SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:SUI • US8666741041
127.43 USD
+0.84 (+0.66%)
At close: Jan 30, 2026
127.43 USD
0 (0%)
After Hours: 1/30/2026, 8:20:11 PM
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 may be a bit undervalued, certainly considering the very reasonable score on growth These ratings would make SUI suitable for value investing!
1. Profitability
1.1 Basic Checks
- In the past year SUI was profitable.
- In the past year SUI had a positive cash flow from operations.
- SUI had positive earnings in 4 of the past 5 years.
- In the past 5 years SUI always reported a positive cash flow from operatings.
1.2 Ratios
- The Return On Assets of SUI (7.93%) is better than 95.00% of its industry peers.
- SUI has a better Return On Equity (14.02%) 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 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 of 20.13%. This is comparable to the rest of the industry: SUI outperforms 60.00% of its industry peers.
- 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.
- 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
- 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.
- 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.
2.2 Solvency
- An Altman-Z score of 1.85 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 1.85, 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 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.
- A Debt/Equity ratio of 0.59 indicates that SUI is somewhat dependend on debt financing.
- SUI's Debt to Equity ratio of 0.59 is amongst the best of the industry. SUI outperforms 100.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Altman-Z | 1.85 |
ROIC/WACC0.46
WACC7.17%
2.3 Liquidity
- A Current Ratio of 3.59 indicates that SUI has no problem at all paying its short term obligations.
- SUI has a Current ratio of 3.59. This is amongst the best in the industry. SUI outperforms 95.00% of its industry peers.
- A Quick Ratio of 3.24 indicates that SUI has no problem at all paying its short term obligations.
- The Quick ratio of SUI (3.24) is better than 95.00% of its industry peers.
| 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.
- Measured over the past years, SUI shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -16.06% on average per year.
- 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
- SUI is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 35.33% yearly.
- The Revenue is expected to decrease by -1.90% on average over the next years.
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
- Based on the Price/Earnings ratio of 15.95, the valuation of SUI can be described as correct.
- Based on the Price/Earnings ratio, SUI is valued cheaper than 95.00% of the companies in the same industry.
- SUI's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.32.
- Based on the Price/Forward Earnings ratio of 42.56, the valuation of SUI can be described as expensive.
- 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.
- SUI's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 25.57.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.95 | ||
| Fwd PE | 42.56 |
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 | 19.28 | ||
| EV/EBITDA | 16.01 |
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.
- SUI's earnings are expected to grow with 65.96% in the coming years. This may justify a more expensive valuation.
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%.
- Compared to an average industry Dividend Yield of 41.00, 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!
- Compared to an average S&P500 Dividend Yield of 1.83, SUI pays a better dividend.
| 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 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 2Y99.8%
EPS Next 3Y65.96%
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.