AMH vs SUI Stock Comparison

American Homes 4 Rent and Sun Communities Prices as of Oct 23, 2026 Peers: Industry group
AMH American Homes 4 Rent
$31.93 +3.2% 1M -4.1% 1Y
Market cap
$11.57B
P/E
24.9x
Revenue (TTM)
—
Div. yield
0.04%
Residential REITs Real Estate
3 wins
SUI Sun Communities Inc
$120.31 +7.1% 1M -2.5% 1Y
Market cap
$14.68B
P/E
–
Revenue (TTM)
$2.20B
Div. yield
0.04%
Residential REITs Real Estate
3 wins

Head to Head

6 decided of 12

Sun Communities leads on 3 of the 12 questions below (Sun Communities 3, American Homes 4 Rent 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAMHSUILeader
Larger companyMarket capitalisation $11.57B $14.68B SUI
Cheaper on earningsLower P/E, profitable companies only 24.9x -16.9x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 30.1x — –
Faster revenue growthRevenue growth, trailing twelve months — +2.0% –
More profitableNet margin, trailing twelve months — -39.5% –
Better return on capitalReturn on invested capital — -1.7% –
Less leveragedLower net debt / EBITDA — 4.3x –
Higher dividend yieldTrailing dividend yield 0.04% 0.04% AMH
Better 1-year returnPrice return, last 12 months -4.1% -2.5% SUI
Better 5-year returnAnnualised price return, 5 years -4.6%/yr -9.9%/yr AMH
Less volatileAnnualised volatility, 1 year 20.3% 20.2% SUI
Higher overall scoreMean of the five percentile scores vs peers 63/100 41/100 AMH

Percentile Scorecard

AMHSUI

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAMHSUI
Valuation 52 #70 of 145 19 #118 of 145
Growth 67 #48 of 144 36 #93 of 144
Profitability 66 #48 of 140 29 #100 of 140
Financial Health 63 #55 of 146 76 #36 of 146
Shareholder Returns 68 #43 of 132 48 #69 of 132
Overall 63 41
  • AMH ranked among 149 companies in Property REITs
  • SUI ranked among 149 companies in Property REITs

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAMHSUISPY
1 month +3.2%+7.1% -1.0%
3 months -4.3%-1.2% +2.9%
6 months +4.5%-7.3% +6.4%
Year to date -0.5%-2.9% +11.4%
1 year -4.1%-2.5% +13.1%
3 years -4.4%+14.5% +79.4%
3 years, per year -1.5%+4.6% +21.5%
5 years -20.9%-40.5% +67.7%
5 years, per year -4.6%-9.9% +10.9%
10 years +49.8%+55.4% +255.2%
10 years, per year +4.1%+4.5% +13.5%

Risk

MeasureAMHSUISPY
Volatility, 1Y 20.3%20.2% 12.7%
Downside volatility, 1Y 19.5%19.8% 12.7%
Beta vs S&P 500, 1Y 0.02-0.05 1.00
Return / volatility, 1Y -0.20-0.12 1.03
Max drawdown, 5Y -37.2%-51.1% -25.4%
From 52-week high -8.3%-12.3% -2.5%
52-week high $34.81$137.18 $779.14
52-week low $27.38$110.01 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAMHSUI
P/E now vs peer median 24.8xmedian 27.0x -16.9xmedian 27.0x
P/S now vs peer median —median 4.1x 6.7xmedian 4.1x
EV/EBITDA now vs peer median —median 14.5x 43.6xmedian 14.5x
P/FCF now vs peer median 1,106xmedian 23.7x 33.1xmedian 23.7x
P/B now vs peer median 1.5xmedian 1.3x 2.6xmedian 1.3x
PEG now vs peer median 2.55median 2.07 0.15median 2.07

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAMHSUI
Revenue – $2.20B
Gross profit – $1.99B
Operating income – -$138.00M
Net income $542.82M -$889.70M
Free cash flow $10.37M $445.00M
EPS (diluted) $1.29 $-6.86
Cash & equivalents $83.67M $165.20M
Total debt $20.20B $7.15B
Shares (diluted) 360.81M 127.00M
Enterprise value $11.27B $12.23B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAMHSUI
P/E 24.8x -16.9x
P/FCF 1,106x 33.1x
P/Operating cash flow 13.3x 16.4x
P/S – 6.7x
P/B 1.5x 2.6x
P/Tangible book 1.5x 2.7x
EV/EBITDA – 43.6x
EV/EBIT – -118.6x
EV/Revenue – 7.4x
EV/FCF 1,592x 36.8x
EV/Operating cash flow 19.1x 18.2x
PEG (3Y EPS CAGR) 2.55 0.15

