Sun Communities Inc. (S2UI34) fair value: what the stock is really worth
As of Oct 2, 2026: fair value of Sun Communities Inc. BRL 19.40, price BRL 28.86, upside -32.8%, quality 65 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Oct 3, 2026.
How to read this chart
60‑month range R$23.73 – R$51.81 · fair‑value band R$15.76 – R$26.72 · the R$28.86 price screens above the R$19.40 fair value. Dashed = 300-day average. As of Oct 3, 2026.
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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.
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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. As of March 31, 2026, the Company owned, operated, or had an interest in a portfolio of 515 developed MH, RV, and UK properties comprising approximately 179,300 developed sites in the U.S., Canada, and the U.K. Sun Communities, Inc. was incorporated in 1975 in Maryland and is based in Southfield, Michigan.
Stock analysis
Sun Communities Inc. (S2UI34) currently trades at R$28.86, while our model-based Fair Value estimate is R$19.40, 32.8% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Dividend Discount group reads highest at a median of R$32.25 per share, and 6 of the 14 models we run sit above the R$28.86 price.
Bear case: the Growth DCF group reads lowest at R$5.01, and 8 of the 14 models stay below the price. Evidence for this calculation is medium.
Scenario range: R$15.76 (bear) to R$26.72 (bull), the price of R$28.86 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 65/100 (solid quality), in the Real Estate sector.
Weak Growth: Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Sun Communities Inc. reported revenue of $2.3B in FY2025 versus $2.3B in FY2021, a compound +0.5%/yr. Reported net income was $1.4B in FY2025, compounding +37.9%/yr from FY2021.
Key figures
Market cap R$74.7B (≈ $14.3B) · P/S ratio 32.0 · EPS (TTM) R$−0.1300 · Dividend yield 14.7% · Net margin 59.6% · Return on equity 0.3% · Return on assets (EBIT) 1.8% · Operating margin 13.4%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 50 out of 100 (low confidence).
What moves the price
The share trades about 19% below its 52-week high and at its 52-week low, currently below its 200-day average.
For context, the median of 10 Real Estate peers we cover trades at 7% fair-value upside, at −33%, S2UI34 screens richer than that median.
Fair Value models
Bear R$15.76Fair Value R$19.40Bull R$26.72
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.40/100
Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Revenue growth 1 year
+2.0%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−8.1%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+10.7%
Start year 2020 (pandemic)
Revenue growth 7 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+11.1%
’18
’19
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’21
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’23
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’25
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: EBIT basis.
≈ −6.3%
Earnings growth per share plus dividend.
Earnings per share, growth per year−21.0%
Dividend (yield on the price)14.7%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.21% → 5%
⚠ Rate on operating basis: 2025 sits 684% above its own trend.
News mood ⓘNews mood, the average tone of recent news (96 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Positive
Recent news coverage is more positive than average.
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.REIT - Residential · 47 stocks
Beats the industry median on 8/10 measures
Overall it ranks above its industry peers.
Valuation
Quality Score63 · Top 25%
Fair Value upside+39.0% · Above median
Profitability
Return on equity (TTM)0.3% · Below median
Return on assets2.2% · Above median
Net margin (TTM)59.7% · Top 25%
Operating margin (TTM)13.4% · Below median
Growth and dividend
Revenue growth8.6% · Above median
Dividend yield (TTM)14.7% · Top 25%
Balance sheet
Debt / equity0.59× · Below median
Valuation Multiplesvs REIT - Residential median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Sun Communities Inc. Fair Value". https://www.fairvalue-calculator.com/stock/S2UI34
Frequently asked questions
Is Sun Communities Inc. (S2UI34) overvalued or undervalued?
As of Oct 3, 2026, our model estimates a fair value of R$19.40 versus a price of R$28.86, about −33% upside (overvalued).
What is the fair value of S2UI34?
Our model-based fair value for Sun Communities Inc. is R$19.40 (as of Oct 3, 2026), built from audited fundamentals. The current price: R$28.86.
What is the quality score of S2UI34?
Sun Communities Inc. has a Quality Score of 65/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Sun Communities Inc. (S2UI34)?
Our model-based price target is the fair value of R$19.40 (as of Oct 3, 2026) from 14 valuation models. Cautious scenario R$15.76, optimistic scenario R$26.72. It is a calculation from audited fundamentals, not an analyst target.
What is the Sun Communities Inc. stock forecast for 2026?
Our models put fair value at R$19.40, about −33% upside versus a price of R$28.86 (overvalued). Cautious scenario R$15.76, optimistic scenario R$26.72. The calculation is refreshed regularly with new filings.
