Crown Castle (CCI)vsSun Communities Inc (SUI)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
SUI
Sun Communities Inc
$123.69
+0.82%
REAL ESTATE · Cap: $16.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 80% more annual revenue ($4.21B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.50. CCI earns a higher WallStSmart Score of 49/100 (D+).
CCI
Hold49
out of 100
Grade: D+
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.8%
Fair Value
$66.29
Current Price
$94.49
$28.20 premium
Margin of Safety
+39.5%
Fair Value
$211.32
Current Price
$123.69
$87.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 47.7%
Conservative balance sheet, low leverage
Keeps 25 of every $100 in revenue as profit
Keeps 60 of every $100 in revenue as profit
Every $100 of equity generates 20 in profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -206.7% — below average capital efficiency
Revenue declined 4.8%
Expensive relative to growth rate
Earnings declined 97.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CCI
The strongest argument for CCI centers on Operating Margin, Debt/Equity, Profit Margin. Profitability is solid with margins at 25.1% and operating margin at 47.7%.
Bull Case : SUI
The strongest argument for SUI centers on Profit Margin, Return on Equity, Price/Book. Profitability is solid with margins at 59.7% and operating margin at 13.4%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while SUI is a mature play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.95 — expect wider price swings.
SUI is growing revenue faster at 8.6% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
CCI scores higher overall (49/100 vs 48/100), backed by strong 25.1% margins. SUI offers better value entry with a 39.5% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Crown Castle
REAL ESTATE · REIT - SPECIALTY · USA
Crown Castle is a real estate investment trust and provider of shared communications infrastructure in the United States. Its network includes over 40,000 cell towers and nearly 80,000 route miles of fiber supporting small cells and fiber solutions. Headquartered in Houston, Texas, the company has 100 offices nationwide.
Visit Website →Sun Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Sun Communities Inc. (SUI) is a leading real estate investment trust (REIT) focused on the acquisition, development, and management of manufactured housing and recreational vehicle (RV) communities across the United States and Canada. With a diversified portfolio of over 600 properties, the company emphasizes long-term value creation through consistent rental income and tenant-centric improvements. Sun Communities’ commitment to sustainability and responsible land stewardship positions it as a compelling option for institutional investors seeking stability and growth in the evolving housing sector, capitalizing on the increasing demand for affordable and flexible living solutions.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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