SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SUI - US8666741041 - REIT
128.84 USD
+0.26 (+0.2%)
128.84 USD
0 (0%)
Overall SUI gets a fundamental rating of 6 out of 10. We evaluated SUI 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. A decent growth rate in combination with a cheap valuation! Better keep an eye on SUI. These ratings could make SUI a good candidate 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.
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 better Return On Assets (7.93%) than 95.00% of its industry peers.
The Return On Equity of SUI (14.02%) is better 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 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
With an excellent Profit Margin value of 40.01%, SUI belongs to the best of the industry, outperforming 90.00% of the companies in the same industry.
In the last couple of years the Profit Margin of SUI has declined.
SUI has a Operating Margin (20.13%) which is comparable to the rest of the industry.
In the last couple of years the Operating Margin of SUI has declined.
SUI's Gross Margin of 51.83% is on the low side compared to the rest of the industry. SUI is outperformed by 90.00% of its industry peers.
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
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SUI is destroying value.
Compared to 1 year ago, SUI has more shares outstanding
Compared to 5 years ago, SUI has more shares outstanding
Compared to 1 year ago, SUI has an improved debt to assets ratio.
2.2 Solvency
SUI has an Altman-Z score of 1.89. 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.
SUI has a Altman-Z score of 1.89. This is amongst the best in 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.
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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Altman-Z | 1.89 |
ROIC/WACC0.47
WACC7.02%
2.3 Liquidity
A Current Ratio of 3.59 indicates that SUI has no problem at all paying its short term obligations.
The Current ratio of SUI (3.59) is better than 95.00% of its industry peers.
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.
With an excellent Quick ratio value of 3.24, SUI belongs to the best of the industry, outperforming 95.00% of the companies in the same industry.
| 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.
The earnings per share for SUI have been decreasing by -16.06% on average. This is quite bad
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
The Earnings Per Share is expected to grow by 33.25% on average over the next years. This is a very strong growth
SUI is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -1.92% yearly.
EPS Next Y1467.25%
EPS Next 2Y91.62%
EPS Next 3Y62.43%
EPS Next 5Y33.25%
Revenue Next Year-26.73%
Revenue Next 2Y-12.4%
Revenue Next 3Y-7.36%
Revenue Next 5Y-1.92%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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
Based on the Price/Earnings ratio of 16.13, the valuation of SUI can be described as correct.
Based on the Price/Earnings ratio, SUI is valued cheaply inside the industry as 95.00% of the companies are valued more expensively.
SUI is valuated rather cheaply when we compare the Price/Earnings ratio to 26.31, which is the current average of the S&P500 Index.
The Price/Forward Earnings ratio is 46.78, which means the current valuation is very expensive for SUI.
Compared to the rest of the industry, the Price/Forward Earnings ratio of SUI is on the same level as its industry peers.
Compared to an average S&P500 Price/Forward Earnings ratio of 36.59, SUI is valued a bit more expensive.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.13 | ||
| Fwd PE | 46.78 |
4.2 Price Multiples
SUI's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SUI is cheaper than 95.00% of the companies in the same industry.
95.00% of the companies in the same industry are more expensive than SUI, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 19.73 | ||
| EV/EBITDA | 16.3 |
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 62.43% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.01
PEG (5Y)N/A
EPS Next 2Y91.62%
EPS Next 3Y62.43%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.32%, SUI has a reasonable but not impressive dividend return.
With a Dividend Yield of 3.32, SUI pays less dividend than the industry average, which is at 7.26. 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 2.40, SUI pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.32% |
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.
The dividend of SUI is growing, but earnings are growing more, so the dividend growth is sustainable.
DP101.93%
EPS Next 2Y91.62%
EPS Next 3Y62.43%
128.84
+0.26 (+0.2%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners106.59%
Inst Owner Change-5.41%
Ins Owners0.34%
Ins Owner Change4.56%
Market Cap16.13B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts74
Price Target141.59 (9.9%)
Short Float %1.33%
Short Ratio2.13
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.32% |
Yearly Dividend3.91
Dividend Growth(5Y)4.83%
DP101.93%
Div Incr Years9
Div Non Decr Years13
Ex-Date
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)0.09%
PT rev (3m)0.36%
EPS NQ rev (1m)2.44%
EPS NQ rev (3m)-16.33%
EPS NY rev (1m)20.7%
EPS NY rev (3m)376.97%
Revenue NQ rev (1m)-2.29%
Revenue NQ rev (3m)-5.34%
Revenue NY rev (1m)-0.3%
Revenue NY rev (3m)-1.02%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.13 | ||
| Fwd PE | 46.78 | ||
| P/S | 6.36 | ||
| P/FCF | 19.73 | ||
| P/OCF | 19.77 | ||
| P/B | 2.23 | ||
| P/tB | 2.26 | ||
| EV/EBITDA | 16.3 |
EPS(TTM)7.99
EY6.2%
EPS(NY)2.75
Fwd EY2.14%
FCF(TTM)6.53
FCFY5.07%
OCF(TTM)6.52
OCFY5.06%
SpS20.27
BVpS57.86
TBVpS57.01
PEG (NY)0.01
PEG (5Y)N/A
Graham Number101.99
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 | 1.89 |
F-Score8
WACC7.02%
ROIC/WACC0.47
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 Y1467.25%
EPS Next 2Y91.62%
EPS Next 3Y62.43%
EPS Next 5Y33.25%
Revenue 1Y (TTM)-20.77%
Revenue growth 3Y12.33%
Revenue growth 5Y20.57%
Sales Q2Q%-25.82%
Revenue Next Year-26.73%
Revenue Next 2Y-12.4%
Revenue Next 3Y-7.36%
Revenue Next 5Y-1.92%
EBIT growth 1Y-1.85%
EBIT growth 3Y3.38%
EBIT growth 5Y11.44%
EBIT Next Year50.68%
EBIT Next 3Y17.56%
EBIT Next 5Y12.85%
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 of SUN COMMUNITIES INC (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.
What are the PE and PB ratios of SUN COMMUNITIES INC (SUI) stock?
The Price/Earnings (PE) ratio for SUN COMMUNITIES INC (SUI) is 16.13 and the Price/Book (PB) ratio is 2.23.
How sustainable is the dividend of SUN COMMUNITIES INC (SUI) stock?
The dividend rating of SUN COMMUNITIES INC (SUI) is 5 / 10 and the dividend payout ratio is 101.93%.