SUN COMMUNITIES INC (SUI) Fundamental Analysis & Valuation

NYSE:SUI • US8666741041

136.41 USD
-0.77 (-0.56%)
At close: Mar 3, 2026
136.41 USD
0 (0%)
After Hours: 3/3/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This SUI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

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. Both the health and profitability get an excellent rating, making SUI a very profitable company, without any liquidiy or solvency issues. SUI is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. SUI Profitability Analysis

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.
  • 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 2025 0 500M -500M 1B -1B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 7.93%, SUI belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
  • 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 75.00% 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 2.61%.
  • 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)3.38%
ROA(5y)2.88%
ROE(3y)5.73%
ROE(5y)5.14%
ROIC(3y)2.59%
ROIC(5y)2.68%
SUI Yearly ROA, ROE, ROICSUI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10 15

1.3 Margins

  • SUI's Profit Margin of 40.01% is amongst the best of the industry. SUI outperforms 90.00% of its industry peers.
  • In the last couple of years the Profit Margin of SUI has grown nicely.
  • The Operating Margin of SUI (20.13%) is comparable to the rest of the industry.
  • In the last couple of years the Operating Margin of SUI has remained more or less at the same level.
  • 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.
  • In the last couple of years the Gross Margin of SUI has remained more or less at the same level.
Industry RankSector 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%
SUI Yearly Profit, Operating, Gross MarginsSUI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. SUI Health Analysis

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 reduced 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.
SUI Yearly Shares OutstandingSUI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 5B 10B 15B

2.2 Solvency

  • An Altman-Z score of 1.97 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 (1.97) 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.
  • 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.
  • Looking at the Debt to Equity ratio, with a value of 0.59, SUI belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 5.24
Altman-Z 1.97
ROIC/WACC0.46
WACC7.1%
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 2025 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.
  • The Current ratio of SUI (3.59) is better than 90.00% 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.
  • 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 2025 200M 400M 600M 800M

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

4

3. SUI Growth Analysis

3.1 Past

  • SUI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 1332.00%, which is quite impressive.
  • The Earnings Per Share has been growing by 49.25% on average over the past years. This is a very strong growth
  • The Revenue for SUI has decreased by -28.41% in the past year. This is quite bad
  • The Revenue has been growing by 10.52% on average over the past years. This is quite good.
EPS 1Y (TTM)1332%
EPS 3Y75.7%
EPS 5Y49.25%
EPS Q2Q%156.25%
Revenue 1Y (TTM)-28.41%
Revenue growth 3Y-8.08%
Revenue growth 5Y10.52%
Sales Q2Q%-30.93%

3.2 Future

  • The Earnings Per Share is expected to decrease by -19.06% on average over the next years. This is quite bad
  • The Revenue is expected to grow by 5.04% on average over the next years.
EPS Next Y-73.67%
EPS Next 2Y-45.19%
EPS Next 3Y-32.27%
EPS Next 5Y-19.06%
Revenue Next Year5.45%
Revenue Next 2Y5.12%
Revenue Next 3Y-0.78%
Revenue Next 5Y5.04%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • 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

5

4. SUI Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 12.70, the valuation of SUI can be described as correct.
  • Based on the Price/Earnings ratio, SUI is valued cheaply inside the industry as 95.00% of the companies are valued more expensively.
  • The average S&P500 Price/Earnings ratio is at 26.83. SUI is valued rather cheaply when compared to this.
  • With a Price/Forward Earnings ratio of 48.24, 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 65.00% of the companies are valued more expensively.
  • SUI is valuated expensively when we compare the Price/Forward Earnings ratio to 24.95, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 12.7
Fwd PE 48.24
SUI Price Earnings VS Forward Price EarningsSUI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80

4.2 Price Multiples

  • 70.00% of the companies in the same industry are cheaper than SUI, based on the Enterprise Value to EBITDA ratio.
  • 95.00% 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 20.56
EV/EBITDA 19.54
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 decent profitability rating of SUI may justify a higher PE ratio.
  • A cheap valuation may be justified as SUI's earnings are expected to decrease with -32.27% in the coming years.
PEG (NY)N/A
PEG (5Y)0.26
EPS Next 2Y-45.19%
EPS Next 3Y-32.27%

