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Sun Communities, Inc.

Real Estate Updated August 11, 2026
$118.69
52W $115.90 – $137.85
50/100
$14.62B
-16.8
0.78
AI Committee Verdict
Watch
50/100
Conviction: Contested · 40% agreement · 5 analysts
Contested

Is SUI Bullish or Bearish?

Mixed. Innellis AI committee rates Sun Communities, Inc. (SUI) Watch with a composite score of 50/100 , based on 5 analysts with 40% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +10.13 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -9.87 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -20.7% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 3.8% pays you to wait — Value
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.25 across 8 articles, 14d) — News
Bear Case
  • ROE of only -12.7% -- cheap may mean cheap for a reason — Value
  • Revenue declining -20.7% YoY -- this is not a growth story right now — Growth
  • Price structure making lower highs and lower lows — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
50/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 97%
of 78 Real Estate peers
Value Analyst neutral
42 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 3.8% pays you to wait
− ROE of only -12.7% -- cheap may mean cheap for a reason
Growth Analyst bearish
15 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -20.7% YoY -- this is not a growth story right now
Technical Analyst neutral
49 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.25 across 8 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
34.3
Neutral
MACD Histogram
-0.418
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$118.56
Resistance
$130.11
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$120.58 Below
EMA 21
$121.18 Below
EMA 50
$122.03 Below
EMA 200
$124.89 Below

Fundamental Analysis

Valuation
94
Profitability
71
Financial Health
94
Cash Flow
70
Valuation
P/E Ratio -16.8×
P/B Ratio 2.64×
PEG Ratio 0.10
Dividend Yield 3.64%
52W High $137.85
52W Low $115.90
Quality & Growth
ROE 1942.4%
ROA 1097.0%
Gross Margin 5397.9%
Operating Margin 2514.2%
Revenue Growth YoY
Debt / Equity 0.73
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -16.8 (inexpensive relative to a 15-40x range); Price-to-book of 2.6x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 19.4%; Return on assets of 11.0%; Net margin of -39.3%; Gross margin of 54.0%; Current ratio of 3.77 (healthy short-term liquidity); Debt-to-equity of 0.73; Free cash flow per share is positive (6.77); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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