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Is Sun Communities, Inc. (SUI) Undervalued? Valuation & Fair Price

At $111.13, 3 of the 4 frameworks would pass on Sun Communities, Inc. today — Warren Buffett, Benjamin Graham, and Phil Town (Rule #1) rate it Avoid and Peter Lynch rates it Hold. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.

SU

Sun Communities, Inc.

SUI

Real Estate · REIT - Residential · NYSE

$111.13

P/E -16.7×

CEO

Charles D. Young

Sector

Real Estate

Industry

REIT - Residential

Sun Communities, Inc., a Real Estate Investment Trust (REIT), possessed or managed a substantial portfolio of 603 developed manufactured housing, RV, and marina properties as of March 31, 2022. These holdings comprised nearly 159,300 individual developed sites and over 45,700 wet slips and dry storage spaces. Its operational reach spans 39 U.S. states, Canada, Puerto Rico, and the UK.

Investor scorecard

How the four investors rate Sun Communities, Inc.

3 of 4 frameworks urge caution

Warren Buffett
56%Avoid
Benjamin Graham
57%Avoid
Peter Lynch
67%Hold
Phil Town (Rule #1)
27%Avoid

Investor model analysis

Details locked

At $111.13, 3 of 4 frameworks say Avoid

Business Quality53/100

Intrinsic Value (DCF)

Warren Buffett's valuation model · select an investor above to switch

Intrinsic Value

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Buy Below

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Strong Buy

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Margin of Safety

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Insider & congress activity

Are insiders buying SUI?

Over recent SEC Form 4 filings, SUI insiders bought $432K and sold $27.7M of stock across 11 open-market trades. Insiders sell for many reasons, but they buy for one.

Bought $432KSold $27.7M
Recent open-market insider trades for SUI
InsiderActionSharesValueDate
SHIFFMAN GARY AdirectorSell25,031$3.0MJun 24, 2026
Castro-Caratini FernandoEVP, CFO, Sec. & Treas.Sell21,261$2.6MMay 26, 2026
Castro-Caratini FernandoEVP, CFO, Sec. & Treas.Sell2,489$311KMay 26, 2026
LEWIS CLUNET RdirectorSell3,800$517KMar 5, 2026
LEWIS CLUNET RdirectorSell3,200$436KMar 5, 2026

Members of Congress have also reported 25 trades in SUI. See the full insider & congress timeline.

Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.

See the interactive insider chart & every trade

Scenario analysis

Bear, base & bull

Three growth assumptions, three fair values — and where today's price lands

What's working

Key strengths

Identified by Buffett framework analysis

Return on Equity

ROE Quality (Low Leverage)

Debt Levels

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Company financials

5-Year Financials

Income statement highlights — annual, USD

Metric20252024202320222021
Revenue$2.3B
$3.2B
$3.2B
$2.9B
$2.3B
Rev. Growth-27.9%+0.7%+8.3%+29.8%—
Net Income$1.4B$89M-$213M$242M$380M
Net Margin59.6%2.8%-6.7%8.2%16.8%
EPS (Diluted)$10.84$0.71$-1.73$2.00$3.36
Free Cash FlowLocked — upgrade to viewLocked — upgrade to viewLocked — upgrade to viewLocked — upgrade to viewLocked — upgrade to view

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Educational Use Only · Not Financial Advice

Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.