(SUI) Sun Communities - Ratings and Ratios
MH Properties, RV Sites, Marina Properties, UK Properties, Residential Sites
SUI EPS (Earnings per Share)
SUI Revenue
Description: SUI Sun Communities
Sun Communities Inc (NYSE:SUI) is a fully integrated Real Estate Investment Trust (REIT) that specializes in owning and operating manufactured housing (MH), recreational vehicle (RV), and luxury lifestyle properties, including marinas, across the United States, Canada, and the United Kingdom. With a history dating back to 1975 and a public listing since 1993, the company has established a significant presence in the industry.
As of March 31, 2025, Sun Communities boasts an extensive portfolio of 502 properties, encompassing approximately 174,850 developed sites. This diverse portfolio includes MH and RV properties, as well as UK properties, showcasing the companys adaptability and strategic expansion into various markets. Additionally, the company has a substantial presence in the marina sector, with 138 properties comprising around 48,790 wet slips and dry storage spaces, although these were classified under discontinued operations as of March 31, 2025.
To further analyze Sun Communities performance, key performance indicators (KPIs) such as Funds From Operations (FFO) and Adjusted Funds From Operations (AFFO) per share are crucial. FFO is a measure of a REITs operating performance, and AFFO further refines this by adjusting for certain non-cash items and capital expenditures. A review of these metrics would provide insight into the companys ability to generate cash and sustain its dividend payments. Moreover, metrics like occupancy rates, average revenue per user (ARPU), and same-site sales growth would offer a more nuanced understanding of the companys operational efficiency and revenue growth.
From a valuation perspective, Sun Communities price-to-FFO ratio, debt-to-equity ratio, and dividend yield are essential metrics. The price-to-FFO ratio helps assess whether the stock is overvalued or undervalued relative to its peers. The debt-to-equity ratio provides insight into the companys leverage and financial flexibility. A stable or increasing dividend yield can indicate the companys commitment to returning value to shareholders and its confidence in maintaining cash flows.
SUI Stock Overview
| Market Cap in USD | 16,091m |
| Sub-Industry | Single-Family Residential REITs |
| IPO / Inception | 1993-12-08 |
SUI Stock Ratings
| Growth Rating | 11.4% |
| Fundamental | 50.6% |
| Dividend Rating | 71.4% |
| Return 12m vs S&P 500 | -16.9% |
| Analyst Rating | 3.80 of 5 |
SUI Dividends
| Dividend Yield 12m | 6.43% |
| Yield on Cost 5y | 6.47% |
| Annual Growth 5y | 4.44% |
| Payout Consistency | 94.9% |
| Payout Ratio | 59.2% |
SUI Growth Ratios
| Growth Correlation 3m | 38.5% |
| Growth Correlation 12m | 49.6% |
| Growth Correlation 5y | -53.9% |
| CAGR 5y | 5.58% |
| CAGR/Max DD 3y (Calmar Ratio) | 0.16 |
| CAGR/Mean DD 3y (Pain Ratio) | 0.34 |
| Sharpe Ratio 12m | 0.23 |
| Alpha | -15.55 |
| Beta | 0.852 |
| Volatility | 24.40% |
| Current Volume | 562.1k |
| Average Volume 20d | 876.1k |
| Stop Loss | 120 (-3.1%) |
| Signal | -0.39 |
Piotroski VR‑10 (Strict, 0-10) 3.5
| Net Income (1.30b TTM) > 0 and > 6% of Revenue (6% = 164.9m TTM) |
| FCFTA 0.06 (>2.0%) and ΔFCFTA 0.89pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 51.23% (prev -61.82%; Δ 113.1pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.06 (>3.0%) and CFO 832.1m <= Net Income 1.30b (YES >=105%, WARN >=100%) |
| Net Debt (2.82b) to EBITDA (800.8m) ratio: 3.52 <= 3.0 (WARN <= 3.5) |
| Current Ratio 2.90 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (126.5m) change vs 12m ago 2.26% (target <= -2.0% for YES) |
| Gross Margin 48.94% (prev 48.28%; Δ 0.66pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 18.09% (prev 17.71%; Δ 0.38pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 0.67 (EBITDA TTM 800.8m / Interest Expense TTM 311.2m) >= 6 (WARN >= 3) |
Altman Z'' -0.22
| (A) 0.11 = (Total Current Assets 2.15b - Total Current Liabilities 740.7m) / Total Assets 13.36b |
| (B) -0.18 = Retained Earnings (Balance) -2.38b / Total Assets 13.36b |
| (C) 0.01 = EBIT TTM 207.1m / Avg Total Assets 15.19b |
| (D) -0.40 = Book Value of Equity -2.33b / Total Liabilities 5.83b |
| Total Rating: -0.22 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 50.58
| 1. Piotroski 3.50pt = -1.50 |
| 2. FCF Yield 4.40% = 2.20 |
| 3. FCF Margin 30.28% = 7.50 |
| 4. Debt/Equity 0.58 = 2.34 |
| 5. Debt/Ebitda 3.52 = -2.33 |
| 6. ROIC - WACC (= -6.28)% = -7.85 |
| 7. RoE 17.99% = 1.50 |
| 8. Rev. Trend -35.76% = -2.68 |
| 9. EPS Trend 27.97% = 1.40 |
What is the price of SUI shares?
