Equity Lifestyle Properties Inc (ELS)vsSun Communities Inc (SUI)
ELS
Equity Lifestyle Properties Inc
$63.14
-1.68%
REAL ESTATE · Cap: $12.87B
SUI
Sun Communities Inc
$129.01
-1.10%
REAL ESTATE · Cap: $16.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Communities Inc generates 49% more annual revenue ($2.30B vs $1.54B). SUI leads profitability with a 59.2% profit margin vs 25.1%. ELS appears more attractively valued with a PEG of 0.90. ELS earns a higher WallStSmart Score of 62/100 (C+).
ELS
Buy62
out of 100
Grade: C+
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-175.3%
Fair Value
$23.96
Current Price
$63.14
$39.18 premium
Intrinsic value data unavailable for SUI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.1%
Revenue surging 50.0% year-over-year
Every $100 of equity generates 22 in profit
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Keeps 59 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.2% earnings growth
Weak financial health signals
Negative free cash flow — burning cash
3.4% revenue growth
ROE of 1.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ELS
The strongest argument for ELS centers on Operating Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 25.1% and operating margin at 36.1%. Revenue growth of 50.0% demonstrates continued momentum.
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 : ELS
The primary concerns for ELS are P/E Ratio, EPS Growth, Piotroski F-Score.
Bear Case : SUI
The primary concerns for SUI are Revenue Growth, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
ELS profiles as a growth stock while SUI is a value play — different risk/reward profiles.
SUI carries more volatility with a beta of 0.88 — expect wider price swings.
ELS is growing revenue faster at 50.0% — sustainability is the question.
SUI generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
ELS scores higher overall (62/100 vs 48/100), backed by strong 25.1% margins and 50.0% revenue growth. 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 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.
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