(SUI) Sun Communities - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8666741041

Manufactured Homes, RV Resorts, Marina Berths

Stock: Single-Family Residential REITs
Age 32.1y

MCap 16,753m
Avg Vol 575K (71.3M USD)

Beta 0.412
Volatility 25.06%

EPS (Earnings per Share)

EPS CAGR: -0.38%
EPS Trend: 11.2%

Last SUE: -0.12
Qual. Beats: 0

Revenue

Rev. CAGR: 6.92%
Rev. Trend: 1.2%

Last SUE: -0.17
Qual. Beats: 0

Dividends

Dividend Yield	6.57%
Yield on Cost 5y	6.41%
Yield CAGR 5y	24.82%
Payout Consistency	95.1%
Payout Ratio	74.1%

Risk via 5d forecast
Volatility	25.1%
Value at Risk 5%th	39.6%
Relative Tail Risk	-3.98%

Reward TTM
Sharpe Ratio	0.12
Alpha	-3.12
CAGR/Max DD	-0.04

Character TTM
Hurst Exponent	0.325
Beta	0.412
Beta Downside	0.466

Drawdowns 3y
Max DD	35.43%
Mean DD	17.53%
Median DD	17.10%

Description: SUI Sun Communities January 03, 2026

Sun Communities, Inc. (NYSE:SUI) is a fully integrated REIT that was founded in 1975 and went public in December 1993. By the end of Q3 2025 the company owned, operated, or held interests in 501 manufactured-home (MH), recreational-vehicle (RV), and United-Kingdom (UK) communities, representing roughly 174,680 developed sites across the United States, Canada, and the U.K.

Key operating metrics that analysts watch include a 96.5% occupancy rate across its U.S. MH portfolio in FY 2024, an average rent-per-site growth of 4.2% YoY, and a 2024 adjusted funds from operations (AFFO) of $1.23 billion, supporting a dividend yield of about 5.4%. The sector’s performance is heavily influenced by demographic trends such as the aging-baby-boomer cohort seeking downsized, affordable housing, and by macro-factors like prevailing interest-rate levels, which affect both home-buyer financing and the cost of REIT capital.

For a deeper, data-driven look at Sun Communities’ valuation and risk profile, you may find ValueRay’s analytical tools worth exploring.

Piotroski VR‑10 (Strict, 0-10) 4.0

Net Income: -240.7m TTM > 0 and > 6% of Revenue
FCF/TA: 0.06 > 0.02 and ΔFCF/TA 0.80 > 1.0
NWC/Revenue: 43.34% < 20% (prev -45.10%; Δ 88.44% < -1%)
CFO/TA 0.10 > 3% & CFO 1.27b > Net Income -240.7m
Net Debt (3.73b) to EBITDA (320.6m): 11.63 < 3
Current Ratio: 2.56 > 1.5 & < 3
Outstanding Shares: last quarter (123.6m) vs 12m ago -0.32% < -2%
Gross Margin: 47.59% > 18% (prev 0.48%; Δ 4711 % > 0.5%)
Asset Turnover: 17.41% > 50% (prev 17.44%; Δ -0.04% > 0%)
Interest Coverage Ratio: -0.40 > 6 (EBITDA TTM 320.6m / Interest Expense TTM 248.3m)

Altman Z'' (< 1.1 .. > 2.6) -0.61

A: 0.09 (Total Current Assets 1.85b - Total Current Liabilities 721.7m) / Total Assets 12.80b
B: -0.20 (Retained Earnings -2.62b / Total Assets 12.80b)
C: -0.01 (EBIT TTM -99.5m / Avg Total Assets 14.94b)
D: -0.45 (Book Value of Equity -2.59b / Total Liabilities 5.69b)
Altman-Z'' Score: -0.61 = B

ValueRay F-Score (Strict, 0-100) 49.85

1. Piotroski: 4.0pt
2. FCF Yield: 3.87%
3. FCF Margin: 29.49%
4. Debt/Equity: 0.61
5. Debt/Ebitda: 11.63
6. ROIC - WACC: -6.69%
7. RoE: -3.39%
8. Revenue Trend: 1.19%
9. EPS Trend: 11.19%

What is the price of SUI shares?

