Sun Communities Inc (SUI)vsVeris Residential Inc (VRE)
SUI
Sun Communities Inc
$123.69
+0.82%
REAL ESTATE · Cap: $16.23B
VRE
Veris Residential Inc
$18.99
-0.05%
REAL ESTATE · Cap: $1.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Communities Inc generates 701% more annual revenue ($2.34B vs $292.15M). SUI leads profitability with a 59.7% profit margin vs 24.6%. SUI appears more attractively valued with a PEG of 8.16. VRE earns a higher WallStSmart Score of 57/100 (C).
SUI
Hold48
out of 100
Grade: D+
VRE
Buy57
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
-43.9%
Fair Value
$11.37
Current Price
$18.99
$7.62 premium
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
Earnings expanding 269.4% YoY
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Earnings declined 97.1%
Distress zone — elevated risk
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.9% — below average capital efficiency
Expensive relative to growth rate
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 : VRE
The strongest argument for VRE centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 24.6% and operating margin at 18.5%.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, EPS Growth, Altman Z-Score.
Bear Case : VRE
The primary concerns for VRE are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
SUI profiles as a mature stock while VRE is a declining play — different risk/reward profiles.
VRE carries more volatility with a beta of 1.07 — 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
VRE scores higher overall (57/100 vs 48/100), backed by strong 24.6% margins. 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 →Veris Residential Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Veris Residential Inc. (VRE) is a leading real estate investment trust (REIT) that specializes in the acquisition, development, and management of high-quality residential properties situated in prime urban locations across the United States. The company is committed to sustainability and enhancing community living, which underpins its diversified portfolio tailored to meet the evolving needs of various demographic groups. By leveraging its extensive industry knowledge and strategically focusing on modern living spaces, Veris Residential is well-positioned to benefit from the increasing demand in the housing sector, aiming to deliver consistent rental income and long-term capital appreciation, thus enhancing shareholder value and ensuring robust returns for its investors.
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