SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SUI - US8666741041 - REIT
124.82 USD
+0.56 (+0.45%)
124.82 USD
0 (0%)
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 is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. A decent growth rate in combination with a cheap valuation! Better keep an eye on SUI. These ratings could make SUI a good candidate for value investing.
1. Profitability
1.1 Basic Checks
SUI had positive earnings in the past year.
SUI had a positive operating cash flow in the past year.
SUI had positive earnings in 4 of the past 5 years.
Each year in the past 5 years SUI had a positive operating cash flow.
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.
SUI has a Return On Equity of 14.02%. This is amongst the best in the industry. SUI outperforms 85.00% of its industry peers.
SUI has a Return On Invested Capital of 3.27%. This is in the better half 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 3 year average ROIC (2.59%) for SUI is below the current ROIC(3.27%), indicating increased profibility in the last year.
| 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 has a Profit Margin of 40.01%. This is amongst the best in the industry. SUI outperforms 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 comparable to the rest of the industry.
SUI's Operating Margin has declined in the last couple of years.
SUI has a Gross Margin of 51.83%. This is amonst the worse of the industry: SUI underperforms 90.00% of its industry peers.
In the last couple of years the Gross Margin of SUI has declined.
| 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
SUI has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
The number of shares outstanding for SUI has been increased compared to 1 year ago.
The number of shares outstanding for SUI has been increased compared to 5 years ago.
The debt/assets ratio for SUI has been reduced compared to a year ago.
2.2 Solvency
SUI has an Altman-Z score of 1.81. 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 Altman-Z score of 1.81. This is amongst the best in the industry. SUI outperforms 90.00% 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.
The Debt to FCF ratio of SUI (5.24) is better than 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Altman-Z | 1.81 |
ROIC/WACC0.46
WACC7.06%
2.3 Liquidity
A Current Ratio of 3.59 indicates that SUI has no problem at all paying its short term obligations.
With an excellent Current ratio value of 3.59, SUI belongs to the best of the industry, outperforming 95.00% of the companies in the same industry.
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.
Looking at the Quick ratio, with a value of 3.24, SUI belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
| 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.
The earnings per share for SUI have been decreasing by -16.06% on average. This is quite bad
SUI shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -20.77%.
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
SUI is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 35.33% yearly.
The Revenue is expected to decrease by -1.90% on average over the next years.
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
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.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 15.62, the valuation of SUI can be described as correct.
SUI's Price/Earnings ratio is rather cheap when compared to the industry. SUI is cheaper than 95.00% of the companies in the same industry.
SUI's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.84.
With a Price/Forward Earnings ratio of 43.90, SUI can be considered very expensive at the moment.
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.
The average S&P500 Price/Forward Earnings ratio is at 23.40. SUI is valued rather expensively when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.62 | ||
| Fwd PE | 43.9 |
4.2 Price Multiples
100.00% of the companies in the same industry are more expensive than SUI, based on the Enterprise Value to EBITDA ratio.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of SUI indicates a rather cheap valuation: SUI is cheaper than 95.00% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 18.88 | ||
| EV/EBITDA | 15.68 |
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 65.81% 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 3.34%, SUI has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 11.48, 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!
SUI's Dividend Yield is rather good when compared to the S&P500 average which is at 2.00.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.34% |
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%
124.82
+0.56 (+0.45%)
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 Change4.57%
Market Cap15.44B
Revenue(TTM)2.54B
Net Income(TTM)1.01B
Analysts75
Price Target141.84 (13.64%)
Short Float %1.4%
Short Ratio2.31
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.34% |
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)0.18%
PT rev (3m)0.5%
EPS NQ rev (1m)2.86%
EPS NQ rev (3m)12.21%
EPS NY rev (1m)-2.76%
EPS NY rev (3m)39.95%
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 | 15.62 | ||
| Fwd PE | 43.9 | ||
| P/S | 6.09 | ||
| P/FCF | 18.88 | ||
| P/OCF | 18.92 | ||
| P/B | 2.13 | ||
| P/tB | 2.16 | ||
| EV/EBITDA | 15.68 |
EPS(TTM)7.99
EY6.4%
EPS(NY)2.84
Fwd EY2.28%
FCF(TTM)6.61
FCFY5.3%
OCF(TTM)6.6
OCFY5.28%
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
WACC7.06%
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 Year46.37%
EBIT Next 3Y17.35%
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 15.62 and the Price/Book (PB) ratio is 2.13.
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%.