SUN COMMUNITIES INC (SUI) Fundamental Analysis & Valuation

NYSE:SUI • US8666741041

Current stock price

126.55 USD
-1.29 (-1.01%)
At close:
126.55 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

  • In the past year SUI was profitable.
  • SUI had a positive operating cash flow in the past year.
  • SUI had positive earnings in 4 of the past 5 years.
  • 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

  • SUI has a better Return On Assets (10.87%) than 95.00% of its industry peers.
  • The Return On Equity of SUI (18.87%) is better than 90.00% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 3.16%, SUI is in the better half of the industry, outperforming 70.00% of the companies in the same industry.
  • 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 3 year average ROIC (2.59%) for SUI is below the current ROIC(3.16%), indicating increased profibility in the last year.
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.
  • SUI's Profit Margin has improved in the last couple of years.
  • SUI has a Operating Margin (21.02%) which is comparable to the rest of the industry.
  • 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.
  • SUI's Gross Margin has been stable in the last couple of years.
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.
  • Compared to 1 year ago, SUI has less shares outstanding
  • The number of shares outstanding for SUI has been increased compared to 5 years ago.
  • Compared to 1 year ago, SUI has an improved debt to assets ratio.
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 1.83. 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.
  • With an excellent Altman-Z score value of 1.83, SUI belongs to the best of the industry, outperforming 95.00% of the companies in the same industry.
  • 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.
  • With an excellent Debt to FCF ratio value of 10.61, SUI belongs to the best of the industry, outperforming 90.00% 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's Debt to Equity ratio of 0.59 is amongst the best of the industry. SUI outperforms 95.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 10.61
Altman-Z 1.83
ROIC/WACC0.42
WACC7.48%
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

  • SUI has a Current Ratio of 2.44. This indicates that SUI is financially healthy and has no problem in meeting its short term obligations.
  • SUI's Current ratio of 2.44 is amongst the best of the industry. SUI outperforms 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 Quick ratio of 2.08. This is amongst the best in the industry. SUI outperforms 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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5

3. SUI Growth Analysis

3.1 Past

  • SUI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 1880.95%, which is quite impressive.
  • SUI shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 49.25% yearly.
  • Looking at the last year, SUI shows a small growth in Revenue. The Revenue has grown by 2.02% in the last year.
  • The Revenue has been growing by 10.52% on average over the past years. This is quite good.
EPS 1Y (TTM)1880.95%
EPS 3Y75.7%
EPS 5Y49.25%
EPS Q2Q%511.76%
Revenue 1Y (TTM)2.02%
Revenue growth 3Y-8.08%
Revenue growth 5Y10.52%
Sales Q2Q%8.02%

3.2 Future

  • Based on estimates for the next years, SUI will show a very negative growth in Earnings Per Share. The EPS will decrease by -19.75% on average per year.
  • SUI is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.02% yearly.
EPS Next Y-74.79%
EPS Next 2Y-45.93%
EPS Next 3Y-32.66%
EPS Next 5Y-19.75%
Revenue Next Year4.58%
Revenue Next 2Y4.83%
Revenue Next 3Y-0.07%
Revenue Next 5Y5.02%

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 decreasing.
  • 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.
SUI Yearly Revenue VS EstimatesSUI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 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 10.14, the valuation of SUI can be described as very reasonable.
  • 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 (26.64), we can say SUI is valued rather cheaply.
  • A Price/Forward Earnings ratio of 40.30 indicates a quite expensive valuation of SUI.
  • Based on the Price/Forward Earnings ratio, SUI is valued a bit cheaper than 80.00% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of SUI to the average of the S&P500 Index (21.36), we can say SUI is valued expensively.
Industry RankSector Rank
PE 10.14
Fwd PE 40.3
SUI Price Earnings VS Forward Price EarningsSUI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SUI is valued a bit more expensive than 70.00% of the companies in the same industry.
  • SUI's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. SUI is cheaper than 75.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 38.74
EV/EBITDA 19.37
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.
  • SUI's earnings are expected to decrease with -32.66% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.21
EPS Next 2Y-45.93%
EPS Next 3Y-32.66%

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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.
  • Compared to an average industry Dividend Yield of 8.94, SUI's dividend is way lower than its industry peers. On top of this 80.00% 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 1.80.
Industry RankSector Rank
Dividend Yield 3.5%

5.2 History

  • The dividend of SUI is nicely growing with an annual growth rate of 21.72%!
  • 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)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 2026 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-45.93%
EPS Next 3Y-32.66%
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 (5/1/2026, 8:04:00 PM)

After market: 126.55 0 (0%)

126.55

-1.29 (-1.01%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Industry Strength35.4
Industry Growth83.23
Earnings (Last)04-27
Earnings (Next)07-28
Inst Owners101.65%
Inst Owner Change0.04%
Ins Owners0.3%
Ins Owner Change-0.41%
Market Cap15.59B
Revenue(TTM)2.31B
Net Income(TTM)1.36B
Analysts77.14
Price Target145.72 (15.15%)
Short Float %2.03%
Short Ratio2.98
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-Date03-31
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)-0.33%
PT rev (3m)3.18%
EPS NQ rev (1m)-4.62%
EPS NQ rev (3m)-21.27%
EPS NY rev (1m)-4.25%
EPS NY rev (3m)-9.55%
Revenue NQ rev (1m)-0.24%
Revenue NQ rev (3m)-1.98%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.29%
Valuation
Industry RankSector Rank
PE 10.14
Fwd PE 40.3
P/S 6.76
P/FCF 38.74
P/OCF 18.05
P/B 2.16
P/tB 2.2
EV/EBITDA 19.37
EPS(TTM)12.48
EY9.86%
EPS(NY)3.14
Fwd EY2.48%
FCF(TTM)3.27
FCFY2.58%
OCF(TTM)7.01
OCFY5.54%
SpS18.71
BVpS58.52
TBVpS57.62
PEG (NY)N/A
PEG (5Y)0.21
Graham Number128.192 (1.3%)
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 1.83
F-Score7
WACC7.48%
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)1880.95%
EPS 3Y75.7%
EPS 5Y49.25%
EPS Q2Q%511.76%
EPS Next Y-74.79%
EPS Next 2Y-45.93%
EPS Next 3Y-32.66%
EPS Next 5Y-19.75%
Revenue 1Y (TTM)2.02%
Revenue growth 3Y-8.08%
Revenue growth 5Y10.52%
Sales Q2Q%8.02%
Revenue Next Year4.58%
Revenue Next 2Y4.83%
Revenue Next 3Y-0.07%
Revenue Next 5Y5.02%
EBIT growth 1Y-10.79%
EBIT growth 3Y-6.29%
EBIT growth 5Y10.35%
EBIT Next Year120.45%
EBIT Next 3Y34.74%
EBIT Next 5Y22.4%
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.


Can you provide the valuation status for SUN COMMUNITIES INC?

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


What is the profitability of SUI stock?

SUN COMMUNITIES INC (SUI) has a profitability rating of 7 / 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 10.14 and the Price/Book (PB) ratio is 2.16.


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 -74.79% in the next year.