Public Storage (PSA)vsSun Communities Inc (SUI)
PSA
Public Storage
$309.68
+0.98%
REAL ESTATE · Cap: $52.51B
SUI
Sun Communities Inc
$123.69
+0.82%
REAL ESTATE · Cap: $16.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 108% more annual revenue ($4.87B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 39.1%. PSA appears more attractively valued with a PEG of 4.31. PSA earns a higher WallStSmart Score of 62/100 (C+).
PSA
Buy62
out of 100
Grade: C+
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.6%
Fair Value
$286.49
Current Price
$309.68
$23.19 premium
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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Earnings expanding 32.8% YoY
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
Trading at 11.1x book value
3.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 97.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.0%.
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 : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
PSA profiles as a value stock while SUI is a mature play — different risk/reward profiles.
PSA carries more volatility with a beta of 0.98 — expect wider price swings.
SUI is growing revenue faster at 8.6% — sustainability is the question.
PSA generates stronger free cash flow (625M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (62/100 vs 48/100), backed by strong 39.1% 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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
Visit Website →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.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?