Sun Communities (SUI) Return on Invested Capital [ROIC] (2009 - 2026)
Sun Communities (SUI) recorded Return on Invested Capital [ROIC] of 2.92% in fiscal Q2 2026 (quarter ended Jun 30, 2026), up 2.46 percentage points from 0.46% a year earlier and up 2.92 percentage points from the prior quarter.
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Analysis
Sun Communities (SUI) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025 (ended Dec 31, 2025), Sun Communities reported Return on Invested Capital [ROIC] of -0.05%, down 1.07 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of -3.05 percentage points (FY2020 to FY2025).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 1.02% in FY2024 (+0.18 pp), 0.84% in FY2023 (-3.00 pp), 3.84% in FY2022 (-0.04 pp) and 3.87% in FY2021 (+0.87 pp).
- The fiscal Q2 2026 figure is the highest quarterly Return on Invested Capital [ROIC] since fiscal Q3 2024.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in two of the last eight quarters, with an average year-over-year change of -0.72 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 2.58 percentage points in fiscal Q2 2024, against a drop of 4.45 percentage points in fiscal Q3 2025 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 0.00% (Q1 2026), 0.33% (Q4 2025) and -0.81% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 181.70 Bn | 168.77 Bn | 1.47 Bn | 0.65% |
| 2 | Prologis | 123.65 Bn | 122.03 Bn | - | 4.98% |
| 3 | Simon Property | 80.48 Bn | 78.58 Bn | - | 9.67% |
| 4 | Public Storage | 62.76 Bn | 62.20 Bn | 112.08 Mn | 2.59% |
| 5 | Realty Income | 56.61 Bn | 57.99 Bn | - | 3.56% |
| 6 | Ryman Hospitality Properties | 47.80 Bn | 46.64 Bn | 266.41 Mn | 9.75% |
| 7 | Ventas | 47.78 Bn | 46.95 Bn | -3.39 Bn | 9.63% |
| 8 | Vivmark Residential | 38.23 Bn | 37.98 Bn | - | 0.37% |
| 9 | Extra Space Storage | 33.20 Bn | 32.98 Bn | 650.96 Mn | 5.30% |
| 10 | Sun Communities | 14.30 Bn | 12.41 Bn | 530.20 Mn | 5.17% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 5.17% |
| Jun 30, 2026 | 0.00% |
| Mar 31, 2026 | 0.86% |
| Dec 31, 2025 | 0.87% |
| Sep 30, 2025 | -8.18% |
| Jun 30, 2025 | -3.76% |
| Mar 31, 2025 | -0.54% |
| Dec 31, 2024 | -0.52% |
| Sep 30, 2024 | 7.67% |
| Jun 30, 2024 | 5.85% |
| Mar 31, 2024 | 1.09% |
| Dec 31, 2023 | -0.57% |
| Sep 30, 2023 | -0.49% |
| Jun 30, 2023 | -0.31% |
| Mar 31, 2023 | 1.79% |
| Dec 31, 2022 | 2.03% |
| Sep 30, 2022 | 2.13% |
| Jun 30, 2022 | 2.17% |
| Mar 31, 2022 | 2.27% |
| Dec 31, 2021 | 2.37% |
API Access
Sun Communities Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SUI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SUI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SUI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();