COMP <GO>
SUI vs REG // RETURN ON INVESTED CAPITAL (ROIC)
Sun Communities Inc. (NYSE) VS. Regency Centers Corporation (NASDAQ) • 15-METRIC TALLY: SUI 6
— REG 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SUI
LAST: $113.26 (+0.91%) • MKT CAP: $13.40B
roic
15.90%
LAST: $74.59 (-0.52%) • MKT CAP: $13.73B
roic
11.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SUI VS. REG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SUI | REG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 15.90% | 11.40% | +4.50 | SUI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.3x | 12.4x | -4.10 | SUI | /valuation <GO> |
| Free Cash Flow Yield | 5.68% | 5.52% | +0.16 | SUI | /fcf-yield <GO> |
| Operating Margin | 74.80% | 72.30% | +2.50 | SUI | /operating-margins <GO> |
| Net Profit Margin | 61.30% | 34.00% | +27.30 | SUI | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 6.90% | -4.90 | REG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 3.73% | -3.73 | REG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | REG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.8 | 58.5 | -14.70 | REG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.16 | -0.25 | REG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.8x | 24.2x | -15.40 | SUI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.40B | $13.73B | -$332.8M | REG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SUI REV | REG REV | SUI GROSS % | REG GROSS % | SUI FCF | REG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.31B | $1.55B | — | — | $760.4M | $757.8M |
| FY 2024 | $2.26B | $1.45B | — | — | $759.3M | $724.8M |
| FY 2023 | $2.28B | $1.32B | — | — | $687.7M | $660.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SUI // BETA 0.91
REG // BETA 1.16