Sun Communities Inc (SUI)vsUMH Properties Inc (UMH)
SUI
Sun Communities Inc
$123.69
+0.82%
REAL ESTATE · Cap: $16.23B
UMH
UMH Properties Inc
$15.26
+1.26%
REAL ESTATE · Cap: $1.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Communities Inc generates 780% more annual revenue ($2.34B vs $265.94M). SUI leads profitability with a 59.7% profit margin vs 11.0%. UMH appears more attractively valued with a PEG of 0.72. UMH earns a higher WallStSmart Score of 51/100 (C-).
SUI
Hold48
out of 100
Grade: D+
UMH
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.5%
Fair Value
$211.32
Current Price
$123.69
$87.63 discount
Margin of Safety
+62.8%
Fair Value
$43.40
Current Price
$15.26
$28.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 60 of every $100 in revenue as profit
Every $100 of equity generates 20 in profit
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Earnings declined 97.1%
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 54.2%
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : UMH
The strongest argument for UMH centers on PEG Ratio, Price/Book. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, EPS Growth, Altman Z-Score.
Bear Case : UMH
The primary concerns for UMH are Market Cap, Return on Equity, P/E Ratio. A P/E of 150.2x leaves little room for execution misses.
Key Dynamics to Monitor
SUI profiles as a mature stock while UMH is a value play — different risk/reward profiles.
UMH 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.
SUI generates stronger free cash flow (269M), providing more financial flexibility.
Bottom Line
UMH scores higher overall (51/100 vs 48/100). 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.
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 →UMH Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UMH Properties, Inc., which was organized in 1968, is a publicly owned REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed lots.
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