WallStSmart

Public Storage (PSA)vsSun Communities Inc (SUI)

VS

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

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 3.3Quality: 3.5
Piotroski: 3/9Altman Z: 1.00

SUI

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 5.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PSAFair Value (-2.7%)

Margin of Safety

-2.7%

Fair Value

$286.12

Current Price

$329.44

$43.32 premium

UndervaluedFair: $286.12Overvalued
SUIUndervalued (+38.9%)

Margin of Safety

+38.9%

Fair Value

$209.27

Current Price

$127.94

$81.33 discount

UndervaluedFair: $209.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PSA5 strengths · Avg: 9.2/10
Profit MarginProfitability
39.1%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
46.3%10/10

Strong operational efficiency at 46.3%

Market CapQuality
$54.73B9/10

Large-cap with strong market position

Return on EquityProfitability
20.6%9/10

Every $100 of equity generates 21 in profit

EPS GrowthGrowth
32.8%8/10

Earnings expanding 32.8% YoY

SUI2 strengths · Avg: 9.0/10
Profit MarginProfitability
59.7%10/10

Keeps 60 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

PSA4 concerns · Avg: 3.8/10
P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.9x4/10

Trading at 11.9x book value

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Debt/EquityHealth
1.053/10

Elevated debt levels

SUI4 concerns · Avg: 2.0/10
PEG RatioValuation
8.162/10

Expensive relative to growth rate

Return on EquityProfitability
-15.7%2/10

ROE of -15.7% — below average capital efficiency

EPS GrowthGrowth
-97.1%2/10

Earnings declined 97.1%

Altman Z-ScoreHealth
0.562/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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).

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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.

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