Independence Realty Trust Inc (IRT)vsSun Communities Inc (SUI)
IRT
Independence Realty Trust Inc
$16.00
-1.54%
REAL ESTATE · Cap: $3.98B
SUI
Sun Communities Inc
$120.41
-1.20%
REAL ESTATE · Cap: $16.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Communities Inc generates 248% more annual revenue ($2.34B vs $672.38M). SUI leads profitability with a 59.7% profit margin vs 7.2%. IRT appears more attractively valued with a PEG of 4.57. SUI earns a higher WallStSmart Score of 48/100 (D+).
IRT
Hold41
out of 100
Grade: D
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.9%
Fair Value
$19.54
Current Price
$16.00
$3.54 discount
Margin of Safety
+44.8%
Fair Value
$231.34
Current Price
$120.41
$110.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 60 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
2.3% revenue growth
ROE of 1.4% — below average capital efficiency
7.2% margin — thin
Weak financial health signals
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 : IRT
The strongest argument for IRT centers on Price/Book.
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 : IRT
The primary concerns for IRT are Revenue Growth, Return on Equity, Profit Margin. A P/E of 82.3x leaves little room for execution misses.
Bear Case : SUI
The primary concerns for SUI are Return on Equity, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
IRT profiles as a value stock while SUI is a mature play — different risk/reward profiles.
IRT carries more volatility with a beta of 0.99 — 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
SUI scores higher overall (48/100 vs 41/100), backed by strong 59.7% margins. Both earn "Hold" 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.
Independence Realty Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multi-family apartment properties in non-entry US markets, including Atlanta, Louisville, Memphis and Raleigh.
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 - RESIDENTIAL Stocks
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