What is the revenue of Sun Communities Inc. (S2UI34)?
Sun Communities Inc. reported trailing-twelve-month revenue of about $2.3B (latest available figure, as of Oct 3, 2026).
Does Sun Communities Inc. pay a dividend?
Sun Communities Inc. currently shows a dividend yield of about 14.69% relative to its recent price (as of Oct 3, 2026).
What is the intrinsic value of Sun Communities Inc. (S2UI34)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Sun Communities Inc. it is R$19.40 per share (as of Oct 3, 2026), against a price of R$28.86. It is the blended result of 14 valuation models (cash flow, earnings, asset, dividend).
Is Sun Communities Inc. stock overvalued or undervalued in 2026?
As of Oct 3, 2026, S2UI34 trades above its calculated fair value: price R$28.86, fair value R$19.40, a gap of about −33% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of S2UI34?
No. The price is what the market pays today (R$28.86); the fair value is what the company's own numbers justify (R$19.40). For Sun Communities Inc. the two are R$9.46 per share apart. That gap is exactly why we show both numbers side by side.
How much is Sun Communities Inc. worth?
The market values Sun Communities Inc. at about R$74.7B (market capitalisation, as of Oct 3, 2026). Per share that is R$28.86; our models calculate a fair value of R$19.40 per share.
What do the bullish and bearish scenarios say about S2UI34?
Our models span a range for Sun Communities Inc.: cautious scenario R$15.76, base R$19.40, optimistic R$26.72 per share (as of Oct 3, 2026, price R$28.86). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the PEG ratio of S2UI34?
The PEG ratio of Sun Communities Inc. is 0.41 (P/E divided by earnings growth, as of Oct 3, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Sun Communities Inc. (S2UI34)?
Balance-sheet figures for Sun Communities Inc. (as of Oct 3, 2026): return on equity 0.3%, debt of 0.59 per unit of equity. They feed the Quality Score of 65/100, which measures business quality independently of the share price.
How far is S2UI34 from its 52-week high?
Sun Communities Inc. trades at R$28.86, about 19% below its 52-week high of R$35.63 and at the low of R$28.86 (as of Oct 2, 2026). Distance from the high says nothing about value: that is what the fair value of R$19.40 is for.
Which stocks are comparable to Sun Communities Inc.?
From the same area (Real Estate) we also value Comcast Holdings, Essex Property Trust, Inc, Mid-America Apartment Communities, Inc, American Homes 4 Rent (AMH or the General Partner), among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Sun Communities Inc. stock attractive at the current price?
The data as of Oct 3, 2026: price R$28.86, calculated fair value R$19.40 (−33%), Quality Score 65/100, from 14 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of S2UI34 calculated?
We run Sun Communities Inc. through 14 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of R$19.40, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.5 % above its aggregate fair value. Sun Communities Inc. itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Sun Communities Inc. (S2UI34)?
The closing price on Oct 2, 2026 was R$28.86. Our model-based fair value is R$19.40, about −33% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Sun Communities Inc. right now?
The price sits above even our optimistic bull case (R$26.72). The favourable scenario is already priced in. Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder. As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Key figures of Sun Communities Inc.
How large is the market capitalisation of Sun Communities Inc. (S2UI34)?
The market capitalisation of Sun Communities Inc. is R$74.7B (≈ $14.3B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Sun Communities Inc. (S2UI34)?
The price-to-sales ratio of Sun Communities Inc. is 32.0 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Sun Communities Inc. (S2UI34)?
Earnings per share at Sun Communities Inc. are R$−0.1300. Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Sun Communities Inc. (S2UI34)?
The dividend yield of Sun Communities Inc. is 14.7%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Sun Communities Inc. (S2UI34)?
The net margin of Sun Communities Inc. is 59.6% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Sun Communities Inc. (S2UI34)?
The return on equity (ROE) of Sun Communities Inc. is 0.3% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Sun Communities Inc. (S2UI34)?
On an EBIT basis the return on assets of Sun Communities Inc. is 1.8% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Sun Communities Inc. (S2UI34)?
The operating margin of Sun Communities Inc. is 13.4% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Sun Communities Inc. (S2UI34)?
Revenue at Sun Communities Inc. is growing +8.6% versus a year earlier (3y avg −8.1%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Sun Communities Inc. (S2UI34)?
Earnings per share at Sun Communities Inc. are growing −97.1% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Sun Communities Inc. (S2UI34) generate?
The free cash flow of Sun Communities Inc. is $864M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Sun Communities Inc. (S2UI34) carry?
The net debt of Sun Communities Inc. is $3.6B (fiscal year 2025, ≈ 4.2 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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