Suncor Energy Inc. (SU)

Energy stocks offer compelling value due to low sector valuations, supply constraints, and long-term demand growth, making the sector highly attractive for investors. OPEC+ spare capacity is dwindling, U.S. shale investment is declining, and political risks are curbing new supply, setting up a bullish environment for oil prices. Key investment ideas include Canadian oil sands, Permian Basin producers, and royalty/landowner companies, with a positive outlook for select natural gas and service firms.

I focus on big, long-term trends and dedicate energy to sectors with tremendous value, even if they're temporarily out of favor. Earlier this year, defense contractors were extremely undervalued, but patient investors have since been rewarded as the market recognized their strengths. My investment style emphasizes patience and thesis-driven investing, which isn't for everyone. Index fund investors should stick to consistency and diversification.

SU offers high returns, top-tier execution & value stability via integration. Still, oil price risk & high maintenance capital may pressure performance.

While the top- and bottom-line numbers for Suncor Energy (SU) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

I use YCharts' Value Score and Ben Graham Formula to identify large-cap value stocks offering strong intrinsic value and stable dividends. Analyst forecasts suggest top-ten GASV 'Dogs' could deliver 17.9% to 36.88% net gains by August 2026, with average gains near 23.6%. Eight of fourteen 'safer' lowest-priced GASV stocks are currently fair-priced and buyable, combining positive free cash flow and attractive yields.

Energy is the most unloved and undervalued S&P 500 sector, offering significant contrarian opportunity for income and capital gains. Smart money is quietly accumulating energy stocks despite recent underperformance, as current oil prices are unsustainable for producers and OPEC. Royalty companies like Viper Energy and Kimbell Royalty Partners, as well as Canadian producers (among others), offer high yields and strong long-term fundamentals.

Suncor Energy has incredibly long-lived assets due to its oil sands portfolio. The company is an oil sands company with a strong and integrated portfolio of assets, including upstream, midstream, and downstream. The company has a strong dividend that it's continuing to grow and a commitment to share repurchases.

Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest U.S.

Energy stocks are deeply hated and out of favor, with prices low and investors fleeing, creating rare opportunities for savvy, patient buyers. The sector's challenges are cyclical and tied to economic growth indicators. When the cycle turns, energy's upside could be powerful and long-lasting. I focus on capital-light, resilient companies that thrive despite volatility, aiming to collect steady dividends while waiting for the cycle to flip.

Energy is undervalued versus tech, and Suncor Energy is an attractive stock for value and income investors. Suncor demonstrates record production, disciplined cost control, and robust shareholder returns through dividends and aggressive share buybacks. Operational turnarounds have driven higher volumes at lower costs, positioning SU for sustained earnings growth and improved refinery performance.

SU's second-quarter earnings beat estimates, driven by strong production growth in the upstream segment.

Suncor Energy Inc. (NYSE:SU ) Q2 2025 Earnings Conference Call August 6, 2025 9:30 AM ET Company Participants David J. Oldreive - Executive Vice President of Downstream Kristopher P.

Suncor Energy (SU) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.93 per share a year ago.

Canadian oil producer Suncor Energy exceeded analysts' second-quarter profit expectations on Tuesday, as higher output helped offset the impact of weak commodity prices.

Unless otherwise noted, all financial figures are unaudited, presented in Canadian dollars (Cdn$), and derived from the company's condensed consolidated financial statements which are based on Canadian generally accepted accounting principles (GAAP), specifically International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board (IASB), and are prepared in accordance with International Accounting Standard (IAS) 34 Interim Financial Reporting. Production volumes are presented on a working-interest basis, before royalties, except for production values from the company's Libya operations, which are presented on an economic basis.

All financial figures are in Canadian dollars. Calgary, Alberta--(Newsfile Corp. - August 5, 2025) - Suncor Energy's (TSX: SU) (NYSE: SU) Board of Directors has approved a quarterly dividend of $0.57 per share on its common shares, payable September 25, 2025 to shareholders of record at the close of business on September 4, 2025.