SUN COMMUNITIES INC (SUI) Fundamental Analysis & Valuation

NYSE:SUI • US8666741041

Current stock price

128.79 USD
+1.41 (+1.11%)
Last:

This SUI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. SUI Profitability Analysis

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.
  • SUI had a positive operating cash flow in each of the past 5 years.
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 2025 0 500M -500M 1B -1B

1.2 Ratios

  • The Return On Assets of SUI (10.87%) is better than 95.00% of its industry peers.
  • With an excellent Return On Equity value of 18.87%, SUI belongs to the best of the industry, outperforming 90.00% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 3.16%, SUI is in the better half of the industry, outperforming 70.00% of the companies in the same industry.
  • SUI had an Average Return On Invested Capital over the past 3 years of 2.59%. This is in line with the industry average of 2.73%.
  • The 3 year average ROIC (2.59%) for SUI is below the current ROIC(3.16%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 10.87%
ROE 18.87%
ROIC 3.16%
ROA(3y)3.38%
ROA(5y)2.88%
ROE(3y)5.73%
ROE(5y)5.14%
ROIC(3y)2.59%
ROIC(5y)2.68%
SUI Yearly ROA, ROE, ROICSUI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10 15

1.3 Margins

  • Looking at the Profit Margin, with a value of 59.03%, SUI belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
  • SUI's Profit Margin has improved in the last couple of years.
  • SUI has a Operating Margin of 21.02%. This is comparable to the rest of the industry: SUI outperforms 60.00% of its industry peers.
  • SUI's Operating Margin has been stable in the last couple of years.
  • SUI has a Gross Margin of 53.40%. This is amonst the worse of the industry: SUI underperforms 85.00% of its industry peers.
  • In the last couple of years the Gross Margin of SUI has remained more or less at the same level.
Industry RankSector Rank
OM 21.02%
PM (TTM) 59.03%
GM 53.4%
OM growth 3Y1.95%
OM growth 5Y-0.16%
PM growth 3Y93.48%
PM growth 5Y44.37%
GM growth 3Y2.88%
GM growth 5Y-1.45%
SUI Yearly Profit, Operating, Gross MarginsSUI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40

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7

2. SUI Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SUI is destroying value.
  • Compared to 1 year ago, SUI has less shares outstanding
  • The number of shares outstanding for SUI has been increased compared to 5 years ago.
  • The debt/assets ratio for SUI has been reduced compared to a year ago.
SUI Yearly Shares OutstandingSUI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 5B 10B 15B

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.
  • The Altman-Z score of SUI (1.84) is better than 95.00% of its industry peers.
  • SUI has a debt to FCF ratio of 10.61. This is a negative value and a sign of low solvency as SUI would need 10.61 years to pay back of all of its debts.
  • SUI has a better Debt to FCF ratio (10.61) than 90.00% of its industry peers.
  • 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 95.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 10.61
Altman-Z 1.84
ROIC/WACC0.42
WACC7.46%
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 2025 0 2B 4B 6B 8B

2.3 Liquidity

  • A Current Ratio of 2.44 indicates that SUI has no problem at all paying its short term obligations.
  • SUI's Current ratio of 2.44 is amongst the best of the industry. SUI outperforms 85.00% of its industry peers.
  • SUI has a Quick Ratio of 2.08. This indicates that SUI is financially healthy and has no problem in meeting its short term obligations.
  • SUI has a Quick ratio of 2.08. This is amongst the best in the industry. SUI outperforms 85.00% of its industry peers.
Industry RankSector Rank
Current Ratio 2.44
Quick Ratio 2.08
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 2025 200M 400M 600M 800M

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

4

3. SUI Growth Analysis

3.1 Past

  • SUI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 1332.00%, which is quite impressive.
  • SUI shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 49.25% yearly.
  • The Revenue for SUI has decreased by -28.41% in the past year. This is quite bad
  • The Revenue has been growing by 10.52% on average over the past years. This is quite good.
EPS 1Y (TTM)1332%
EPS 3Y75.7%
EPS 5Y49.25%
EPS Q2Q%156.25%
Revenue 1Y (TTM)-28.41%
Revenue growth 3Y-8.08%
Revenue growth 5Y10.52%
Sales Q2Q%-30.93%

