TSE:SU

Suncor Energy Inc (SU.TO)

90.70
+1.58 (1.77%)
as of Aug 13, 2026, 6:00:07 pm Market Open.
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Investor Insights
star iconAug 13, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Suncor Energy Inc. (SU) has garnered praise for its remarkable corporate turnaround and strong performance under its current management, noted for streamlining operations and generating significant free cash flow. Despite recent challenges, including the stepping down of the CEO, experts see potential for substantial upside, with estimates of up to 40% growth in two years if the momentum continues. Many experts consider the stock's valuation as attractive, especially in comparison to peers like CNQ, suggesting that it remains a compelling option for income and growth as oil prices fluctuate. The company's long-life reserves and commitment to returning capital to shareholders through dividends and buybacks bolster its favorable standing in the energy sector, contributing to a generally positive outlook.

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Consensus
Positive
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Valuation
Fair Value
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Similar
CNQ
COMMENT
Generalists are wary of investing in fossil fuels and energy stocks. SU and CNQ are the best run oil companies in NA. The problem with oil prices rising is that it will come down at one point.
WEAK BUY
He owns some of the peers. He has not gotten back into the story because of previous operational problems. He would add it now if he wanted to add more into the oil sector. They are doing more on clean technologies now. It is a good trade idea. He is not sure he would sell any of his others to make room for this one, however.
WEAK BUY
Premier oil sands operator. Share price will react to the commodity price. She doesn't own any oil & gas producers for clients. Owns pipelines instead. She missed the post-pandemic bounce. Decent name, attractive yield, low cost operator.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Could buy here if you are okay with the stock moving with the commodity prices. The biggest in Canada. Pays a good dividend. Would recommend a small allocation in the energy space overall. Unlock Premium - Try 5i Free

BUY
Allan Tong’s Discover Picks Read Suncor for our full analysis. is the go-to Canadian name in oil. It pays a 3.2% dividend that Read Royal Bank for our full analysis. expects to grow 30% YOY in 2022. The payout ratio of 84.49% is better than the industry’s 106.95%. Also, the street expects SU-T to buyback shares. The stock trades under 27x earnings which is slightly lower than the sector’s 30.4x. Gross and profit margins handily beat the competition, with the latter at 4.89% vs. the wider 2.15%. Like the sector it’s in, Suncor has enjoyed a positive but choppy 2021, up 26% after three quarters, though currently $4 off its $31.38 high. Overall, the street is bullish on Suncor with eight buys and three holds, targeting 36% higher to $36.06. Read 3 Energy Stocks: The safe, the spec and the ETF for our full analysis.
BUY ON WEAKNESS
The execution has not been great. The asset reliability has come into question. The stock has lagged. Bought shares yesterday. There has been strong interest by generalist in the sector and since expectations are so low for SU, they could see SU as an attractive option.
BUY
Moving averages turned higher. Decent low in August, and now turning higher. Risk/reward looks pretty good. Dividend expected to grow. Likes CNQ a bit better. But both will throw off a nice bit of cash, for a nice rising dividend which will be valuable if we're in an environment where rates slowly go higher. Yield is 3%.
PAST TOP PICK
(A Top Pick Dec 04/20, Up 8%) Their downstream operations did well in the last quarter. They are the giant in Canadian oil. In the next few years, the energy stocks will offer good value after being under pressure in recent years. We could head to an oil shortage and see rising oil prices. He still likes SU.
BUY
CNQ vs. Suncor The energy sector looks good. Today's news says that we could see oil prices topping $100 in 2022, but he thinks $80 is a more realistic target. Growing demand for oil should continue into 2022. CNQ could crack the summer's resistance level. Stick with the large-cap oil names. CNQ vs. Suncor? Own both. Anything could happen to smaller-cap names in the face of a fourth wave of Covid. Long-term, though, oil names will be less and less attractive.
WEAK BUY

Cut dividend. Fort Hills has been delayed. Cut operational expenses. About 1B in free cashflow. Still trading cheap, at 4x cashflow. He owns CNQ in the space, for better risk/return. He'd be a buyer instead of a seller. Possibility of increased dividend to entice investors.

COMMENT

Buy on current weakness? He owns CNQ instead. His strategy is to own the larger-cap oil companies. SU will spend some money in capex and likely increase that, buyback shares and raise their dividend. All large oil companies around the world are doing this. Of course, rising oil prices will help. These companies are in better shape than before. Both SU and CNQ make acquisitions at the right time.

BUY ON WEAKNESS
He's long followed this and used to own it, not now because of oil prices. There are so many incentives to raise oil production which will likely moderate prices. SU is vertically integrated, so it's more durable than peers, and it has a massive, strong balance sheet. They position themselves as a dividend play. It could be a counter-cyclical acquirer which could add company value. Energy stocks have rebounded sharply this year, too.
DON'T BUY

Execution has always been an issue for them. The streets are worried about their ability so this is why it trades at a discount. Stock is inexpensive at 3.6x cashflow with a 19% free cashflow yield. If you want to stick in the large cap realm, he prefers Cenovus. Could trade at a discount for some time.

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PAST TOP PICK
(A Top Pick Oct 01/20, Up 53.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SU has triggered its stop at $25. To remain disciplined, we now recommend to cover the position. We will reevaluate another potential entry back into it at a future date.
SELL ON STRENGTH
It's been painful to own Canadian oil and gas. Hard to see any pipelines being approved in NA going forward. The only way this goes up is if oil prices move up for a long time, and if they did he'd sell. Well run, but trading where it was 15 years ago.
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