WallStSmart

Centerspace (CSR)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Communities Inc generates 740% more annual revenue ($2.30B vs $273.66M). SUI leads profitability with a 59.2% profit margin vs 6.4%. SUI appears more attractively valued with a PEG of 8.16. SUI earns a higher WallStSmart Score of 48/100 (D+).

CSR

Hold

42

out of 100

Grade: D

Growth: 5.3Profit: 4.5Value: 2.0Quality: 5.0

SUI

Hold

48

out of 100

Grade: D+

Growth: 2.7Profit: 6.5Value: 4.0Quality: 6.0
Piotroski: 3/9Altman Z: 0.30
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CSRSignificantly Overvalued (-828.5%)

Margin of Safety

-828.5%

Fair Value

$6.94

Current Price

$58.40

$51.46 premium

UndervaluedFair: $6.94Overvalued

Intrinsic value data unavailable for SUI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSR1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

SUI2 strengths · Avg: 9.0/10
Profit MarginProfitability
59.2%10/10

Keeps 59 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

CSR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.01B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

SUI4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.4%4/10

3.4% revenue growth

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
8.162/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CSR

The strongest argument for CSR centers on Price/Book.

Bull Case : SUI

The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.2% and operating margin at 15.5%.

Bear Case : CSR

The primary concerns for CSR are Revenue Growth, EPS Growth, Market Cap. A P/E of 55.9x leaves little room for execution misses.

Bear Case : SUI

The primary concerns for SUI are Revenue Growth, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

SUI carries more volatility with a beta of 0.88 — expect wider price swings.

SUI is growing revenue faster at 3.4% — sustainability is the question.

SUI generates stronger free cash flow (158M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SUI scores higher overall (48/100 vs 42/100), backed by strong 59.2% margins. 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.

Centerspace

REAL ESTATE · REIT - RESIDENTIAL · USA

IRET is a real estate company focused on the ownership, management, acquisition, remodeling and development of apartment communities.

Sun Communities Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Sun Communities Inc. (SUI) is a leading real estate investment trust (REIT) focused on the ownership, operation, and development of manufactured housing and recreational vehicle (RV) communities across the United States and Ontario, Canada. With a diverse portfolio exceeding 600 properties, Sun Communities prioritizes reliable rental income generation while enhancing tenant living experiences through strategic acquisitions and community improvements. The company’s commitment to sustainable practices and responsible land management positions it favorably for long-term growth, appealing to institutional investors seeking stability and value in an evolving housing market.

Visit Website →

Want to dig deeper into these stocks?