Public Storage (PSA)vsSun Communities Inc (SUI)
PSA
Public Storage
$296.50
+0.64%
REAL ESTATE · Cap: $55.40B
SUI
Sun Communities Inc
$114.48
-0.39%
REAL ESTATE · Cap: $14.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 111% more annual revenue ($4.91B vs $2.33B). PSA leads profitability with a 41.6% profit margin vs -37.4%. PSA appears more attractively valued with a PEG of 4.62. PSA earns a higher WallStSmart Score of 62/100 (C+).
PSA
Buy62
out of 100
Grade: C+
SUI
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.4%
Fair Value
$271.04
Current Price
$296.50
$25.46 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
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 45.7%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Earnings expanding 45.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Areas to Watch
Moderate valuation
Trading at 10.8x book value
3.3% revenue growth
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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 41.6% and operating margin at 45.7%.
Bull Case : SUI
The strongest argument for SUI centers on Price/Book, Operating Margin.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
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
PSA profiles as a value stock while SUI is a turnaround play — different risk/reward profiles.
PSA carries more volatility with a beta of 0.94 — expect wider price swings.
PSA is growing revenue faster at 3.3% — sustainability is the question.
PSA generates stronger free cash flow (799M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (62/100 vs 40/100), backed by strong 41.6% 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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
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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