SUN COMMUNITIES INC (SUI) Stock Fundamental Analysis
NYSE:SUI • US8666741041
136.46 USD
+0.68 (+0.5%)
At close: Feb 27, 2026
136.46 USD
0 (0%)
After Hours: 2/27/2026, 8:04:00 PM
Overall SUI gets a fundamental rating of 6 out of 10. We evaluated SUI against 20 industry peers in the Residential REITs industry. SUI has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. SUI has a correct valuation and a medium growth rate.
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.
- SUI had positive earnings in 4 of the past 5 years.
- Of the past 5 years SUI 4 years had a positive operating cash flow.
1.2 Ratios
- The Return On Assets of SUI (7.93%) is better than 95.00% of its industry peers.
- SUI has a better Return On Equity (14.02%) than 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 75.00% 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 (2.64%) 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)3.38%
ROA(5y)2.88%
ROE(3y)5.73%
ROE(5y)5.14%
ROIC(3y)2.64%
ROIC(5y)2.7%
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 grown nicely.
- With a Operating Margin value of 20.13%, SUI perfoms like the industry average, outperforming 60.00% of the companies in the same industry.
- SUI's Operating Margin has been stable in the last couple of years.
- SUI's Gross Margin of 51.83% is on the low side compared to the rest of the industry. SUI is outperformed by 90.00% of its industry peers.
- SUI's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 20.13% | ||
| PM (TTM) | 40.01% | ||
| GM | 51.83% |
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%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SUI is destroying value.
- SUI has less shares outstanding than it did 1 year ago.
- SUI has more shares outstanding than it did 5 years ago.
- SUI has a better debt/assets ratio than last year.
2.2 Solvency
- SUI has an Altman-Z score of 1.98. 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 (1.98) 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.
- 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.
- 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Altman-Z | 1.98 |
ROIC/WACC0.46
WACC7.05%
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 Current ratio of 3.59. This is amongst the best in the industry. SUI outperforms 90.00% of its industry peers.
- A Quick Ratio of 3.24 indicates that SUI has no problem at all paying 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 1386.67% over the past year.
- SUI shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 50.38% yearly.
- SUI shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -28.41%.
- Measured over the past years, SUI shows a quite strong growth in Revenue. The Revenue has been growing by 10.52% on average per year.
EPS 1Y (TTM)1386.67%
EPS 3Y77.91%
EPS 5Y50.38%
EPS Q2Q%179.55%
Revenue 1Y (TTM)-28.41%
Revenue growth 3Y-8.08%
Revenue growth 5Y10.52%
Sales Q2Q%-30.93%
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 -19.66% on average per year.
- SUI is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.04% yearly.
EPS Next Y-73.48%
EPS Next 2Y-45.02%
EPS Next 3Y-34.03%
EPS Next 5Y-19.66%
Revenue Next Year5.23%
Revenue Next 2Y4.92%
Revenue Next 3Y6.04%
Revenue Next 5Y5.04%
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.
- 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
- The Price/Earnings ratio is 12.24, which indicates a correct valuation of SUI.
- Based on the Price/Earnings ratio, SUI is valued cheaply inside the industry as 90.00% of the companies are valued more expensively.
- When comparing the Price/Earnings ratio of SUI to the average of the S&P500 Index (27.07), we can say SUI is valued rather cheaply.
- With a Price/Forward Earnings ratio of 46.15, SUI can be considered very expensive at the moment.
- 65.00% of the companies in the same industry are more expensive than SUI, based on the Price/Forward Earnings ratio.
- Compared to an average S&P500 Price/Forward Earnings ratio of 28.05, SUI is valued quite expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.24 | ||
| Fwd PE | 46.15 |
4.2 Price Multiples
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of SUI indicates a rather cheap valuation: SUI is cheaper than 90.00% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 20.65 | ||
| EV/EBITDA | N/A |
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 -34.03% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.24
EPS Next 2Y-45.02%
EPS Next 3Y-34.03%
5. Dividend
5.1 Amount
- SUI has a Yearly Dividend Yield of 3.05%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 44.03, SUI's dividend is way lower than its industry peers. On top of this 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 Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.05% |
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 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
- 101.93% of the earnings are spent on dividend by SUI. This is not a sustainable payout ratio.
