- Chart
 - Upturn Summary
 - Highlights
 - Revenue
 - Valuation
 
 Upturn AI SWOT - About
 
Sun Communities Inc (SUI)

- BUY Advisory
 - SELL Advisory (Profit)
 - SELL Advisory (Loss)
 
- Profit
 - Loss
 - Pass (Skip investing)
 
 Stock price based on last close (see disclosures)
- ALL
 - 1Y
 - 1M
 - 1W
 
Upturn Advisory Summary
11/03/2025: SUI (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $139.18
1 Year Target Price $139.18
| 4 | Strong Buy | 
| 5 | Buy | 
| 5 | Hold | 
| 1 | Sell | 
| 0 | Strong Sell | 
Analysis of Past Performance
 Type  Stock  |  Historic Profit  -17.69%  |  Avg. Invested days  35  |  Today’s Advisory  PASS   | 
 Upturn Star Rating  ![]()  |  Upturn Advisory Performance   |  Stock Returns Performance   | 
Key Highlights
 Company Size  Large-Cap Stock   |  Market Capitalization  16.02B  USD   |  Price to earnings Ratio  -   |  1Y Target Price  139.18   | 
 Price to earnings Ratio  -   |  1Y Target Price  139.18   | ||
 Volume (30-day avg)  15   |  Beta  0.85   |  52 Weeks Range  103.99 - 131.50   |  Updated Date  11/3/2025   | 
 52 Weeks Range  103.99 - 131.50   |  Updated Date  11/3/2025   | ||
 Dividends yield (FY)  3.13%   |  Basic EPS (TTM)  -2.78   | 
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
 Report Date  2025-10-29   |  When  -   |  Estimate  1.12   |  Actual  1.7404   | 
Profitability
 Profit Margin  31.35%   |  Operating Margin (TTM)  30.5%   | 
Management Effectiveness
 Return on Assets (TTM)  2.47%   |  Return on Equity (TTM)  -3.9%   | 
Valuation
 Trailing PE  -   |  Forward PE  31.45   |  Enterprise Value  18926656790   |  Price to Sales(TTM)  4.95   | 
 Enterprise Value  18926656790   |  Price to Sales(TTM)  4.95   | ||
 Enterprise Value to Revenue  5.88   |  Enterprise Value to EBITDA  20.29   |  Shares Outstanding  123436693   |  Shares Floating  114634413   | 
 Shares Outstanding  123436693   |  Shares Floating  114634413   | ||
 Percent Insiders  1.37   |  Percent Institutions  105.71   | 
 Upturn AI SWOT 
Sun Communities Inc

Company Overview
 History and Background 
Sun Communities, Inc. was founded in 1975. Initially focused on developing and managing manufactured housing communities, the company expanded into RV resorts and marina investments. It became a publicly traded REIT in 1993 and has since grown through acquisitions and organic growth.
 Core Business Areas 
- Manufactured Housing Communities: Owns and operates manufactured housing communities, offering sites for manufactured homes for long-term residents.
 - RV Resorts: Owns and operates RV resorts that cater to vacationers and seasonal travelers, offering amenities such as pools, clubhouses, and recreational facilities.
 - Marinas: Owns and operates marinas, providing services such as boat storage, docking facilities, and retail operations.
 
 Leadership and Structure 
Gary A. Shiffman is the Chairman and CEO. The company operates as a real estate investment trust (REIT).
Top Products and Market Share
 Key Offerings 
- Manufactured Housing Sites: Lease of land for manufactured homes. Sun Communities is a major player in this space, competing with companies like Equity LifeStyle Properties (ELS) and UMH Properties (UMH). Data on market share is difficult to precisely pin down due to fragmented local markets, but Sun is estimated to have a significant, though not dominant, share of the overall market. A 2024 estimate by Statista valued the US manufactured housing market at roughly $10 Billion.
 - RV Resort Stays: Short-term rentals of RV sites within resorts. Competitors include Encore RV Resorts (owned by Equity Lifestyle Properties) and Thousand Trails (owned by Equity Lifestyle Properties). Same challenges apply in the RV market regarding precise market share data, but Sun and Equity Lifestyle are clear leaders in providing high-quality RV experiences at scale.
 - Marina Slips: Rental of space in a marina for boat docking and storage. Competitors vary by location and include Safe Harbor Marinas. Sun's market share is smaller in marinas as it's a newer segment for them.
 
