Sun Communities Inc (SUI)vsWelltower Inc (WELL)
SUI
Sun Communities Inc
$127.94
+3.10%
REAL ESTATE · Cap: $15.53B
WELL
Welltower Inc
$241.08
-1.02%
REAL ESTATE · Cap: $172.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 403% more annual revenue ($11.77B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.62. WELL earns a higher WallStSmart Score of 57/100 (C).
SUI
Hold48
out of 100
Grade: D+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.9%
Fair Value
$209.27
Current Price
$127.94
$81.33 discount
Intrinsic value data unavailable for WELL.
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
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
ROE of -15.7% — below average capital efficiency
Earnings declined 97.1%
Distress zone — elevated risk
ROE of 3.3% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : WELL
The strongest argument for WELL centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 38.3% demonstrates continued momentum.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, Return on Equity, EPS Growth.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 118.4x leaves little room for execution misses.
Key Dynamics to Monitor
SUI profiles as a mature stock while WELL is a growth play — different risk/reward profiles.
SUI carries more volatility with a beta of 0.79 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WELL scores higher overall (57/100 vs 48/100) and 38.3% revenue growth. SUI offers better value entry with a 38.9% 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 acquiring, developing, and managing a diverse array of manufactured housing and recreational vehicle (RV) communities throughout the U.S. and Canada. With a robust portfolio of over 600 properties, the company emphasizes long-term value creation by generating consistent rental income and enhancing tenant experiences. Sun Communities is dedicated to sustainability and responsible land use, positioning itself as a strong contender in the burgeoning affordable housing market, appealing to institutional investors looking for stability and growth in their portfolios.
Visit Website →Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - RESIDENTIAL Stocks
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