WallStSmart

Sun Communities Inc (SUI)vsVeris Residential Inc (VRE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Communities Inc generates 684% more annual revenue ($2.30B vs $293.29M). SUI leads profitability with a 59.2% profit margin vs 25.7%. SUI appears more attractively valued with a PEG of 8.16. VRE earns a higher WallStSmart Score of 61/100 (C+).

SUI

Hold

48

out of 100

Grade: D+

Growth: 2.7Profit: 6.5Value: 4.0Quality: 6.0
Piotroski: 3/9Altman Z: 0.30

VRE

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SUI.

VREUndervalued (+54.0%)

Margin of Safety

+54.0%

Fair Value

$35.57

Current Price

$18.93

$16.64 discount

UndervaluedFair: $35.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SUI2 strengths · Avg: 9.0/10
Profit MarginProfitability
59.2%10/10

Keeps 59 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

VRE4 strengths · Avg: 8.8/10
EPS GrowthGrowth
269.4%10/10

Earnings expanding 269.4% YoY

Profit MarginProfitability
25.7%9/10

Keeps 26 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
21.1%8/10

Strong operational efficiency at 21.1%

Areas to Watch

SUI4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.4%4/10

3.4% revenue growth

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
8.162/10

Expensive relative to growth rate

VRE4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Market CapQuality
$1.77B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

PEG RatioValuation
8.592/10

Expensive relative to growth rate

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 59.2% and operating margin at 15.5%.

Bull Case : VRE

The strongest argument for VRE centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 25.7% and operating margin at 21.1%.

Bear Case : SUI

The primary concerns for SUI are Revenue Growth, Return on Equity, Piotroski F-Score.

Bear Case : VRE

The primary concerns for VRE are Revenue Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

VRE carries more volatility with a beta of 1.19 — expect wider price swings.

VRE is growing revenue faster at 4.6% — sustainability is the question.

SUI generates stronger free cash flow (158M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VRE scores higher overall (61/100 vs 48/100), backed by strong 25.7% margins. 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 ownership, operation, and development of manufactured housing and recreational vehicle (RV) communities across the United States and Ontario, Canada. With a diverse portfolio exceeding 600 properties, Sun Communities prioritizes reliable rental income generation while enhancing tenant living experiences through strategic acquisitions and community improvements. The company’s commitment to sustainable practices and responsible land management positions it favorably for long-term growth, appealing to institutional investors seeking stability and value in an evolving housing market.

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Veris Residential Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Veris Residential Inc. (VRE) is a prominent real estate investment trust (REIT) dedicated to acquiring, developing, and managing high-quality residential properties in key urban markets across the United States. With a strategic emphasis on sustainability and community engagement, the company has built a diversified portfolio that caters to a wide range of demographic segments. Veris Residential leverages its industry expertise to capitalize on the growing demand for modern living spaces, positioning itself for resilient performance and long-term value creation. By focusing on consistent rental income and potential capital appreciation, Veris Residential aims to provide robust returns for its investors in a dynamic housing market.

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