WallStSmart

Sun Communities Inc (SUI)vsUDR Inc (UDR)

VS

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

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 6.0Value: 5.7Quality: 5.0
Piotroski: 3/9Altman Z: 0.30

UDR

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 6.0Quality: 3.8
Piotroski: 5/9Altman Z: 0.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SUIUndervalued (+44.8%)

Margin of Safety

+44.8%

Fair Value

$231.34

Current Price

$120.41

$110.93 discount

UndervaluedFair: $231.34Overvalued
UDRUndervalued (+36.7%)

Margin of Safety

+36.7%

Fair Value

$62.84

Current Price

$36.92

$25.92 discount

UndervaluedFair: $62.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Keeps 60 of every $100 in revenue as profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

UDR3 strengths · Avg: 9.0/10
EPS GrowthGrowth
151.6%10/10

Earnings expanding 151.6% YoY

Profit MarginProfitability
27.8%9/10

Keeps 28 of every $100 in revenue as profit

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Areas to Watch

SUI4 concerns · Avg: 2.5/10
Return on EquityProfitability
0.3%3/10

ROE of 0.3% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
8.162/10

Expensive relative to growth rate

EPS GrowthGrowth
-97.1%2/10

Earnings declined 97.1%

UDR4 concerns · Avg: 3.0/10
P/E RatioValuation
25.3x4/10

Moderate valuation

Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

PEG RatioValuation
8.172/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.082/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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%.

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.

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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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