TSE:SU

Suncor Energy Inc (SU.TO)

90.81
+1.69 (1.90%)
as of Aug 13, 2026, 5:46:41 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
BUY
Of the majors, SU is the best. It trades cheaply and has a strong production profile. He can't find fault with it. It continues to execute well and pays a decent dividend.
HOLD
They've stated they will pay down debt, increase dividend, buy back shares. Has made good acquisitions and is trying to move responsibly on environmental concerns. Using more technology to reduce costs and increase margins.
HOLD
Great long-lived assets, low cost producer, levered to oil price. Money is coming out of the sector creating opportunities. It's like a tobacco stock of the 1980s. Could take excess cash to pay down debt, increase dividends, buy back stock, and reinvest in the renewable sector, making it a good investment. Goal of eliminating internal combustion engines by 2035 is unrealistic.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company is integrated so there is less torque to oil prices than pure producers. However, the stock is up 38% in 2021. Debt is being reduced, last quarter results were strong and the outlook is good. Has potential and trades at a 10x earnings valuation. Unlock Premium - Try 5i Free

BUY
A dividend increase is likely. They cut their dividend last year for the first time in 18 years. Oil is now priced at double their break even point. They know that shareholders like some returns. The CEO bought half a million worth of the stock earlier this month.
BUY
Trades at 1.3x NAV, dividend yield of 3%. Oil companies have had such a difficult time over the last several years, they're all rethinking their business. Not doing massive mega-projects anymore or making big acquisitions. Paying down debt and buying back shares. Going to have net zero emissions by 2050. They'll do well and you'll get a good return on them over the next little while as they increase their dividends.
BUY ON WEAKNESS

Well-run, have been cutting costs. He owns no energy, and he prefers energy infrastructure like Pembina. Suncor, though, is a good operator, but he's skeptical about the medium-term outlook on oil, because there are countries that are eager to turn on the taps which will add to world supply. For SU, buy on any pullback. The dividend is safe, because they are generating free cash flow due to rising oil prices.

DON'T BUY

Have not owned large caps until recently and this strategy has helped him outperform the index. Added Cenovus and CNQ recently. Has had operational issues, deaths of workers, and has had problems with ESG. Committed to net zero in the next decades. Canadian oil will increasingly be the highest rated in the world in regards to ESG. Would prefer other names in the large cap names.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 01/20, Up 70.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SU continues to do well. We are now recommending to trail up the stop (from $17.75) to $25.00. If triggered, this would all but guarantee an investment return of 53%.
PAST TOP PICK
(A Top Pick Mar 01/21, Up 8%) Solid stock. Not getting a lot of respect. Underperforming the TSX and the energy group. Paying down debt, buying back shares, driving down costs of production. He's not looking at energy, as it's just finishing seasonality. But if you really want to be in energy, this is one to look at.
TOP PICK
Lagged the group this past year. Canada's largest integrated company. Does well on margins. Reasonable multiple. Yield is 3.31%. (Analysts’ price target is $34.07)
BUY
One of the most defensive plays you can have. He is overweight on energy. It is a trade and not an investment. The demand will probably quickly peak. The world is going green so it is tradable but not investable.
DON'T BUY

Attractively valued, trading at around 12% free cashflow yield at $60 oil. Would go up to 17% at $70 oil. Big underperformance relative to CNQ. Good upside, even up to 50%. More than that at $70 oil. Sold to buy small cap oil companies. Preference for other names.

WEAK BUY
One of the lowest-cost producers in the Alberta oil sands. They'll be e=generating free cash flow with currently high oil prices, but how long will this price last? Air travel should bounce back, but how long will OPEC maintain oil production cuts? She wouldn't be surprised to see soft oil prices later this year, but Suncor is near best in class, has a strong balance sheet and it can grow its production regardless of the oil price.
BUY

Has lagged CNQ and other companies due to them cutting dividends. Likes it for the long reserve life of lower-cost oil sands that is run well. The downstream integration is very good. The financial strength of the company makes it better than mid-sized or smaller producers.

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