HST vs. SUI: Host Hotels & Resorts vs. Sun Communities Stock Comparison

Company Profile

Host Hotels & Resorts (HST) and Sun Communities (SUI) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but HST is classified in Hotel & Resort REITs while SUI is classified in Residential REITs.

Both Host Hotels & Resorts (HST) and Sun Communities (SUI) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Host Hotels & Resorts (HST) at 14.21% sits in the top ROE quartile, while Sun Communities (SUI) at 4.89% is closer to the peer norm — stronger capital efficiency for HST.

Neither Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) nor Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) and Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Both Host Hotels & Resorts (HST) at 7.57% and Sun Communities (SUI) at 0.77% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

EPS growth isn't a meaningful figure for either Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) or Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Both Host Hotels & Resorts (HST) at 5.39 and Sun Communities (SUI) at 3.07 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

Sun Communities (SUI) at 0.72 keeps leverage in the lower industry quartile, while Host Hotels & Resorts (HST) at 0.86 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

Sun Communities (SUI) at 3.60% pays a yield in its industry’s typical range, while Host Hotels & Resorts (HST) at 3.25% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) nor Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) or Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Host Hotels & Resorts (HST) at 2.73 sits in the cheaper P/S ratio quartile while Sun Communities (SUI) at 6.39 prices around its industry’s middle — HST costs less per dollar of sales, though read it alongside growth and margins.

Both Host Hotels & Resorts (HST) at 2.66 and Sun Communities (SUI) at 2.76 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics