WallStSmart

Bluerock Homes Trust Inc. (BHM)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Communities Inc generates 2804% more annual revenue ($2.34B vs $80.56M). SUI leads profitability with a 59.7% profit margin vs 3.0%. SUI earns a higher WallStSmart Score of 48/100 (D+).

BHM

Hold

42

out of 100

Grade: D

Growth: 6.0Profit: 3.0Value: 5.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.13

SUI

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 7.0Value: 5.7Quality: 5.0
Piotroski: 5/9Altman Z: 0.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BHM.

SUIUndervalued (+39.5%)

Margin of Safety

+39.5%

Fair Value

$211.32

Current Price

$123.69

$87.63 discount

UndervaluedFair: $211.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHM1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

SUI3 strengths · Avg: 9.0/10
Profit MarginProfitability
59.7%10/10

Keeps 60 of every $100 in revenue as profit

Return on EquityProfitability
20.5%9/10

Every $100 of equity generates 20 in profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

BHM4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$41.09M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.9%3/10

ROE of 0.9% — below average capital efficiency

Profit MarginProfitability
3.0%3/10

3.0% margin — thin

SUI3 concerns · Avg: 2.0/10
PEG RatioValuation
8.162/10

Expensive relative to growth rate

EPS GrowthGrowth
-97.1%2/10

Earnings declined 97.1%

Altman Z-ScoreHealth
0.562/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BHM

The strongest argument for BHM centers on Price/Book. Revenue growth of 10.3% demonstrates continued momentum.

Bull 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%.

Bear Case : BHM

The primary concerns for BHM are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 1.54 is elevated, increasing financial risk. Thin 3.0% margins leave little buffer for downturns.

Bear Case : SUI

The primary concerns for SUI are PEG Ratio, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

BHM profiles as a value stock while SUI is a mature play — different risk/reward profiles.

SUI carries more volatility with a beta of 0.79 — expect wider price swings.

BHM is growing revenue faster at 10.3% — sustainability is the question.

SUI generates stronger free cash flow (269M), providing more financial flexibility.

Bottom Line

SUI scores higher overall (48/100 vs 42/100), backed by strong 59.7% margins. Both earn "Hold" 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.

Bluerock Homes Trust Inc.

REAL ESTATE · REIT - RESIDENTIAL · USA

Bluerock Homes Trust Inc. (BHM) is a dynamic real estate investment trust (REIT) focused on the strategic acquisition, development, and management of high-quality single-family rental properties in prime U.S. markets. Leveraging deep local market insights and a disciplined investment strategy, BHM is well-positioned to meet the growing demand for rental housing, ensuring strong occupancy rates and steady revenue streams. The company boasts a diversified portfolio aimed at providing attractive, stable returns while adeptly managing risks associated with the residential rental sector. Bluerock's dedication to enhancing shareholder value through innovative market strategies highlights its potential for sustainable growth and resilience within the competitive housing landscape.

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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.

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