SUN COMMUNITIES INC (SUI) Fundamental Analysis & Valuation

NYSE:SUI • US8666741041

Current stock price

125.57 USD
-2.26 (-1.77%)
At close:
125.57 USD
0 (0%)
After Hours:

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.
  • SUI had a positive operating cash flow in the past year.
  • 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.
  • SUI's Return On Equity of 18.87% is amongst the best of the industry. SUI outperforms 90.00% of its industry peers.
  • SUI has a better Return On Invested Capital (3.16%) than 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 2.73%.
  • The last Return On Invested Capital (3.16%) for SUI is above the 3 year average (2.59%), which is a sign of increasing profitability.
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

  • SUI has a Profit Margin of 59.03%. This is amongst the best in the industry. SUI outperforms 95.00% of its industry peers.
  • In the last couple of years the Profit Margin of SUI has grown nicely.
  • SUI's Operating Margin of 21.02% is in line compared 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 worse Gross Margin (53.40%) than 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

  • SUI has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for SUI has been reduced compared to 1 year ago.
  • 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 1.85. 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's Altman-Z score of 1.85 is amongst the best of the industry. SUI outperforms 95.00% of its industry peers.
  • The Debt to FCF ratio of SUI is 10.61, which is on the high side as it means it would take SUI, 10.61 years of fcf income to pay off all of its debts.
  • SUI has a Debt to FCF ratio of 10.61. This is amongst the best in the industry. SUI outperforms 90.00% of its industry peers.
  • SUI has a Debt/Equity ratio of 0.59. This is a neutral value indicating SUI is somewhat dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.59, SUI belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 10.61
Altman-Z 1.85
ROIC/WACC0.42
WACC7.51%
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.
  • The Current ratio of SUI (2.44) is better than 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 better Quick ratio (2.08) than 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

  • The Earnings Per Share has grown by an impressive 1332.00% over the past year.
  • Measured over the past years, SUI shows a very strong growth in Earnings Per Share. The EPS has been growing by 49.25% on average per year.
  • The Revenue for SUI has decreased by -28.41% in the past year. This is quite bad
  • Measured over the past years, SUI shows a quite strong growth in Revenue. The Revenue has been growing by 10.52% on average per year.
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

  • The Earnings Per Share is expected to decrease by -19.06% on average over the next years. This is quite bad
  • 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.
  • 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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4

4. SUI Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 11.69, the valuation of SUI can be described as very reasonable.
  • Compared to the rest of the industry, the Price/Earnings ratio of SUI indicates a rather cheap valuation: SUI is cheaper than 95.00% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 24.88. SUI is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 44.40, the valuation of SUI can be described as expensive.
  • Based on the Price/Forward Earnings ratio, SUI is valued a bit cheaper than 65.00% of the companies in the same industry.
  • SUI's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 22.19.
Industry RankSector Rank
PE 11.69
Fwd PE 44.4
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

  • SUI's Enterprise Value to EBITDA ratio is a bit more expensive when compared to the industry. SUI is more expensive than 75.00% of the companies 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 38.43
EV/EBITDA 19.52
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 decent profitability rating of SUI 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.
  • With a Dividend Yield of 3.50, SUI pays less dividend than the industry average, which is at 46.64. 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 1.90, SUI pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.5%

5.2 History

  • On average, the dividend of SUI grows each year by 21.72%, which is quite nice.
  • 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 (3/27/2026, 8:04:00 PM)

After market: 125.57 0 (0%)

125.57

-2.26 (-1.77%)

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 Cap15.47B
Revenue(TTM)2.31B
Net Income(TTM)1.36B
Analysts76
Price Target146.2 (16.43%)
Short Float %1.56%
Short Ratio2.23
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)0%
PT rev (3m)0.09%
EPS NQ rev (1m)-5.19%
EPS NQ rev (3m)52.38%
EPS NY rev (1m)-4.36%
EPS NY rev (3m)-0.53%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)-0.71%
Revenue NY rev (1m)0.12%
Revenue NY rev (3m)-0.61%
Valuation
Industry RankSector Rank
PE 11.69
Fwd PE 44.4
P/S 6.71
P/FCF 38.43
P/OCF 17.9
P/B 2.14
P/tB 2.18
EV/EBITDA 19.52
EPS(TTM)10.74
EY8.55%
EPS(NY)2.83
Fwd EY2.25%
FCF(TTM)3.27
FCFY2.6%
OCF(TTM)7.02
OCFY5.59%
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 1.85
F-Score7
WACC7.51%
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.


What is the valuation status for SUI stock?

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


Can you provide the profitability details for SUN COMMUNITIES INC?

SUN COMMUNITIES INC (SUI) has a profitability rating of 7 / 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 decline by -73.67% in the next year.