SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:SUI • US8666741041
127.92 USD
+0.35 (+0.27%)
At close: Feb 4, 2026
127.7 USD
-0.22 (-0.17%)
After Hours: 2/4/2026, 8:04:00 PM
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 has an excellent financial health rating, but there are some minor concerns on its profitability. 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!.
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.
- Of the past 5 years SUI 4 years were profitable.
- Each year in the past 5 years SUI had a positive operating cash flow.
1.2 Ratios
- The Return On Assets of SUI (7.93%) is better than 95.00% of its industry peers.
- SUI's Return On Equity of 14.02% is amongst the best of the industry. SUI outperforms 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.
- SUI's Profit Margin has declined in the last couple of years.
- SUI has a Operating Margin (20.13%) which is in line with its industry peers.
- In the last couple of years the Operating Margin of SUI has declined.
- Looking at the Gross Margin, with a value of 51.83%, SUI is doing worse than 90.00% of the companies in the same industry.
- 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.
- SUI has a better debt/assets ratio than last year.
2.2 Solvency
- SUI has an Altman-Z score of 1.86. 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 1.86. 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.
- SUI has a Debt to FCF ratio of 5.24. This is amongst the best in the industry. SUI outperforms 100.00% 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 100.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Altman-Z | 1.86 |
ROIC/WACC0.46
WACC7.18%
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 has a Quick ratio of 3.24. This is amongst the best in 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.
- Looking at the last year, SUI shows a very negative growth in Revenue. The Revenue has decreased by -20.77% in the last year.
- 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 35.33% 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 -1.90% yearly.
EPS Next Y1334.2%
EPS Next 2Y99.8%
EPS Next 3Y65.96%
EPS Next 5Y35.33%
Revenue Next Year-27.24%
Revenue Next 2Y-12.6%
Revenue Next 3Y-7.19%
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
- SUI is valuated correctly with a Price/Earnings ratio of 16.01.
- 95.00% of the companies in the same industry are more expensive than SUI, based on the Price/Earnings ratio.
- When comparing the Price/Earnings ratio of SUI to the average of the S&P500 Index (28.25), we can say SUI is valued slightly cheaper.
- A Price/Forward Earnings ratio of 42.73 indicates a quite expensive valuation of SUI.
- Based on the Price/Forward Earnings ratio, SUI is valued a bit cheaper than the industry average as 70.00% of the companies are valued more expensively.
- Compared to an average S&P500 Price/Forward Earnings ratio of 27.50, SUI is valued quite expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.01 | ||
| Fwd PE | 42.73 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SUI is valued cheaper than 90.00% of the companies 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 Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 19.35 | ||
| EV/EBITDA | 16.03 |
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.
- The decent profitability rating of SUI may justify a higher PE ratio.
- A more expensive valuation may be justified as SUI's earnings are expected to grow with 65.96% in the coming years.
PEG (NY)0.01
PEG (5Y)N/A
EPS Next 2Y99.8%
EPS Next 3Y65.96%
5. Dividend
5.1 Amount
- SUI has a Yearly Dividend Yield of 3.29%. Purely for dividend investing, there may be better candidates out there.
- With a Dividend Yield of 3.29, SUI pays less dividend than the industry average, which is at 41.00. 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 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.29% |
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 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 2Y99.8%
EPS Next 3Y65.96%
127.92
+0.35 (+0.27%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)10-29 2025-10-29/amc
Earnings (Next)02-25 2026-02-25/amc
Inst Owners102.72%
Inst Owner Change-7.4%
Ins Owners0.34%
Ins Owner Change1.75%
Market Cap15.82B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.24 (10.41%)
Short Float %1.61%
Short Ratio2.79
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.29% |
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)-0.43%
PT rev (3m)-0.02%
EPS NQ rev (1m)-3.44%
EPS NQ rev (3m)-3.88%
EPS NY rev (1m)-5.89%
EPS NY rev (3m)10.45%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)-2.76%
Revenue NY rev (1m)-0.69%
Revenue NY rev (3m)-0.99%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.01 | ||
| Fwd PE | 42.73 | ||
| P/S | 6.24 | ||
| P/FCF | 19.35 | ||
| P/OCF | 19.39 | ||
| P/B | 2.18 | ||
| P/tB | 2.22 | ||
| EV/EBITDA | 16.03 |
EPS(TTM)7.99
EY6.25%
EPS(NY)2.99
Fwd EY2.34%
FCF(TTM)6.61
FCFY5.17%
OCF(TTM)6.6
OCFY5.16%
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 | 1.86 |
F-Score8
WACC7.18%
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 Y1334.2%
EPS Next 2Y99.8%
EPS Next 3Y65.96%
EPS Next 5Y35.33%
Revenue 1Y (TTM)-20.77%
Revenue growth 3Y12.33%
Revenue growth 5Y20.57%
Sales Q2Q%-25.82%
Revenue Next Year-27.24%
Revenue Next 2Y-12.6%
Revenue Next 3Y-7.19%
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 1334.2% in the next year.