Sun Communities, Inc. (SUI)
Company Info
| ISIN | US8666741041 |
|---|---|
| CUSIP | 866674104 |
| Sector | Real Estate |
| Industry | REIT - Residential |
| IPO Date | Dec 8, 1993 |
Highlights
| Market Cap | $16.46B |
|---|---|
| EPS (TTM) | $1.86 |
| PE Ratio | 66.76 |
| PEG Ratio | 10.19 |
| Total Revenue (TTM) | $3.20B |
| Gross Profit (TTM) | $1.89B |
| EBITDA (TTM) | $1.41B |
| Year Range | $109.35 - $146.81 |
| Target Price | $140.62 |
| Short % | 1.53% |
| Short Ratio | 1.10 |
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.
Popular comparisons: SUI vs. ELS, SUI vs. SGO.PA, SUI vs. BTC-USD, SUI vs. NVDA, SUI vs. VOO, SUI vs. PLD, SUI vs. SCHD, SUI vs. VTI, SUI vs. SPY, SUI vs. VNQ
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.
Returns By Period
Sun Communities, Inc. had a return of -3.68% year-to-date (YTD) and 7.55% in the last 12 months. Over the past 10 years, Sun Communities, Inc. had an annualized return of 11.57%, while the S&P 500 benchmark had an annualized return of 11.39%, indicating that Sun Communities, Inc. performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.68% | 25.48% |
| 1 month | -3.35% | 2.14% |
| 6 months | 7.92% | 12.76% |
| 1 year | 7.55% | 33.14% |
| 5 years (annualized) | -2.29% | 13.96% |
| 10 years (annualized) | 11.57% | 11.39% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -6.21% | 6.71% | -3.15% | -13.42% | 5.99% | 2.80% | 5.31% | 6.72% | 0.63% | -1.83% | -3.68% | ||
| 2023 | 9.69% | -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% |
| 2020 | 8.04% | -5.73% | -17.81% | 7.65% | 2.08% | -0.52% | 10.50% | -0.57% | -5.17% | -2.12% | 1.00% | 9.90% | 3.58% |
| 2019 | 8.06% | 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% |
| 2017 | 2.81% | 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% | 3.28% | -3.32% | 3.39% | -1.97% | -6.19% | 7.08% | 15.79% |
| 2015 | 12.02% | -0.21% | -0.32% | -6.98% | 1.69% | -1.00% | 12.42% | -6.19% | 4.92% | -1.09% | -0.25% | 3.48% | 17.89% |
| 2014 | 9.64% | -1.48% | -0.63% | 1.06% | 6.25% | 4.29% | 5.60% | 1.90% | -4.63% | 14.79% | 1.59% | 3.74% | 49.25% |
| 2013 | 7.67% | 8.34% | 7.39% | 3.69% | -2.31% | 0.92% | -2.69% | -11.26% | 0.61% | 4.58% | -8.46% | 6.10% | 12.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SUI is 54, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
Sun Communities, Inc. provided a 2.98% dividend yield over the last twelve months, with an annual payout of $3.75 per share. The company has been increasing its dividends for 11 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.75 | $3.72 | $3.52 | $3.32 | $3.16 | $3.00 | $2.84 | $2.68 | $2.60 | $2.60 | $2.60 | $2.52 |
Dividend yield | 2.98% | 2.78% | 2.46% | 1.58% | 2.08% | 2.00% | 2.79% | 2.89% | 3.39% | 3.79% | 4.30% | 5.91% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $2.82 | |
| 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 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $2.60 |
| 2013 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $2.52 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 35.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.04% | Oct 31, 2006 | 589 | Mar 5, 2009 | 260 | Mar 17, 2010 | 849 |
| -48.72% | Jan 3, 2022 | 456 | Oct 25, 2023 | — | — | — |
| -40.96% | Feb 24, 2020 | 21 | Mar 23, 2020 | 296 | May 25, 2021 | 317 |
| -27.96% | May 22, 2013 | 143 | Dec 12, 2013 | 160 | Aug 4, 2014 | 303 |
| -22.6% | May 24, 1999 | 210 | Mar 21, 2000 | 195 | Dec 27, 2000 | 405 |
Volatility
Volatility Chart
The current Sun Communities, Inc. volatility is 9.97%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Sun Communities, Inc. compared to its peers in the REIT - Residential industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SUI in comparison to other companies of the REIT - Residential industry. Currently, SUI has a PE value of 66.8. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SUI in comparison to other companies of the REIT - Residential industry. Currently, SUI has a PEG value of 10.2. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sun Communities, Inc..
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Income Statement
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