Public Storage (PSA)vsSun Communities Inc (SUI)
PSA
Public Storage
$329.44
-0.31%
REAL ESTATE · Cap: $54.73B
SUI
Sun Communities Inc
$127.94
+3.10%
REAL ESTATE · Cap: $15.53B
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 4.51. 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
-2.7%
Fair Value
$286.12
Current Price
$329.44
$43.32 premium
Margin of Safety
+38.9%
Fair Value
$209.27
Current Price
$127.94
$81.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
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
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.9x book value
3.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
ROE of -15.7% — below average capital efficiency
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 46.3%.
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 : 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, Return on Equity, EPS Growth.
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 0.95 — 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 38.9% 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 prominent real estate investment trust (REIT) specializing in acquiring, developing, and managing a diverse array of manufactured housing and recreational vehicle (RV) communities throughout the U.S. and Canada. With a robust portfolio of over 600 properties, the company emphasizes long-term value creation by generating consistent rental income and enhancing tenant experiences. Sun Communities is dedicated to sustainability and responsible land use, positioning itself as a strong contender in the burgeoning affordable housing market, appealing to institutional investors looking for stability and growth in their portfolios.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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