SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SUI - US8666741041 - REIT
126.46 USD
+0.89 (+0.71%)
126.46 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 is valued quite cheap, while showing a decent growth score. This is a good combination! 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.
- SUI had positive earnings in 4 of the past 5 years.
- SUI had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- The Return On Assets of SUI (7.93%) is better than 95.00% of its industry peers.
- SUI has a better Return On Equity (14.02%) than 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 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
- SUI has a Profit Margin of 40.01%. This is amongst the best in the industry. SUI outperforms 90.00% of its industry peers.
- SUI's Profit Margin has declined in the last couple of years.
- SUI's Operating Margin of 20.13% is in line compared to the rest of the industry. SUI outperforms 60.00% of its industry peers.
- In the last couple of years the Operating Margin of SUI has declined.
- The Gross Margin of SUI (51.83%) is worse than 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.
- Compared to 1 year ago, SUI has more shares outstanding
- 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 1.83. 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 1.83, SUI belongs to the best of the industry, outperforming 95.00% of the companies in the same industry.
- 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.
- With an excellent Debt to FCF ratio value of 5.24, SUI belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
- 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 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 | 1.83 |
ROIC/WACC0.46
WACC7.14%
2.3 Liquidity
- A Current Ratio of 3.59 indicates that SUI has no problem at all paying its short term obligations.
- Looking at the Current ratio, with a value of 3.59, SUI belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
- SUI has a Quick Ratio of 3.24. This indicates that SUI is financially healthy and has no problem in meeting 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
- 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
- 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-26.67%
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
- With a Price/Earnings ratio of 15.83, SUI is valued correctly.
- Based on the Price/Earnings ratio, SUI is valued cheaper than 95.00% of the companies in the same industry.
- SUI is valuated rather cheaply when we compare the Price/Earnings ratio to 27.21, which is the current average of the S&P500 Index.
- Based on the Price/Forward Earnings ratio of 44.48, the valuation of SUI can be described as expensive.
- 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 24.26.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.83 | ||
| Fwd PE | 44.48 |
4.2 Price Multiples
- 95.00% of the companies in the same industry are more expensive than SUI, based on the Enterprise Value to EBITDA ratio.
- 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 | 19.13 | ||
| EV/EBITDA | 15.82 |
4.3 Compensation for Growth
- The 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.
- A more expensive valuation may be justified as SUI's earnings are expected to grow with 65.81% in the coming years.
PEG (NY)0.01
PEG (5Y)N/A
EPS Next 2Y94.7%
EPS Next 3Y65.81%
5. Dividend
5.1 Amount
- SUI has a Yearly Dividend Yield of 3.27%.
- With a Dividend Yield of 3.27, SUI pays less dividend than the industry average, which is at 30.96. 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 1.82, 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%
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.