SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SUI - US8666741041 - REIT
124.98 USD
-1.01 (-0.8%)
124.98 USD
0 (0%)
SUI gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 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. SUI may be a bit undervalued, certainly considering the very reasonable score on growth These ratings could make SUI a good candidate for value investing.
1. Profitability
1.1 Basic Checks
- In the past year SUI was profitable.
- In the past year SUI had a positive cash flow from operations.
- Of the past 5 years SUI 4 years were profitable.
- In the past 5 years SUI always reported a positive cash flow from operatings.
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.
- Looking at the Return On Equity, with a value of 14.02%, SUI belongs to the top 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.
- 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 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
- The Profit Margin of SUI (40.01%) is better than 90.00% of its industry peers.
- In the last couple of years the Profit Margin of SUI has declined.
- Looking at the Operating Margin, with a value of 20.13%, SUI is in line with its industry, outperforming 60.00% of the companies in the same 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.
- SUI's Gross Margin has declined in the last couple of years.
| 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
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SUI is destroying value.
- SUI has more shares outstanding than it did 1 year ago.
- SUI has more shares outstanding than it did 5 years ago.
- The debt/assets ratio for SUI has been reduced compared to a year ago.
2.2 Solvency
- SUI has an Altman-Z score of 1.84. 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.
- With an excellent Altman-Z score value of 1.84, SUI belongs to the best of the industry, outperforming 95.00% of the companies in the same industry.
- 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.
- Looking at the Debt to FCF ratio, with a value of 5.24, SUI belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
- A Debt/Equity ratio of 0.59 indicates that SUI is somewhat dependend on debt financing.
- SUI has a better Debt to Equity ratio (0.59) than 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
WACC7.17%
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's Current ratio of 3.59 is amongst the best of 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
- 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.
- Looking at the last year, SUI shows a very negative growth in Revenue. The Revenue has decreased by -20.77% in the last year.
- Measured over the past years, SUI shows a very strong growth in Revenue. The Revenue has been growing by 20.57% on average per year.
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
- The Earnings Per Share is expected to grow by 35.33% on average over the next years. This is a very strong growth
- The Revenue is expected to decrease by -1.90% on average over the next years.
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
- 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.
- 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
- A Price/Earnings ratio of 15.64 indicates a correct 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.
- SUI's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.94.
- The Price/Forward Earnings ratio is 43.96, which means the current valuation is very expensive for SUI.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of SUI indicates a somewhat cheap valuation: SUI is cheaper than 65.00% of the companies listed in the same industry.
- Compared to an average S&P500 Price/Forward Earnings ratio of 23.94, SUI is valued quite expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.64 | ||
| Fwd PE | 43.96 |
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 | 18.91 | ||
| EV/EBITDA | 15.86 |
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 30.96, 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!
- SUI's Dividend Yield is rather good when compared to the S&P500 average which is at 1.83.
| 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 been paying a dividend for at least 10 years, so it has 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.
- 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%
124.98
-1.01 (-0.8%)
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 Change0.08%
Ins Owners0.34%
Ins Owner Change3.94%
Market Cap15.46B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.24 (13.01%)
Short Float %1.72%
Short Ratio3.21
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 | 15.64 | ||
| Fwd PE | 43.96 | ||
| P/S | 6.09 | ||
| P/FCF | 18.91 | ||
| P/OCF | 18.95 | ||
| P/B | 2.13 | ||
| P/tB | 2.17 | ||
| EV/EBITDA | 15.86 |
EPS(TTM)7.99
EY6.39%
EPS(NY)2.84
Fwd EY2.27%
FCF(TTM)6.61
FCFY5.29%
OCF(TTM)6.6
OCFY5.28%
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
WACC7.17%
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.