Extra Space Storage Inc (EXR)vsSun Communities Inc (SUI)
EXR
Extra Space Storage Inc
$140.53
-0.35%
REAL ESTATE · Cap: $31.01B
SUI
Sun Communities Inc
$126.56
-1.36%
REAL ESTATE · Cap: $16.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 47% more annual revenue ($3.45B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 28.3%. EXR appears more attractively valued with a PEG of 6.09. EXR earns a higher WallStSmart Score of 57/100 (C).
EXR
Buy57
out of 100
Grade: C
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.1%
Fair Value
$148.56
Current Price
$140.53
$8.03 discount
Margin of Safety
+45.2%
Fair Value
$233.39
Current Price
$126.56
$106.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 60 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
ROE of 0.3% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Earnings declined 97.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : EXR
The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 44.5%.
Bull Case : SUI
The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.7% and operating margin at 13.4%.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SUI
The primary concerns for SUI are Return on Equity, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
EXR profiles as a value stock while SUI is a mature play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.27 — expect wider price swings.
SUI is growing revenue faster at 8.6% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (57/100 vs 48/100), backed by strong 28.3% margins. SUI offers better value entry with a 45.2% 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.
Extra Space Storage Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.
Visit Website →Sun Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Sun Communities Inc. (SUI) is a prominent real estate investment trust (REIT) specializing in the ownership, management, and development of manufactured housing and recreational vehicle (RV) communities throughout the United States and Ontario, Canada. With over 600 properties in its portfolio, the company focuses on generating dependable rental income while enhancing tenant satisfaction through strategic renovations and acquisitions. Sun Communities' dedication to sustainability and responsible land management not only underlines its commitment to long-term viability but also makes it an attractive investment for institutional investors seeking stability and growth potential in a dynamic housing landscape.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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