SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - NYSE:SUI - US8666741041 - REIT
128.16 USD
+0.29 (+0.23%)
Overall SUI gets a fundamental rating of 6 out of 10. We evaluated SUI against 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 scores decently on growth, while it is valued quite cheap. This could make an interesting combination. This makes SUI very considerable for value investing!
1. Profitability
1.1 Basic Checks
In the past year SUI was profitable.
SUI had a positive operating cash flow in the past year.
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's Return On Assets of 7.93% is amongst the best of the industry. SUI outperforms 100.00% of its industry peers.
Looking at the Return On Equity, with a value of 14.02%, SUI belongs to the top of the industry, outperforming 90.00% of the companies in the same industry.
SUI's Return On Invested Capital of 3.27% is fine compared to the rest of the industry. SUI outperforms 75.00% of its industry peers.
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 2.60%.
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
SUI has a Profit Margin of 40.01%. 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 declined.
SUI has a Operating Margin (20.13%) which is comparable to the rest of the industry.
SUI's Operating Margin has declined in the last couple of years.
The Gross Margin of SUI (51.83%) is worse than 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.
SUI has more shares outstanding than it did 1 year ago.
Compared to 5 years ago, SUI has more shares outstanding
SUI has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 1.88 indicates that SUI is not a great score, but indicates only limited risk for bankruptcy at the moment.
With an excellent Altman-Z score value of 1.88, SUI belongs to the best of the industry, outperforming 95.00% 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.
SUI's Debt to FCF ratio of 5.24 is amongst the best of 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.
With an excellent Debt to Equity ratio value of 0.59, SUI belongs to the best 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 | 1.88 |
ROIC/WACC0.46
WACC7.1%
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.
With an excellent Current ratio value of 3.59, SUI belongs to the best 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.
SUI shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 20.57% yearly.
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
SUI is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 33.25% yearly.
Based on estimates for the next years, SUI will show a decrease in Revenue. The Revenue will decrease by -1.92% on average per year.
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
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 16.04, the valuation of SUI can be described as correct.
Based on the Price/Earnings ratio, SUI is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.
When comparing the Price/Earnings ratio of SUI to the average of the S&P500 Index (26.35), we can say SUI is valued slightly cheaper.
Based on the Price/Forward Earnings ratio of 46.54, 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 valuation a bit more expensive than the S&P500 average which is at 33.72.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.04 | ||
| Fwd PE | 46.54 |
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.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of SUI indicates a rather cheap valuation: SUI is cheaper than 95.00% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 19.62 | ||
| EV/EBITDA | 16.22 |
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.
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 62.43% in the coming years.
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 3.35%, SUI has a reasonable but not impressive dividend return.
With a Dividend Yield of 3.35, SUI pays less dividend than the industry average, which is at 7.39. 90.00% of the companies listed in the same industry pay a better dividend than SUI!
SUI's Dividend Yield is a higher than the S&P500 average which is at 2.36.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.35% |
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.
SUI's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP101.93%
EPS Next 2Y91.62%
EPS Next 3Y62.43%
NYSE:SUI (11/12/2025, 10:17:09 AM)
128.16
+0.29 (+0.23%)
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-2.25%
Ins Owners0.34%
Ins Owner Change4.77%
Market Cap16.04B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts74
Price Target141.27 (10.23%)
Short Float %1.3%
Short Ratio1.94
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.35% |
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)-0.14%
PT rev (3m)0.91%
EPS NQ rev (1m)3.41%
EPS NQ rev (3m)-15.54%
EPS NY rev (1m)43.93%
EPS NY rev (3m)376.97%
Revenue NQ rev (1m)-2.29%
Revenue NQ rev (3m)-6.6%
Revenue NY rev (1m)-0.64%
Revenue NY rev (3m)-1.15%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.04 | ||
| Fwd PE | 46.54 | ||
| P/S | 6.32 | ||
| P/FCF | 19.62 | ||
| P/OCF | 19.66 | ||
| P/B | 2.22 | ||
| P/tB | 2.25 | ||
| EV/EBITDA | 16.22 |
EPS(TTM)7.99
EY6.23%
EPS(NY)2.75
Fwd EY2.15%
FCF(TTM)6.53
FCFY5.1%
OCF(TTM)6.52
OCFY5.09%
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 | 1.88 |
F-Score8
WACC7.1%
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 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 16.04 and the Price/Book (PB) ratio is 2.22.
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%.