Sun Communities Inc.

SUI
Financial Analysis · Updated May 13, 2026 · Coverage 2026-Q2
TTM ROIC
11.8%
FY2024 · Core FFO / Total Equity (~$847M Core FFO ÷ $7,193M Total Equity) · WACC ~7.5% · Moat spread +4.3pp

Financial Snapshot


ticker: SUI step: 04 generated: 2026-05-13 source: quick-research

Sun Communities Inc. (SUI) — Financial Snapshot

Income Statement Summary

Metric FY2022 FY2023 FY2024 YoY
Revenue ~$2.92B $3.17B $2.99B -5.7%
Gross Margin ~55% ~52% ~54%
Operating Margin ~20% ~15% ~18%
Net Income (loss) $242M ($213M) ~($50M)
Core FFO/Share $7.35 $7.10 ~$6.80 -4%

FY2023 net loss reflects non-cash impairments and transaction costs related to strategic asset moves. FY2024 revenue decline partly reflects UK property dispositions; North American Same-Property NOI still grew 4.1%. Core FFO/share has been on a slight downward trend as expense inflation (labor, utilities, property taxes) offset revenue gains.

Strategic event: Sale of Safe Harbor Marinas to Blackstone for $5.65B closed April 30, 2025 — proceeds used to repay ~$3.3B debt and return $830M+ to shareholders via distributions and buybacks. FY2025+ financials reflect a smaller but more focused pure-play MH/RV portfolio.

Cash Flow & Balance Sheet (FY2024, Pre-Marina Sale)

Metric Value
Operating Cash Flow ~$1.1B
Free Cash Flow (Core AFFO) ~$900M
Cash & Equivalents ~$100M
Total Debt ~$9.5B (pre-marina sale)
Total Debt Post-Marina Sale ~$6.2B (est. FY2025)

Key Ratios (approximate)

  • P/Core FFO: ~19x | EV/EBITDA: ~22x | Dividend Yield: ~3.2%
  • North American Same-Property NOI Growth (FY2024): +4.1%
  • MH Occupancy: 99% (North American portfolio, record)

Growth Profile

Sun Communities delivered strong FFO/share growth through FY2022 but has since faced cost pressure — labor, utilities, and property taxes rose faster than rent increases, compressing margins in FY2023 and FY2024. The underlying demand story remains compelling: manufactured housing is the most affordable housing option in most U.S. markets, and near-100% occupancy reflects structural supply scarcity. The marina sale eliminates a non-core distraction and substantially reduces leverage, improving the risk profile and enabling a double-digit dividend increase in 2025.

Forward Estimates

  • FY2026 EPS (GAAP) guidance: $2.16–$2.36 (lower than Core FFO/share — GAAP reflects depreciation and one-time items)
  • FY2025 Core FFO/share: expected to step down modestly from $6.80 given smaller post-marina portfolio, partially offset by deleveraging savings
  • Dividend raised 10%+ in 2025 following marina sale proceeds; special distribution paid
  • 14 analysts covering; Buy consensus; 12-month target ~$141 (~10% upside)

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $SUI.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
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