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SUI vs UDR
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Residential
SUI vs UDR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Residential | REIT - Residential |
| Market Cap | $15.44B | $12.04B |
| Revenue (TTM) | $2.32B | $1.72B |
| Net Income (TTM) | $1.55B | $491M |
| Gross Margin | 51.9% | 46.0% |
| Operating Margin | 24.0% | 27.4% |
| Forward P/E | 46.8x | 66.1x |
| Total Debt | $1.83B | $6.19B |
| Cash & Equiv. | $636M | $37M |
SUI vs UDR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Sun Communities, In… (SUI) | 100 | 91.3 | -8.7% |
| UDR, Inc. (UDR) | 100 | 99.9 | -0.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SUI vs UDR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SUI carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 9 yrs, beta 0.26, yield 6.7%
- 127.7% 10Y total return vs UDR's 41.5%
- Lower volatility, beta 0.26, Low D/E 25.4%, current ratio 0.38x
UDR is the clearest fit if your priority is growth exposure.
- Rev growth 2.4%, EPS growth 334.6%, 3Y rev CAGR 4.1%
- 2.4% FFO/revenue growth vs SUI's -27.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 2.4% FFO/revenue growth vs SUI's -27.9% | |
| Value | Lower P/E (46.8x vs 66.1x), PEG 0.90 vs 1.60 | |
| Quality / Margins | 66.9% margin vs UDR's 28.6% | |
| Stability / Safety | Beta 0.26 vs UDR's 0.39, lower leverage | |
| Dividends | 6.7% yield, 9-year raise streak, vs UDR's 4.6% | |
| Momentum (1Y) | +2.4% vs UDR's -10.1% | |
| Efficiency (ROA) | 12.2% ROA vs UDR's 4.7%, ROIC 3.2% vs 2.3% |
SUI vs UDR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SUI vs UDR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — SUI and UDR each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SUI and UDR operate at a comparable scale, with $2.3B and $1.7B in trailing revenue. SUI is the more profitable business, keeping 66.9% of every revenue dollar as net income compared to UDR's 28.6%. On growth, SUI holds the edge at +8.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.3B | $1.7B |
| EBITDAEarnings before interest/tax | $1.1B | $1.1B |
| Net IncomeAfter-tax profit | $1.6B | $491M |
| Free Cash FlowCash after capex | $884M | $892M |
| Gross MarginGross profit ÷ Revenue | +51.9% | +46.0% |
| Operating MarginEBIT ÷ Revenue | +24.0% | +27.4% |
| Net MarginNet income ÷ Revenue | +66.9% | +28.6% |
| FCF MarginFCF ÷ Revenue | +38.0% | +52.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.4% | +0.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +79.4% | +147.8% |
Valuation Metrics
SUI leads this category, winning 7 of 7 comparable metrics.
Valuation Metrics
At 11.6x trailing earnings, SUI trades at a 65% valuation discount to UDR's 32.7x P/E. Adjusting for growth (PEG ratio), SUI offers better value at 0.22x vs UDR's 0.79x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $15.4B | $12.0B |
| Enterprise ValueMkt cap + debt − cash | $16.6B | $18.2B |
| Trailing P/EPrice ÷ TTM EPS | 11.56x | 32.69x |
| Forward P/EPrice ÷ next-FY EPS est. | 46.82x | 66.06x |
| PEG RatioP/E ÷ EPS growth rate | 0.22x | 0.79x |
| EV / EBITDAEnterprise value multiple | 16.80x | 18.15x |
| Price / SalesMarket cap ÷ Revenue | 6.69x | 7.03x |
| Price / BookPrice ÷ Book value/share | 2.18x | 2.95x |
| Price / FCFMarket cap ÷ FCF | 17.86x | 19.61x |
Profitability & Efficiency
SUI leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
SUI delivers a 21.6% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $12 for UDR. SUI carries lower financial leverage with a 0.25x debt-to-equity ratio, signaling a more conservative balance sheet compared to UDR's 1.49x. On the Piotroski fundamental quality scale (0–9), UDR scores 7/9 vs SUI's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +21.6% | +12.4% |
| ROA (TTM)Return on assets | +12.2% | +4.7% |
| ROICReturn on invested capital | +3.2% | +2.3% |
| ROCEReturn on capital employed | +4.0% | +3.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.25x | 1.49x |
| Net DebtTotal debt minus cash | $1.2B | $6.2B |
| Cash & Equiv.Liquid assets | $636M | $37M |
| Total DebtShort + long-term debt | $1.8B | $6.2B |
| Interest CoverageEBIT ÷ Interest expense | 0.78x | — |
Total Returns (Dividends Reinvested)
SUI leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in UDR five years ago would be worth $10,016 today (with dividends reinvested), compared to $9,105 for SUI. Over the past 12 months, SUI leads with a +2.4% total return vs UDR's -10.1%. The 3-year compound annual growth rate (CAGR) favors SUI at 1.0% vs UDR's 0.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +3.5% | +3.0% |
| 1-Year ReturnPast 12 months | +2.4% | -10.1% |
| 3-Year ReturnCumulative with dividends | +3.1% | +1.8% |
| 5-Year ReturnCumulative with dividends | -8.9% | +0.2% |
| 10-Year ReturnCumulative with dividends | +127.7% | +41.5% |
