SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:SUI • US8666741041
125.85 USD
-1.58 (-1.24%)
At close: Feb 2, 2026
125.85 USD
0 (0%)
After Hours: 2/2/2026, 6:40:00 PM
Taking everything into account, SUI scores 6 out of 10 in our fundamental rating. 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 scores decently on growth, while it is valued quite cheap. This could make an interesting combination. These ratings could make SUI a good candidate for value investing.
1. Profitability
1.1 Basic Checks
- In the past year SUI was profitable.
- SUI had a positive operating cash flow in the past year.
- Of the past 5 years SUI 4 years were profitable.
- SUI had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- SUI's Return On Assets of 7.93% is amongst the best of the industry. SUI outperforms 95.00% of its industry peers.
- SUI has a Return On Equity of 14.02%. This is amongst the best in the industry. SUI outperforms 85.00% of its industry peers.
- SUI has a better Return On Invested Capital (3.27%) than 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 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 has a better Profit Margin (40.01%) than 90.00% of its industry peers.
- SUI's Profit Margin has declined in the last couple of years.
- With a Operating Margin value of 20.13%, SUI perfoms like the industry average, outperforming 60.00% of the companies in the same industry.
- In the last couple of years the Operating Margin of SUI has declined.
- Looking at the Gross Margin, with a value of 51.83%, SUI is doing worse than 90.00% of the companies in the same industry.
- 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
- SUI has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
- Compared to 1 year ago, SUI has more shares outstanding
- 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
- An Altman-Z score of 1.85 indicates that SUI is not a great score, but indicates only limited risk for bankruptcy at the moment.
- SUI's Altman-Z score of 1.85 is amongst the best of the industry. SUI outperforms 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 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Altman-Z | 1.85 |
ROIC/WACC0.46
WACC7.15%
2.3 Liquidity
- A Current Ratio of 3.59 indicates that SUI has no problem at all paying its short term obligations.
- SUI has a Current ratio of 3.59. This is amongst the best in the industry. SUI outperforms 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
- SUI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 329.57%, which is quite impressive.
- SUI shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -16.06% yearly.
- 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.
- 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 Y1334.2%
EPS Next 2Y99.8%
EPS Next 3Y65.96%
EPS Next 5Y35.33%
Revenue Next Year-27.24%
Revenue Next 2Y-12.6%
Revenue Next 3Y-7.19%
Revenue Next 5Y-1.9%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- 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 15.75, SUI is valued correctly.
- 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 28.41, SUI is valued a bit cheaper.
- A Price/Forward Earnings ratio of 42.04 indicates a quite expensive valuation of SUI.
- Based on the Price/Forward Earnings ratio, SUI is valued a bit cheaper than 70.00% of the companies in the same industry.
- SUI's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 25.64.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.75 | ||
| Fwd PE | 42.04 |
4.2 Price Multiples
- SUI's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SUI is cheaper than 90.00% 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 Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 19.04 | ||
| EV/EBITDA | 16.01 |
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.
- The decent profitability rating of SUI may justify a higher PE ratio.
- SUI's earnings are expected to grow with 65.96% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.01
PEG (5Y)N/A
EPS Next 2Y99.8%
EPS Next 3Y65.96%
5. Dividend
5.1 Amount
- SUI has a Yearly Dividend Yield of 3.29%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 41.00, SUI's dividend is way lower than its industry peers. On top of this 85.00% of the companies listed in the same industry pay a better dividend than SUI!
- Compared to an average S&P500 Dividend Yield of 1.83, SUI pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.29% |
5.2 History
- The dividend of SUI has a limited annual growth rate of 4.83%.
- SUI has been paying a dividend for at least 10 years, so it has 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
- 101.93% of the earnings are spent on dividend by SUI. 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 2Y99.8%
EPS Next 3Y65.96%
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 1334.2% in the next year.