Live Report · Updated January 26, 2026

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

$60.66B

Market Cap

$49.08B

-17.75%

Potential Profit

14.31%

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

ONEOK Boosts Dividend 4% Amid Stable Cash Flows and Expansion Momentum

Dividend hike aligns with 3-4% annual growth target, supported by stable revenues from diversified pipeline operations and regulated rates.
Recent acquisitions and synergies, including $250 million in targeted 2026 savings, bolster cost efficiencies and profitability.
Organic expansions like new LPG export terminal and natural gas pipeline JVs set to deliver incremental cash flows through 2028.

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

ONEOK Boosts Dividend 4% Amid Stable Cash Flows and Expansion Momentum

Dividend hike aligns with 3-4% annual growth target, supported by stable revenues from diversified pipeline operations and regulated rates.
Recent acquisitions and synergies, including $250 million in targeted 2026 savings, bolster cost efficiencies and profitability.
Organic expansions like new LPG export terminal and natural gas pipeline JVs set to deliver incremental cash flows through 2028.

Sentiment:

🐃Bullish

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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