SKY vs ELS vs SUI Stock Comparison

Champion Homes, Equity Lifestyle Properties and Sun Communities Prices as of Oct 29, 2026 Peers: Industry group
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SKY Champion Homes, Inc.
$81.04 -6.5% 1M +22.5% 1Y
Market cap
$4.74B
P/E
–
Revenue (TTM)
—
Div. yield
–
Manufactured Housing Consumer Discretionary
3 wins
SUI Sun Communities Inc
$112.25 +0.3% 1M -6.1% 1Y
Market cap
$13.65B
P/E
–
Revenue (TTM)
$2.41B
Div. yield
0.04%
Residential REITs Real Estate
4 wins

Head to Head

11 decided of 12

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

QuestionSKYELSSUILeader
Larger companyMarket capitalisation $4.74B $11.41B $13.65B SUI
Cheaper on earningsLower P/E, profitable companies only — 29.2x -18.1x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 22.0x 27.9x — SKY
Faster revenue growthRevenue growth, trailing twelve months — +3.2% +18.4% SUI
More profitableNet margin, trailing twelve months — 24.8% -31.4% ELS
Better return on capitalReturn on invested capital — 7.8% 3.5% ELS
Less leveragedLower net debt / EBITDA — 5.2x 1.4x SUI
Higher dividend yieldTrailing dividend yield 0.00% 0.04% 0.04% SUI
Better 1-year returnPrice return, last 12 months +22.5% -1.7% -6.1% SKY
Better 5-year returnAnnualised price return, 5 years +5.1%/yr -7.0%/yr -10.6%/yr SKY
Less volatileAnnualised volatility, 1 year 44.2% 18.7% 20.9% ELS
Higher overall scoreMean of the five percentile scores vs peers — 50/100 49/100 ELS

Percentile Scorecard

SKYELSSUI

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

AxisSKYELSSUI
Valuation – 11 #129 of 145 38 #90 of 145
Growth – 53 #68 of 143 34 #95 of 143
Profitability – 94 #9 of 136 38 #85 of 136
Financial Health 92 #2 of 14 37 #88 of 138 89 #16 of 138
Shareholder Returns – 55 #59 of 131 45 #72 of 131
Overall – 50 49
  • SKY ranked among 24 companies in Homebuilding
  • ELS 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

PeriodSKYELSSUISPY
1 month -6.5%+0.2%+0.3% +0.7%
3 months +1.0%-10.2%-9.8% +3.7%
6 months +6.3%-7.0%-12.2% +7.1%
Year to date -4.1%-2.9%-9.4% +12.8%
1 year +22.5%-1.7%-6.1% +11.9%
3 years +37.2%-10.5%+2.3% +85.2%
3 years, per year +11.1%-3.6%+0.8% +22.8%
5 years +28.0%-30.4%-42.7% +67.6%
5 years, per year +5.1%-7.0%-10.6% +10.9%
10 years —+58.7%+48.1% +262.0%
10 years, per year —+4.7%+4.0% +13.7%

Risk

MeasureSKYELSSUISPY
Volatility, 1Y 44.2%18.7%20.9% 12.7%
Downside volatility, 1Y 38.4%18.2%21.0% 12.6%
Beta vs S&P 500, 1Y 1.08-0.22-0.08 1.00
Return / volatility, 1Y 0.51-0.09-0.29 0.94
Max drawdown, 5Y -47.9%-34.2%-51.1% -25.4%
From 52-week high -16.8%-13.9%-18.2% -1.2%
52-week high $97.46$68.37$137.18 $779.14
52-week low $64.82$57.64$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.

MultipleSKYELSSUI
P/E now vs peer median —median 13.5x 29.2xmedian 25.7x -17.9xmedian 25.7x
P/S now vs peer median —median 0.6x 7.2xmedian 4.1x 5.6xmedian 4.1x
EV/EBITDA now vs peer median —median 9.7x 23.1xmedian 14.3x 18.2xmedian 14.3x
P/FCF now vs peer median —median 15.9x 30.8xmedian 23.5x 34.1xmedian 23.5x
P/B now vs peer median 2.8xmedian 1.1x 6.3xmedian 1.3x 2.5xmedian 1.3x
PEG now vs peer median —median 1.90 3.26median 1.86 0.22median 1.86

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 monthsSKYELSSUI
Revenue – $1.58B $2.41B
Gross profit – $1.44B $2.13B
Operating income – $412.54M $256.50M
Net income – $404.07M -$772.80M
Free cash flow – $370.75M $395.00M
EPS (diluted) – $1.95 $-6.13
Cash & equivalents $638.26M $24.33M $699.30M
Total debt $14.44M $3.31B $1.79B
Shares (diluted) 56.28M 200.25M 123.20M
Enterprise value $2.22B $11.28B $11.68B

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
MetricSKYELSSUI
P/E – 29.2x -17.9x
P/FCF – 30.8x 34.1x
P/Operating cash flow – 19.2x 15.7x
P/S – 7.2x 5.6x
P/B 2.8x 6.3x 2.5x
P/Tangible book 3.0x 6.3x 2.6x
EV/EBITDA – 23.1x 18.2x
EV/EBIT – 35.6x 56.7x
EV/Revenue – 9.3x 6.0x
EV/FCF – 39.7x 36.8x
EV/Operating cash flow – 24.8x 17.0x
PEG (3Y EPS CAGR) – 3.26 0.22

