Sun Communities (SUI) Return on Invested Capital [ROIC] (2011 - 2026)
Sun Communities (SUI) recorded Return on Invested Capital [ROIC] of -1.72% in fiscal Q2 2026 (quarter ended Jun 30, 2026), up 2.24 percentage points from -3.96% a year earlier but down 1.72 percentage points from the prior quarter.
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Analysis
Sun Communities (SUI) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025 (ended Dec 31, 2025), Sun Communities reported Return on Invested Capital [ROIC] of -3.30%, down 1.09 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of -3.16 percentage points (FY2020 to FY2025).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at -2.21% in FY2024 (+0.95 pp), -3.16% in FY2023 (-3.05 pp), -0.11% in FY2022 (-0.93 pp) and 0.82% in FY2021 (+0.96 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from -5.49% in fiscal Q3 2025 to 4.47% in fiscal Q2 2022 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for three consecutive quarters, with an average year-over-year change of +0.18 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 3.03 percentage points in fiscal Q3 2021, against a drop of 6.80 percentage points in fiscal Q4 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 0.00% (Q1 2026), -1.04% (Q4 2025) and -5.49% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 164.16 Bn | 146.67 Bn | 1.39 Bn | -12.89% |
| 2 | Prologis | 120.28 Bn | 124.68 Bn | - | - |
| 3 | Simon Property | 68.97 Bn | 70.18 Bn | - | - |
| 4 | Realty Income | 51.22 Bn | 53.60 Bn | - | 5.36% |
| 5 | Public Storage | 49.85 Bn | 48.94 Bn | - | - |
| 6 | Ventas | 43.09 Bn | 42.28 Bn | - | - |
| 7 | Extra Space Storage | 28.15 Bn | 28.15 Bn | 642.43 Mn | - |
| 8 | Vici Properties | 24.95 Bn | 23.07 Bn | 1.05 Bn | - |
| 9 | Vivmark Residential | 22.41 Bn | 22.60 Bn | - | 8.87% |
| 10 | Sun Communities | 13.56 Bn | 13.64 Bn | 460.10 Mn | -1.72% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -1.72% |
| Mar 31, 2026 | 0.00% |
| Dec 31, 2025 | -1.04% |
| Sep 30, 2025 | -5.49% |
| Jun 30, 2025 | -3.96% |
| Mar 31, 2025 | -2.44% |
| Dec 31, 2024 | -2.50% |
| Sep 30, 2024 | -1.87% |
| Jun 30, 2024 | -1.54% |
| Mar 31, 2024 | -3.15% |
| Dec 31, 2023 | -2.85% |
| Sep 30, 2023 | -2.17% |
| Jun 30, 2023 | -0.69% |
| Mar 31, 2023 | 2.78% |
| Dec 31, 2022 | 3.95% |
| Sep 30, 2022 | 4.45% |
| Jun 30, 2022 | 4.47% |
| Mar 31, 2022 | 4.45% |
| Dec 31, 2021 | 4.34% |
| Sep 30, 2021 | 4.00% |
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();