Sun Communities Inc (SUI)vsUDR Inc (UDR)
SUI
Sun Communities Inc
$120.41
-1.20%
REAL ESTATE · Cap: $16.08B
UDR
UDR Inc
$36.92
-1.12%
REAL ESTATE · Cap: $13.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Communities Inc generates 32% more annual revenue ($2.34B vs $1.77B). SUI leads profitability with a 59.7% profit margin vs 27.8%. SUI appears more attractively valued with a PEG of 8.16. UDR earns a higher WallStSmart Score of 61/100 (C+).
SUI
Hold48
out of 100
Grade: D+
UDR
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.8%
Fair Value
$231.34
Current Price
$120.41
$110.93 discount
Margin of Safety
+36.7%
Fair Value
$62.84
Current Price
$36.92
$25.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 60 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 151.6% YoY
Keeps 28 of every $100 in revenue as profit
Strong operational efficiency at 22.0%
Areas to Watch
ROE of 0.3% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Earnings declined 97.1%
Moderate valuation
4.2% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : UDR
The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 22.0%.
Bear Case : SUI
The primary concerns for SUI are Return on Equity, Piotroski F-Score, PEG Ratio.
Bear Case : UDR
The primary concerns for UDR are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
SUI profiles as a mature stock while UDR is a value play — different risk/reward profiles.
SUI carries more volatility with a beta of 0.81 — 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
UDR scores higher overall (61/100 vs 48/100), backed by strong 27.8% margins. SUI offers better value entry with a 44.8% 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.
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 →UDR Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.
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