WallStSmart

Equity Residential (EQR)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Equity Residential generates 35% more annual revenue ($3.09B vs $2.30B). SUI leads profitability with a 59.2% profit margin vs 36.2%. EQR appears more attractively valued with a PEG of 8.15. EQR earns a higher WallStSmart Score of 56/100 (C).

EQR

Buy

56

out of 100

Grade: C

Growth: 3.3Profit: 7.5Value: 4.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.16

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

EQRSignificantly Overvalued (-224.6%)

Margin of Safety

-224.6%

Fair Value

$19.92

Current Price

$57.98

$38.06 premium

UndervaluedFair: $19.92Overvalued

Intrinsic value data unavailable for SUI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EQR3 strengths · Avg: 8.7/10
Profit MarginProfitability
36.2%10/10

Keeps 36 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.5%8/10

Strong operational efficiency at 28.5%

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

EQR4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

PEG RatioValuation
8.152/10

Expensive relative to growth rate

EPS GrowthGrowth
-8.8%2/10

Earnings declined 8.8%

Altman Z-ScoreHealth
1.162/10

Distress zone — elevated risk

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

3.4% revenue growth

Return on EquityProfitability
1.0%3/10

ROE of 1.0% — 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 : EQR

The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 36.2% and operating margin at 28.5%.

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 : EQR

The primary concerns for EQR are Revenue Growth, PEG Ratio, EPS Growth.

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.

EQR generates stronger free cash flow (282M), providing more financial flexibility.

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

Bottom Line

EQR scores higher overall (56/100 vs 48/100), backed by strong 36.2% margins. 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 Residential

REAL ESTATE · REIT - RESIDENTIAL · USA

Equity Residential is a publicly traded real estate investment trust that invests in apartments.

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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