WallStSmart

Clean Energy Fuels Corp (CLNE)vsSunoco LP (SUN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sunoco LP generates 8847% more annual revenue ($39.58B vs $442.37M). SUN leads profitability with a 2.9% profit margin vs -21.3%. CLNE appears more attractively valued with a PEG of 4.72. SUN earns a higher WallStSmart Score of 66/100 (B-).

CLNE

Hold

49

out of 100

Grade: D+

Growth: 6.0Profit: 2.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: -0.86

SUN

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 5.0Value: 6.7Quality: 4.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLNEUndervalued (+78.6%)

Margin of Safety

+78.6%

Fair Value

$12.31

Current Price

$1.63

$10.68 discount

UndervaluedFair: $12.31Overvalued
SUNUndervalued (+50.0%)

Margin of Safety

+50.0%

Fair Value

$119.67

Current Price

$77.67

$42.00 discount

UndervaluedFair: $119.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLNE2 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

EPS GrowthGrowth
512.0%10/10

Earnings expanding 512.0% YoY

SUN4 strengths · Avg: 9.0/10
Revenue GrowthGrowth
164.5%10/10

Revenue surging 164.5% year-over-year

EPS GrowthGrowth
185.0%10/10

Earnings expanding 185.0% YoY

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

CLNE4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Market CapQuality
$359.32M3/10

Smaller company, higher risk/reward

PEG RatioValuation
4.722/10

Expensive relative to growth rate

Return on EquityProfitability
-17.0%2/10

ROE of -17.0% — below average capital efficiency

SUN4 concerns · Avg: 3.0/10
Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Operating MarginProfitability
4.1%3/10

Operating margin of 4.1%

Debt/EquityHealth
1.783/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CLNE

The strongest argument for CLNE centers on Price/Book, EPS Growth.

Bull Case : SUN

The strongest argument for SUN centers on Revenue Growth, EPS Growth, P/E Ratio. Revenue growth of 164.5% demonstrates continued momentum.

Bear Case : CLNE

The primary concerns for CLNE are Revenue Growth, Market Cap, PEG Ratio.

Bear Case : SUN

The primary concerns for SUN are Profit Margin, Operating Margin, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

CLNE profiles as a turnaround stock while SUN is a hypergrowth play — different risk/reward profiles.

CLNE carries more volatility with a beta of 1.82 — expect wider price swings.

SUN is growing revenue faster at 164.5% — sustainability is the question.

SUN generates stronger free cash flow (908M), providing more financial flexibility.

Bottom Line

SUN scores higher overall (66/100 vs 49/100) and 164.5% revenue growth. CLNE offers better value entry with a 78.6% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Clean Energy Fuels Corp

ENERGY · OIL & GAS REFINING & MARKETING · USA

Clean Energy Fuels Corp. The company is headquartered in Newport Beach, California.

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Sunoco LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.

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