SUI vs. WY: Sun Communities vs. Weyerhaeuser Stock Comparison

Company Profile

Sun Communities (SUI) and Weyerhaeuser (WY) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but SUI is classified in Residential REITs while WY is classified in Specialized REITs.

Both Sun Communities (SUI) and Weyerhaeuser (WY) 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 Weyerhaeuser (WY) at 4.81% 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 Weyerhaeuser (WY) 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 Weyerhaeuser (WY) 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

Sun Communities (SUI) at 0.77% is around its peer norm for revenue growth, while Weyerhaeuser (WY) at -3.07% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

Growth Metrics

Financial Strength

Weyerhaeuser (WY) at 1.82 keeps current ratio within its industry’s typical mid-range, while Sun Communities (SUI) at 3.07 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

Both Sun Communities (SUI) at 0.72 and Weyerhaeuser (WY) at 0.57 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.

Financial Strength Metrics

Dividends

Both Sun Communities (SUI) at 3.60% and Weyerhaeuser (WY) at 3.88% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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

Weyerhaeuser (WY) at 2.16 sits in the cheaper P/S ratio quartile while Sun Communities (SUI) at 6.39 prices around its industry’s middle — WY costs less per dollar of sales, though read it alongside growth and margins.

Weyerhaeuser (WY) at 1.61 is valued about in line with its industry on P/B ratio, while Sun Communities (SUI) at 2.76 carries an above-peer premium to book — SUI is pricier on assets.

Valuation Metrics