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DCF valuation

What is Sun Communities Inc worth?

With the base-case assumptions below, a discounted cash flow model on Sun Communities Inc's reported free cash flow gives $86.27 per share. The share price was $112.26 on September 25, 2026, 30% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$407.2M
Average free cash flow, last 5 years
$383.3M
Cash
$497M
balance sheet of March 31, 2026
Debt
$0
not reported, counted as 0
Diluted shares, fiscal 2025
124,900,000
Revenue growth per year, last 5 years
10.5%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear5.5%4.0%2.0%10.0%$55.08-51%
Base10.5%6.5%2.5%9.0%$86.27-23%
Bull15.5%9.5%3.0%8.0%$148.44+32%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$109.87$117.14$126.04$137.16$151.45
8.0%$92.20$96.92$102.50$109.19$117.37
9.0%$79.32$82.55$86.27$90.62$95.75
10.0%$69.53$71.83$74.43$77.40$80.83
11.0%$61.85$63.53$65.41$67.53$69.93

Where the presets come from

Base: years 1 to 5 grow at Sun Communities Inc's revenue growth rate over the last 5 fiscal years (10.5% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Sun Communities Inc company page