SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SUI - US8666741041 - REIT
126.11 USD
+0.6 (+0.48%)
126.11 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. SUI is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. A decent growth rate in combination with a cheap valuation! Better keep an eye on SUI. These ratings could make SUI a good candidate 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.
SUI had positive earnings in 4 of the past 5 years.
Each year in the past 5 years SUI had a positive operating cash flow.
1.2 Ratios
SUI has a better Return On Assets (7.93%) than 95.00% of its industry peers.
The Return On Equity of SUI (14.02%) is better than 85.00% of its industry peers.
SUI's Return On Invested Capital of 3.27% is fine compared to the rest of the industry. SUI outperforms 70.00% 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 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
SUI's Profit Margin of 40.01% is amongst the best of the industry. SUI outperforms 90.00% of its industry peers.
SUI's Profit Margin has declined in the last couple of years.
SUI has a Operating Margin (20.13%) which is comparable to the rest of the industry.
SUI's Operating Margin has declined in the last couple of years.
SUI has a Gross Margin of 51.83%. This is amonst the worse of the industry: SUI underperforms 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.
Compared to 1 year ago, SUI has more shares outstanding
Compared to 5 years ago, SUI has more shares outstanding
Compared to 1 year ago, SUI has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 1.84 indicates that SUI is not a great score, but indicates only limited risk for bankruptcy at the moment.
The Altman-Z score of SUI (1.84) is better than 95.00% of its industry peers.
The Debt to FCF ratio of SUI is 5.24, which is a neutral value as it means it would take SUI, 5.24 years of fcf income to pay off all of its debts.
SUI's Debt to FCF ratio of 5.24 is amongst the best of the industry. SUI outperforms 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 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Altman-Z | 1.84 |
ROIC/WACC0.46
WACC7.1%
2.3 Liquidity
A Current Ratio of 3.59 indicates that SUI has no problem at all paying its short term obligations.
The Current ratio of SUI (3.59) is better 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.
SUI's Quick ratio of 3.24 is amongst the best of the industry. SUI outperforms 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.
SUI shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -16.06% yearly.
The Revenue for SUI has decreased by -20.77% in the past year. This is quite bad
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
Based on estimates for the next years, SUI will show a very strong growth in Earnings Per Share. The EPS will grow by 35.33% on average per year.
Based on estimates for the next years, SUI will show a decrease in Revenue. The Revenue will decrease by -1.90% on average per year.
EPS Next Y1423.98%
EPS Next 2Y94.7%
EPS Next 3Y65.81%
EPS Next 5Y35.33%
Revenue Next Year-26.73%
Revenue Next 2Y-12.13%
Revenue Next 3Y-6.77%
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 15.78, SUI is valued correctly.
Based on the Price/Earnings ratio, SUI is valued cheaply inside the industry as 95.00% of the companies are valued more expensively.
SUI is valuated rather cheaply when we compare the Price/Earnings ratio to 27.19, which is the current average of the S&P500 Index.
The Price/Forward Earnings ratio is 44.36, which means the current valuation is very expensive for SUI.
SUI's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. SUI is cheaper than 65.00% of the companies in the same industry.
SUI is valuated expensively when we compare the Price/Forward Earnings ratio to 23.92, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.78 | ||
| Fwd PE | 44.36 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SUI indicates a rather cheap valuation: SUI is cheaper than 95.00% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, SUI is valued cheaper than 90.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 19.08 | ||
| EV/EBITDA | 15.88 |
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 3.31%, SUI has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 32.52, 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 1.92, SUI pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.31% |
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 its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
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.
The dividend of SUI is growing, but earnings are growing more, so the dividend growth is sustainable.
DP101.93%
EPS Next 2Y94.7%
EPS Next 3Y65.81%
126.11
+0.6 (+0.48%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners102.72%
Inst Owner Change0.14%
Ins Owners0.34%
Ins Owner Change3.92%
Market Cap15.60B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.84 (12.47%)
Short Float %1.6%
Short Ratio2.77
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.31% |
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)0.09%
PT rev (3m)0.27%
EPS NQ rev (1m)13.68%
EPS NQ rev (3m)5.37%
EPS NY rev (1m)0%
EPS NY rev (3m)39.95%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-2.7%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.64%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.78 | ||
| Fwd PE | 44.36 | ||
| P/S | 6.15 | ||
| P/FCF | 19.08 | ||
| P/OCF | 19.12 | ||
| P/B | 2.15 | ||
| P/tB | 2.19 | ||
| EV/EBITDA | 15.88 |
EPS(TTM)7.99
EY6.34%
EPS(NY)2.84
Fwd EY2.25%
FCF(TTM)6.61
FCFY5.24%
OCF(TTM)6.6
OCFY5.23%
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 | 1.84 |
F-Score8
WACC7.1%
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-26.73%
Revenue Next 2Y-12.13%
Revenue Next 3Y-6.77%
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.