SUNOCO LP vs YPF Sociedad Anonima, two Oil & Gas Refining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Neither company's growth prints, and neither carries a usable P/E, but their difficulties differ in kind: Sunoco's numbers are an MLP's by design, a thin 3.1% net margin and a 28.5% free-cash distribution figure, all structural; YPF's are a distressed integrated's, a negative 4.3% net margin and negative 7.2% return on equity through Argentine macro turmoil. Sunoco is a functioning fuel distributor priced on its yield; YPF a sovereign-tinged producer-refiner priced on its recovery. Both show outsized free-cash figures for opposite reasons, one by pass-through design, one by suppressed denominator. The pair prices an income vehicle against a turnaround option; they share the sector tag and little of the underlying reality.
Comparison updated 2026-07-11.
| Metric | SUN | YPF |
|---|---|---|
| Price | $66.32 | $45.38 |
| Market cap | $3.4B | $17.8B |
| Sector | Oil & Gas Refining | Oil & Gas Refining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +2.7% | +2.1% |
| P/B | — | 1.61 |
| P/S | 0.11 | 0.96 |
| EV/EBITDA | 2.3 | 9.7 |
| Revenue growth | +40.5% | +9.1% |
| Gross margin | — | 27.6% |
| Operating margin | 8.1% | 9.4% |
| Net margin | 3.1% | -4.3% |
| Return on equity | — | -7.2% |
| Return on assets | 3.2% | -2.7% |
| Return on invested capital | 9907.9% | 12.4% |
| FCF yield | 28.5% | 27.9% |
| Debt / equity | — | 0.00 |
| Current ratio | 1.40 | 0.87 |
| Altman Z (solvency) | 1.28 | 1.36 |
| Piotroski F (quality) | 7 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.