How does SUNS' EPS growth compare to peers?
4/13/2025 07:41pm
Sunrise Realty (SUNS) demonstrates a relatively modest EPS growth trajectory compared to several peers in the Diversified REITs sector. Here's a detailed analysis:
1. **Stratus Properties (STRS)**: Stratus Properties has shown a strong EPS growth rate, with a cumulative diluted EPS of $10.99 reported for the most recent quarter ending on December 31, 2022. This indicates a robust financial performance and suggests that Stratus Properties has been effective in generating earnings per share over the past three years.
2. **Ryman Hospitality (RHP)**: Ryman Hospitality's EPS growth has been impressive, with a significant increase from $2.33 in 2022 to $5.36 in 2023, and a further increase to $8.21 in 2024. This indicates a strong upward trend in earnings, which may be attributed to factors such as strategic acquisitions, operational efficiencies, or market conditions favoring the hospitality sector.
3. **Comparison with Peers**:
- **DigitalBridge Group (DBRG)**: DigitalBridge Group has shown a more modest EPS growth, with a cumulative diluted EPS of $0.77 reported for the most recent quarter ending on December 31, 2023. This suggests a relatively stable earnings profile compared to Stratus Properties and Ryman Hospitality.
- **Armada Hoffler (AHH)**: Armada Hoffler's EPS growth has been positive but more muted, with a cumulative diluted EPS of $0.94 reported for the most recent quarter ending on December 31, 2022. This indicates a steady earnings trend but does not show the same level of acceleration as seen in Stratus Properties and Ryman Hospitality.
- **Brandywine Realty Trust (BDN)**: Brandywine Realty Trust's EPS growth is also relatively modest, with a cumulative diluted EPS of $0.31 reported for the most recent quarter ending on December 31, 2022. This suggests a more conservative approach to earnings generation compared to some of the other peers.
- **Jbg Smith (JBGS)**: Jbg Smith's EPS growth has been positive but not as pronounced as some of the other peers, with a cumulative diluted EPS of $0.7 reported for the most recent quarter ending on December 31, 2022. This indicates a steady earnings trend but does not show the same level of acceleration as seen in Stratus Properties and Ryman Hospitality.
- **Global Net Lease (GNL)**: Global Net Lease's EPS growth is not provided, which makes it difficult to compare directly with the other peers. However, given that it is listed under Diversified REITs, it can be assumed to have a certain level of earnings generation, although specific figures are not available.
|code|Ticker|Name|Date|Diluted EPS (FY) YoY|market_code|
|---|---|---|---|---|---|
|AHH|AHH.N|Armada Hoffler|20181231|-28.000000000000004|169|
|DBRG|DBRG.N|DigitalBridge Group|20181231|-100|169|
|GNL|GNL.N|Global Net Lease|20181231|-96.66666666666667|169|
|STRS|STRS.O|Stratus Properties|20181231|-204.25531914893617|185|
|JBGS|JBGS.N|Jbg Smith|20181231|144.2857142857143|169|
|BDN|BDN.N|Brandywine Realty Trust|20181231|15.38461538461538|169|
|INTG|INTG.O|The Intergroup|20181231|318.5714285714286|186|
|RHP|RHP.N|Ryman Hospitality|20181231|49.8542274052478|169|
|AHH|AHH.N|Armada Hoffler|20191231|13.888888888888888|169|
|DBRG|DBRG.N|DigitalBridge Group|20191231|-88.28125000000001|169|
In conclusion, Sunrise Realty (SUNS) exhibits a more conservative EPS growth trajectory compared to several of its peers in the Diversified REITs sector. While some peers like Stratus Properties and Ryman Hospitality have shown significant earnings accelerations, Sunrisem's steady but more modest growth rate suggests a different strategic approach or operating environment. It is important to note that the lack of EPS growth data for some peers, such as Global Net Lease, limits a comprehensive comparison.