3.2 Future

  • SUI is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -19.06% yearly.
  • Based on estimates for the next years, SUI will show a small growth in Revenue. The Revenue will grow by 5.04% on average per year.
EPS Next Y-73.67%
EPS Next 2Y-45.19%
EPS Next 3Y-32.27%
EPS Next 5Y-19.06%
Revenue Next Year5.36%
Revenue Next 2Y5.1%
Revenue Next 3Y0.3%
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.
  • 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.
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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4

4. SUI Valuation Analysis

4.1 Price/Earnings Ratio

  • SUI is valuated reasonably with a Price/Earnings ratio of 11.99.
  • 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 25.51. SUI is valued rather cheaply when compared to this.
  • A Price/Forward Earnings ratio of 45.54 indicates a quite expensive valuation of SUI.
  • Based on the Price/Forward Earnings ratio, SUI is valued a bit cheaper than the industry average as 65.00% of the companies are valued more expensively.
  • SUI's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 22.76.
Industry RankSector Rank
PE 11.99
Fwd PE 45.54
SUI Price Earnings VS Forward Price EarningsSUI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SUI indicates a slightly more expensive valuation: SUI is more expensive than 75.00% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, SUI is valued a bit cheaper than 70.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 39.41
EV/EBITDA 19.47
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

  • SUI has a very decent profitability rating, which may justify a higher PE ratio.
  • A cheap valuation may be justified as SUI's earnings are expected to decrease with -32.27% in the coming years.
PEG (NY)N/A
PEG (5Y)0.24
EPS Next 2Y-45.19%
EPS Next 3Y-32.27%

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

5

5. SUI Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.50%, SUI has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 46.72, 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!
  • SUI's Dividend Yield is rather good when compared to the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 3.5%

5.2 History

  • The dividend of SUI is nicely growing with an annual growth rate of 21.72%!
  • 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)21.72%
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

  • SUI pays out 76.72% of its income as dividend. 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.
DP76.72%
EPS Next 2Y-45.19%
EPS Next 3Y-32.27%
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 2025 0 500M -500M 1B -1B
SUI Dividend Payout.SUI Dividend Payout, showing the Payout Ratio.SUI Dividend Payout.PayoutRetained Earnings

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SUI Fundamentals: All Metrics, Ratios and Statistics

SUN COMMUNITIES INC

NYSE:SUI (4/2/2026, 2:25:02 PM)

128.79

+1.41 (+1.11%)

