Equity Lifestyle Properties Inc (ELS)vsSun Communities Inc (SUI)
ELS
Equity Lifestyle Properties Inc
$62.43
+0.99%
REAL ESTATE · Cap: $12.99B
SUI
Sun Communities Inc
$123.69
+0.82%
REAL ESTATE · Cap: $16.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Communities Inc generates 52% more annual revenue ($2.34B vs $1.54B). SUI leads profitability with a 59.7% profit margin vs 25.0%. ELS appears more attractively valued with a PEG of 0.90. ELS earns a higher WallStSmart Score of 60/100 (C+).
ELS
Buy60
out of 100
Grade: C+
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.0%
Fair Value
$113.69
Current Price
$62.43
$51.26 discount
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 36.9%
Every $100 of equity generates 22 in profit
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
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
1.2% revenue growth
Elevated debt levels
Earnings declined 2.6%
Expensive relative to growth rate
Earnings declined 97.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ELS
The strongest argument for ELS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 25.0% and operating margin at 36.9%. PEG of 0.90 suggests the stock is reasonably priced for its growth.
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 : ELS
The primary concerns for ELS are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.87 is elevated, increasing financial risk.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
ELS profiles as a value stock while SUI is a mature play — different risk/reward profiles.
SUI carries more volatility with a beta of 0.79 — expect wider price swings.
SUI is growing revenue faster at 8.6% — sustainability is the question.
SUI generates stronger free cash flow (269M), providing more financial flexibility.
Bottom Line
ELS scores higher overall (60/100 vs 48/100), backed by strong 25.0% margins. SUI offers better value entry with a 39.5% 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.
Equity Lifestyle Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
We are a self-managed and self-managed real estate investment trust (?
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.
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