COMP <GO>
SUI vs AHR // RETURN ON INVESTED CAPITAL (ROIC)
Sun Communities Inc. (NYSE) VS. American Healthcare REIT Inc. (NYSE) • 15-METRIC TALLY: SUI 6
— AHR 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SUI
LAST: $116.81 (+3.13%) • MKT CAP: $13.52B
roic
15.90%
LAST: $53.79 (+0.50%) • MKT CAP: $12.48B
roic
8.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SUI VS. AHR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SUI | AHR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 15.90% | 8.10% | +7.80 | SUI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.3x | 26.4x | -18.10 | SUI | /valuation <GO> |
| Free Cash Flow Yield | 5.68% | 1.62% | +4.06 | SUI | /fcf-yield <GO> |
| Operating Margin | 74.80% | 19.80% | +55.00 | SUI | /operating-margins <GO> |
| Net Profit Margin | 61.30% | 3.40% | +57.90 | SUI | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 11.20% | -9.20 | AHR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.32% | -1.32 | AHR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | AHR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.4 | 54.5 | -8.10 | AHR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.11 | -0.20 | AHR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.8x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.52B | $12.48B | $1.04B | SUI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SUI REV | AHR REV | SUI GROSS % | AHR GROSS % | SUI FCF | AHR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.31B | $2.09B | — | — | $760.4M | $200.2M |
| FY 2024 | $2.26B | $1.88B | — | — | $759.3M | $91.3M |
| FY 2023 | $2.28B | $1.67B | — | — | $687.7M | $23.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SUI // BETA 0.91
AHR // BETA 1.11