SUI
Sun Communities, Inc.
REIT - Residential
Market Cap$15.52B
5Y Perf.-8.2%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
SUI vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$151.66B
5Y Perf.+327.2%
SUI vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SUI | WELL |
|---|---|---|
| Industry | REIT - Residential | REIT - Healthcare Facilities |
| Market Cap | $15.52B | $151.66B |
| Revenue (TTM) | $2.32B | $11.63B |
| Net Income (TTM) | $1.55B | $1.43B |
| Gross Margin | 51.9% | 39.1% |
| Operating Margin | 24.0% | 4.4% |
| Forward P/E | 47.1x | 79.7x |
| Total Debt | $1.83B | $21.38B |
| Cash & Equiv. | $636M | $5.03B |
SUI vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SUI
WELL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Sun Communities, In… (SUI) | 100 | 91.8 | -8.2% |
| Welltower Inc. (WELL) | 100 | 427.2 | +327.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SUI vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SUI leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Welltower Inc. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
SUI
Sun Communities, Inc.
The Real Estate Income Play
SUI carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 9 yrs, beta 0.26, yield 6.6%
- Lower P/E (47.1x vs 79.7x)
- 66.9% margin vs WELL's 12.3%
Best for: income & stability
WELL
Welltower Inc.
The Real Estate Income Play
WELL is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 35.8%, EPS growth -11.5%, 3Y rev CAGR 22.7%
- 233.9% 10Y total return vs SUI's 127.6%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs SUI's -27.9% |
| Value | SUI | Lower P/E (47.1x vs 79.7x) |
| Quality / Margins | SUI | 66.9% margin vs WELL's 12.3% |
| Stability / Safety | WELL | Beta 0.13 vs SUI's 0.26 |
| Dividends | SUI | 6.6% yield, 9-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +45.8% vs SUI's +7.6% |
| Efficiency (ROA) | SUI | 12.2% ROA vs WELL's 2.3%, ROIC 3.2% vs 0.5% |
SUI vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
SUI vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLSUILAGGINGWELL
WELLWelltower Inc.
2leads
SUISun Communities, Inc.
4leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
SUI5/6
Valuation MetricsMultiples, price ratios, and targets
SUI6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
SUI8/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
SUI2/2
Income & Cash Flow (Last 12 Months)
SUI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 5.0x SUI's $2.3B. SUI is the more profitable business, keeping 66.9% of every revenue dollar as net income compared to WELL's 12.3%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SUISun Communities, … | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $2.3B | $11.6B |
| EBITDAEarnings before interest/tax | $1.1B | $2.8B |
| Net IncomeAfter-tax profit | $1.6B | $1.4B |
| Free Cash FlowCash after capex | $884M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +51.9% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +24.0% | +4.4% |
| Net MarginNet income ÷ Revenue | +66.9% | +12.3% |
| FCF MarginFCF ÷ Revenue | +38.0% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.4% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +79.4% | +22.5% |
SUI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
SUI leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 11.6x trailing earnings, SUI trades at a 93% valuation discount to WELL's 155.7x P/E. On an enterprise value basis, SUI's 16.9x EV/EBITDA is more attractive than WELL's 67.4x.
| Metric | SUISun Communities, … | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $15.5B | $151.7B |
| Enterprise ValueMkt cap + debt − cash | $16.7B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | 11.62x | 155.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 47.06x | 79.69x |
| PEG RatioP/E ÷ EPS growth rate | 0.22x | — |
| EV / EBITDAEnterprise value multiple | 16.88x | 67.37x |
| Price / SalesMarket cap ÷ Revenue | 6.73x | 14.22x |
| Price / BookPrice ÷ Book value/share | 2.19x | 3.40x |
| Price / FCFMarket cap ÷ FCF | 17.96x | 53.25x |
SUI leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
SUI leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
SUI delivers a 21.6% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $3 for WELL. SUI carries lower financial leverage with a 0.25x debt-to-equity ratio, signaling a more conservative balance sheet compared to WELL's 0.49x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs SUI's 6/9, reflecting strong financial health.