Growth

14 metrics
MetricSKYELSSUI
Revenue growth (1Y) – 3.2% 18.4%
Revenue CAGR (3Y) – 2.4% -8.7%
Gross profit growth (1Y) – 3.4% 15.2%
Gross profit CAGR (3Y) – 3.9% -5.7%
Operating income growth (1Y) – 4.9% 311.6%
Operating income CAGR (3Y) – 16.4% 8.0%
Net income growth (1Y) – 1.3% -172.3%
Net income CAGR (3Y) – 9.2% -85.6%
EPS growth (1Y) – 2.3% -175.0%
EPS CAGR (3Y) – 8.9% -81.0%
Operating cash flow growth (1Y) – 2.8% 5.1%
Operating cash flow CAGR (3Y) – 6.6% 6.1%
Free cash flow growth (1Y) – 11.0% -6.1%
Free cash flow CAGR (3Y) – 22.6% 46.9%

Profitability

14 metrics
MetricSKYELSSUI
Gross margin – 91.0% 88.3%
EBITDA margin – 40.3% 33.2%
Operating margin – 26.1% 10.6%
Pretax margin – 18.3% 3.9%
Net margin – 24.8% -31.4%
FCF margin – 23.5% 16.4%
Operating cash flow margin – 37.6% 35.5%
Return on equity – 22.3% -14.2%
Return on assets – 7.0% -7.5%
Return on invested capital – 7.8% 3.5%
Return on capital employed – – –
Asset turnover – 0.3x 0.2x
Cash conversion (OCF / net income) – 1.5x -1.1x
Stock comp / revenue – 0.4% –

Financial Health

11 metrics
MetricSKYELSSUI
Debt / assets 0.7% 57.4% 18.2%
Debt / equity 0.0x 1.8x 0.3x
Net debt / EBITDA – 5.2x 1.4x
Debt / FCF – 8.9x 4.5x
Liabilities / assets 26.2% 68.7% 46.1%
Equity / assets 73.8% 31.3% 53.9%
Interest coverage – 3.0x 1.6x
Current ratio 2.5x – –
Quick ratio 1.6x – –
Cash ratio 1.4x – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricSKYELSSUI
Dividend yield – 3.6% 3.9%
Net buyback yield – 0.0% 4.1%
Shareholder yield 0.0% 3.6% 8.1%
Payout ratio (earnings) – 101.5% -71.7%
Payout ratio (FCF) – 110.6% 140.3%
Dividend growth (1Y) – 8.7% -46.4%
Dividend CAGR (3Y) – 8.7% –

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.

ConsensusSKYELSSUI
Forward P/E 22.0xFY2026 27.9xFY2026 –
EPS, next fiscal year $3.69FY2026 $2.11FY2026 $-5.88FY2026
EPS growth, next FY -4.2%FY2026 +5.0%FY2026 -154.2%FY2026
EPS growth, the year after +5.4% +9.0% –
Revenue, next fiscal year $2.94BFY2026 $1.52BFY2026 $2.04BFY2026
Revenue growth, next FY +10.4%FY2026 -0.6%FY2026 -11.5%FY2026
Revenue growth, the year after -4.7% +14.4% -4.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSKYELSSUI
Held by institutions 100.0% 100.0% 100.0%
Institutions holding 373 477 531
Change in shares held, QoQ +2.6% +2.6% +6.1%
Institutions buying 216 220 259
Institutions selling 118 190 197
Buyers to sellers 1.83 1.16 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.

SKYELSSUI
SKY 1.00 0.24 0.21
ELS 0.24 1.00 0.75
SUI 0.21 0.75 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SKY, ELS and SUI?

Sun Communities (SUI) is the largest by market capitalisation: Champion Homes (SKY) $4.74B, Equity Lifestyle Properties (ELS) $11.41B, Sun Communities (SUI) $13.65B.

Which company is growing faster?

Sun Communities (SUI) grew revenue fastest over the trailing twelve months: Equity Lifestyle Properties (ELS) +3.2%, Sun Communities (SUI) +18.4%.

Which company is more profitable?

Equity Lifestyle Properties (ELS) has the highest net margin (Equity Lifestyle Properties (ELS) 24.8%, Sun Communities (SUI) -31.4%). On return on invested capital, Equity Lifestyle Properties (ELS) leads (Equity Lifestyle Properties (ELS) 7.8%, Sun Communities (SUI) 3.5%).

Which stock has performed better?

Over the past year Champion Homes (SKY) returned the most: Champion Homes (SKY) +22.5%, Equity Lifestyle Properties (ELS) -1.7%, Sun Communities (SUI) -6.1%. Over five years, Champion Homes (SKY) compounded fastest (Champion Homes (SKY) +5.1%/yr, Equity Lifestyle Properties (ELS) -7.0%/yr, Sun Communities (SUI) -10.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Sun Communities (SUI) has the highest dividend yield: Champion Homes (SKY) 0.00%, Equity Lifestyle Properties (ELS) 0.04%, Sun Communities (SUI) 0.04%. Champion Homes (SKY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Equity Lifestyle Properties (ELS) has been the steadiest (Champion Homes (SKY) 44.2%, Equity Lifestyle Properties (ELS) 18.7%, Sun Communities (SUI) 20.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SKY, ELS 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 4. 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.