Extra Space Storage Inc (EXR)vsSun Communities Inc (SUI)
EXR
Extra Space Storage Inc
$137.64
+0.87%
REAL ESTATE · Cap: $30.71B
SUI
Sun Communities Inc
$114.48
-0.39%
REAL ESTATE · Cap: $14.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Extra Space Storage Inc generates 51% more annual revenue ($3.51B vs $2.33B). EXR leads profitability with a 27.3% profit margin vs -37.4%. EXR appears more attractively valued with a PEG of 5.72. EXR earns a higher WallStSmart Score of 55/100 (C).
EXR
Buy55
out of 100
Grade: C
SUI
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$134.05
Current Price
$137.64
$3.59 premium
Margin of Safety
+39.0%
Fair Value
$209.56
Current Price
$114.48
$95.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Areas to Watch
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.2% — below average capital efficiency
Elevated debt levels
0.2% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of -15.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : EXR
The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 27.3% and operating margin at 45.9%.
Bull Case : SUI
The strongest argument for SUI centers on Price/Book, Operating Margin.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SUI
The primary concerns for SUI are Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 150.8x leaves little room for execution misses.
Key Dynamics to Monitor
EXR profiles as a value stock while SUI is a turnaround play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.18 — expect wider price swings.
EXR is growing revenue faster at 3.8% — sustainability is the question.
EXR generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
EXR scores higher overall (55/100 vs 40/100), backed by strong 27.3% margins. SUI offers better value entry with a 39.0% 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.
Extra Space Storage Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.
Visit Website →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.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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