SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis

NYSE:SUI • US8666741041

130.79 USD
+1.9 (+1.47%)
At close: Feb 13, 2026
130.79 USD
0 (0%)
After Hours: 2/13/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

SUI gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 20 industry peers in the Residential REITs industry. While SUI has a great health rating, its profitability is only average at the moment. A decent growth rate in combination with a cheap valuation! Better keep an eye on SUI. This makes SUI very considerable for value investing!


Dividend Valuation Growth Profitability Health

6

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.
  • 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

  • The Return On Assets of SUI (7.93%) is better than 95.00% of its industry peers.
  • SUI's Return On Equity of 14.02% is amongst the best of the industry. SUI outperforms 85.00% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 3.27%, SUI is in the better half of 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 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

  • 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.
  • In the last couple of years the Profit Margin of SUI has declined.
  • The Operating Margin of SUI (20.13%) is comparable to the rest of the industry.
  • SUI's Operating Margin has declined in the last couple of years.
  • SUI has a worse Gross Margin (51.83%) than 90.00% of its industry peers.
  • SUI's Gross Margin has declined in the last couple of years.
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

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SUI is destroying value.
  • The number of shares outstanding for SUI has been increased compared to 1 year ago.
  • Compared to 5 years ago, SUI has more shares outstanding
  • The debt/assets ratio for SUI has been reduced compared to a year ago.
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

  • An Altman-Z score of 1.87 indicates that SUI is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • SUI has a better Altman-Z score (1.87) 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.
  • 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 has a better Debt to Equity ratio (0.59) than 100.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 5.24
Altman-Z 1.87
ROIC/WACC0.46
WACC7.05%
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

  • A Current Ratio of 3.59 indicates that SUI has no problem at all paying its short term obligations.
  • SUI's Current ratio of 3.59 is amongst the best of 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 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.
  • The earnings per share for SUI have been decreasing by -16.06% on average. This is quite bad
  • 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

  • The Earnings Per Share is expected to grow by 35.33% on average over the next years. This is a very strong growth
  • SUI is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -1.90% yearly.
EPS Next Y1313.33%
EPS Next 2Y98.55%
EPS Next 3Y65.03%
EPS Next 5Y35.33%
Revenue Next Year-27.17%
Revenue Next 2Y-12.46%
Revenue Next 3Y-7.1%
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.
  • 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 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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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 16.37, 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 is valuated rather cheaply when we compare the Price/Earnings ratio to 27.97, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 44.23, which means the current valuation is very expensive for SUI.
  • Based on the Price/Forward Earnings ratio, SUI is valued a bit cheaper than 65.00% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.96, SUI is valued quite expensively.
Industry RankSector Rank
PE 16.37
Fwd PE 44.23
SUI Price Earnings VS Forward Price EarningsSUI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • SUI's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SUI is cheaper than 90.00% of the companies in the same industry.
  • 90.00% of the companies in the same industry are more expensive than SUI, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 19.79
EV/EBITDA 16.17
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

  • 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.
  • A more expensive valuation may be justified as SUI's earnings are expected to grow with 65.03% in the coming years.
PEG (NY)0.01
PEG (5Y)N/A
EPS Next 2Y98.55%
EPS Next 3Y65.03%

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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 3.23%, SUI has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 41.42, 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 1.79, SUI pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.23%

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
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

  • 101.93% of the earnings are spent on dividend by SUI. 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 2Y98.55%
EPS Next 3Y65.03%
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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Find the best dividend stocksShow peers with best dividend

SUN COMMUNITIES INC

NYSE:SUI (2/13/2026, 8:04:00 PM)

After market: 130.79 0 (0%)

130.79

+1.9 (+1.47%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)10-29
Earnings (Next)02-24
Inst Owners102.72%
Inst Owner Change-7.3%
Ins Owners0.34%
Ins Owner Change1.75%
Market Cap16.17B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts76
Price Target141.85 (8.46%)
Short Float %1.61%
Short Ratio2.79
Dividend
Industry RankSector Rank
Dividend Yield 3.23%
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%
PT rev (3m)0.41%
EPS NQ rev (1m)-3.44%
EPS NQ rev (3m)-1.62%
EPS NY rev (1m)-7.26%
EPS NY rev (3m)-9.82%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)-0.48%
Revenue NY rev (1m)-0.6%
Revenue NY rev (3m)-0.6%
Valuation
Industry RankSector Rank
PE 16.37
Fwd PE 44.23
P/S 6.38
P/FCF 19.79
P/OCF 19.83
P/B 2.23
P/tB 2.27
EV/EBITDA 16.17
EPS(TTM)7.99
EY6.11%
EPS(NY)2.96
Fwd EY2.26%
FCF(TTM)6.61
FCFY5.05%
OCF(TTM)6.6
OCFY5.04%
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 1.87
F-Score8
WACC7.05%
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 Y1313.33%
EPS Next 2Y98.55%
EPS Next 3Y65.03%
EPS Next 5Y35.33%
Revenue 1Y (TTM)-20.77%
Revenue growth 3Y12.33%
Revenue growth 5Y20.57%
Sales Q2Q%-25.82%
Revenue Next Year-27.17%
Revenue Next 2Y-12.46%
Revenue Next 3Y-7.1%
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 1313.33% in the next year.