- SUI's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP101.93%
EPS Next 2Y-45.02%
EPS Next 3Y-34.03%
136.46
+0.68 (+0.5%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-24 2026-02-24/amc
Earnings (Next)05-04 2026-05-04
Inst Owners102.72%
Inst Owner Change-0.24%
Ins Owners0.34%
Ins Owner Change2%
Market Cap16.88B
Revenue(TTM)2.31B
Net Income(TTM)1.01B
Analysts76
Price Target141.85 (3.95%)
Short Float %1.72%
Short Ratio2.69
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.05% |
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)0.18%
EPS NQ rev (1m)-5.82%
EPS NQ rev (3m)-6.46%
EPS NY rev (1m)-1.46%
EPS NY rev (3m)-9.82%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.48%
Revenue NY rev (1m)0.09%
Revenue NY rev (3m)-0.6%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.24 | ||
| Fwd PE | 46.15 | ||
| P/S | 6.65 | ||
| P/FCF | 20.65 | ||
| P/OCF | 20.69 | ||
| P/B | 2.33 | ||
| P/tB | 2.37 | ||
| EV/EBITDA | N/A |
EPS(TTM)11.15
EY8.17%
EPS(NY)2.96
Fwd EY2.17%
FCF(TTM)6.61
FCFY4.84%
OCF(TTM)6.6
OCFY4.83%
SpS20.51
BVpS58.55
TBVpS57.69
PEG (NY)N/A
PEG (5Y)0.24
Graham Number121.2
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)3.38%
ROA(5y)2.88%
ROE(3y)5.73%
ROE(5y)5.14%
ROIC(3y)2.64%
ROIC(5y)2.7%
ROICexc(3y)2.7%
ROICexc(5y)2.75%
ROICexgc(3y)2.9%
ROICexgc(5y)2.99%
ROCE(3y)3.34%
ROCE(5y)3.42%
ROICexgc growth 3Y2.64%
ROICexgc growth 5Y7.94%
ROICexc growth 3Y5.24%
ROICexc growth 5Y8.97%
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-Score8
Asset Turnover0.2
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.59 | ||
| Debt/FCF | 5.24 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 0.07% | ||
| Interest Coverage | 1.84 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 80.54% | ||
| Current Ratio | 3.59 | ||
| Quick Ratio | 3.24 | ||
| Altman-Z | 1.98 |
F-Score8
WACC7.05%
ROIC/WACC0.46
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)1386.67%
EPS 3Y77.91%
EPS 5Y50.38%
EPS Q2Q%179.55%
EPS Next Y-73.48%
EPS Next 2Y-45.02%
EPS Next 3Y-34.03%
EPS Next 5Y-19.66%
Revenue 1Y (TTM)-28.41%
Revenue growth 3Y-8.08%
Revenue growth 5Y10.52%
Sales Q2Q%-30.93%
Revenue Next Year5.23%
Revenue Next 2Y4.92%
Revenue Next 3Y6.04%
Revenue Next 5Y5.04%
EBIT growth 1Y-1.85%
EBIT growth 3Y-6.29%
EBIT growth 5Y10.35%
EBIT Next Year121.28%
EBIT Next 3Y35.42%
EBIT Next 5Y21%
FCF growth 1Y3.92%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-5.22%
OCF growth 3YN/A
OCF growth 5YN/A
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 5 / 10 to SUN COMMUNITIES INC (SUI). This can be considered as Fairly Valued.
Can you provide the profitability details for SUN COMMUNITIES INC?
SUN COMMUNITIES INC (SUI) has a profitability rating of 7 / 10.
Can you provide the financial health for SUI stock?
The financial health rating of SUN COMMUNITIES INC (SUI) is 8 / 10.
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 -73.48% in the next year.