Market Dynamics
 Industry Overview 
The manufactured housing industry is driven by demand for affordable housing options. The RV resort industry benefits from leisure travel trends and retirement demographics. The marina industry is driven by recreation and tourism.
Positioning
Sun Communities is a leading owner and operator of manufactured housing communities and RV resorts. The company is a major consolidator in its industries, and its size and scale provide advantages.
Total Addressable Market (TAM)
The TAM is estimated at billions across the segments, with specific numbers depending on the assumptions. Sun's growth relies on capitalizing on continued consolidation opportunities within these markets.
Upturn SWOT Analysis
Strengths
- Large and diversified portfolio
 - Strong brand reputation
 - Experienced management team
 - Access to capital
 - Geographically diversified properties
 
Weaknesses
- Sensitivity to economic downturns
 - Reliance on acquisitions for growth
 - Exposure to regulatory changes
 - High debt levels in the past
 
Opportunities
- Continued industry consolidation
 - Growing demand for affordable housing
 - Increasing popularity of RV travel
 - Expansion into new markets
 - Development of new amenities and services
 
Threats
- Rising interest rates
 - Increased competition
 - Economic recession
 - Natural disasters
 - Changes in zoning regulations
 
Competitors and Market Share
 Key Competitors 
- Equity LifeStyle Properties (ELS)
 - UMH Properties (UMH)
 
Competitive Landscape
Sun Communities is one of the largest players in the industry. It has a strong brand and access to capital.
Major Acquisitions
Park Holidays UK
- Year: 2022
 - Acquisition Price (USD millions): 1300
 - Strategic Rationale: Expanded presence into the UK market and the attractive holiday park sector.
 
Growth Trajectory and Initiatives
Historical Growth: Sun Communities has grown significantly through acquisitions and organic growth over the past decade.
Future Projections: Analyst estimates suggest continued growth, driven by industry trends and acquisitions.
Recent Initiatives: Recent initatives include acquisitions of RV resorts, marinas, and manufactured housing communities and capital improvements within existing communities.
Summary
Sun Communities Inc. is a strong company with a diversified portfolio and a solid track record. Its growth is fueled by industry consolidation and demand for affordable housing and recreational properties. However, the company is exposed to economic downturns, interest rate risks, and acquisition integration challenges. Sun continues to solidify its position as a leading provider of manufactured housing and RV resort communities.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
 - Investor presentations
 - Analyst reports
 - Industry reports
 - Yahoo Finance, MarketWatch and Statista
 
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate and subject to change. Actual financial performance may differ from projections.
 AI Summarization is directionally correct and might not be accurate. 
 Summarized information shown could be a few years old and not current. 
 Fundamental Rating based on AI could be based on old data. 
 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   |  CEO & Director  Mr. Charles D. Young   | ||
 Sector  Real Estate   |  Industry  REIT - Residential   |  Full time employees  6491   |  Website  https://www.suncommunities.com   | 
 Full time employees  6491   |  Website  https://www.suncommunities.com   | ||
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 June 30, 2025, the Company owned, operated, or had an interest in a portfolio of 501 developed MH, RV, and UK properties comprising approximately 174,450 developed sites in the U.S., Canada, and the U.K.The Company also owned, operated, or held an interest in a portfolio of nine marina properties comprising approximately 3,880 wet slips and dry storage spaces in the U.S., which were classified within discontinued operations as of June 30, 2025.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
 Home 

