WallStSmart

CubeSmart (CUBE)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Communities Inc generates 105% more annual revenue ($2.33B vs $1.14B). CUBE leads profitability with a 29.3% profit margin vs -37.4%. CUBE appears more attractively valued with a PEG of 5.33. CUBE earns a higher WallStSmart Score of 56/100 (C).

CUBE

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 8.0Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.43

SUI

Hold

40

out of 100

Grade: F

Growth: 2.7Profit: 4.0Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CUBEUndervalued (+27.0%)

Margin of Safety

+27.0%

Fair Value

$52.92

Current Price

$39.54

$13.38 discount

UndervaluedFair: $52.92Overvalued
SUIUndervalued (+39.0%)

Margin of Safety

+39.0%

Fair Value

$209.56

Current Price

$114.48

$95.08 discount

UndervaluedFair: $209.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CUBE2 strengths · Avg: 9.5/10
Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

SUI2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.2%8/10

Strong operational efficiency at 23.2%

Areas to Watch

CUBE4 concerns · Avg: 3.5/10
P/E RatioValuation
26.9x4/10

Moderate valuation

Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

Debt/EquityHealth
1.373/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SUI4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

PEG RatioValuation
8.162/10

Expensive relative to growth rate

P/E RatioValuation
150.8x2/10

Premium valuation, high expectations priced in

Return on EquityProfitability
-15.6%2/10

ROE of -15.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CUBE

The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 41.1%.

Bull Case : SUI

The strongest argument for SUI centers on Price/Book, Operating Margin.

Bear Case : CUBE

The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.

Bear Case : SUI

The primary concerns for SUI are Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 150.8x leaves little room for execution misses.

Key Dynamics to Monitor

CUBE profiles as a value stock while SUI is a turnaround play — different risk/reward profiles.

CUBE carries more volatility with a beta of 1.05 — expect wider price swings.

CUBE is growing revenue faster at 1.5% — sustainability is the question.

SUI generates stronger free cash flow (206M), providing more financial flexibility.

Bottom Line

CUBE scores higher overall (56/100 vs 40/100), backed by strong 29.3% margins. SUI offers better value entry with a 39.0% margin of safety. Both earn "Buy" 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.

CubeSmart

REAL ESTATE · REIT - INDUSTRIAL · USA

CubeSmart is a self-managed and self-managed real estate investment trust.

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Sun Communities Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Sun Communities Inc. (SUI) is a prominent real estate investment trust (REIT) specializing in acquiring, developing, and managing a diverse array of manufactured housing and recreational vehicle (RV) communities throughout the U.S. and Canada. With a robust portfolio of over 600 properties, the company emphasizes long-term value creation by generating consistent rental income and enhancing tenant experiences. Sun Communities is dedicated to sustainability and responsible land use, positioning itself as a strong contender in the burgeoning affordable housing market, appealing to institutional investors looking for stability and growth in their portfolios.

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