Sun Communities Inc (SUI)
NYSEReal EstateReit - ResidentialSnapshot 2026-10-30
$113.26+0.91%
Close 2026-10-30 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-10-30
Research Workspace
Put SUI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on capital allocation, earnings delivery.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskSUI rests on the claim that its capital-backed repurchase program can support a premium despite modest revenue growth. Revenue growth slowed from 2.0% to 0.4% year over year, and Q3 missed EPS forecasts. SUI trades at 123× P/FFO versus the 12× peer median. The market prices in more growth than our forecast, leaving that premium reliant on expectations the desk considers full. A 31% next-quarter miss probability adds risk to the premium. Peer multiples imply a price about 23% below where it trades; our read remains intact, though provisional.
Trailing returns as of 2026-10-30. SUI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering SUI (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for SUI in the last 4 months.
Continue this research
Compare SUI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SUI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Multi-Family Residential REITs — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SUI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Stock Repurchase Program of up to $1 billion
Sale enhances capital for stock repurchase program.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $113.26
The last 12 months of price, then the range of analyst 12-month targets from today’s $113.26.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Raise Full-Year 2026 Core FFO per Share Guidance
Surpassing expectations supports full-year FFO guidance.
Advances: Raise Full-Year 2026 Core FFO per Share Guidance
Increased guidance supports growth objectives.
Advances: Increase North American Same Property NOI Growth
Selling UK assets enhances focus on North American growth.