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SUI Group Holdings Limited

SUIG·NASDAQ

$1.30

-2.3%
Financial ServicesFinancial - Capital Markets

SUI Group Holdings Limited, formerly Mill City Ventures III, Ltd., is a company that has shifted its strategic focus to a SUI treasury strategy centered on the Sui blockchain. It aims to be the premier, foundation-backed SUI treasury company, providing institutional-grade exposure to the SUI digital asset. The company's strategy involves the long-term accumulation and activation of SUI to support the advancement and adoption of the Sui network. While executing its SUI treasury strategy, the company also plans to continue its specialty finance operations.

At a Glance

Live Snapshot
Market Cap$99.84M
EPS-6.5900
P/E Ratio-0.20
Earnings Date08/06/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -0.2).

Valuation inputs: P/E -0.2, earnings yield N/A, momentum -2.3%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -1.6%, ROIC -1.4%).

Profitability stack: net margin +262.8%, ROE -1.6%, ROIC -1.4%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile looks controlled across current risk inputs.

Risk factors: liabilities/assets +10.8%, momentum -2.3%, net margin +262.8%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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SUI Group Holdings Limited Market vs Earnings Trajectory

SUIG · NASDAQ

Loading price and EPS data...

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SUI Group Holdings Limited Fair Value Envelope

SUIG · NASDAQ

Our analysis suggests that SUIG has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $1.3, this represents a potential HIDDEN relative to our calculated worth for SUI Group Holdings Limited.

Intrinsic Value
Current Price: $1.3
3Y-33050.0%
5Y-1533.0%
10Y-1533.0%
3Y-129.0%
5Y-178.0%
10Y-178.0%
3Y-247803.0%
5Y-12069.0%
10Y-12069.0%
3Y-55.0%
5Y-11.0%
10Y-11.0%
3Y-55.0%
5Y-11.0%
10Y-11.0%
3Y+916.0%
5Y+1422.0%
10Y+1422.0%
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SUI Group Holdings Limited Profit Bridge

SUIG · NASDAQ
Revenue-1.01M
Cost of Goods Sold (0.00)
Gross Profit-1.01M
Operating Expenses (266.09M)
Operating Income-267.10M
Interest Expense (0.00)
Other Income/Expense2.89M
Pretax Income-264.21M
Income Tax (743.44K)
Net Income-264.94M
Net Income
-264.94M

Profitability Analysis

Gross Margin

100.0%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

26489.5%

Outstanding operational efficiency. The company generates substantial profit from core operations.

Net Profit Margin

26275.4%

Exceptional profitability. The company converts a significant portion of revenue to bottom-line earnings.

Profitability Insight

Exceptional profitability across all levels: Strong pricing power, efficient operations, and healthy bottom line indicate a high-quality business with sustainable competitive advantages.

100.00%
Gross Profit Margin
3Y+6.0%
5Y-
10Y-
26489.50%
Operating Profit Margin
59242%
3Y+798522.0%
5Y+60855.0%
10Y+60855.0%
26275.39%
Net Profit Margin
80208%
3Y+863512.0%
5Y+15303.0%
10Y+15303.0%
-156.08%
Return on Equity
-2741%
3Y-26179.0%
5Y-921.0%
10Y-921.0%
-139.17%
Return on Assets
-2540%
3Y-24478.0%
5Y-887.0%
10Y-887.0%
-140.94%
Return on Invested Capital
-2566%
3Y-24608.0%
5Y-3473.0%
10Y-3473.0%
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SUI Group Holdings Limited Cash Conversion Engine

SUIG · NASDAQ
Net Income-264.95M
Depreciation & Amortization0.00
Stock-Based Compensation0.00
Change in Working Capital-2.45M
Others265.21M
Capital Expenditures0.00
Free Cash Flow-2.20M

Cash Flow Quality Analysis

FCF Conversion Rate

0.8%

Weak cash conversion. Significant portion of earnings not converting to cash—review working capital trends and capital intensity.

FCF Growth Trend

-138.9%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$2.45M

Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extension—monitor closely.

Cash Flow Quality Insight

Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.

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SUI Group Holdings Limited Funding & Solvency Profile

SUIG · NASDAQ
Cash & Cash Equivalents21.94M
Net Receivables131.36K
Inventory0.00
Other Current Assets0.00
Total Current Assets24 M
Property, Plant & Equipment0.00
Goodwill & Intangible Assets0.00
Long-Term Investments0.00
Other Non-Current Assets166.49M
Total Non-Current Assets166 M
Total Assets
190.36M

Financial Health Analysis

Current Ratio

27.85x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.12x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

23 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

13% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

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SUI Group Holdings Limited Street Expectations Map

SUIG · NASDAQ

Wall Street analysts project that SUIG stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 4.00, with estimates ranging from a low of 4.00 to a high of 4.00.

Lowest Target
4.00
207.69%
Consensus Target
4.00
207.69%
Highest Target
4.00
207.69%

The consensus 1-year price target stands at 4.00, with estimates ranging from a low of 4.00 to a high of 4.00.

Analyst Consensus Analysis

Upside Potential

+207.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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SUI Group Holdings Limited Insider Positioning

SUIG · NASDAQ

During the last 12 months, there has been no insider trading activity reported for SUIG.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

No Dividend Yield Data

SUIG has not reported any dividend yield values in the available annual periods.

 

suig Dividend History

SUIG
10Y CAGR +7%
Latest $0.225
Annual $0.3375
5 year growth trend
Last Period: +100%