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Sun Communities Inc (SUI)

Upturn stock ratingUpturn stock rating
$125.56
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

08/28/2025: SUI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

15 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $139.59

1 Year Target Price $139.59

Analysts Price Target For last 52 week
$139.59 Target price
52w Low $104.84
Current$125.56
52w High $138.83

Analysis of Past Performance

Type Stock
Historic Profit -13.06%
Avg. Invested days 36
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 16.37B USD
Price to earnings Ratio -
1Y Target Price 139.59
Price to earnings Ratio -
1Y Target Price 139.59
Volume (30-day avg) 15
Beta 0.83
52 Weeks Range 104.84 - 138.83
Updated Date 08/29/2025
52 Weeks Range 104.84 - 138.83
Updated Date 08/29/2025
Dividends yield (FY) 3.07%
Basic EPS (TTM) -0.61

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 40.26%
Operating Margin (TTM) 23.14%

Management Effectiveness

Return on Assets (TTM) 2.32%
Return on Equity (TTM) -0.06%

Valuation

Trailing PE -
Forward PE 42.73
Enterprise Value 18534920185
Price to Sales(TTM) 5.09
Enterprise Value 18534920185
Price to Sales(TTM) 5.09
Enterprise Value to Revenue 5.76
Enterprise Value to EBITDA 19.87
Shares Outstanding 125155000
Shares Floating 116186824
Shares Outstanding 125155000
Shares Floating 116186824
Percent Insiders 1.3
Percent Institutions 106.51

ai summary icon Upturn AI SWOT

Sun Communities Inc

stock logo

Company Overview

overview logo History and Background

Sun Communities Inc. was founded in 1975 and went public in 1993. It started as a manufactured housing community operator and has grown through acquisitions and developments to become a leading REIT in the manufactured housing, recreational vehicle (RV), and marina space.

business area logo Core Business Areas

  • Manufactured Housing: Owns, operates, and acquires manufactured housing communities. Provides housing options for residents, including site rentals and new home sales.
  • Recreational Vehicle (RV) Resorts: Owns, operates, and acquires RV resorts, offering amenities and accommodations for RV travelers.
  • Marinas: Owns, operates, and acquires marinas, providing boat slips, storage, and other services to boaters.

leadership logo Leadership and Structure

Gary A. Shiffman serves as Chairman and CEO. The company operates as a real estate investment trust (REIT) with a board of directors and executive management team overseeing its operations.

Top Products and Market Share

overview logo Key Offerings

  • Manufactured Housing Community Sites: Provides sites for manufactured homes within its communities. Generates revenue through site rentals and related services. Competitors include Equity Lifestyle Properties (ELS) and UMH Properties (UMH). Market share difficult to pinpoint exactly but Sun is a leading player in this fragmented space.
  • RV Resort Stays: Offers short-term and long-term stays at its RV resorts, catering to travelers and seasonal residents. Generates revenue through rental fees and amenity charges. Competitors include Equity Lifestyle Properties (ELS) and private RV park operators.
  • Marina Services: Provides boat slips, storage, and other services at its marinas. Generates revenue through rental fees, membership fees, and service charges. Competitors include Safe Harbor Marinas and Westrec Marinas.

Market Dynamics

industry overview logo Industry Overview

The manufactured housing, RV resort, and marina industries are experiencing growth driven by demographic trends, affordability concerns, and increased leisure spending. The REIT sector is influenced by interest rates and investor sentiment.

Positioning

Sun Communities is a leading REIT specializing in these asset classes. Its scale, established brand, and experienced management team provide a competitive advantage. High barriers to entry in prime locations also contribute to their competitive edge.

Total Addressable Market (TAM)

TAM is estimated to be hundreds of billions when taking into consideration the manufactured housing, RV and Marina industries. Sun Communities is well-positioned to capture a significant portion of this TAM, given its leadership position and expansion strategies.

Upturn SWOT Analysis

Strengths

  • Diversified portfolio across manufactured housing, RV resorts, and marinas
  • Strong track record of growth through acquisitions and developments
  • Experienced management team
  • High occupancy rates in existing communities and resorts
  • Strong brand recognition

Weaknesses

  • Sensitivity to interest rate fluctuations
  • Reliance on acquisitions for growth
  • Exposure to economic downturns affecting discretionary spending
  • Geographic concentration in certain markets

Opportunities

  • Further expansion through acquisitions in fragmented markets
  • Development of new communities and resorts
  • Increased demand for affordable housing and leisure travel
  • Growth in the RV and boating industries
  • Technology integration to improve efficiency and customer experience

Threats

  • Economic downturns impacting occupancy and rental rates
  • Rising interest rates increasing borrowing costs
  • Increased competition from other REITs and private operators
  • Regulatory changes affecting manufactured housing and RV parks
  • Environmental risks affecting marinas

Competitors and Market Share

competitor logo Key Competitors

  • ELS
  • UMH
  • SAFE

Competitive Landscape

Sun Communities benefits from its diversified portfolio and economies of scale. Equity Lifestyle Properties (ELS) is a major competitor with a similar business model. UMH Properties is a smaller player focused on manufactured housing.

Major Acquisitions

Park Holidays UK

  • Year: 2022
  • Acquisition Price (USD millions): 1300
  • Strategic Rationale: Expanded presence in the UK market, added high-quality holiday parks to the portfolio, and diversified revenue streams.

Growth Trajectory and Initiatives

Historical Growth: Sun Communities has experienced significant growth through acquisitions and organic expansions in recent years.

Future Projections: Analyst estimates are subject to change. Use consensus estimates for revenue and earnings growth for the next few years when available from financial data sources.

Recent Initiatives: Focus on marina acquisitions, expansion of existing RV resorts, and technology investments for enhanced customer experience.

Summary

Sun Communities is a leading REIT in the manufactured housing, RV resort, and marina industries. Its diversified portfolio and experienced management team contribute to its success. The company's growth strategy relies heavily on acquisitions, which can expose it to financial risk. Interest rate fluctuations and economic downturns are key factors to monitor. However, Sun's positioning in growing markets and focus on customer experience provides a strong foundation for future growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q)
  • Investor Presentations
  • Analyst Reports
  • Industry Publications

Disclaimers:

This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Sun Communities Inc

Exchange NYSE
Headquaters Southfield, MI, United States
IPO Launch date 1993-12-08
Chairman & CEO Mr. Gary A. Shiffman
Sector Real Estate
Industry REIT - Residential
Full time employees 6491
Full time employees 6491

Established in 1975, Sun Communities, Inc. became a publicly owned corporation in December 1993. The Company is a fully integrated REIT listed on the New York Stock Exchange under the symbol: SUI. As of March 31, 2025, the Company owned, operated, or had an interest in a portfolio of 502 developed MH, RV, and UK properties comprising approximately 174,850 developed sites in the U.S., Canada, and the U.K. The Company also owned, operated, or held an interest in a portfolio of 138 marina properties comprising approximately 48,790 wet slips and dry storage spaces in the U.S. and Puerto Rico, which were classified within discontinued operations as of March 31, 2025.