SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis

NYSE:SUI • US8666741041

132.29 USD
+0.97 (+0.74%)
Last: Feb 25, 2026, 03:51 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to SUI. SUI was compared to 20 industry peers in the Residential REITs industry. SUI has an excellent financial health rating, but there are some minor concerns on its profitability. SUI has a valuation in line with the averages, but on the other hand it scores bad on growth.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • SUI had positive earnings in the past year.
  • SUI had a positive operating cash flow in the past year.
  • The reported net income has been mixed in the past 5 years: SUI reported negative net income in multiple years.
  • Of the past 5 years SUI 4 years had a positive operating cash flow.
SUI Yearly Net Income VS EBIT VS OCF VS FCFSUI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M -500M -1B

1.2 Ratios

  • With an excellent Return On Assets value of 7.93%, SUI belongs to the best of the industry, outperforming 95.00% of the companies in the same industry.
  • SUI's Return On Equity of 14.02% is amongst the best of the industry. SUI outperforms 85.00% of its industry peers.
  • The Return On Invested Capital of SUI (3.27%) is better than 75.00% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SUI is in line with the industry average of 2.59%.
  • The last Return On Invested Capital (3.27%) for SUI is above the 3 year average (2.59%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 7.93%
ROE 14.02%
ROIC 3.27%
ROA(3y)0.23%
ROA(5y)0.94%
ROE(3y)0.44%
ROE(5y)1.82%
ROIC(3y)2.59%
ROIC(5y)2.54%
SUI Yearly ROA, ROE, ROICSUI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 -2 4

1.3 Margins

  • SUI has a Profit Margin of 40.01%. This is amongst the best in the industry. SUI outperforms 90.00% of its industry peers.
  • In the last couple of years the Profit Margin of SUI has declined.
  • SUI has a Operating Margin of 20.13%. This is comparable to the rest of the industry: SUI outperforms 60.00% of its industry peers.
  • In the last couple of years the Operating Margin of SUI has declined.
  • The Gross Margin of SUI (51.83%) is worse than 90.00% of its industry peers.
  • SUI's Gross Margin has declined in the last couple of years.
Industry RankSector Rank
OM 20.13%
PM (TTM) 40.01%
GM 51.83%
OM growth 3Y-7.97%
OM growth 5Y-7.58%
PM growth 3Y-45.13%
PM growth 5Y-26.27%
GM growth 3Y-3.01%
GM growth 5Y-3.96%
SUI Yearly Profit, Operating, Gross MarginsSUI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SUI is destroying value.
  • SUI has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
SUI Yearly Shares OutstandingSUI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M
SUI Yearly Total Debt VS Total AssetsSUI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

2.2 Solvency

  • An Altman-Z score of 1.91 indicates that SUI is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • SUI's Altman-Z score of 1.91 is amongst the best of the industry. SUI outperforms 95.00% of its industry peers.
  • SUI has a debt to FCF ratio of 5.24. This is a neutral value as SUI would need 5.24 years to pay back of all of its debts.
  • SUI has a Debt to FCF ratio of 5.24. This is amongst the best in the industry. SUI outperforms 100.00% of its industry peers.
  • A Debt/Equity ratio of 0.59 indicates that SUI is somewhat dependend on debt financing.
  • SUI has a Debt to Equity ratio of 0.59. This is amongst the best in the industry. SUI outperforms 100.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 5.24
Altman-Z 1.91
ROIC/WACC0.46
WACC7.04%
SUI Yearly LT Debt VS Equity VS FCFSUI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B 4B 6B 8B

2.3 Liquidity

  • SUI has a Current Ratio of 3.59. This indicates that SUI is financially healthy and has no problem in meeting its short term obligations.
  • The Current ratio of SUI (3.59) is better than 95.00% of its industry peers.
  • SUI has a Quick Ratio of 3.24. This indicates that SUI is financially healthy and has no problem in meeting its short term obligations.
  • SUI has a better Quick ratio (3.24) than 95.00% of its industry peers.
Industry RankSector Rank
Current Ratio 3.59
Quick Ratio 3.24
SUI Yearly Current Assets VS Current LiabilitesSUI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 1386.67% over the past year.
  • SUI shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 50.38% yearly.
EPS 1Y (TTM)1386.67%
EPS 3Y77.91%
EPS 5Y50.38%
EPS Q2Q%179.55%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%-30.93%