As of January 22, 2026, the stock is trading at USD 124.98 with a total of 751,931 shares traded.
Over the past week, the price has changed by -1.31%, over one month by +2.30%, over three months by +1.03% and over the past year by +4.12%.

Is SUI a buy, sell or hold?

Sun Communities has received a consensus analysts rating of 3.80. Therefor, it is recommend to hold SUI.

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	139.1	11.3%
Analysts Target Price	139.1	11.3%
ValueRay Target Price	134.7	7.8%

SUI Fundamental Data Overview January 19, 2026

P/E Forward = 48.5437
P/S = 5.1757
P/B = 2.3012
P/EG = 8.1554
Revenue TTM = 2.60b USD
EBIT TTM = -99.5m USD
EBITDA TTM = 320.6m USD
Long Term Debt = 4.27b USD (from longTermDebt, last quarter)
Short Term Debt = 12.3m USD (from shortTermDebt, last quarter)
Debt = 4.27b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 3.73b USD (from netDebt column, last quarter)
Enterprise Value = 19.84b USD (16.75b + Debt 4.27b - CCE 1.18b)
Interest Coverage Ratio = -0.40 (Ebit TTM -99.5m / Interest Expense TTM 248.3m)
EV/FCF = 25.87x (Enterprise Value 19.84b / FCF TTM 767.1m)
FCF Yield = 3.87% (FCF TTM 767.1m / Enterprise Value 19.84b)
FCF Margin = 29.49% (FCF TTM 767.1m / Revenue TTM 2.60b)
Net Margin = -9.25% (Net Income TTM -240.7m / Revenue TTM 2.60b)
Gross Margin = 47.59% ((Revenue TTM 2.60b - Cost of Revenue TTM 1.36b) / Revenue TTM)
Gross Margin QoQ = 56.11% (prev 37.82%)
Tobins Q-Ratio = 1.55 (Enterprise Value 19.84b / Total Assets 12.80b)
Interest Expense / Debt = 0.97% (Interest Expense 41.5m / Debt 4.27b)
Taxrate = 21.0% (US default 21%)
NOPAT = -78.6m (EBIT -99.5m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 2.56 (Total Current Assets 1.85b / Total Current Liabilities 721.7m)
Debt / Equity = 0.61 (Debt 4.27b / totalStockholderEquity, last quarter 6.99b)
Debt / EBITDA = 11.63 (Net Debt 3.73b / EBITDA 320.6m)
Debt / FCF = 4.86 (Net Debt 3.73b / FCF TTM 767.1m)
Total Stockholder Equity = 7.10b (last 4 quarters mean from totalStockholderEquity)
RoA = -1.61% (Net Income -240.7m / Total Assets 12.80b)
RoE = -3.39% (Net Income TTM -240.7m / Total Stockholder Equity 7.10b)
RoCE = -0.88% (EBIT -99.5m / Capital Employed (Equity 7.10b + L.T.Debt 4.27b))
RoIC = -0.61% (negative operating profit) (NOPAT -78.6m / Invested Capital 12.91b)
WACC = 6.08% (E(16.75b)/V(21.02b) * Re(7.43%) + D(4.27b)/V(21.02b) * Rd(0.97%) * (1-Tc(0.21)))
Discount Rate = 7.43% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: 33.33 | Cagr: 0.04%
[DCF Debug] Terminal Value 85.78% ; FCFF base≈814.9m ; Y1≈828.8m ; Y5≈907.7m
Fair Price DCF = 176.6 (EV 25.53b - Net Debt 3.73b = Equity 21.80b / Shares 123.4m; r=6.08% [WACC]; 5y FCF grow 1.47% → 2.90% )
EPS Correlation: 11.19 | EPS CAGR: -0.38% | SUE: -0.12 | # QB: 0
Revenue Correlation: 1.19 | Revenue CAGR: 6.92% | SUE: -0.17 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.34 | Chg30d=+0.000 | Revisions Net=-1 | Analysts=1
EPS next Year (2026-12-31): EPS=2.69 | Chg30d=+0.000 | Revisions Net=-2 | Growth EPS=+29.4% | Growth Revenue=+5.7%

Additional Sources for SUI Stock

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