| Metric | SUISun Communities, … | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +21.6% | +3.5% |
| ROA (TTM)Return on assets | +12.2% | +2.3% |
| ROICReturn on invested capital | +3.2% | +0.5% |
| ROCEReturn on capital employed | +4.0% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.25x | 0.49x |
| Net DebtTotal debt minus cash | $1.2B | $16.3B |
| Cash & Equiv.Liquid assets | $636M | $5.0B |
| Total DebtShort + long-term debt | $1.8B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 0.78x | 0.26x |
SUI leads this category, winning 8 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WELL leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WELL five years ago would be worth $31,193 today (with dividends reinvested), compared to $9,042 for SUI. Over the past 12 months, WELL leads with a +45.8% total return vs SUI's +7.6%. The 3-year compound annual growth rate (CAGR) favors WELL at 43.3% vs SUI's 1.5% — a key indicator of consistent wealth creation.
| Metric | SUISun Communities, … | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +4.0% | +16.2% |
| 1-Year ReturnPast 12 months | +7.6% | +45.8% |
| 3-Year ReturnCumulative with dividends | +4.4% | +194.0% |
| 5-Year ReturnCumulative with dividends | -9.6% | +211.9% |
| 10-Year ReturnCumulative with dividends | +127.6% | +233.9% |
| CAGR (3Y)Annualised 3-year return | +1.5% | +43.3% |
WELL leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
WELL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WELL is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than SUI's 0.26 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 98.6% from its 52-week high vs SUI's 91.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SUISun Communities, … | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.26x | 0.13x |
| 52-Week HighHighest price in past year | $137.85 | $219.59 |
| 52-Week LowLowest price in past year | $115.53 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +91.3% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 39.6 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 803K | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
SUI leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SUI as "Buy" and WELL as "Buy". Consensus price targets imply 11.4% upside for SUI (target: $140) vs 4.6% for WELL (target: $227). For income investors, SUI offers the higher dividend yield at 6.64% vs WELL's 1.28%.
| Metric | SUISun Communities, … | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $140.29 | $226.50 |
| # AnalystsCovering analysts | 20 | 34 |
| Dividend YieldAnnual dividend ÷ price | +6.6% | +1.3% |
| Dividend StreakConsecutive years of raises | 9 | 2 |
| Dividend / ShareAnnual DPS | $8.36 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.5% | 0.0% |
SUI leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
SUI leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 2 (Total Returns, Risk & Volatility).
Best OverallSun Communities, Inc. (SUI)Leads 4 of 6 categories
Loading custom metrics...
SUI vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SUI or WELL a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% 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 (47. 1x 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 WELL?
On trailing P/E, Sun Communities, Inc.
(SUI) is the cheapest at 11. 6x versus Welltower Inc. at 155. 7x. On forward P/E, Sun Communities, Inc. is actually cheaper at 47. 1x.
03Which is the better long-term investment — SUI or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +211. 9%, compared to -9. 6% for Sun Communities, Inc. (SUI). Over 10 years, the gap is even starker: WELL returned +233. 9% versus SUI's +127. 6%. 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 WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Sun Communities, Inc. 's 0. 26β — meaning SUI is approximately 94% more volatile than WELL relative to the S&P 500. On balance sheet safety, Sun Communities, Inc. (SUI) carries a lower debt/equity ratio of 25% versus 49% for Welltower Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SUI or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% 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 -11. 5% for Welltower Inc.. Over a 3-year CAGR, WELL leads at 22. 7% 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 WELL?
Sun Communities, Inc.
(SUI) is the more profitable company, earning 59. 6% net margin versus 8. 8% for Welltower 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 3. 3% for WELL. At the gross margin level — before operating expenses — WELL leads at 39. 2%, 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 WELL more undervalued right now?
On forward earnings alone, Sun Communities, Inc.
(SUI) trades at 47. 1x forward P/E versus 79. 7x for Welltower Inc. — 32. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SUI: 11. 4% to $140. 29.
08Which pays a better dividend — SUI or WELL?
All stocks in this comparison pay dividends.
Sun Communities, Inc. (SUI) offers the highest yield at 6. 6%, versus 1. 3% for Welltower Inc. (WELL).
09Is SUI or WELL better for a retirement portfolio?
For long-horizon retirement investors, Welltower Inc.
(WELL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13), 1. 3% yield, +233. 9% 10Y return). Both have compounded well over 10 years (WELL: +233. 9%, SUI: +127. 6%), 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 WELL?
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; WELL is a mid-cap high-growth 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
Revenue Growth>
%
(SUI: 8.4% · WELL: 40.3%)Net Margin>
%
(SUI: 66.9% · WELL: 12.3%)P/E Ratio<
x
(SUI: 11.6x · WELL: 155.7x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.