Centerspace (CSR)vsSun Communities Inc (SUI)
CSR
Centerspace
$54.84
-2.09%
REAL ESTATE · Cap: $985.05M
SUI
Sun Communities Inc
$123.48
-0.76%
REAL ESTATE · Cap: $15.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Communities Inc generates 761% more annual revenue ($2.34B vs $271.64M). SUI leads profitability with a 59.7% profit margin vs 3.1%. SUI appears more attractively valued with a PEG of 8.16. SUI earns a higher WallStSmart Score of 48/100 (D+).
CSR
Hold38
out of 100
Grade: F
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSR.
Margin of Safety
+38.9%
Fair Value
$209.27
Current Price
$123.48
$85.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 60 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.2% — below average capital efficiency
3.1% margin — thin
Expensive relative to growth rate
ROE of -15.7% — below average capital efficiency
Earnings declined 97.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CSR
The strongest argument for CSR centers on Price/Book.
Bull 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%.
Bear Case : CSR
The primary concerns for CSR are EPS Growth, Market Cap, Return on Equity. A P/E of 118.3x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CSR profiles as a value stock while SUI is a mature play — different risk/reward profiles.
CSR carries more volatility with a beta of 0.92 — 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
SUI scores higher overall (48/100 vs 38/100), 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.
Centerspace
REAL ESTATE · REIT - RESIDENTIAL · USA
IRET is a real estate company focused on the ownership, management, acquisition, remodeling and development of apartment communities.
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.
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