3.2 Future

  • The Earnings Per Share is expected to decrease by -19.66% on average over the next years. This is quite bad
  • SUI is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.04% yearly.
EPS Next Y-73.48%
EPS Next 2Y-45.02%
EPS Next 3Y-34.03%
EPS Next 5Y-19.66%
Revenue Next Year5.23%
Revenue Next 2Y4.92%
Revenue Next 3Y6.04%
Revenue Next 5Y5.04%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
SUI Yearly Revenue VS EstimatesSUI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 1B 2B 3B
SUI Yearly EPS VS EstimatesSUI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6 8 10

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 11.86 indicates a reasonable valuation of SUI.
  • Compared to the rest of the industry, the Price/Earnings ratio of SUI indicates a rather cheap valuation: SUI is cheaper than 95.00% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.98, SUI is valued rather cheaply.
  • Based on the Price/Forward Earnings ratio of 44.74, the valuation of SUI can be described as expensive.
  • Based on the Price/Forward Earnings ratio, SUI is valued a bit cheaper than 65.00% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.01, SUI is valued quite expensively.
Industry RankSector Rank
PE 11.86
Fwd PE 44.74
SUI Price Earnings VS Forward Price EarningsSUI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • SUI's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SUI is cheaper than 80.00% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of SUI indicates a rather cheap valuation: SUI is cheaper than 90.00% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 20.02
EV/EBITDA 16.42
SUI Per share dataSUI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40 50

4.3 Compensation for Growth

  • A cheap valuation may be justified as SUI's earnings are expected to decrease with -34.03% in the coming years.
PEG (NY)N/A
PEG (5Y)0.24
EPS Next 2Y-45.02%
EPS Next 3Y-34.03%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • SUI has a Yearly Dividend Yield of 3.17%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 42.55, SUI's dividend is way lower than its industry peers. On top of this 90.00% of the companies listed in the same industry pay a better dividend than SUI!
  • Compared to an average S&P500 Dividend Yield of 1.81, SUI pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.17%

5.2 History

  • The dividend of SUI has a limited annual growth rate of 4.83%.
  • SUI has paid a dividend for at least 10 years, which is a reliable track record.
  • SUI has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)4.83%
Div Incr Years9
Div Non Decr Years13
SUI Yearly Dividends per shareSUI Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8

5.3 Sustainability

  • 101.93% of the earnings are spent on dividend by SUI. This is not a sustainable payout ratio.
  • The Dividend Rate of SUI has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP101.93%
EPS Next 2Y-45.02%
EPS Next 3Y-34.03%
SUI Yearly Income VS Free CF VS DividendSUI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M -500M -1B
SUI Dividend Payout.SUI Dividend Payout, showing the Payout Ratio.SUI Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

SUN COMMUNITIES INC

NYSE:SUI (2/25/2026, 3:51:46 PM)

132.29

+0.97 (+0.74%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-24
Earnings (Next)05-04
Inst Owners102.72%
Inst Owner Change-0.24%
Ins Owners0.34%
Ins Owner Change2.19%
Market Cap16.36B
Revenue(TTM)N/A
Net Income(TTM)1.01B
Analysts76
Price Target141.85 (7.23%)
Short Float %1.72%
Short Ratio2.69
Dividend
Industry RankSector Rank
Dividend Yield 3.17%
Yearly Dividend3.91
Dividend Growth(5Y)4.83%
DP101.93%
Div Incr Years9
Div Non Decr Years13
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)619.82%
Min EPS beat(2)-93.99%
Max EPS beat(2)1333.64%
EPS beat(4)1
Avg EPS beat(4)-308.96%
Min EPS beat(4)-1934.29%
Max EPS beat(4)1333.64%
EPS beat(8)2
Avg EPS beat(8)-174.37%
EPS beat(12)2
Avg EPS beat(12)-190.3%
EPS beat(16)2
Avg EPS beat(16)-153.4%
Revenue beat(2)1
Avg Revenue beat(2)0.06%
Min Revenue beat(2)-2.4%
Max Revenue beat(2)2.52%
Revenue beat(4)2
Avg Revenue beat(4)-4.22%
Min Revenue beat(4)-19.26%
Max Revenue beat(4)2.52%
Revenue beat(8)3
Avg Revenue beat(8)-2.44%
Revenue beat(12)7
Avg Revenue beat(12)-0.73%
Revenue beat(16)11
Avg Revenue beat(16)1.75%
PT rev (1m)0.43%
PT rev (3m)0.18%
EPS NQ rev (1m)-8.28%
EPS NQ rev (3m)-6.46%
EPS NY rev (1m)-1.46%
EPS NY rev (3m)-9.82%
Revenue NQ rev (1m)0.62%
Revenue NQ rev (3m)-0.48%
Revenue NY rev (1m)0.09%
Revenue NY rev (3m)-0.6%
Valuation
Industry RankSector Rank
PE 11.86
Fwd PE 44.74
P/S 6.45
P/FCF 20.02
P/OCF 20.06
P/B 2.26
P/tB 2.29
EV/EBITDA 16.42
EPS(TTM)11.15
EY8.43%
EPS(NY)2.96
Fwd EY2.24%
FCF(TTM)6.61
FCFY5%
OCF(TTM)6.6
OCFY4.99%
SpS20.51
BVpS58.55
TBVpS57.69
PEG (NY)N/A
PEG (5Y)0.24
Graham Number121.2
Profitability
Industry RankSector Rank
ROA 7.93%
ROE 14.02%
ROCE 4.14%
ROIC 3.27%
ROICexc 3.61%
ROICexgc 3.74%
OM 20.13%
PM (TTM) 40.01%
GM 51.83%
FCFM 32.22%
ROA(3y)0.23%
ROA(5y)0.94%
ROE(3y)0.44%
ROE(5y)1.82%
ROIC(3y)2.59%
ROIC(5y)2.54%
ROICexc(3y)2.6%
ROICexc(5y)2.55%
ROICexgc(3y)2.88%
ROICexgc(5y)2.81%
ROCE(3y)3.28%
ROCE(5y)3.22%
ROICexgc growth 3Y-3.23%
ROICexgc growth 5Y-2.66%
ROICexc growth 3Y-3.43%
ROICexc growth 5Y-3.99%
OM growth 3Y-7.97%
OM growth 5Y-7.58%
PM growth 3Y-45.13%
PM growth 5Y-26.27%
GM growth 3Y-3.01%
GM growth 5Y-3.96%
F-Score8
Asset Turnover0.2
Health
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 5.24
Debt/EBITDA 3.64
Cap/Depr 0.25%
Cap/Sales 0.07%
Interest Coverage 1.84
Cash Conversion 69.26%
Profit Quality 80.54%
Current Ratio 3.59
Quick Ratio 3.24
Altman-Z 1.91
F-Score8
WACC7.04%
ROIC/WACC0.46
Cap/Depr(3y)133.62%
Cap/Depr(5y)248.94%
Cap/Sales(3y)26.11%
Cap/Sales(5y)58.01%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)1386.67%
EPS 3Y77.91%
EPS 5Y50.38%
EPS Q2Q%179.55%
EPS Next Y-73.48%
EPS Next 2Y-45.02%
EPS Next 3Y-34.03%
EPS Next 5Y-19.66%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%-30.93%
Revenue Next Year5.23%
Revenue Next 2Y4.92%
Revenue Next 3Y6.04%
Revenue Next 5Y5.04%
EBIT growth 1Y-1.85%
EBIT growth 3Y3.38%
EBIT growth 5Y11.44%
EBIT Next Year45.8%
EBIT Next 3Y17.18%
EBIT Next 5Y12.74%
FCF growth 1Y29.97%
FCF growth 3YN/A
FCF growth 5Y187.98%
OCF growth 1Y8.28%
OCF growth 3Y4.54%
OCF growth 5Y12.55%

SUN COMMUNITIES INC / SUI FAQ

What is the ChartMill fundamental rating of SUN COMMUNITIES INC (SUI) stock?

ChartMill assigns a fundamental rating of 6 / 10 to SUI.


What is the valuation status for SUI stock?

ChartMill assigns a valuation rating of 7 / 10 to SUN COMMUNITIES INC (SUI). This can be considered as Undervalued.


Can you provide the profitability details for SUN COMMUNITIES INC?

SUN COMMUNITIES INC (SUI) has a profitability rating of 6 / 10.


Can you provide the financial health for SUI stock?

The financial health rating of SUN COMMUNITIES INC (SUI) is 7 / 10.


Can you provide the expected EPS growth for SUI stock?

The Earnings per Share (EPS) of SUN COMMUNITIES INC (SUI) is expected to decline by -73.48% in the next year.