SUI vs. SGO.PA
Compare and contrast key facts about Sun Communities, Inc. (SUI) and Compagnie de Saint-Gobain S.A. (SGO.PA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUI or SGO.PA.
Key characteristics
| SUI | SGO.PA | |
|---|---|---|
| YTD Return | -4.99% | 33.77% |
| 1Y Return | 12.25% | 63.71% |
| 3Y Return (Ann) | -11.41% | 15.81% |
| 5Y Return (Ann) | -2.36% | 21.18% |
| 10Y Return (Ann) | 11.42% | 12.54% |
| Sharpe Ratio | 0.46 | 2.35 |
| Sortino Ratio | 0.78 | 3.16 |
| Omega Ratio | 1.10 | 1.40 |
| Calmar Ratio | 0.26 | 5.17 |
| Martin Ratio | 1.41 | 14.55 |
| Ulcer Index | 8.14% | 3.81% |
| Daily Std Dev | 24.64% | 23.81% |
| Max Drawdown | -74.04% | -76.24% |
| Current Drawdown | -36.32% | -2.56% |
Fundamentals
| SUI | SGO.PA | |
|---|---|---|
| Market Cap | $16.46B | €43.37B |
| EPS | $1.86 | €5.69 |
| PE Ratio | 66.76 | 15.26 |
| PEG Ratio | 10.19 | 1.46 |
| Total Revenue (TTM) | $3.20B | €46.45B |
| Gross Profit (TTM) | $1.89B | €12.57B |
| EBITDA (TTM) | $1.41B | €6.88B |
Correlation
The correlation between SUI and SGO.PA is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SUI vs. SGO.PA - Performance Comparison
In the year-to-date period, SUI achieves a -4.99% return, which is significantly lower than SGO.PA's 33.77% return. Over the past 10 years, SUI has underperformed SGO.PA with an annualized return of 11.42%, while SGO.PA has yielded a comparatively higher 12.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SUI vs. SGO.PA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Communities, Inc. (SUI) and Compagnie de Saint-Gobain S.A. (SGO.PA). 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.
Dividends
SUI vs. SGO.PA - Dividend Comparison
SUI's dividend yield for the trailing twelve months is around 3.02%, more than SGO.PA's 2.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUI Sun Communities, Inc. | 3.02% | 2.78% | 2.46% | 1.58% | 2.08% | 2.00% | 2.79% | 2.89% | 3.39% | 3.79% | 4.30% | 5.91% |
SGO.PA Compagnie de Saint-Gobain S.A. | 2.42% | 3.00% | 3.57% | 2.15% | 0.00% | 3.64% | 4.46% | 2.74% | 2.80% | 1.56% | 1.76% | 3.10% |
Drawdowns
SUI vs. SGO.PA - Drawdown Comparison
The maximum SUI drawdown since its inception was -74.04%, roughly equal to the maximum SGO.PA drawdown of -76.24%. Use the drawdown chart below to compare losses from any high point for SUI and SGO.PA. For additional features, visit the drawdowns tool.
Volatility
SUI vs. SGO.PA - Volatility Comparison
Sun Communities, Inc. (SUI) has a higher volatility of 10.26% compared to Compagnie de Saint-Gobain S.A. (SGO.PA) at 7.44%. This indicates that SUI's price experiences larger fluctuations and is considered to be riskier than SGO.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SUI vs. SGO.PA - Financials Comparison
This section allows you to compare key financial metrics between Sun Communities, Inc. and Compagnie de Saint-Gobain S.A.. 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