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Sun Communities, Inc. (SUI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8666741041

CUSIP

866674104

IPO Date

Dec 8, 1993

Highlights

Market Cap

$16.26B

EPS (TTM)

$0.71

PE Ratio

172.11

PEG Ratio

8.16

Total Revenue (TTM)

$2.55B

Gross Profit (TTM)

$1.31B

EBITDA (TTM)

$1.23B

Year Range

$107.73 - $144.63

Target Price

$140.31

Short %

3.71%

Short Ratio

3.25

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sun Communities, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%2,000.00%3,000.00%4,000.00%NovemberDecember2025FebruaryMarchApril
3,816.87%
1,090.32%
SUI (Sun Communities, Inc.)
Benchmark (^GSPC)

Returns By Period

Sun Communities, Inc. had a return of 0.19% year-to-date (YTD) and 5.96% in the last 12 months. Over the past 10 years, Sun Communities, Inc. had an annualized return of 9.43%, while the S&P 500 had an annualized return of 10.11%, indicating that Sun Communities, Inc. did not perform as well as the benchmark.


SUI

YTD

0.19%

1M

-5.16%

6M

-7.27%

1Y

5.96%

5Y*

1.79%

10Y*

9.43%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of SUI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.87%7.63%-4.83%-4.91%0.19%
2024-6.21%6.71%-3.15%-13.42%5.99%2.80%5.31%6.72%0.63%-1.83%-4.79%-1.91%-5.19%
20239.69%-8.75%-0.91%-1.38%-8.85%3.77%-0.12%-6.05%-2.57%-6.00%16.27%4.05%-3.81%
2022-10.01%-4.21%-2.68%0.16%-6.52%-2.38%2.89%-6.25%-11.40%-0.35%8.94%-2.05%-30.32%
2021-5.80%6.16%-0.71%11.19%0.35%2.87%14.42%2.74%-7.73%5.88%-3.78%11.78%40.79%
20208.04%-5.73%-17.81%7.65%2.08%-0.52%10.50%-0.57%-5.17%-2.12%1.00%9.90%3.58%
20198.06%3.33%5.03%3.85%2.59%2.13%3.60%11.29%0.94%9.57%1.27%-8.41%50.91%
2018-4.25%-1.44%5.18%2.71%3.02%1.99%-0.94%6.41%-0.88%-1.05%3.61%-1.61%12.89%
20172.81%5.17%-2.20%4.08%3.03%2.57%1.51%1.46%-4.37%5.35%3.10%0.42%24.94%
2016-2.83%1.41%7.06%-5.22%2.89%10.73%3.27%-3.32%3.39%-1.97%-6.19%7.08%15.79%
201512.02%-0.21%-0.32%-6.98%1.69%-1.00%12.42%-6.19%4.92%-1.09%-0.25%3.48%17.89%
20149.64%-1.48%-0.63%1.06%6.25%4.29%5.60%1.90%-4.63%14.79%1.59%3.74%49.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SUI is 55, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SUI is 5555
Overall Rank
The Sharpe Ratio Rank of SUI is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of SUI is 5050
Sortino Ratio Rank
The Omega Ratio Rank of SUI is 4949
Omega Ratio Rank
The Calmar Ratio Rank of SUI is 5757
Calmar Ratio Rank
The Martin Ratio Rank of SUI is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Sun Communities, Inc. (SUI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for SUI, currently valued at 0.19, compared to the broader market-2.00-1.000.001.002.003.00
SUI: 0.19
^GSPC: 0.46
The chart of Sortino ratio for SUI, currently valued at 0.44, compared to the broader market-6.00-4.00-2.000.002.004.00
SUI: 0.44
^GSPC: 0.77
The chart of Omega ratio for SUI, currently valued at 1.06, compared to the broader market0.501.001.502.00
SUI: 1.06
^GSPC: 1.11
The chart of Calmar ratio for SUI, currently valued at 0.11, compared to the broader market0.001.002.003.004.005.00
SUI: 0.11
^GSPC: 0.47
The chart of Martin ratio for SUI, currently valued at 0.49, compared to the broader market-5.000.005.0010.0015.0020.00
SUI: 0.49
^GSPC: 1.94

The current Sun Communities, Inc. Sharpe ratio is 0.19. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Sun Communities, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.19
0.46
SUI (Sun Communities, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Sun Communities, Inc. provided a 3.07% dividend yield over the last twelve months, with an annual payout of $3.76 per share. The company has been increasing its dividends for 12 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.76$3.76$3.72$3.52$3.32$3.16$3.00$2.84$2.68$2.60$2.60$2.60

Dividend yield

3.07%3.06%2.78%2.46%1.58%2.08%2.00%2.79%2.89%3.39%3.79%4.30%

Monthly Dividends

The table displays the monthly dividend distributions for Sun Communities, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.94$0.00$0.94
2024$0.00$0.00$0.94$0.00$0.00$0.94$0.00$0.00$0.94$0.00$0.00$0.94$3.76
2023$0.00$0.00$0.93$0.00$0.00$0.93$0.00$0.00$0.93$0.00$0.00$0.93$3.72
2022$0.00$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$3.52
2021$0.00$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.83$3.32
2020$0.00$0.00$0.79$0.00$0.00$0.79$0.00$0.00$0.79$0.00$0.00$0.79$3.16
2019$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$3.00
2018$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.71$2.84
2017$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$2.68
2016$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$2.60
2015$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$2.60
2014$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$2.60

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
SUI: 3.1%
Sun Communities, Inc. has a dividend yield of 3.07%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
SUI: 1.6%
Sun Communities, Inc. has a payout ratio of 1.59%, which is below the market average. This means Sun Communities, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-36.32%
-10.07%
SUI (Sun Communities, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Sun Communities, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sun Communities, Inc. was 74.04%, occurring on Mar 5, 2009. Recovery took 260 trading sessions.

The current Sun Communities, Inc. drawdown is 36.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.04%Oct 31, 2006589Mar 5, 2009260Mar 17, 2010849
-48.72%Jan 3, 2022456Oct 25, 2023
-40.96%Feb 24, 202021Mar 23, 2020296May 25, 2021317
-27.96%May 22, 2013143Dec 12, 2013160Aug 4, 2014303
-22.6%May 24, 1999210Mar 21, 2000195Dec 27, 2000405

Volatility

Volatility Chart

The current Sun Communities, Inc. volatility is 10.65%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
10.65%
14.23%
SUI (Sun Communities, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sun Communities, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Sun Communities, Inc. is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
SUI: 172.1
The chart displays the Price-to-Earnings (P/E) ratio for SUI, comparing it with other companies in the REIT - Residential industry. Currently, SUI has a P/E ratio of 172.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
4.06.08.010.0
SUI: 8.2
The chart shows the Price/Earnings to Growth (PEG) ratio for SUI compared to other companies in the REIT - Residential industry. SUI currently has a PEG ratio of 8.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
SUI: 5.1
This chart shows the Price-to-Sales (P/S) ratio for SUI relative to other companies in the REIT - Residential industry. Currently, SUI has a P/S ratio of 5.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.0
SUI: 2.2
The chart illustrates the Price-to-Book (P/B) ratio for SUI in comparison with other companies in the REIT - Residential industry. Currently, SUI has a P/B value of 2.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items