

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