WallStSmart

CubeSmart (CUBE)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Communities Inc generates 106% more annual revenue ($2.34B vs $1.13B). SUI leads profitability with a 59.7% profit margin vs 28.9%. CUBE appears more attractively valued with a PEG of 5.33. CUBE earns a higher WallStSmart Score of 49/100 (D+).

CUBE

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 8.0Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.43

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

CUBEUndervalued (+27.0%)

Margin of Safety

+27.0%

Fair Value

$52.92

Current Price

$40.31

$12.61 discount

UndervaluedFair: $52.92Overvalued
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

CUBE2 strengths · Avg: 9.5/10
Operating MarginProfitability
40.3%10/10

Strong operational efficiency at 40.3%

Profit MarginProfitability
28.9%9/10

Keeps 29 of every $100 in revenue as profit

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

CUBE4 concerns · Avg: 3.5/10
P/E RatioValuation
29.3x4/10

Moderate valuation

Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

Debt/EquityHealth
1.323/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : CUBE

The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 28.9% and operating margin at 40.3%.

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 : CUBE

The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.

Bear Case : SUI

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

Key Dynamics to Monitor

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

CUBE carries more volatility with a beta of 1.08 — 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

CUBE scores higher overall (49/100 vs 48/100), backed by strong 28.9% margins. SUI offers better value entry with a 39.5% margin of safety. 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.

CubeSmart

REAL ESTATE · REIT - INDUSTRIAL · USA

CubeSmart is a self-managed and self-managed real estate investment trust.

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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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