SunocoCorp LLC Common Units representing limited liability company interests (SUNC)

FairStock Score: 54/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach SunocoCorp as a midstream and fuel-distribution business, not a high-margin franchise. The assets — roughly 14,000 miles of pipeline and 160 terminals — are hard to replicate and support a large fuel network, but the latest results show how commodity-like fuel distribution can be. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $14.3B and net income was $39.0M, a razor-thin 0.14% margin. In fiscal Q1 2026, the quarter ended 2026-03-31, revenue was $10.7B and net income was $110.0M. Revenue growth was dramatic: fiscal Q2 2026 revenue rose from $5.4B in fiscal Q2 2025, and fiscal Q1 2026 revenue rose from $5.2B in fiscal Q1 2025. Yet for FY2025, the year ended 2025-12-31, revenue was $25.2B and net income was -$5.0M, with diluted EPS of -$0.10. That tells me scale is not automatically translating into durable earnings. The balance sheet uses debt: FairStock calculates debt-to-equity of 1.79. Returns are modest: FairStock shows ROE of 8.79% and ROCE of 2.72%. On the positive side, trailing free cash flow is $1.3B, a 34.3% FCF yield per FairStock, and the Piotroski F-Score is 7/9. At the 2026-10-09 close of $74.85, FairStock’s P/E is 12.13, P/B is 1.51, and the Graham Number is $82.85, leaving a 9.66% margin of safety. FairStock Score is 54/100, and its Lynch category is none because of losses in each of the last three years. This is a cash-generative but thin-margin, leveraged business; the price looks fair rather than compelling.

In plain English: SunocoCorp LLC runs fuel distribution, pipelines, terminals and a refinery, mainly in North America, the Caribbean and Europe. Revenue has grown sharply in recent quarters, but profit margins are very thin and the company posted a small loss in fiscal 2025. At the 2026-10-09 close of $74.85, the price looks close to fair value based on its reported numbers, with only a modest cushion.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-09 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer