SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SUI - US8666741041 - REIT
130.22 USD
+2.82 (+2.21%)
130.22 USD
0 (0%)
We assign a fundamental rating of 6 out of 10 to SUI. SUI was compared to 20 industry peers in the Residential REITs industry. While SUI has a great health rating, its profitability is only average at the moment. SUI may be a bit undervalued, certainly considering the very reasonable score on growth With these ratings, SUI could be worth investigating further for value investing!.
1. Profitability
1.1 Basic Checks
- SUI had positive earnings in the past year.
- In the past year SUI had a positive cash flow from operations.
- Of the past 5 years SUI 4 years were profitable.
- Each year in the past 5 years SUI had a positive operating cash flow.
1.2 Ratios
- SUI has a Return On Assets of 7.93%. This is amongst the best in the industry. SUI outperforms 95.00% of its industry peers.
- With an excellent Return On Equity value of 14.02%, SUI belongs to the best of the industry, outperforming 85.00% of the companies in the same industry.
- SUI has a Return On Invested Capital of 3.27%. This is in the better half of the industry: SUI outperforms 70.00% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for SUI is in line with the industry average of 2.59%.
- The 3 year average ROIC (2.59%) for SUI is below the current ROIC(3.27%), indicating increased profibility in the last year.
| Industry Rank | Sector 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%
1.3 Margins
- Looking at the Profit Margin, with a value of 40.01%, SUI belongs to the top of the industry, outperforming 90.00% of the companies in the same industry.
- SUI's Profit Margin has declined in the last couple of years.
- SUI has a Operating Margin (20.13%) which is in line with its industry peers.
- In the last couple of years the Operating Margin of SUI has declined.
- SUI has a worse Gross Margin (51.83%) than 90.00% of its industry peers.
- In the last couple of years the Gross Margin of SUI has declined.
| Industry Rank | Sector 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%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SUI is destroying value.
- The number of shares outstanding for SUI has been increased compared to 1 year ago.
- Compared to 5 years ago, SUI has more shares outstanding
- The debt/assets ratio for SUI has been reduced compared to a year ago.
2.2 Solvency
- SUI has an Altman-Z score of 1.89. This is not the best score and indicates that SUI is in the grey zone with still only limited risk for bankruptcy at the moment.
- The Altman-Z score of SUI (1.89) is better than 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 better Debt to FCF ratio (5.24) than 100.00% of its industry peers.
- SUI has a Debt/Equity ratio of 0.59. This is a neutral value indicating SUI is somewhat dependend on debt financing.
- SUI's Debt to Equity ratio of 0.59 is amongst the best of the industry. SUI outperforms 100.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Altman-Z | 1.89 |
ROIC/WACC0.46
WACC7.18%
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.
- SUI has a better Current ratio (3.59) than 95.00% of its industry peers.
- A Quick Ratio of 3.24 indicates that SUI has no problem at all paying its short term obligations.
- The Quick ratio of SUI (3.24) is better than 95.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.59 | ||
| Quick Ratio | 3.24 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an impressive 329.57% over the past year.
- The earnings per share for SUI have been decreasing by -16.06% on average. This is quite bad
- SUI shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -20.77%.
- The Revenue has been growing by 20.57% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)329.57%
EPS 3Y-39.1%
EPS 5Y-16.06%
EPS Q2Q%-96.97%
Revenue 1Y (TTM)-20.77%
Revenue growth 3Y12.33%
Revenue growth 5Y20.57%
Sales Q2Q%-25.82%
3.2 Future
- SUI is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 35.33% yearly.
- SUI is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -1.90% yearly.
EPS Next Y1423.98%
EPS Next 2Y94.7%
EPS Next 3Y65.81%
EPS Next 5Y35.33%
Revenue Next Year-26.67%
Revenue Next 2Y-12.22%
Revenue Next 3Y-6.91%
Revenue Next 5Y-1.9%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- SUI is valuated correctly with a Price/Earnings ratio of 16.30.
- 95.00% of the companies in the same industry are more expensive than SUI, based on the Price/Earnings ratio.
- The average S&P500 Price/Earnings ratio is at 27.47. SUI is valued slightly cheaper when compared to this.
- With a Price/Forward Earnings ratio of 45.80, SUI can be considered very expensive at the moment.
- 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 24.26, SUI is valued quite expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.3 | ||
| Fwd PE | 45.8 |
4.2 Price Multiples
- SUI's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SUI is cheaper than 95.00% of the companies in the same industry.
- Based on the Price/Free Cash Flow ratio, SUI is valued cheaply inside the industry as 90.00% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 19.7 | ||
| EV/EBITDA | 16.31 |
4.3 Compensation for Growth
- SUI's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- SUI has a very decent profitability rating, which may justify a higher PE ratio.
- SUI's earnings are expected to grow with 65.81% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.01
PEG (5Y)N/A
EPS Next 2Y94.7%
EPS Next 3Y65.81%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 3.27%, SUI has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 30.95, 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 1.87, SUI pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.27% |
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
5.3 Sustainability
- SUI pays out 101.93% of its income as dividend. This is not a sustainable payout ratio.
- SUI's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP101.93%
EPS Next 2Y94.7%
EPS Next 3Y65.81%
130.22
+2.82 (+2.21%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)10-29 2025-10-29/amc
Earnings (Next)02-24 2026-02-24/amc
Inst Owners102.72%
Inst Owner Change0.14%
Ins Owners0.34%
Ins Owner Change3.92%
Market Cap16.10B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.24 (8.46%)
Short Float %1.6%
Short Ratio2.77
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.27% |
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)-0.34%
PT rev (3m)-0.16%
EPS NQ rev (1m)12.72%
EPS NQ rev (3m)4.47%
EPS NY rev (1m)0%
EPS NY rev (3m)39.95%
Revenue NQ rev (1m)0.6%
Revenue NQ rev (3m)-2.11%
Revenue NY rev (1m)0.09%
Revenue NY rev (3m)-0.56%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.3 | ||
| Fwd PE | 45.8 | ||
| P/S | 6.35 | ||
| P/FCF | 19.7 | ||
| P/OCF | 19.74 | ||
| P/B | 2.22 | ||
| P/tB | 2.26 | ||
| EV/EBITDA | 16.31 |
EPS(TTM)7.99
EY6.14%
EPS(NY)2.84
Fwd EY2.18%
FCF(TTM)6.61
FCFY5.08%
OCF(TTM)6.6
OCFY5.07%
SpS20.51
BVpS58.55
TBVpS57.69
PEG (NY)0.01
PEG (5Y)N/A
Graham Number102.6
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 1.89 |
F-Score8
WACC7.18%
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)329.57%
EPS 3Y-39.1%
EPS 5Y-16.06%
EPS Q2Q%-96.97%
EPS Next Y1423.98%
EPS Next 2Y94.7%
EPS Next 3Y65.81%
EPS Next 5Y35.33%
Revenue 1Y (TTM)-20.77%
Revenue growth 3Y12.33%
Revenue growth 5Y20.57%
Sales Q2Q%-25.82%
Revenue Next Year-26.67%
Revenue Next 2Y-12.22%
Revenue Next 3Y-6.91%
Revenue Next 5Y-1.9%
EBIT growth 1Y-1.85%
EBIT growth 3Y3.38%
EBIT growth 5Y11.44%
EBIT Next Year46.37%
EBIT Next 3Y17.35%
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 grow by 1423.98% in the next year.