SUI vs. CAT
SUI (Sun Communities, Inc.) and CAT (Caterpillar Inc.) are both stocks. SUI operates in REIT - Residential (Real Estate), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 10 years, SUI returned 9.34%/yr vs 31.33%/yr for CAT. At a 0.25 correlation, their price movements are largely independent.
Performance
SUI vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, SUI achieves a 3.37% return, which is significantly lower than CAT's 59.62% return. Over the past 10 years, SUI has underperformed CAT with an annualized return of 9.34%, while CAT has yielded a comparatively higher 31.33% annualized return.
SUI
- 1D
- 0.87%
- 1M
- 5.43%
- YTD
- 3.37%
- 6M
- 5.69%
- 1Y
- 6.21%
- 3Y*
- 2.28%
- 5Y*
- -3.16%
- 10Y*
- 9.34%
CAT
- 1D
- 1.44%
- 1M
- 2.51%
- YTD
- 59.62%
- 6M
- 52.94%
- 1Y
- 157.79%
- 3Y*
- 57.16%
- 5Y*
- 35.17%
- 10Y*
- 31.33%
SUI vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUI Sun Communities, Inc. | 3.37% | 7.49% | -5.19% | -3.81% | -30.32% | 40.79% | 3.58% | 50.91% | 12.89% | 24.94% |
CAT Caterpillar Inc. | 59.62% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Correlation
The correlation between SUI and CAT is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 1993 | 0.25 |
The correlation between SUI and CAT shifts across timeframes, from 0.07 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SUI:
$15.93B
CAT:
$424.14B
SUI:
$11.21
CAT:
$20.07
SUI:
11.33
CAT:
45.37
SUI:
0.03
CAT:
3.00
SUI:
6.81
CAT:
6.04
SUI:
2.36
CAT:
22.73
SUI:
$2.33B
CAT:
$70.76B
SUI:
$1.35B
CAT:
$23.01B
SUI:
$654.40M
CAT:
$15.31B
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Return for Risk
SUI vs. CAT — Risk / Return Rank
SUI
CAT
SUI vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Communities, Inc. (SUI) and Caterpillar Inc. (CAT). 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.
| SUI | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.21 | ||
| Sortino ratioReturn per unit of downside risk | -4.56 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.65 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 11.24 | -10.85 |
| Martin ratioReturn relative to average drawdown | 0.93 | 36.80 | -35.86 |
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Drawdowns
SUI vs. CAT - Drawdown Comparison
The maximum SUI drawdown since its inception was -74.04%, roughly equal to the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for SUI and CAT.
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Drawdown Indicators
| SUI | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.04% | -73.43% | -0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -13.88% | +2.40% |
Max Drawdown (3Y)Largest decline over 3 years | -26.48% | -34.05% | +7.57% |
Max Drawdown (5Y)Largest decline over 5 years | -48.72% | -34.05% | -14.67% |
Max Drawdown (10Y)Largest decline over 10 years | -48.72% | -43.36% | -5.36% |
Current DrawdownCurrent decline from peak | -29.39% | -3.18% | -26.21% |
Average DrawdownAverage peak-to-trough decline | -11.77% | -19.73% | +7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.68% | 4.23% | +0.45% |
Volatility
SUI vs. CAT - Volatility Comparison
The current volatility for Sun Communities, Inc. (SUI) is 6.70%, while Caterpillar Inc. (CAT) has a volatility of 13.16%. This indicates that SUI experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUI | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 13.16% | -6.46% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 28.37% | -15.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.41% | 35.19% | -15.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.91% | 30.79% | -5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.65% | 30.98% | -5.33% |
Dividends
SUI vs. CAT - Dividend Comparison
SUI's dividend yield for the trailing twelve months is around 3.34%, more than CAT's 0.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.66% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
SUI Sun Communities, Inc. | 3.34% | 6.50% | 3.06% | 2.78% | 2.46% | 1.58% | 2.08% | 2.00% | 2.79% | 2.89% | 3.39% | 3.79% |
Financials
SUI vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Sun Communities, Inc. and Caterpillar 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.
Total Revenue: Total amount of money received from sales and other business activities
SUI vs. CAT - Profitability Comparison
SUI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported a gross profit of 422.20M and revenue of 507.90M. Therefore, the gross margin over that period was 83.1%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a gross profit of 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.
SUI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported an operating income of -6.30M and revenue of 507.90M, resulting in an operating margin of -1.2%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
SUI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported a net income of -8.70M and revenue of 507.90M, resulting in a net margin of -1.7%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
Frequently Asked Questions
SUI and CAT have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (13.16%) compared to SUI (6.70%). In terms of maximum drawdown, SUI dropped -74.04% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (4.43 vs 0.23), 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.
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