WallStSmart

Equity Residential (EQR)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Equity Residential generates 33% more annual revenue ($3.11B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 30.6%. EQR appears more attractively valued with a PEG of 8.15. EQR earns a higher WallStSmart Score of 49/100 (D+).

EQR

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 7.5Value: 4.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.16

SUI

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 6.0Value: 5.7Quality: 5.0
Piotroski: 3/9Altman Z: 0.30
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EQRUndervalued (+4.7%)

Margin of Safety

+4.7%

Fair Value

$67.84

Current Price

$63.88

$3.96 discount

UndervaluedFair: $67.84Overvalued
SUIUndervalued (+44.8%)

Margin of Safety

+44.8%

Fair Value

$231.34

Current Price

$120.41

$110.93 discount

UndervaluedFair: $231.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EQR3 strengths · Avg: 8.7/10
Profit MarginProfitability
30.6%10/10

Keeps 31 of every $100 in revenue as profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.4%8/10

Strong operational efficiency at 27.4%

SUI2 strengths · Avg: 9.0/10
Profit MarginProfitability
59.7%10/10

Keeps 60 of every $100 in revenue as profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

EQR4 concerns · Avg: 3.0/10
P/E RatioValuation
26.5x4/10

Moderate valuation

Revenue GrowthGrowth
2.5%4/10

2.5% revenue growth

PEG RatioValuation
8.152/10

Expensive relative to growth rate

EPS GrowthGrowth
-64.6%2/10

Earnings declined 64.6%

SUI4 concerns · Avg: 2.5/10
Return on EquityProfitability
0.3%3/10

ROE of 0.3% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
8.162/10

Expensive relative to growth rate

EPS GrowthGrowth
-97.1%2/10

Earnings declined 97.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : EQR

The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 30.6% and operating margin at 27.4%.

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 : EQR

The primary concerns for EQR are P/E Ratio, Revenue Growth, PEG Ratio.

Bear Case : SUI

The primary concerns for SUI are Return on Equity, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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

SUI carries more volatility with a beta of 0.81 — expect wider price swings.

SUI is growing revenue faster at 8.6% — sustainability is the question.

EQR generates stronger free cash flow (335M), providing more financial flexibility.

Bottom Line

EQR scores higher overall (49/100 vs 48/100), backed by strong 30.6% margins. SUI offers better value entry with a 44.8% 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.

Equity Residential

REAL ESTATE · REIT - RESIDENTIAL · USA

Equity Residential is a publicly traded real estate investment trust that invests in apartments.

Sun Communities Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Sun Communities Inc. (SUI) is a prominent real estate investment trust (REIT) specializing in the ownership, management, and development of manufactured housing and recreational vehicle (RV) communities throughout the United States and Ontario, Canada. With over 600 properties in its portfolio, the company focuses on generating dependable rental income while enhancing tenant satisfaction through strategic renovations and acquisitions. Sun Communities' dedication to sustainability and responsible land management not only underlines its commitment to long-term viability but also makes it an attractive investment for institutional investors seeking stability and growth potential in a dynamic housing landscape.

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