Sun Communities Inc

Sun Communities Inc(SUI)股票分析

$114.240

+1.302 (+1.14%)收盤時

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最高
114.790
開盤
112.880
成交量加權均價
113.88
成交量
825.73K
市值
14.96B
最低
112.600
成交金額
94.03M
企業價值/稅息折舊攤銷前利潤(TTM)
13.31

Sun Communities, Inc. is a real estate investment trust (REIT) that owns and operates or has an interest in manufactured housing (MH) and recreational vehicle (RV) communities. The Company's segments include MH communities and RV communities. The MH communities segment owns, operates, develops, or has an interest in, a portfolio of MH communities in the United States, and is in the business of acquiring, operating and developing ground-up MH communities to provide affordable housing solutions to residents. The MH segment in the United States also provides manufactured home sales and leasing services to tenants and prospective tenants of its communities. The RV communities segment owns, operates, develops, or has an interest in, a portfolio of RV communities and is in the business of acquiring, operating and developing group-up RV communities in the United States and Canada. It also provides leasing services for vacation rentals within the RV communities.

AI 分析 of Sun Communities Inc (SUI)

買進

Sun Communities Inc is a good buy right now, trading at $114 with a forward P/E of 33.78, indicating potential for growth. The recent sale of UK assets for $1.03 billion enhances financial flexibility, and the stock has shown a 5-day change of +2.93%, suggesting positive momentum. However, the main risk is the high P/E ratio of 127.95, which indicates that the stock may be overvalued if growth does not materialize as expected.

分析師評級(7)

上檔空間 +19.50%
買進
5 買進
2 持有
0 賣出
目前: 114.24
最低
122.20
平均
136.52
最高
143.00

UBS

2026-10-06

目標價

$117

中性

Evercore ISI

2026-09-21

目標價

$136

優於大盤

Mizuho

2026-09-21

目標價

$136

優於大盤

Evercore ISI

2026-09-14

目標價

$138

優於大盤

Truist

2026-09-11

目標價

$136

買進

估值指標

Sun Communities Inc(SUI)目前預期本益比為 33.78,5 年平均預期本益比為 55.58。

預期本益比

低估
5 年均值 P/E
55.58
目前P/E
33.78
高估
70.77
低估
40.39

預期 EV/EBITDA

嚴重低估
5 年均值 EV/EBITDA
19.40
目前EV/EBITDA
13.31
高估
22.06
低估
16.74

預期股價營收比

合理
5 年均值 P/S
6.06
目前P/S
6.85
高估
7.36
低估
4.76

Alphio AI 對 SUI 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%SUI

$133.94

情境價格

基

基準

基準 · 50%SUI

$106.97

情境價格

悲

悲觀

悲觀 · 25%SUI

$86.62

情境價格

持有 SUI 的大戶

C

Cramer Rosenthal McGlynn LLC

+ 持有SUI

-6.72%

3個月報酬率

C

Cohen & Steers Capital Management, Inc.

+ 持有SUI

-6.81%

3個月報酬率

C

CenterSquare Investment Management LLC

+ 持有SUI

-9.98%

3個月報酬率

事件時間軸

2026-08-25 (ET)

07:30:00

Sun Communities Appoints Robert Garechana as CFO

2026-08-13 (ET)

17:30:00

Banco Santander Acquires Webster Financial

2026-07-27 (ET)

17:00:00

Company Reports Q2 Revenue of $484.6M

17:00:00

Company Expects Park Holidays Sale to Close in H2 2026

17:00:00

Company's Guidance Excludes Impact of Park Holidays Sale

資訊

SUI 常見問題 —— 由 Alphio AI 解答

Sun Communities, Inc. is a real estate investment trust (REIT) that owns and operates or has an interest in manufactured housing (MH) and recreational vehicle (RV) communities. The Company's segments include MH communities and RV communities. The MH communities segment owns, operates, develops, or has an interest in, a portfolio of MH communities in the United States, and is in the business of acquiring, operating and developing ground-up MH communities to provide affordable housing solutions to residents. The MH segment in the United States also provides manufactured home sales and leasing services to tenants and prospective tenants of its communities. The RV communities segment owns, operates, develops, or has an interest in, a portfolio of RV communities and is in the business of acquiring, operating and developing group-up RV communities in the United States and Canada. It also provides leasing services for vacation rentals within the RV communities. It operates in the Real Estate sector (REAL ESTATE INVESTMENT TRUSTS industry).

Sun Communities Inc is a good buy right now, trading at $114 with a forward P/E of 33.78, indicating potential for growth. The recent sale of UK assets for $1.03 billion enhances financial flexibility, and the stock has shown a 5-day change of +2.93%, suggesting positive momentum. However, the main risk is the high P/E ratio of 127.95, which indicates that the stock may be overvalued if growth does not materialize as expected.

7 analysts cover SUI: 5 rate it Buy, 2 Hold and 0 Sell. The average price target is 136.52.

cosmic_marten2026/9/19

$SUI Vietnam is issuing its first batch of crypto licenses. The threshold is $400 million. Five companies competing for one license. Is this openness? This is like selecting concubines. Brothers, crypto regulation in Southeast Asia is making moves. Vietnam has officially stated that the first batch of crypto service provider licenses will land within 2026. Pilot regulation is officially starting. Vietnam itself has the highest crypto user density in the world. Many ordinary people trade coins, but before this it was always in a gray area, with no local compliant exchanges. This time local licenses will be issued, allowing compliant platforms to operate domestically. But the threshold is very high. Applicant platforms are required to have minimum registered capital of 10 trillion Vietnamese dong, nearly $400 million, and in principle are required to be Vietnamese companies, with foreign ownership capped at no more than 49%. Well then. Before, people only knew that many Vietnamese speculate on crypto. Now the government is also preparing to formalize exchanges. Still, it makes sense. Think about it: Vietnam has more than 17 million crypto users, and annual market trading volume exceeds $100 billion, but all of it flows to overseas platforms, so government tax revenue is basically zero. So with such a big piece of cake, would they not want to earn it themselves and let others earn it? Who would refuse money? This is still bullish for crypto, because Southeast Asia, as a growth market, with compliance landing, will bring more institutions, users, and capital. #VietnamPlansFirstCryptoLicensesIn2026

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