WallStSmart

BRT Realty Trust (BRT)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Communities Inc generates 1814% more annual revenue ($2.34B vs $122.24M). SUI leads profitability with a 59.7% profit margin vs 20.9%. BRT appears more attractively valued with a PEG of 0.78. BRT earns a higher WallStSmart Score of 59/100 (C).

BRT

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 5.0Value: 6.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.19

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 BRT.

SUIUndervalued (+39.2%)

Margin of Safety

+39.2%

Fair Value

$210.29

Current Price

$122.29

$88.00 discount

UndervaluedFair: $210.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRT3 strengths · Avg: 8.3/10
Profit MarginProfitability
20.9%9/10

Keeps 21 of every $100 in revenue as profit

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

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
2.2x8/10

Reasonable price relative to book value

Areas to Watch

BRT4 concerns · Avg: 2.5/10
Market CapQuality
$294.19M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-7.3%2/10

ROE of -7.3% — below average capital efficiency

Revenue GrowthGrowth
-0.9%2/10

Revenue declined 0.9%

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 : BRT

The strongest argument for BRT centers on Profit Margin, PEG Ratio, Price/Book. Profitability is solid with margins at 20.9% and operating margin at 13.4%. PEG of 0.78 suggests the stock is reasonably priced for its growth.

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 : BRT

The primary concerns for BRT are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 3.00 is elevated, increasing financial risk.

Bear Case : SUI

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

Key Dynamics to Monitor

BRT profiles as a declining 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.

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

BRT scores higher overall (59/100 vs 48/100), backed by strong 20.9% margins. SUI offers better value entry with a 39.2% 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.

BRT Realty Trust

REAL ESTATE · REIT - RESIDENTIAL · USA

BRT Realty Trust (BRT) is a specialized real estate investment trust (REIT) dedicated to the acquisition, ownership, and management of multifamily properties nationwide. With a strategic focus on high-demand urban and suburban markets, BRT capitalizes on favorable trends in urbanization and rental housing demand through its value-added investment approach. The company's disciplined investment strategy, alongside a strong operational infrastructure, positions it to generate attractive risk-adjusted returns in the dynamic multifamily sector, making it a compelling option for institutional investors seeking to diversify their portfolios with residential real estate assets.

Sun Communities Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Sun Communities Inc. (SUI) is a premier real estate investment trust (REIT) specializing in the acquisition, development, and management of manufactured housing and recreational vehicle (RV) communities throughout the United States and Canada. With a robust portfolio of over 600 properties, the company is dedicated to generating long-term value by delivering consistent rental income while enhancing tenant experiences through focused community improvements. Sun Communities' strategic emphasis on sustainability and responsible land stewardship not only aligns with evolving housing trends but also positions it as an attractive investment for institutional investors seeking stability and growth in the affordable housing sector.

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