SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis

NYSE:SUI • US8666741041

130.775 USD
+1.89 (+1.46%)
Last: Feb 13, 2026, 02:01 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

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 With these ratings, SUI could be worth investigating further for value investing!.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • SUI had positive earnings in the past year.
  • SUI had a positive operating cash flow in the past year.
  • 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.
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 0 500M -500M -1B

1.2 Ratios

  • SUI has a better Return On Assets (7.93%) than 95.00% of its industry peers.
  • SUI has a better Return On Equity (14.02%) 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 RankSector 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%
SUI Yearly ROA, ROE, ROICSUI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 -2 4

1.3 Margins

  • The Profit Margin of SUI (40.01%) is better than 90.00% of its industry peers.
  • SUI's Profit Margin has declined in the last couple of years.
  • The Operating Margin of SUI (20.13%) 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.
  • SUI's Gross Margin has declined in the last couple of years.
Industry RankSector 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%
SUI Yearly Profit, Operating, Gross MarginsSUI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

7

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.
  • Compared to 1 year ago, SUI has an improved debt to assets ratio.
SUI Yearly Shares OutstandingSUI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 5B 10B 15B

2.2 Solvency

  • An Altman-Z score of 1.87 indicates that SUI is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • SUI's Altman-Z score of 1.87 is amongst the best of the industry. SUI outperforms 95.00% of its industry peers.
  • 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 Debt to Equity ratio of 0.59. This is amongst the best in the industry. SUI outperforms 100.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 5.24
Altman-Z 1.87
ROIC/WACC0.46
WACC7.13%
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 0 2B 4B 6B 8B

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.
  • 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.
  • A Quick Ratio of 3.24 indicates that SUI has no problem at all paying its short term obligations.
  • SUI has a better Quick ratio (3.24) than 95.00% of its industry peers.
Industry RankSector Rank
Current Ratio 3.59
Quick Ratio 3.24
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 200M 400M 600M

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

5

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 329.57% over the past year.
  • Measured over the past years, SUI shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -16.06% on average per year.
  • Looking at the last year, SUI shows a very negative growth in Revenue. The Revenue has decreased by -20.77% in the last year.
  • 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.
  • SUI is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -1.90% yearly.
EPS Next Y1313.33%
EPS Next 2Y98.55%
EPS Next 3Y65.03%
EPS Next 5Y35.33%
Revenue Next Year-27.17%
Revenue Next 2Y-12.46%
Revenue Next 3Y-7.1%
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.
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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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • SUI is valuated correctly with a Price/Earnings ratio of 16.37.
  • Based on the Price/Earnings ratio, SUI is valued cheaper than 95.00% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.67. SUI is valued slightly cheaper when compared to this.
  • Based on the Price/Forward Earnings ratio of 44.23, the valuation of SUI can be described as expensive.
  • 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.
  • The average S&P500 Price/Forward Earnings ratio is at 27.69. SUI is valued rather expensively when compared to this.
Industry RankSector Rank
PE 16.37
Fwd PE 44.23
SUI Price Earnings VS Forward Price EarningsSUI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

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 90.00% 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 RankSector Rank
P/FCF 19.79
EV/EBITDA 16.17
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

  • 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.
  • SUI's earnings are expected to grow with 65.03% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.01
PEG (5Y)N/A
EPS Next 2Y98.55%
EPS Next 3Y65.03%

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

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.36%, SUI has a reasonable but not impressive dividend return.
  • With a Dividend Yield of 3.36, SUI pays less dividend than the industry average, which is at 40.61. 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 1.80, SUI pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.36%

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
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

  • 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 2Y98.55%
EPS Next 3Y65.03%
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 0 500M -500M -1B
SUI Dividend Payout.SUI Dividend Payout, showing the Payout Ratio.SUI Dividend Payout.PayoutRetained Earnings

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SUN COMMUNITIES INC

NYSE:SUI (2/13/2026, 2:01:49 PM)

130.775

+1.89 (+1.46%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)10-29
Earnings (Next)02-24
Inst Owners102.72%
Inst Owner Change-7.3%
Ins Owners0.34%
Ins Owner Change1.75%
Market Cap16.17B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.85 (8.47%)
Short Float %1.61%
Short Ratio2.79
Dividend
Industry RankSector Rank
Dividend Yield 3.36%
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%
PT rev (3m)0.41%
EPS NQ rev (1m)-3.44%
EPS NQ rev (3m)-1.62%
EPS NY rev (1m)-7.26%
EPS NY rev (3m)-9.82%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)-0.48%
Revenue NY rev (1m)-0.6%
Revenue NY rev (3m)-0.6%
Valuation
Industry RankSector Rank
PE 16.37
Fwd PE 44.23
P/S 6.38
P/FCF 19.79
P/OCF 19.83
P/B 2.23
P/tB 2.27
EV/EBITDA 16.17
EPS(TTM)7.99
EY6.11%
EPS(NY)2.96
Fwd EY2.26%
FCF(TTM)6.61
FCFY5.05%
OCF(TTM)6.6
OCFY5.04%
SpS20.51
BVpS58.55
TBVpS57.69
PEG (NY)0.01
PEG (5Y)N/A
Graham Number102.6
Profitability
Industry RankSector 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 RankSector 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 1.87
F-Score8
WACC7.13%
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 Y1313.33%
EPS Next 2Y98.55%
EPS Next 3Y65.03%
EPS Next 5Y35.33%
Revenue 1Y (TTM)-20.77%
Revenue growth 3Y12.33%
Revenue growth 5Y20.57%
Sales Q2Q%-25.82%
Revenue Next Year-27.17%
Revenue Next 2Y-12.46%
Revenue Next 3Y-7.1%
Revenue Next 5Y-1.9%
EBIT growth 1Y-1.85%
EBIT growth 3Y3.38%
EBIT growth 5Y11.44%
EBIT Next Year45.8%
EBIT Next 3Y17.18%
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 1313.33% in the next year.