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 Owners101.5%
Inst Owner Change-0.2%
Ins Owners0.33%
Ins Owner Change1.12%
Market Cap15.86B
Revenue(TTM)2.31B
Net Income(TTM)1.36B
Analysts76
Price Target146.2 (13.52%)
Short Float %1.86%
Short Ratio2.54
Dividend
Industry RankSector Rank
Dividend Yield 3.5%
Yearly Dividend8.32
Dividend Growth(5Y)21.72%
DP76.72%
Div Incr Years9
Div Non Decr Years13
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)27.75%
Min EPS beat(2)-93.99%
Max EPS beat(2)149.5%
EPS beat(4)2
Avg EPS beat(4)211.99%
Min EPS beat(4)-541.21%
Max EPS beat(4)1333.64%
EPS beat(8)3
Avg EPS beat(8)-146.9%
EPS beat(12)3
Avg EPS beat(12)-172.73%
EPS beat(16)3
Avg EPS beat(16)-140.53%
Revenue beat(2)1
Avg Revenue beat(2)-1.13%
Min Revenue beat(2)-2.4%
Max Revenue beat(2)0.14%
Revenue beat(4)2
Avg Revenue beat(4)-4.75%
Min Revenue beat(4)-19.26%
Max Revenue beat(4)2.52%
Revenue beat(8)3
Avg Revenue beat(8)-3.36%
Revenue beat(12)7
Avg Revenue beat(12)-0.82%
Revenue beat(16)11
Avg Revenue beat(16)1.15%
PT rev (1m)3.07%
PT rev (3m)3.07%
EPS NQ rev (1m)-14.09%
EPS NQ rev (3m)0%
EPS NY rev (1m)-4.36%
EPS NY rev (3m)-0.53%
Revenue NQ rev (1m)0.29%
Revenue NQ rev (3m)-0.71%
Revenue NY rev (1m)0.12%
Revenue NY rev (3m)-0.61%
Valuation
Industry RankSector Rank
PE 11.99
Fwd PE 45.54
P/S 6.88
P/FCF 39.41
P/OCF 18.36
P/B 2.2
P/tB 2.23
EV/EBITDA 19.47
EPS(TTM)10.74
EY8.34%
EPS(NY)2.83
Fwd EY2.2%
FCF(TTM)3.27
FCFY2.54%
OCF(TTM)7.02
OCFY5.45%
SpS18.72
BVpS58.55
TBVpS57.65
PEG (NY)N/A
PEG (5Y)0.24
Graham Number118.95
Profitability
Industry RankSector Rank
ROA 10.87%
ROE 18.87%
ROCE 4%
ROIC 3.16%
ROICexc 3.33%
ROICexgc 3.46%
OM 21.02%
PM (TTM) 59.03%
GM 53.4%
FCFM 17.45%
ROA(3y)3.38%
ROA(5y)2.88%
ROE(3y)5.73%
ROE(5y)5.14%
ROIC(3y)2.59%
ROIC(5y)2.68%
ROICexc(3y)2.66%
ROICexc(5y)2.72%
ROICexgc(3y)2.85%
ROICexgc(5y)2.96%
ROCE(3y)3.28%
ROCE(5y)3.39%
ROICexgc growth 3Y2.57%
ROICexgc growth 5Y7.9%
ROICexc growth 3Y5.36%
ROICexc growth 5Y9.04%
OM growth 3Y1.95%
OM growth 5Y-0.16%
PM growth 3Y93.48%
PM growth 5Y44.37%
GM growth 3Y2.88%
GM growth 5Y-1.45%
F-Score7
Asset Turnover0.18
Health
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 10.61
Debt/EBITDA 4.3
Cap/Depr 90.9%
Cap/Sales 20.02%
Interest Coverage 1.97
Cash Conversion 87.06%
Profit Quality 29.57%
Current Ratio 2.44
Quick Ratio 2.08
Altman-Z 1.84
F-Score7
WACC7.46%
ROIC/WACC0.42
Cap/Depr(3y)36.51%
Cap/Depr(5y)162.69%
Cap/Sales(3y)8.47%
Cap/Sales(5y)34.5%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)1332%
EPS 3Y75.7%
EPS 5Y49.25%
EPS Q2Q%156.25%
EPS Next Y-73.67%
EPS Next 2Y-45.19%
EPS Next 3Y-32.27%
EPS Next 5Y-19.06%
Revenue 1Y (TTM)-28.41%
Revenue growth 3Y-8.08%
Revenue growth 5Y10.52%
Sales Q2Q%-30.93%
Revenue Next Year5.36%
Revenue Next 2Y5.1%
Revenue Next 3Y0.3%
Revenue Next 5Y5.04%
EBIT growth 1Y-10.79%
EBIT growth 3Y-6.29%
EBIT growth 5Y10.35%
EBIT Next Year120.66%
EBIT Next 3Y34.62%
EBIT Next 5Y21%
FCF growth 1Y-49.19%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y0.37%
OCF growth 3Y5.55%
OCF growth 5Y9.73%

SUN COMMUNITIES INC / SUI Fundamental Analysis FAQ

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

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


Can you provide the valuation status for SUN COMMUNITIES INC?

ChartMill assigns a valuation rating of 4 / 10 to SUN COMMUNITIES INC (SUI). This can be considered as Fairly Valued.


What is the profitability of SUI stock?

SUN COMMUNITIES INC (SUI) has a profitability rating of 7 / 10.


What are the PE and PB ratios of SUN COMMUNITIES INC (SUI) stock?

The Price/Earnings (PE) ratio for SUN COMMUNITIES INC (SUI) is 11.99 and the Price/Book (PB) ratio is 2.2.


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 -73.67% in the next year.