SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SUI - US8666741041 - REIT
124.31 USD
+0.42 (+0.34%)
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. A decent growth rate in combination with a cheap valuation! Better keep an eye on SUI. These ratings would make SUI suitable 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.
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 95.00% of its industry peers.
With an excellent Return On Equity value of 14.02%, SUI belongs to the best of the industry, outperforming 85.00% of the companies in the same industry.
SUI has a better Return On Invested Capital (3.27%) than 70.00% of its industry peers.
The Average Return On Invested Capital over the past 3 years for SUI 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.
Looking at the Operating Margin, with a value of 20.13%, SUI is in line with its industry, 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
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SUI is destroying value.
The number of shares outstanding for SUI has been increased compared to 1 year ago.
SUI has more shares outstanding than it did 5 years ago.
Compared to 1 year ago, SUI has an improved debt to assets ratio.
2.2 Solvency
SUI has an Altman-Z score of 1.81. This is a bad value and indicates that SUI is not financially healthy and even has some risk of bankruptcy.
SUI has a better Altman-Z score (1.81) than 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.
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 | 1.81 |
ROIC/WACC0.46
WACC7.09%
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.
The Current ratio of SUI (3.59) is better than 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.
SUI has a better Quick ratio (3.24) than 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.
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.
SUI shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -20.77%.
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.
SUI is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -1.90% yearly.
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
The Price/Earnings ratio is 15.56, which indicates a correct valuation of SUI.
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 26.55. SUI is valued slightly cheaper when compared to this.
A Price/Forward Earnings ratio of 43.72 indicates a quite expensive valuation of SUI.
Compared to the rest of the industry, the Price/Forward Earnings ratio of SUI indicates a somewhat cheap valuation: SUI is cheaper than 65.00% of the companies listed in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 23.78. SUI is valued rather expensively when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.56 | ||
| Fwd PE | 43.72 |
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.
95.00% of the companies in the same industry are more expensive than SUI, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 18.81 | ||
| EV/EBITDA | 15.64 |
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.
SUI has a very decent profitability rating, which may justify a higher PE ratio.
SUI's earnings are expected to grow with 65.81% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.01
PEG (5Y)N/A
EPS Next 2Y94.7%
EPS Next 3Y65.81%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.38%, SUI has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 7.21, 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 1.87, SUI pays a better dividend.
| 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 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 2Y94.7%
EPS Next 3Y65.81%
NYSE:SUI (12/16/2025, 10:05:52 AM)
124.31
+0.42 (+0.34%)
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 Cap15.37B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.72 (14.01%)
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)-10.38%
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 | 15.56 | ||
| Fwd PE | 43.72 | ||
| P/S | 6.06 | ||
| P/FCF | 18.81 | ||
| P/OCF | 18.85 | ||
| P/B | 2.12 | ||
| P/tB | 2.15 | ||
| EV/EBITDA | 15.64 |
EPS(TTM)7.99
EY6.43%
EPS(NY)2.84
Fwd EY2.29%
FCF(TTM)6.61
FCFY5.32%
OCF(TTM)6.6
OCFY5.31%
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 | 1.81 |
F-Score8
WACC7.09%
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 15.56 and the Price/Book (PB) ratio is 2.12.
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%.