SUI logo SUI
Upturn stock rating
SUI logo

Sun Communities Inc (SUI)

Upturn stock rating
$124.52
Last Close (24-hour delay)
upturn advisory
PASS
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Upturn 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

11/03/2025: 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 $139.18

1 Year Target Price $139.18

Analysts Price Target For last 52 week
$139.18 Target price
52w Low $103.99
Current$124.52
52w High $131.5

Analysis of Past Performance

Type Stock
Historic Profit -17.69%
Avg. Invested days 35
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 11/03/2025

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

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. 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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

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

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

Upturn 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
CEO & Director Mr. Charles D. Young
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 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.