Growth

14 metrics
MetricAMHSUI
Revenue growth (1Y) – 2.0%
Revenue CAGR (3Y) – -10.9%
Gross profit growth (1Y) – 3.1%
Gross profit CAGR (3Y) – 1.2%
Operating income growth (1Y) – 71.4%
Operating income CAGR (3Y) – 28.8%
Net income growth (1Y) 12.2% -165.3%
Net income CAGR (3Y) 9.1% -123.7%
EPS growth (1Y) 15.9% -166.9%
EPS CAGR (3Y) 9.7% -115.0%
Operating cash flow growth (1Y) 4.1% 11.4%
Operating cash flow CAGR (3Y) 7.2% 11.3%
Free cash flow growth (1Y) 101.6% 16.8%
Free cash flow CAGR (3Y) 26.4% 44.9%

Profitability

14 metrics
MetricAMHSUI
Gross margin – 90.2%
EBITDA margin – 17.0%
Operating margin – -6.3%
Pretax margin – 3.5%
Net margin – -39.5%
FCF margin – 20.2%
Operating cash flow margin – 40.8%
Return on equity 7.2% -14.3%
Return on assets 4.1% -7.7%
Return on invested capital – -1.7%
Return on capital employed – –
Asset turnover – 0.2x
Cash conversion (OCF / net income) 1.6x -1.0x
Stock comp / revenue – –

Financial Health

11 metrics
MetricAMHSUI
Debt / assets 39.1% 16.4%
Debt / equity 0.7x 0.3x
Net debt / EBITDA – 4.3x
Debt / FCF 494.5x 4.0x
Liabilities / assets 43.0% 48.5%
Equity / assets 57.0% 51.5%
Interest coverage – -0.9x
Current ratio – –
Quick ratio – –
Cash ratio – –
Altman Z-score – –

Shareholder Returns

7 metrics
MetricAMHSUI
Dividend yield 4.0% 3.7%
Net buyback yield 2.0% 3.8%
Shareholder yield 6.1% 7.5%
Payout ratio (earnings) 85.3% -61.7%
Payout ratio (FCF) 4,462% 123.3%
Dividend growth (1Y) 11.3% -46.2%
Dividend CAGR (3Y) 17.4% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAMHSUI
Forward P/E 30.1xFY2026 –
EPS, next fiscal year $1.06FY2026 $-5.89FY2026
EPS growth, next FY -10.2%FY2026 -154.3%FY2026
EPS growth, the year after -18.9% –
Revenue, next fiscal year $2.04BFY2026 $2.04BFY2026
Revenue growth, next FY +10.0%FY2026 -11.5%FY2026
Revenue growth, the year after -0.6% -4.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAMHSUI
Held by institutions 90.7% 100.0%
Institutions holding 480 530
Change in shares held, QoQ +8.2% +6.1%
Institutions buying 253 258
Institutions selling 160 197
Buyers to sellers 1.58 1.31

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AMHSUI
AMH 1.00 0.51
SUI 0.51 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AMH and SUI?

Sun Communities (SUI) is the largest by market capitalisation: American Homes 4 Rent (AMH) $11.57B, Sun Communities (SUI) $14.68B.

Which stock has performed better?

Over the past year Sun Communities (SUI) returned the most: American Homes 4 Rent (AMH) -4.1%, Sun Communities (SUI) -2.5%. Over five years, American Homes 4 Rent (AMH) compounded fastest (American Homes 4 Rent (AMH) -4.6%/yr, Sun Communities (SUI) -9.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

American Homes 4 Rent (AMH) has the highest dividend yield: American Homes 4 Rent (AMH) 0.04%, Sun Communities (SUI) 0.04%.

Which stock is riskier?

By one-year price volatility, Sun Communities (SUI) has been the steadiest (American Homes 4 Rent (AMH) 20.3%, Sun Communities (SUI) 20.2%). Volatility measures how widely the price swings, not the risk of the business.

Do AMH and SUI move together?

Their daily returns over the past year have a correlation of 0.51, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, AMH and SUI?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Sun Communities (SUI) leads on 3. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.