WallStSmart

Nexpoint Residential Trust Inc (NXRT)vsSun Communities Inc (SUI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Communities Inc generates 820% more annual revenue ($2.33B vs $253.38M). NXRT leads profitability with a -13.2% profit margin vs -37.4%. SUI appears more attractively valued with a PEG of 8.16. NXRT earns a higher WallStSmart Score of 42/100 (D).

NXRT

Hold

42

out of 100

Grade: D

Growth: 5.3Profit: 3.5Value: 4.0Quality: 2.5
Piotroski: 3/9Altman Z: 0.17

SUI

Hold

40

out of 100

Grade: F

Growth: 2.7Profit: 4.0Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NXRT.

SUIUndervalued (+38.6%)

Margin of Safety

+38.6%

Fair Value

$208.11

Current Price

$120.19

$87.92 discount

UndervaluedFair: $208.11Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NXRT2 strengths · Avg: 9.0/10
EPS GrowthGrowth
371.8%10/10

Earnings expanding 371.8% YoY

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

SUI2 strengths · Avg: 8.0/10
Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.2%8/10

Strong operational efficiency at 23.2%

Areas to Watch

NXRT4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Market CapQuality
$1.29B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
26.922/10

Expensive relative to growth rate

SUI4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

PEG RatioValuation
8.162/10

Expensive relative to growth rate

P/E RatioValuation
158.3x2/10

Premium valuation, high expectations priced in

Return on EquityProfitability
-15.6%2/10

ROE of -15.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : NXRT

The strongest argument for NXRT centers on EPS Growth, Price/Book.

Bull Case : SUI

The strongest argument for SUI centers on Price/Book, Operating Margin.

Bear Case : NXRT

The primary concerns for NXRT are Revenue Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 6.41 is elevated, increasing financial risk.

Bear Case : SUI

The primary concerns for SUI are Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 158.3x leaves little room for execution misses.

Key Dynamics to Monitor

NXRT carries more volatility with a beta of 1.19 — expect wider price swings.

NXRT is growing revenue faster at 2.4% — sustainability is the question.

SUI generates stronger free cash flow (206M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NXRT scores higher overall (42/100 vs 40/100). SUI offers better value entry with a 38.6% 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.

Nexpoint Residential Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

NexPoint Residential Trust is a publicly traded REIT, with its shares listed on the New York Stock Exchange under the symbol NXRT, primarily focused on acquiring, owning and operating well-located middle-income multifamily properties with value-added potential in large cities and suburbs. Submarkets in large cities, mainly in the southeastern and southwestern United States.

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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