SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SUI - US8666741041 - REIT
123.41 USD
+0.22 (+0.18%)
123.41 USD
0 (0%)
Taking everything into account, SUI scores 6 out of 10 in our fundamental rating. SUI was compared to 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 scores decently on growth, while it is valued quite cheap. This could make an interesting combination. 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.
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.
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.
The Return On Equity of SUI (14.02%) is better than 85.00% of its industry peers.
With a decent Return On Invested Capital value of 3.27%, SUI is doing good in 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 2.59%.
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 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's Profit Margin of 40.01% is amongst the best of the industry. SUI outperforms 90.00% of its industry peers.
In the last couple of years the Profit Margin of SUI has declined.
With a Operating Margin value of 20.13%, SUI perfoms like the industry average, outperforming 60.00% of the companies in the same industry.
SUI's Operating Margin has declined in the last couple of years.
With a Gross Margin value of 51.83%, SUI is not doing good in the industry: 90.00% of the companies in the same industry are doing better.
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
SUI has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it 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.
SUI has a better debt/assets ratio than last year.
2.2 Solvency
SUI has an Altman-Z score of 1.80. This is a bad value and indicates that SUI is not financially healthy and even has some risk of bankruptcy.
Looking at the Altman-Z score, with a value of 1.80, SUI belongs to the top of the industry, outperforming 90.00% 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 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 | 1.8 |
ROIC/WACC0.46
WACC7.07%
2.3 Liquidity
A Current Ratio of 3.59 indicates that SUI has no problem at all paying 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.
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.
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
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
The Earnings Per Share is expected to grow by 35.33% on average over the next years. This is a very strong growth
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-26.73%
Revenue Next 2Y-12.13%
Revenue Next 3Y-6.77%
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 15.45, SUI is valued correctly.
SUI's Price/Earnings ratio is rather cheap when compared to the industry. SUI is cheaper than 95.00% of the companies in the same industry.
SUI is valuated rather cheaply when we compare the Price/Earnings ratio to 26.50, which is the current average of the S&P500 Index.
A Price/Forward Earnings ratio of 43.41 indicates a quite expensive valuation of SUI.
70.00% of the companies in the same industry are more expensive than SUI, based on the Price/Forward Earnings ratio.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.93, SUI is valued quite expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.45 | ||
| Fwd PE | 43.41 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SUI is valued cheaper than 100.00% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, SUI is valued cheaply inside the industry as 95.00% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 18.67 | ||
| EV/EBITDA | 15.59 |
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 3.38%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 11.45, 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 1.87.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.38% |
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.
The dividend of SUI is growing, but earnings are growing more, so the dividend growth is sustainable.
DP101.93%
EPS Next 2Y94.7%
EPS Next 3Y65.81%
123.41
+0.22 (+0.18%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners102.65%
Inst Owner Change-5.4%
Ins Owners0.39%
Ins Owner Change4.56%
Market Cap15.26B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price TargetN/A
Short Float %1.4%
Short Ratio2.31
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.38% |
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)0.32%
PT rev (3m)0.41%
EPS NQ rev (1m)-9.52%
EPS NQ rev (3m)-1.3%
EPS NY rev (1m)-2.76%
EPS NY rev (3m)363.8%
Revenue NQ rev (1m)-0.42%
Revenue NQ rev (3m)-2.25%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.3%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.45 | ||
| Fwd PE | 43.41 | ||
| P/S | 6.02 | ||
| P/FCF | 18.67 | ||
| P/OCF | 18.71 | ||
| P/B | 2.11 | ||
| P/tB | 2.14 | ||
| EV/EBITDA | 15.59 |
EPS(TTM)7.99
EY6.47%
EPS(NY)2.84
Fwd EY2.3%
FCF(TTM)6.61
FCFY5.36%
OCF(TTM)6.6
OCFY5.34%
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 | 1.8 |
F-Score8
WACC7.07%
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-26.73%
Revenue Next 2Y-12.13%
Revenue Next 3Y-6.77%
Revenue Next 5Y-1.9%
EBIT growth 1Y-1.85%
EBIT growth 3Y3.38%
EBIT growth 5Y11.44%
EBIT Next Year46.52%
EBIT Next 3Y17.14%
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 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 15.45 and the Price/Book (PB) ratio is 2.11.
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%.