SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis

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

125.87 USD
+2.19 (+1.77%)
Last: Feb 6, 2026, 03:40 PM
Fundamental Rating

6

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. SUI is valued quite cheap, while showing a decent growth score. This is a good combination! With these ratings, SUI could be worth investigating further 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.
  • In the past 5 years SUI always reported a positive cash flow from operatings.
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's Return On Assets of 7.93% is amongst the best of the industry. SUI outperforms 95.00% of its industry peers.
  • The Return On Equity of SUI (14.02%) is better than 85.00% of its industry peers.
  • SUI's Return On Invested Capital of 3.27% is fine compared to the rest of the industry. SUI outperforms 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 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.
  • SUI's Profit Margin has declined in the last couple of years.
  • 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.
  • 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

  • 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 more shares outstanding
  • The number of shares outstanding for SUI has been increased compared to 5 years ago.
  • SUI has a better debt/assets ratio than last year.
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

  • Based on the Altman-Z score of 1.80, we must say that SUI is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of SUI (1.80) is better 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.
  • A Debt/Equity ratio of 0.59 indicates that SUI is somewhat dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.59, SUI belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 5.24
Altman-Z 1.8
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'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.
  • With an excellent Quick ratio value of 3.24, SUI belongs to the best of the industry, outperforming 95.00% of the companies in the same industry.
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

  • 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.
  • SUI shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -16.06% yearly.
  • The Revenue for SUI has decreased by -20.77% in the past year. This is quite bad
  • The Revenue has been growing by 20.57% on average over the past years. This is a very strong growth!
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 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.
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

  • The Price/Earnings ratio is 15.75, 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.
  • SUI's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.67.
  • Based on the Price/Forward Earnings ratio of 42.04, the valuation of SUI can be described as expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SUI indicates a somewhat cheap valuation: SUI is cheaper than 75.00% of the companies listed in the same industry.
  • SUI is valuated expensively when we compare the Price/Forward Earnings ratio to 27.20, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 15.75
Fwd PE 42.04
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

  • 95.00% of the companies in the same industry are more expensive than SUI, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, SUI is valued cheaper than 90.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 19.04
EV/EBITDA 15.62
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

  • SUI has a Yearly Dividend Yield of 3.29%.
  • With a Dividend Yield of 3.29, SUI pays less dividend than the industry average, which is at 40.99. 90.00% 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 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

  • 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%
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 (2/6/2026, 3:40:40 PM)

125.87

+2.19 (+1.77%)

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 Cap15.57B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.24 (12.21%)
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 15.75
Fwd PE 42.04
P/S 6.14
P/FCF 19.04
P/OCF 19.08
P/B 2.15
P/tB 2.18
EV/EBITDA 15.62
EPS(TTM)7.99
EY6.35%
EPS(NY)2.99
Fwd EY2.38%
FCF(TTM)6.61
FCFY5.25%
OCF(TTM)6.6
OCFY5.24%
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 1.8
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.