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SUI vs FMS

Comparison between Sun Communities Inc (SUI, Company) and Fresenius Medical Care AG & Co. KGaA (FMS, Company).

SUI is from the Real Estate sector, while FMS is from the Healthcare sector.

5-Year PerformanceSUI has outperformed FMS, delivering a return of -4.4% compared to -7.3%

SUI vs FMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SUI
$15B
FMS
$15B
Max Drawdown
SUI
83.58%
Winner
FMS
77.73%
Sharpe Ratio
Winner
SUI
-0.13
FMS
-0.24
5Y Beta
Winner
SUI
0.30
FMS
0.34
Industry
SUI
Reit - Residential
FMS
Medical Care Facilities
P/E Ratio
Winner
SUI
10.73
FMS
14.99
Forward P/E
SUI
50.51
Winner
FMS
10.28
PEG Ratio
Winner
SUI
0.01
FMS
0.18
Dividend Yield
SUI
3.57%
Winner
FMS
3.63%
5Y Dividends CAGR
SUI
10.59%
Winner
FMS
18.27%
5Y EPS CAGR
Winner
SUI
53.03%
FMS
-3.42%
Debt to Equity
Winner
SUI
0.00%
FMS
73.34%
Free Cash Flow Yield
SUI
6.06%
Winner
FMS
18.28%
P/S Ratio
SUI
6.51
Winner
FMS
0.66
P/B Ratio
SUI
2.23
Winner
FMS
0.84

SUI vs FMS - Historical Returns

Returns include dividend reinvestment.

1M
SUI
-3.96%
Winner
FMS
+6.21%
3M
SUI
-5.86%
Winner
FMS
+7.23%
6M
SUI
-1.38%
Winner
FMS
+11.17%
1Y
Winner
SUI
-0.15%
FMS
-6.32%
5Y(CAGR)
Winner
SUI
-4.36%
FMS
-7.31%
10Y(CAGR)
Winner
SUI
+7.99%
FMS
-3.58%
Max(CAGR)
Winner
SUI
+11.45%
FMS
+4.31%

SUI vs FMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSUIFMS
2026+0.72%+8.19%
2025+8.03%+10.46%
2024-6.52%+9.62%
2023-1.72%+32.75%
2022-28.95%-48.69%
2021+46.39%-22.15%
2020+5.50%+14.17%
2019+56.95%+14.97%
2018+14.19%-37.35%
2017+25.71%+25.11%
2016+18.36%+3.00%
2015+15.84%+15.27%
2014+51.51%+7.92%
2013+9.92%+4.68%
2012+14.52%-1.60%
2011+17.13%+19.12%
2010+83.48%+6.92%
2009+69.61%+12.89%
2008-20.32%-9.60%
2007-29.97%+17.56%
2006+10.76%+24.19%
2005-14.94%+32.87%
2004+9.93%+13.43%
2003+11.69%+75.69%
2002+4.84%-32.86%
2001+19.76%-28.05%
2000+12.42%-1.41%
1999-0.77%+20.10%

SUI vs FMS Drawdown Comparison

The maximum drawdown for SUI was -73.74%, occurring on Mar 5, 2009. Recovery took 849 trading sessions.

The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.

The current SUI drawdown is -32.18%. The current FMS drawdown is -47.48%.

RankSUIFMS
#1-73.74%
Oct 30, 2006 - Mar 17, 2010
-76.71%
Sep 22, 2000 - Feb 24, 2005
#2-48.72%
Dec 31, 2021 - Oct 25, 2023
-75.62%
Jan 31, 2018 - Oct 10, 2022
#3-40.96%
Feb 21, 2020 - May 25, 2021
-39.57%
Jul 10, 2008 - Aug 17, 2010
#4-27.98%
May 21, 2013 - Aug 4, 2014
-24.50%
Dec 1, 1999 - Sep 1, 2000
#5-22.38%
Mar 31, 2004 - Oct 30, 2006
-20.91%
Jul 26, 2011 - Feb 25, 2015
#6-21.64%
Jan 19, 2000 - Dec 22, 2000
-20.16%
Jan 10, 2008 - Jul 3, 2008
#7-21.51%
Aug 3, 2012 - Feb 19, 2013
-19.10%
Aug 9, 2016 - May 31, 2017
#8-20.81%
Jul 22, 2011 - Sep 16, 2011
-15.76%
May 2, 2006 - Aug 2, 2006
#9-20.12%
Jun 26, 2002 - May 22, 2003
-14.90%
Jul 20, 2015 - Oct 29, 2015
#10-17.48%
May 13, 2010 - Sep 17, 2010
-13.95%
Nov 2, 2015 - Jul 28, 2016
#11-15.91%
Sep 16, 2011 - Jan 24, 2012
-12.99%
Mar 1, 2005 - Aug 3, 2005
#12-13.74%
Mar 20, 2015 - Aug 3, 2015
-12.90%
Oct 14, 2010 - Feb 15, 2011
#13-12.83%
Sep 26, 2016 - Feb 10, 2017
-11.81%
May 8, 2007 - Sep 12, 2007
#14-11.99%
Oct 26, 2015 - Mar 16, 2016
-10.72%
Apr 29, 2011 - Jul 25, 2011
#15-11.62%
Dec 28, 2000 - Jun 6, 2001
-9.92%
Jun 14, 2017 - Dec 4, 2017

Correlation

Correlation between SUI and FMS is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50
-101

Dividend Comparison (2000 - 2026)

SUI vs FMS dividend yield comparison.

YearSUIFMS
20261.85%3.56%
20256.50%3.30%
20243.06%2.80%
20232.78%2.97%
20222.46%4.34%
20211.58%2.57%
20202.08%1.72%
20192.00%1.78%
20182.79%1.95%
20172.89%0.70%
20163.39%0.74%
20153.79%0.71%
20144.30%0.99%
20135.91%0.94%
20126.32%0.91%
20118.62%0.96%
20107.57%0.93%
200912.76%1.06%
200818.00%1.38%
200711.96%0.91%
20067.79%0.93%
20057.96%1.06%
20046.06%1.22%
20036.23%1.24%
20026.26%1.49%
20015.85%0.81%
20006.27%0.58%

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