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SUI vs WSO-B

Comparison between Sun Communities Inc (SUI, Company) and Watsco Inc - Class B (WSO-B, Company).

SUI is from the Real Estate sector, while WSO-B is from the Industrials sector.

5-Year PerformanceWSO-B has outperformed SUI, delivering a return of +6.6% compared to -3.1%

SUI vs WSO-B - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SUI
$15B
WSO-B
$15B
Max Drawdown
SUI
83.58%
Winner
WSO-B
57.77%
Sharpe Ratio
Winner
SUI
0.05
WSO-B
-0.54
5Y Beta
SUI
0.33
Winner
WSO-B
0.07
Industry
SUI
Reit - Residential
WSO-B
Industrial Distribution
P/E Ratio
Winner
SUI
11.23
WSO-B
31.00
Forward P/E
SUI
52.63
Winner
WSO-B
26.53
PEG Ratio
Winner
SUI
0.01
WSO-B
1.85
Dividend Yield
Winner
SUI
3.46%
WSO-B
3.43%
5Y Dividends CAGR
Winner
SUI
23.46%
WSO-B
11.07%
5Y EPS CAGR
Winner
SUI
53.03%
WSO-B
19.70%
Debt to Equity
SUI
0.00%
WSO-B
0.00%
Free Cash Flow Yield
Winner
SUI
5.78%
WSO-B
4.53%
P/S Ratio
SUI
6.82
Winner
WSO-B
2.27
P/B Ratio
Winner
SUI
2.28
WSO-B
5.94

SUI vs WSO-B - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SUI
-1.26%
WSO-B
-22.80%
3M
Winner
SUI
-8.71%
WSO-B
-15.77%
6M
SUI
-1.87%
Winner
WSO-B
+1.20%
1Y
Winner
SUI
+2.49%
WSO-B
-19.76%
5Y(CAGR)
SUI
-3.09%
Winner
WSO-B
+6.65%
10Y(CAGR)
SUI
+9.38%
Winner
WSO-B
+13.65%
Max(CAGR)
SUI
+11.55%
Winner
WSO-B
+17.47%

SUI vs WSO-B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSUIWSO-B
2026+2.18%+5.05%
2025+8.03%-35.00%
2024-6.52%+29.76%
2023-1.72%+72.26%
2022-28.95%-15.13%
2021+46.39%+35.54%
2020+5.50%+33.33%
2019+56.95%+39.93%
2018+14.19%-17.47%
2017+25.71%+17.13%
2016+18.36%+28.64%
2015+15.84%+13.57%
2014+51.51%+15.01%
2013+9.92%+27.46%
2012+14.52%+23.08%
2011+17.13%+7.48%
2010+83.48%+33.77%
2009+69.61%+30.70%
2008-20.32%+10.80%
2007-29.97%-21.24%
2006+10.76%-24.11%
2005-14.94%+76.20%
2004+9.93%+50.20%
2003+11.69%+40.14%
2002+4.84%+18.56%
2001+19.76%+26.36%
2000+12.42%+0.88%
1999-0.77%+9.76%

SUI vs WSO-B Drawdown Comparison

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

The maximum drawdown for WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.

The current SUI drawdown is -31.20%. The current WSO-B drawdown is -31.72%.

RankSUIWSO-B
#1-73.74%
Oct 30, 2006 - Mar 17, 2010
-55.07%
Feb 27, 2006 - Dec 15, 2010
#2-48.72%
Dec 31, 2021 - Oct 25, 2023
-43.29%
May 23, 2000 - Mar 8, 2002
#3-40.96%
Feb 21, 2020 - May 25, 2021
-35.00%
Nov 21, 2024 - Dec 31, 2025
#4-27.98%
May 21, 2013 - Aug 4, 2014
-32.93%
May 3, 2002 - Sep 5, 2003
#5-22.38%
Mar 31, 2004 - Oct 30, 2006
-30.91%
Nov 15, 1999 - Apr 24, 2000
#6-21.64%
Jan 19, 2000 - Dec 22, 2000
-30.00%
Jun 12, 2018 - Jan 15, 2020
#7-21.51%
Aug 3, 2012 - Feb 19, 2013
-28.84%
Apr 6, 2011 - Feb 3, 2012
#8-20.81%
Jul 22, 2011 - Sep 16, 2011
-24.48%
Jan 5, 2022 - Feb 2, 2023
#9-20.12%
Jun 26, 2002 - May 22, 2003
-21.28%
Jan 15, 2020 - Jun 3, 2020
#10-17.48%
May 13, 2010 - Sep 17, 2010
-16.87%
Oct 26, 2015 - Mar 18, 2016
#11-15.91%
Sep 16, 2011 - Jan 24, 2012
-16.42%
Apr 22, 2014 - Dec 12, 2014
#12-13.74%
Mar 20, 2015 - Aug 3, 2015
-16.17%
Jul 18, 2012 - Sep 13, 2012
#13-12.83%
Sep 26, 2016 - Feb 10, 2017
-15.33%
Apr 22, 2004 - Sep 2, 2004
#14-11.99%
Oct 26, 2015 - Mar 16, 2016
-13.74%
Dec 8, 2016 - Jun 23, 2017
#15-11.62%
Dec 28, 2000 - Jun 6, 2001
-12.75%
Apr 18, 2018 - Jun 12, 2018

Correlation

Correlation between SUI and WSO-B is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2000 - 2026)

SUI vs WSO-B dividend yield comparison.

YearSUIWSO-B
20260.91%1.80%
20256.50%3.45%
20243.06%1.97%
20232.78%2.32%
20222.46%3.39%
20211.58%2.49%
20202.08%2.97%
20192.00%3.53%
20182.79%4.14%
20172.89%2.73%
20163.39%2.42%
20153.79%2.36%
20144.30%1.87%
20135.91%1.19%
20126.32%10.04%
20118.62%3.35%
20107.57%3.18%
200912.76%3.80%
200818.00%4.56%
200711.96%3.60%
20067.79%2.00%
20057.96%1.03%
20046.06%1.10%
20036.23%0.87%
20026.26%0.69%
20015.85%0.74%
20006.27%0.89%

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