Company Analysis Sun Communities, Inc.
1. Summary
Advantages
- Dividends (4.91%) are higher than the sector average (3.72%).
- The stock's return over the last year (4.53%) is higher than the sector average (-5.53%).
Disadvantages
- Price (124.26 $) is higher than fair price (8.43 $)
- Current debt level 44.43% has increased over 5 years from 41.83%.
- The company's current efficiency (ROE=1.26%) is lower than the sector average (ROE=8.03%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Sun Communities, Inc. | Real Estate | Index | |
|---|---|---|---|
| 7 days | 0.9% | 0.6% | 0.9% |
| 90 days | 0.7% | -3% | 3.6% |
| 1 year | 4.5% | -5.5% | 16.2% |
SUI vs Sector: Sun Communities, Inc. has outperformed the "Real Estate" sector by 10.05% over the past year.
SUI vs Market: Sun Communities, Inc. has significantly underperformed the market by -11.69% over the past year.
Stable price: SUI is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: SUI with weekly volatility of 0.087% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (124.26 $) is higher than the fair price (8.43 $).
Price is higher than fair: The current price (124.26 $) is 93.2% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (175.36) is higher than that of the sector as a whole (84.53).
P/E vs Market: The company's P/E (175.36) is higher than that of the market as a whole (73.05).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (2.17) is higher than that of the sector as a whole (-6.42).
P/BV vs Market: The company's P/BV (2.17) is lower than that of the market as a whole (20.45).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (4.88) is lower than that of the sector as a whole (7.29).
P/S vs Market: The company's P/S indicator (4.88) is lower than that of the market as a whole (30.65).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (18.89) is lower than that of the sector as a whole (19.02).
EV/Ebitda vs Market: The company's EV/Ebitda (18.89) is lower than that of the market as a whole (36.12).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -15.32% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-15.32%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0%).
6.4. ROE
ROE vs Sector: The company's ROE (1.26%) is lower than that of the sector as a whole (8.03%).
ROE vs Market: The company's ROE (1.26%) is lower than that of the market as a whole (51.58%).
6.6. ROA
ROA vs Sector: The company's ROA (0.5315%) is lower than that of the sector as a whole (3.03%).
ROA vs Market: The company's ROA (0.5315%) is lower than that of the market as a whole (11.19%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (2.96%) is lower than that of the sector as a whole (9.1%).
ROIC vs Market: The company's ROIC (2.96%) is lower than that of the market as a whole (45.09%).
8. Dividends
8.1. Dividend yield vs Market
High yield: The dividend yield of the company 4.91% is higher than the average for the sector '3.72%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.91% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 4.91% has been growing over the last 5 years. Growth over 8 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (553.6%) are at an uncomfortable level.
9. Insider trades
9.1. Insider trading
Insider Selling More insider purchases by 100% over the last 3 months.
9.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 17.12.2025 | SHIFFMAN GARY A Director |
Sale | 123.53 | 1 938 | 156 875 |
| 28.03.2024 | Leupold Craig Director |
Sale | 128.39 | 320 975 | 2 500 |
| 30.11.2023 | Underwood Baxter CEO - Safe Harbor Marinas, LLC |
Sale | 128.99 | 257 980 | 2 000 |
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Based on sources: porti.ru
