SUI vs KKRS

Comparison between Sun Communities Inc (SUI, Company) and KKR Group Finance Co. IX LLC (KKRS, Company).

5-Year PerformanceKKRS has outperformed SUI, delivering a return of -3.3% compared to -3.9%

SUI vs KKRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUI(COMPANY)	KKRS(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	83.58%	40.25%
Sharpe Ratio	-0.15	-0.05
5Y Beta	0.31	N/A
Industry	Reit - Residential	N/A
P/E Ratio	10.66	4.93
Forward P/E	51.81	N/A
PEG Ratio	0.01	0.15
Dividend Yield	3.41%	6.58%
5Y Dividends CAGR	23.46%	32.02%
5Y EPS CAGR	53.03%	-17.45%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	6.09%	-2.23%

Market Cap

Winner

SUI

$15B

KKRS

$15B

Max Drawdown

SUI

83.58%

Winner

KKRS

40.25%

Sharpe Ratio

SUI

-0.15

Winner

KKRS

-0.05

5Y Beta

SUI

0.31

KKRS

N/A

Industry

SUI

Reit - Residential

KKRS

N/A

P/E Ratio

SUI

10.66

Winner

KKRS

4.93

Forward P/E

SUI

51.81

KKRS

N/A

PEG Ratio

Winner

SUI

0.01

KKRS

0.15

Dividend Yield

SUI

3.41%

Winner

KKRS

6.58%

5Y Dividends CAGR

SUI

23.46%

Winner

KKRS

32.02%

5Y EPS CAGR

Winner

SUI

53.03%

KKRS

-17.45%

Debt to Equity

SUI

0.00%

KKRS

0.00%

Free Cash Flow Yield

Winner

SUI

6.09%

KKRS

-2.23%

SUI vs KKRS - Historical Returns

Returns include dividend reinvestment.

Period	SUI	KKRS
1 month	-2.51%	+1.52%
3 months	-9.62%	-2.29%
6 months	-1.96%	-3.14%
1 year	-2.74%	+2.41%
5 years(CAGR)	-3.93%	-3.26%
10 years(CAGR)	+8.29%	N/A
Max(CAGR)	+11.36%	-2.71%

SUI

-2.51%

Winner

KKRS

+1.52%

SUI

-9.62%

Winner

KKRS

-2.29%

Winner

SUI

-1.96%

KKRS

-3.14%

SUI

-2.74%

Winner

KKRS

+2.41%

5Y(CAGR)

SUI

-3.93%

Winner

KKRS

-3.26%

10Y(CAGR)

SUI

+8.29%

KKRS

N/A

Max(CAGR)

Winner

SUI

+11.36%

KKRS

-2.71%

SUI vs KKRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SUI	KKRS
2026	-2.14%	-4.34%
2025	+8.03%	+0.37%
2024	-6.52%	+1.31%
2023	-1.72%	+18.20%
2022	-28.95%	-31.43%
2021	+46.39%	+4.58%
2020	+5.50%	N/A
2019	+56.95%	N/A
2018	+14.19%	N/A
2017	+25.71%	N/A
2016	+18.36%	N/A
2015	+15.84%	N/A
2014	+51.51%	N/A
2013	+9.92%	N/A
2012	+14.52%	N/A
2011	+17.13%	N/A
2010	+83.48%	N/A
2009	+69.61%	N/A
2008	-20.32%	N/A
2007	-29.97%	N/A
2006	+10.76%	N/A
2005	-14.94%	N/A
2004	+9.93%	N/A
2003	+11.69%	N/A
2002	+4.84%	N/A
2001	+19.76%	N/A
2000	+12.42%	N/A
1999	-0.77%	N/A

SUI vs KKRS Drawdown Comparison

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

The maximum drawdown for KKRS was -33.11%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current SUI drawdown is -34.11%. The current KKRS drawdown is -18.02%.

Rank	SUI	KKRS
#1	-73.74% Oct 30, 2006 - Mar 17, 2010	-33.11% Sep 16, 2021 - Nov 4, 2022
#2	-48.72% Dec 31, 2021 - Oct 25, 2023	-1.93% Apr 21, 2021 - Jun 2, 2021
#3	-40.96% Feb 21, 2020 - May 25, 2021	-1.68% Jun 15, 2021 - Jul 19, 2021
#4	-27.98% May 21, 2013 - Aug 4, 2014	-1.60% Aug 5, 2021 - Sep 2, 2021
#5	-22.38% Mar 31, 2004 - Oct 30, 2006	-1.10% Jul 19, 2021 - Aug 5, 2021
#6	-21.64% Jan 19, 2000 - Dec 22, 2000	-0.27% Sep 9, 2021 - Sep 15, 2021
#7	-21.51% Aug 3, 2012 - Feb 19, 2013	-0.26% Sep 3, 2021 - Sep 9, 2021
#8	-20.81% Jul 22, 2011 - Sep 16, 2011	-0.23% Jun 3, 2021 - Jun 9, 2021
#9	-20.12% Jun 26, 2002 - May 22, 2003	N/A
#10	-17.48% May 13, 2010 - Sep 17, 2010	N/A
#11	-15.91% Sep 16, 2011 - Jan 24, 2012	N/A
#12	-13.74% Mar 20, 2015 - Aug 3, 2015	N/A
#13	-12.83% Sep 26, 2016 - Feb 10, 2017	N/A
#14	-11.99% Oct 26, 2015 - Mar 16, 2016	N/A
#15	-11.62% Dec 28, 2000 - Jun 6, 2001	N/A

Correlation

Correlation between SUI and KKRS is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2000 - 2026)

SUI vs KKRS dividend yield comparison.

Year	SUI	KKRS
2026	0.95%	3.53%
2025	6.50%	6.64%
2024	3.06%	6.32%
2023	2.78%	6.11%
2022	2.46%	6.92%
2021	1.58%	3.33%
2020	2.08%	0.00%
2019	2.00%	0.00%
2018	2.79%	0.00%
2017	2.89%	0.00%
2016	3.39%	0.00%
2015	3.79%	0.00%
2014	4.30%	0.00%
2013	5.91%	0.00%
2012	6.32%	0.00%
2011	8.62%	0.00%
2010	7.57%	0.00%
2009	12.76%	0.00%
2008	18.00%	0.00%
2007	11.96%	0.00%
2006	7.79%	0.00%
2005	7.96%	0.00%
2004	6.06%	0.00%
2003	6.23%	0.00%
2002	6.26%	0.00%
2001	5.85%	0.00%
2000	6.27%	0.00%