| CAGR (3Y)Annualised 3-year return | +1.0% | +0.6% |
Risk & Volatility
SUI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SUI is the less volatile stock with a 0.26 beta — it tends to amplify market swings less than UDR's 0.39 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SUI currently trades 90.9% from its 52-week high vs UDR's 84.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.26x | 0.39x |
| 52-Week HighHighest price in past year | $137.85 | $43.62 |
| 52-Week LowLowest price in past year | $115.53 | $32.94 |
| % of 52W HighCurrent price vs 52-week peak | +90.9% | +84.7% |
| RSI (14)Momentum oscillator 0–100 | 37.7 | 59.9 |
| Avg Volume (50D)Average daily shares traded | 802K | 3.2M |
Analyst Outlook
Evenly matched — SUI and UDR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SUI as "Buy" and UDR as "Buy". Consensus price targets imply 12.0% upside for SUI (target: $140) vs 9.0% for UDR (target: $40). For income investors, SUI offers the higher dividend yield at 6.67% vs UDR's 4.64%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $140.29 | $40.25 |
| # AnalystsCovering analysts | 20 | 38 |
| Dividend YieldAnnual dividend ÷ price | +6.7% | +4.6% |
| Dividend StreakConsecutive years of raises | 9 | 15 |
| Dividend / ShareAnnual DPS | $8.36 | $1.72 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.5% | +1.0% |
SUI leads in 4 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 2 categories are tied.
SUI vs UDR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SUI or UDR a better buy right now?
For growth investors, UDR, Inc.
(UDR) is the stronger pick with 2. 4% revenue growth year-over-year, versus -27. 9% for Sun Communities, Inc. (SUI). Sun Communities, Inc. (SUI) offers the better valuation at 11. 6x trailing P/E (46. 8x forward), making it the more compelling value choice. Analysts rate Sun Communities, Inc. (SUI) a "Buy" — based on 20 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SUI or UDR?
On trailing P/E, Sun Communities, Inc.
(SUI) is the cheapest at 11. 6x versus UDR, Inc. at 32. 7x. On forward P/E, Sun Communities, Inc. is actually cheaper at 46. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Sun Communities, Inc. wins at 0. 90x versus UDR, Inc. 's 1. 60x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SUI or UDR?
Over the past 5 years, UDR, Inc.
(UDR) delivered a total return of +0. 2%, compared to -8. 9% for Sun Communities, Inc. (SUI). Over 10 years, the gap is even starker: SUI returned +127. 7% versus UDR's +41. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SUI or UDR?
By beta (market sensitivity over 5 years), Sun Communities, Inc.
(SUI) is the lower-risk stock at 0. 26β versus UDR, Inc. 's 0. 39β — meaning UDR is approximately 50% more volatile than SUI relative to the S&P 500. On balance sheet safety, Sun Communities, Inc. (SUI) carries a lower debt/equity ratio of 25% versus 149% for UDR, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SUI or UDR?
By revenue growth (latest reported year), UDR, Inc.
(UDR) is pulling ahead at 2. 4% versus -27. 9% for Sun Communities, Inc. (SUI). On earnings-per-share growth, the picture is similar: Sun Communities, Inc. grew EPS 1427% year-over-year, compared to 334. 6% for UDR, Inc.. Over a 3-year CAGR, UDR leads at 4. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SUI or UDR?
Sun Communities, Inc.
(SUI) is the more profitable company, earning 59. 6% net margin versus 22. 1% for UDR, Inc. — meaning it keeps 59. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SUI leads at 20. 9% versus 18. 8% for UDR. At the gross margin level — before operating expenses — UDR leads at 25. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SUI or UDR more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Sun Communities, Inc. (SUI) is the more undervalued stock at a PEG of 0. 90x versus UDR, Inc. 's 1. 60x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Sun Communities, Inc. (SUI) trades at 46. 8x forward P/E versus 66. 1x for UDR, Inc. — 19. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SUI: 12. 0% to $140. 29.
08Which pays a better dividend — SUI or UDR?
All stocks in this comparison pay dividends.
Sun Communities, Inc. (SUI) offers the highest yield at 6. 7%, versus 4. 6% for UDR, Inc. (UDR).
09Is SUI or UDR better for a retirement portfolio?
For long-horizon retirement investors, Sun Communities, Inc.
(SUI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 26), 6. 7% yield, +127. 7% 10Y return). Both have compounded well over 10 years (SUI: +127. 7%, UDR: +41. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SUI and UDR?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SUI is a mid-cap deep-value stock; UDR is a mid-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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