Over the past week, the price has changed by +0.32%, over one month by -2.85%, over three months by +0.16% and over the past year by -4.08%.
Is Sun Communities a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SUI is around 116.46 USD . This means that SUI is currently overvalued and has a potential downside of -5.92%.
Is SUI a buy, sell or hold?
- Strong Buy: 4
- Buy: 5
- Hold: 5
- Sell: 1
- Strong Sell: 0
What are the forecasts/targets for the SUI price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 139.8 | 12.9% |
| Analysts Target Price | 139.8 | 12.9% |
| ValueRay Target Price | 128.6 | 3.9% |
Last update: 2025-10-13 02:03
SUI Fundamental Data Overview
P/E Forward = 31.4465
P/S = 5.0017
P/B = 2.1736
P/EG = 8.1554
Beta = 0.852
Revenue TTM = 2.75b USD
EBIT TTM = 207.1m USD
EBITDA TTM = 800.8m USD
Long Term Debt = 4.28b USD (from longTermDebt, last quarter)
Short Term Debt = 24.5m USD (from shortTermDebt, last quarter)
Debt = 4.28b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.82b USD (from netDebt column, last quarter)
Enterprise Value = 18.91b USD (16.09b + Debt 4.28b - CCE 1.46b)
Interest Coverage Ratio = 0.67 (Ebit TTM 207.1m / Interest Expense TTM 311.2m)
FCF Yield = 4.40% (FCF TTM 832.1m / Enterprise Value 18.91b)
FCF Margin = 30.28% (FCF TTM 832.1m / Revenue TTM 2.75b)
Net Margin = 47.25% (Net Income TTM 1.30b / Revenue TTM 2.75b)
Gross Margin = 48.94% ((Revenue TTM 2.75b - Cost of Revenue TTM 1.40b) / Revenue TTM)
Gross Margin QoQ = 51.09% (prev 51.48%)
Tobins Q-Ratio = 1.42 (Enterprise Value 18.91b / Total Assets 13.36b)
Interest Expense / Debt = 1.36% (Interest Expense 58.2m / Debt 4.28b)
Taxrate = 22.00% (-26.0m / -118.2m)
NOPAT = 161.5m (EBIT 207.1m * (1 - 22.00%))
Current Ratio = 2.90 (Total Current Assets 2.15b / Total Current Liabilities 740.7m)
Debt / Equity = 0.58 (Debt 4.28b / totalStockholderEquity, last quarter 7.41b)
Debt / EBITDA = 3.52 (Net Debt 2.82b / EBITDA 800.8m)
Debt / FCF = 3.39 (Net Debt 2.82b / FCF TTM 832.1m)
Total Stockholder Equity = 7.22b (last 4 quarters mean from totalStockholderEquity)
RoA = 9.72% (Net Income 1.30b / Total Assets 13.36b)
RoE = 17.99% (Net Income TTM 1.30b / Total Stockholder Equity 7.22b)
RoCE = 1.80% (EBIT 207.1m / Capital Employed (Equity 7.22b + L.T.Debt 4.28b))
RoIC = 1.17% (NOPAT 161.5m / Invested Capital 13.79b)
WACC = 7.45% (E(16.09b)/V(20.37b) * Re(9.15%) + D(4.28b)/V(20.37b) * Rd(1.36%) * (1-Tc(0.22)))
Discount Rate = 9.15% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 1.21%
[DCF Debug] Terminal Value 74.99% ; FCFE base≈862.6m ; Y1≈897.4m ; Y5≈1.03b
Fair Price DCF = 118.7 (DCF Value 14.86b / Shares Outstanding 125.2m; 5y FCF grow 4.25% → 3.0% )
EPS Correlation: 27.97 | EPS CAGR: -2.04% | SUE: -0.33 | # QB: 0
Revenue Correlation: -35.76 | Revenue CAGR: -14.46% | SUE: -0.03 | # QB: 0
Additional Sources for SUI Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle