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PEB vs. SUI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PEB vs. SUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pebblebrook Hotel Trust (PEB) and Sun Communities, Inc. (SUI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PEB achieves a 71.52% return, which is significantly higher than SUI's 0.64% return. Over the past 10 years, PEB has underperformed SUI with an annualized return of -2.75%, while SUI has yielded a comparatively higher 8.00% annualized return.


PEB

1D
1.52%
1M
3.25%
6M
68.54%
YTD
71.52%
1Y
100.51%
3Y*
10.87%
5Y*
-1.65%
10Y*
-2.75%
ALL TIME*
1.94%

SUI

1D
-0.83%
1M
-0.95%
6M
-0.91%
YTD
0.64%
1Y
1.99%
3Y*
2.83%
5Y*
-5.77%
10Y*
8.00%
ALL TIME*
12.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$44.85M$41.54M$44.27M
$287.53M$229.60M$169.35M

PEB vs. SUI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PEB
Pebblebrook Hotel Trust
71.52%-16.15%-14.96%19.68%-40.00%19.19%-29.66%-0.01%-20.47%30.78%
SUI
Sun Communities, Inc.
0.64%7.49%-5.19%-3.81%-30.32%40.79%3.58%50.91%12.89%24.94%

Correlation

The correlation between PEB and SUI is 0.21, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.21

Correlation (3Y)
Balances recent behavior with more history.

0.29

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.34

Correlation (10Y)
Provides a long-term view across more market conditions.

0.29

Correlation (All Time)
Calculated using the full available price history since Dec 9, 2009

0.38

The correlation between PEB and SUI shifts across timeframes, from 0.21 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PEB:

$2.19B

SUI:

$15.09B

EPS

PEB:

-$0.42

SUI:

-$6.94

PS Ratio

PEB:

1.53

SUI:

7.22

PB Ratio

PEB:

1.02

SUI:

2.83

Total Revenue (TTM)

PEB:

$1.50B

SUI:

$2.12B

Gross Profit (TTM)

PEB:

$148.08M

SUI:

$1.42B

EBITDA (TTM)

PEB:

$214.55M

SUI:

-$295.60M

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Return for Risk

PEB vs. SUI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PEB
PEB Risk / Return Rank: 9696
Overall Rank
PEB Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
PEB Sortino Ratio Rank: 9797
Sortino Ratio Rank
PEB Omega Ratio Rank: 9494
Omega Ratio Rank
PEB Calmar Ratio Rank: 9797
Calmar Ratio Rank
PEB Martin Ratio Rank: 9696
Martin Ratio Rank

SUI
SUI Risk / Return Rank: 4545
Overall Rank
SUI Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
SUI Sortino Ratio Rank: 4040
Sortino Ratio Rank
SUI Omega Ratio Rank: 3939
Omega Ratio Rank
SUI Calmar Ratio Rank: 4848
Calmar Ratio Rank
SUI Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PEB vs. SUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pebblebrook Hotel Trust (PEB) and Sun Communities, Inc. (SUI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PEBSUIDifference
Sharpe ratioReturn per unit of total volatility

+2.90

Sortino ratioReturn per unit of downside risk

+3.59

Omega ratioGain probability vs. loss probability

1.45

1.03

+0.42

Calmar ratioReturn relative to maximum drawdown

6.17

0.15

+6.01

Martin ratioReturn relative to average drawdown

16.72

0.34

+16.38

PEB vs. SUI - Sharpe Ratio Comparison

The current PEB Sharpe Ratio is 3.00, which is higher than the SUI Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of PEB and SUI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PEB vs. SUI - Drawdown Comparison

The maximum PEB drawdown since its inception was -84.37%, which is greater than SUI's maximum drawdown of -74.04%. Use the drawdown chart below to compare losses from any high point for PEB and SUI.


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Drawdown Indicators


PEBSUIDifference

Max Drawdown

Largest peak-to-trough decline

-84.37%

-74.04%

-10.33%

Max Drawdown (1Y)

Largest decline over 1 year

-16.39%

-13.00%

-3.39%

Max Drawdown (3Y)

Largest decline over 3 years

-53.43%

-20.62%

-32.81%

Max Drawdown (5Y)

Largest decline over 5 years

-70.13%

-48.72%

-21.41%

Max Drawdown (10Y)

Largest decline over 10 years

-83.70%

-48.72%

-34.98%

Current Drawdown

Current decline from peak

-50.23%

-31.25%

-18.98%

Average Drawdown

Average peak-to-trough decline

-33.71%

-11.85%

-21.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.03%

5.86%

+0.17%

Volatility

PEB vs. SUI - Volatility Comparison

Pebblebrook Hotel Trust (PEB) has a higher volatility of 8.08% compared to Sun Communities, Inc. (SUI) at 7.22%. This indicates that PEB's price experiences larger fluctuations and is considered to be riskier than SUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PEBSUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.08%

7.22%

+0.86%

Volatility (6M)

Calculated over the trailing 6-month period

23.82%

14.14%

+9.68%

Volatility (1Y)

Calculated over the trailing 1-year period

33.72%

19.30%

+14.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.92%

25.03%

+13.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.66%

25.74%

+16.92%

Dividends

PEB vs. SUI - Dividend Comparison

PEB's dividend yield for the trailing twelve months is around 0.21%, less than SUI's 3.53% yield.


PositionTTM20252024202320222021202020192018201720162015
PEB
Pebblebrook Hotel Trust
0.21%0.35%0.30%0.25%0.30%0.18%0.21%5.67%5.37%4.09%5.11%4.43%
SUI
Sun Communities, Inc.
3.53%6.50%3.06%2.78%2.46%1.58%2.08%2.00%2.79%2.89%3.39%3.79%

Financials

PEB vs. SUI - Financials Comparison

This section allows you to compare key financial metrics between Pebblebrook Hotel Trust and Sun Communities, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

Frequently Asked Questions


PEB and SUI have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PEB has higher volatility (8.08%) compared to SUI (7.22%). In terms of maximum drawdown, PEB dropped -84.37% vs SUI's -74.04%.

PEB currently has the higher Sharpe Ratio (3.00 vs 0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PEB and SUI

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