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Sun Communities, Inc. (SUI) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Sun Communities, Inc.

SUIMarket cap $13BPrice $110.8

Country🇺🇸United States

SectorReal Estate

IndustryResidential REITs

Owns and operates manufactured housing communities, RV resorts, and marinas across the US, UK, and Canada. It's one of the largest landlords of "affordable" homeownership, renting the land under thousands of homes it doesn't have to build.

In Bastion Portfolios?

52W Return-9%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-8%1

Revenue Forecast

Rev CAGR (1y)-11%1

Rev CAGR (3y)-3%1

Rev CAGR (5y)+2%2

Earnings Forecast

EPS Growth Y+1-76%1

EPS Growth Y+2+30%9

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin21%8

Net Income Margin-37%1

Free Cash Flow Margin39%10

Debt

Net Debt/EBITDA3.82

Efficiency

ROE2%2

ROA-7%1

Earnings Stability33

GEAR+VERY WEAK10

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)372

P/E Ratio (Forward 3y)301

P/BV2.56

EV Multiples

EV/EBITDA Fwd183

EV/EBIT Fwd402

Yield

Free Cash Flow Yieldna–

Dividend Yield4.0%8

Momentum

Short term

1 month return-5%5

3 month return-6%4

YTD return-8%4

Mid term

Price vs 52wHigh83%6

1 year return-8%4

Long term

3 year return+8%3

5 year return-29%2

Risk Shield

Price Risk

Beta0.29

Volatility20%10

Free Cash Flow

Free Cash Flow Margin39%10

Free Cash Flow Yieldna–

Quality

ROCE4%3

Earnings Stability33

Net Debt/EBITDA3.82

02Growth

Is it actually growing, and how fast?

SUISun Communities

Revenue FY25$2.3B

GROWTH RATING↗

VERY WEAK4 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-8%1

Revenue, next 1Y-11%1

Revenue, next 3Y, CAGR-3%1

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-76%1

EPS growth, FY27E+30%9

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue fell 8%/yr over the last 3 years, and it is still set to shrink 3%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 96% of companies worldwide.

Revenue fell 8%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to shrink 3%/yr over the next 3 years, behind most of the market.1/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business whose decline is easing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK25 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-6%4

YTD return-8%4

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return-8%4

3-year return+8%3

5-year return-29%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 8% over the past year, now 17% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-5%), over three months (-6%) and so far this year (-8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+7.5% over three years and -29% over five), behind 70% of the market.

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Sun Communities, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SUISun Communities

Revenue FY25$2.3B

GROWTH RATING↗

VERY WEAK4 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-8%1

Revenue, next 1Y-11%1

Revenue, next 3Y, CAGR-3%1

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-76%1

EPS growth, FY27E+30%9

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue fell 8%/yr over the last 3 years, and it is still set to shrink 3%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 96% of companies worldwide.

Revenue fell 8%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to shrink 3%/yr over the next 3 years, behind most of the market.1/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business whose decline is easing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK25 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-6%4

YTD return-8%4

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return-8%4

3-year return+8%3

5-year return-29%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 8% over the past year, now 17% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-5%), over three months (-6%) and so far this year (-8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+7.5% over three years and -29% over five), behind 70% of the market.

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Sun Communities, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community