Suncor vs ONEOK

This page compares Suncor and ONEOK, exploring how their business models align, how their financial performance is shaped, and the market context in which they operate. The comparison aims to present clear, neutral information to help readers understand differences and similarities without making recommendations. Educational content, not financial advice.

This page compares Suncor and ONEOK, exploring how their business models align, how their financial performance is shaped, and the market context in which they operate. The comparison aims to present ...

Comparison Snapshot

Key Financial Metrics

SU

Metric

OKE

$68.20B

Market Cap

$54.14B

-26.06%

Potential Profit

4.62%

Hold

Analyst Rating

Buy

Why It's Moving

SU Stock Warning: Why Analysts See -25% Downside Risk

A sell signal triggered on March 2 from a pivot top, with shares down 2.34% since, highlighting technical weakness in a rising trend.
Analysts' average price targets imply significant downside from current levels around $57, with lows as deep as $41 amid valuation worries.
Recent 3.22% intraday gain on March 2 faded, placing SU near 52-week highs but vulnerable to oil price swings despite $3.3B buyback acceleration.

Sentiment:

🐻Bearish

ONEOK Faces Investor Scrutiny Over Flat 2026 Outlook After Stellar 2025 Results

Adjusted EBITDA surged 18% in 2025 to $8.02 billion, driven by $475 million in synergies from Medallion and EnLink acquisitions, boosting fee-based earnings to 90%.
2026 guidance holds EBITDA steady at $8.1 billion midpoint with net income at $3.45 billion, contrasting prior expectations of double-digit growth and highlighting volume gains offset by lower NGL prices.
January 2026 dividend rose 4% to $1.07 quarterly, signaling board confidence despite the cautious outlook, as Rocky Mountain NGL throughput climbed 15%.

Sentiment:

⚖️Neutral

SU Stock Warning: Why Analysts See -25% Downside Risk

A sell signal triggered on March 2 from a pivot top, with shares down 2.34% since, highlighting technical weakness in a rising trend.
Analysts' average price targets imply significant downside from current levels around $57, with lows as deep as $41 amid valuation worries.
Recent 3.22% intraday gain on March 2 faded, placing SU near 52-week highs but vulnerable to oil price swings despite $3.3B buyback acceleration.

Sentiment:

🐻Bearish

ONEOK Faces Investor Scrutiny Over Flat 2026 Outlook After Stellar 2025 Results

Adjusted EBITDA surged 18% in 2025 to $8.02 billion, driven by $475 million in synergies from Medallion and EnLink acquisitions, boosting fee-based earnings to 90%.
2026 guidance holds EBITDA steady at $8.1 billion midpoint with net income at $3.45 billion, contrasting prior expectations of double-digit growth and highlighting volume gains offset by lower NGL prices.
January 2026 dividend rose 4% to $1.07 quarterly, signaling board confidence despite the cautious outlook, as Rocky Mountain NGL throughput climbed 15%.

Sentiment:

⚖️Neutral

Investment Analysis

Suncor

SU

Pros

Suncor reported a strong Q3 2025 earnings beat with EPS of $1.05, surpassing expectations by 25%, indicating solid profitability.
The company achieved record upstream production, bitumen output, refining throughput, and increased retail sales by 8% year-on-year, showing operational strength.
Suncor offers an attractive valuation with a P/E ratio around 12.23, which is below many peers, supporting the view of undervaluation and potential upside.

Considerations

Suncor has a relatively high debt-to-equity ratio of 33.35, posing potential risks in rising interest rate environments and impacting financial flexibility.
The quick ratio of 0.83 indicates lower liquidity, suggesting possible challenges in meeting short-term obligations under stressed conditions.
Suncor faces exposure to volatile oil prices and market fluctuations that may adversely affect profitability and stock performance.

ONEOK

OKE

Pros

ONEOK is a well-established midstream energy company with a portfolio focused on natural gas infrastructure, offering stable cash flow from its assets.
The company reported a strong net margin of 11.06% and return on equity of 14.90%, demonstrating good operational efficiency and profitability.
ONEOK's Board authorized a share repurchase program in early 2024, reflecting confidence in its financial strength and commitment to shareholder returns.

Considerations

ONEOK’s business is exposed to commodity price risks and regulatory changes in the midstream energy sector, which could impact growth and earnings.
The stock's somewhat limited diversification compared to integrated energy companies may increase vulnerability to natural gas market cyclicality.
Macroeconomic uncertainty and inflationary pressures could increase ONEOK’s operating costs and financing expenses, potentially affecting margins.

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