SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:SUI • US8666741041

123.68 USD
-4.24 (-3.31%)
At close: Feb 5, 2026
123.68 USD
0 (0%)
After Hours: 2/5/2026, 8:04:00 PM
Fundamental Rating

6

We assign a fundamental rating of 6 out of 10 to SUI. 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 scores decently on growth, while it is valued quite cheap. This could make an interesting combination. These ratings would make SUI suitable for value investing!


Dividend Valuation Growth Profitability Health

6

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.
  • Of the past 5 years SUI 4 years were profitable.
  • 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 0 500M -500M -1B

1.2 Ratios

  • SUI has a Return On Assets of 7.93%. This is amongst the best in 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.
  • 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 RankSector 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%
SUI Yearly ROA, ROE, ROICSUI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 -2 4

1.3 Margins

  • SUI has a better Profit Margin (40.01%) than 90.00% 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 in line with its industry peers.
  • In the last couple of years the Operating Margin of SUI has declined.
  • 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.
  • In the last couple of years the Gross Margin of SUI has declined.
Industry RankSector 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%
SUI Yearly Profit, Operating, Gross MarginsSUI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

7

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.
SUI Yearly Shares OutstandingSUI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 5B 10B 15B

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 better Altman-Z score (1.86) than 95.00% of its industry peers.
  • 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 RankSector Rank
Debt/Equity 0.59
Debt/FCF 5.24
Altman-Z 1.86
ROIC/WACC0.46
WACC7.15%
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 0 2B 4B 6B 8B

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.
  • SUI has a better Current ratio (3.59) than 95.00% of its industry peers.
  • 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 RankSector Rank
Current Ratio 3.59
Quick Ratio 3.24
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 200M 400M 600M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

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.
  • The Revenue for SUI has decreased by -20.77% in the past year. This is quite bad
  • 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

  • Based on estimates for the next years, SUI will show a very strong growth in Earnings Per Share. The EPS will grow by 35.33% on average per year.
  • Based on estimates for the next years, SUI will show a decrease in Revenue. The Revenue will decrease by -1.90% on average per year.
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

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
SUI Yearly Revenue VS EstimatesSUI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 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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7

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 15.48 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.
  • SUI is valuated rather cheaply when we compare the Price/Earnings ratio to 27.67, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 41.31, 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.
  • When comparing the Price/Forward Earnings ratio of SUI to the average of the S&P500 Index (27.20), we can say SUI is valued expensively.
Industry RankSector Rank
PE 15.48
Fwd PE 41.31
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 cheaply inside the industry as 90.00% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, SUI is valued cheaply inside the industry as 90.00% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 18.71
EV/EBITDA 16.07
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 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%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.29%, SUI has a reasonable but not impressive dividend return.
  • With a Dividend Yield of 3.29, SUI pays less dividend than the industry average, which is at 40.99. 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 RankSector 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
SUI Yearly Dividends per shareSUI Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8

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%
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 0 500M -500M -1B
SUI Dividend Payout.SUI Dividend Payout, showing the Payout Ratio.SUI Dividend Payout.PayoutRetained Earnings

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SUN COMMUNITIES INC

NYSE:SUI (2/5/2026, 8:04:00 PM)

After market: 123.68 0 (0%)

123.68

-4.24 (-3.31%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)10-29
Earnings (Next)02-25
Inst Owners102.72%
Inst Owner Change-7.4%
Ins Owners0.34%
Ins Owner Change1.75%
Market Cap15.30B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.24 (14.2%)
Short Float %1.61%
Short Ratio2.79
Dividend
Industry RankSector 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 RankSector Rank
PE 15.48
Fwd PE 41.31
P/S 6.03
P/FCF 18.71
P/OCF 18.75
P/B 2.11
P/tB 2.14
EV/EBITDA 16.07
EPS(TTM)7.99
EY6.46%
EPS(NY)2.99
Fwd EY2.42%
FCF(TTM)6.61
FCFY5.34%
OCF(TTM)6.6
OCFY5.33%
SpS20.51
BVpS58.55
TBVpS57.69
PEG (NY)0.01
PEG (5Y)N/A
Graham Number102.6
Profitability
Industry RankSector 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 RankSector 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
WACC7.15%
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.