SUI vs. VTR: Sun Communities vs. Ventas Stock Comparison

Company Profile

Sun Communities (SUI) and Ventas (VTR) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but SUI is classified in Residential REITs while VTR is classified in Health Care REITs.

Both Sun Communities (SUI) and Ventas (VTR) 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

Both Sun Communities (SUI) at 4.89% and Ventas (VTR) at 1.87% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Neither Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs) nor Ventas (VTR) 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 Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs) and Ventas (VTR) 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

Ventas (VTR) at 18.47% sits in the top revenue growth quartile, while Sun Communities (SUI) at 0.77% is closer to the peer norm — faster top-line expansion for VTR.

EPS growth isn't a meaningful figure for either Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs) or Ventas (VTR) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Sun Communities (SUI) at 3.07 carries current ratio above its industry’s typical mid-range, while Ventas (VTR) at 0.37 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

Sun Communities (SUI) at 0.72 keeps leverage in the lower industry quartile, while Ventas (VTR) at 0.77 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 Ventas (VTR) at 2.29% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs) nor Ventas (VTR) 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 Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs) or Ventas (VTR) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

On P/S ratio, both Sun Communities (SUI) at 6.39 and Ventas (VTR) at 6.96 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Both Sun Communities (SUI) at 2.76 and Ventas (VTR) at 2.97 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics