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SUI SUN COMMUNITIES INC

Trailing twelve months to 2026-03-31 · as filed 2026-04-28, not restated
Real Estate

Scale

Market cap
$15.3bn
Revenue TTM
$2.3bn
Net income TTM
$1.4bn
Free cash flow
Composite score
61.1
Sector rank
#533

Valuation

P / E
10.6
EV / EBITDA
EV / sales
6.5
FCF yield
Earnings yield vs 10-yr
4.75pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
61.8%
EBITDA margin
ROE
21.4%
ROIC
Revenue growth
-22.4%

Insider activity, last 90 days

Net open-market
$-3.00m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our gross investment in occupied rental homes at June 30, 2026 was $979.3 million, an increase of 20.5% from $812.5 million at June 30, 2025. Same Property NOI For the three months ended June 30, 2026 and 2025: • The MH segment increase in NOI of $14.8 million, or 8.8%, when compared to the same period in 2025 is primarily due to an increase in Real property (excluding transient) revenue of $14.4 million, or 6.2% and NOI outperformance in our Rental Program. Real property (excluding transient) revenue increased primarily due to a 4.9% increase in monthly base rent and occupancy gains on a year-over-year basis. …SUN COMMUNITIES INC, 10-Q, period ended 2026-06-30, filed 2026-07-28

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