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

5

5. SUI Dividend Analysis

5.1 Amount

  • SUI has a Yearly Dividend Yield of 3.03%.
  • Compared to an average industry Dividend Yield of 44.12, 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!
  • Compared to an average S&P500 Dividend Yield of 1.82, SUI pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.03%

5.2 History

  • On average, the dividend of SUI grows each year by 21.72%, which is quite nice.
  • 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)21.72%
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 Rate of SUI has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP101.93%
EPS Next 2Y-45.19%
EPS Next 3Y-32.27%
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 2025 0 500M -500M 1B -1B
SUI Dividend Payout.SUI Dividend Payout, showing the Payout Ratio.SUI Dividend Payout.PayoutRetained Earnings

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SUI Fundamentals: All Metrics, Ratios and Statistics

SUN COMMUNITIES INC

NYSE:SUI (3/3/2026, 8:04:00 PM)

After market: 136.41 0 (0%)

136.41

-0.77 (-0.56%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-24
Earnings (Next)05-04
Inst Owners102.72%
Inst Owner Change-0.24%
Ins Owners0.34%
Ins Owner Change2%
Market Cap16.80B
Revenue(TTM)2.31B
Net Income(TTM)1.01B
Analysts76
Price Target141.85 (3.99%)
Short Float %1.41%
Short Ratio2.08
Dividend
Industry RankSector Rank
Dividend Yield 3.03%
Yearly Dividend8.32
Dividend Growth(5Y)21.72%
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 RankSector Rank
PE 12.7
Fwd PE 48.24
P/S 6.62
P/FCF 20.56
P/OCF 20.6
P/B 2.32
P/tB 2.36
EV/EBITDA 19.54
EPS(TTM)10.74
EY7.87%
EPS(NY)2.83
Fwd EY2.07%
FCF(TTM)6.64
FCFY4.86%
OCF(TTM)6.62
OCFY4.85%
SpS20.59
BVpS58.79
TBVpS57.92
PEG (NY)N/A
PEG (5Y)0.26
Graham Number119.19
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)3.38%
ROA(5y)2.88%
ROE(3y)5.73%
ROE(5y)5.14%
ROIC(3y)2.59%
ROIC(5y)2.68%
ROICexc(3y)2.66%
ROICexc(5y)2.72%
ROICexgc(3y)2.85%
ROICexgc(5y)2.96%
ROCE(3y)3.28%
ROCE(5y)3.39%
ROICexgc growth 3Y2.57%
ROICexgc growth 5Y7.9%
ROICexc growth 3Y5.36%
ROICexc growth 5Y9.04%
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 RankSector Rank
Debt/Equity 0.59
Debt/FCF 5.24
Debt/EBITDA 4.2
Cap/Depr 0.33%
Cap/Sales 0.07%
Interest Coverage 1.84
Cash Conversion 80.08%
Profit Quality 80.54%
Current Ratio 3.59
Quick Ratio 3.24
Altman-Z 1.97
F-Score8
WACC7.1%
ROIC/WACC0.46
Cap/Depr(3y)36.51%
Cap/Depr(5y)162.69%
Cap/Sales(3y)8.47%
Cap/Sales(5y)34.5%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)1332%
EPS 3Y75.7%
EPS 5Y49.25%
EPS Q2Q%156.25%
EPS Next Y-73.67%
EPS Next 2Y-45.19%
EPS Next 3Y-32.27%
EPS Next 5Y-19.06%
Revenue 1Y (TTM)-28.41%
Revenue growth 3Y-8.08%
Revenue growth 5Y10.52%
Sales Q2Q%-30.93%
Revenue Next Year5.45%
Revenue Next 2Y5.12%
Revenue Next 3Y-0.78%
Revenue Next 5Y5.04%
EBIT growth 1Y-1.85%
EBIT growth 3Y-6.29%
EBIT growth 5Y10.35%
EBIT Next Year120.66%
EBIT Next 3Y34.62%
EBIT Next 5Y21%
FCF growth 1Y3.92%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-5.22%
OCF growth 3Y5.55%
OCF growth 5Y9.73%

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 -73.67% in the next year.